The Copilot dialog
Use this dialog to ask the AI assistant questions.
To display this dialog, click in the document view.
Tungsten Copilot services must be enabled to use this feature.
Use the dialog to ask natural language questions, such as "How much did we buy from this supplier last month?" or "What's the average total cost on invoices from this supplier?" Tungsten Copilot interprets the queries and returns relevant results based on your own data.
Documents in Storage or Analytics are not available to Tungsten Copilot.
Tungsten Copilot can answer questions related to the document fields below.
- DocumentId
- InvoiceStatus
- ReceiveTime
- TrackId
- BuyerName
- SupplierName
- SupplierNumber
- WorkflowName
- InvoiceAmount
- InvoiceCurrency
- InvoiceDate
- InvoiceDueDate
- InvoiceNumber
- InvoiceOrderNumber
Custom fields, line-item fields, and any other fields not mentioned above are not available to Tungsten Copilot.
Tungsten Copilot can make mistakes. Always verify important information.