Your first conversation
Copilot is ready the moment your administrator enables it. Here is the path from first click to first answer.
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Open the chat panel
Look for the round Copilot button in the bottom-right corner of any iVendNext page. Click it to open the chat panel. The panel stays available as you move around iVendNext.
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Confirm your company
If you have access to more than one company, choose the right one at the top of the panel. Every answer is scoped to that company.
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Ask, or pick a shortcut
Type a question in the input box, or choose one of the ready-made prompts grouped by area (Sales, Finance, Stock, Purchase, and more). Shortcuts are the fastest way to learn what Copilot can do.
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Read the answer
The copilot replies in the panel. Answers can include text, tables, links to the underlying documents, and charts. When it runs a step, you see a short note of what it is doing.
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Confirm any change
When you ask Copilot to create, update, or submit a document, it prepares a draft and asks you to confirm before anything is finalized. Nothing is changed without your explicit approval.
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Keep the thread or start fresh
Each conversation is saved so you can return to it. Start a new conversation for an unrelated task, pin the ones you use often, and give them titles.
