How a request becomes an answer
You do not need to know this to use Copilot. It helps consultants explain why answers are accurate, fast, and safe.
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You ask
Your message goes to Copilot along with the company you are working in and, where relevant, the page you are on.
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Copilot checks the request
Your usage is rate-checked, and the message is screened for manipulation attempts before anything runs.
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It understands your business
Copilot reads a fresh snapshot of your company: top customers, best-selling items, recent invoices, overdue amounts, low-stock items, and the current date and time. This context makes answers specific to you, not generic.
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It chooses the right action
Copilot selects from a library of business tools, for example "summarise revenue" or "create a quotation," and runs them in order. A single question can chain several steps.
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Every step is governed
Before each action runs, Copilot confirms you are allowed to perform it, removes any sensitive or disallowed fields, and records the action in the audit trail.
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It replies as it works
The answer streams back into the panel so you see progress immediately rather than waiting for a blank screen.
