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Accessing Copilot from the Products Menu

R
Written by Roxana
Updated over a month ago

Opening Copilot as a standalone product

Copilot is now available as a standalone product that you can access directly from your Access products menu (the 9-dot icon). This gives you a dedicated space to work with Copilot, perfect for when you want to focus on AI-assisted tasks without being within a specific product.

How to access Copilot

Find the products menu

Look for the 9-dot icon in your Access toolbar – this is your gateway to all your Access products.

Select Copilot

Click the 9-dot icon to open your products menu, then click on Copilot. This opens Copilot in a full-screen experience where you can start working immediately.

Start using Copilot

Once opened, you'll have the full Copilot experience:

  • Start new conversations

  • Upload documents

  • Use different skills

  • Access your conversation history

  • Work with artifacts

Why access Copilot this way?

Focused AI workspace

Opening Copilot as a standalone product gives you a dedicated space to work with AI, away from other tasks. This is particularly helpful when:

  • You're doing research that needs your full attention

  • You're working through multiple documents or complex queries

  • You want to experiment with different skills

  • You need to reference previous conversations

Flexible access to suit your workflow

You can access Copilot in several ways, depending on what you're doing:

  • From the products menu (9-dot icon) – For dedicated AI work sessions

  • From the Access Button – Quick access whilst working in other products

  • From Spaces – When you've added Copilot to your workspace

All access methods give you the same Copilot capabilities, so choose whichever suits your current workflow.

Consistent experience everywhere

No matter how you access Copilot – whether from the products menu, Access Button, Spaces, or embedded within products – you'll get the same consistent experience. Your conversation history, skills, and preferences are available regardless of your entry point.

Getting started

If you can see Copilot in your products menu, you're ready to go. Simply click the Products menu, select Copilot, and start your first conversation.

If you don't see Copilot in your products menu, speak to your Evo administrator about enabling Copilot for your organisation.

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