Access Evo

Access Evo Release Highlights

Overview of new capabilities in Access Evo

Access Evo features at a glance

A guide to focused and targeted output with Copilot skills.

How to use Copilot Skills

Accessing Copilot from the Products Menu

A guide to how Evo Docs helps searching for information in your Collaborate docs with Copilot

Evo Docs Skill in Copilot

A guide on how to query uploaded PDF's in Copilot

Document Upload in Copilot

A guide to leveraging different types of artifacts with Copilot.

Artifacts in Copilot

How to get reliable, up-to-date information from the web, without leaving your conversation with Copilot.

Web Search Skill in Copilot

A guide to why and how to provide valuable feedback on your Copilot interactions.

Providing Feedback in Copilot

A guide on how to organise your apps in Evo to suit your workflows.

MyEvo and Spaces user guide

MyEvo and Spaces F.A.Q.

A guide to how Global Search provides a unified way to find information across Access products from a single search box in the Evo header.

Global Search user guide

Manage Evo Features directly from the Members menu

Manage Features

Answers to your frequently asked questions

Access Evo Platform: FAQ

Global Search Enhancements

Enhanced Access Menu Features

How to Change Your Language Preference to German

Evo Feed & Evo Copilot: Coming Soon to Your Organisation

Payroll Import Utility

Evo Comms User Guide

Roxana

Denisa Arjoca

What's new in Access Evo

📃 Privacy Policy

Useful Links

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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