Manage Copilot
  • 04 Apr 2025
  • 4 Minutes to read
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Manage Copilot

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Article summary

The Copilot in AI/ML on Apex Platform enables you to use various AI features within the application such as, to determine the SLA of a request, Generate insights & summary on the issues, and creating, viewing or updating requests. You will be able to use them within the application upon enabling them in the AI/ML Copilot.

Activate Copilot

Here you will be able to control the AI function at application level. Such as to provide the required AI output or suggestion to the users while updating issues/requests.

Note

The selected application will be powered with AI Copilot functionality if it’s enabled on the Platform’s AI/ML Copilot.

To enable Copilot in the Application, perform the following steps:

  1. Log In to the Apex Application as a Super Admin.

  2. Select Service Management Application to enable Copilot support in the Application.

  3. Click settings icon on top panel and select Platform Studio.

  4. Click AI/ML and select Copilot.

    Copilot list page is displayed. By default, the system provides one preconfigured copilot configuration.

    Figure: Copilot - List

  5. Click ID hyperlink to view the configured Copilot.
    Copilot details page is displayed. Here, you activate or deactivate the AI feature.

    Figure: Copilot on Apex Platform AI/ML

  6. Select Activate Copilot to view the AI functions in the Application.

  7. Click Save to apply the changes.

The platform’s AI/ML copilot provides the following AI features:

Essentials AI

This section of the AI must be enabled to use Generative AI features along with Conversational AI in service management operations as an AI capability. Click Activate Essentials AI to activate other AI Copilot features in service management module. For more information, refer Service Management Operations.

Field

Description

Create or Update Incidents

Enable Create or Update Incidents for Analysts to create or update incidents in the Incident module of the Application. For more information, refer Create Incident.

Create or Update Service Requests

Enable Create or Update Service Requests for Analysts to create or update the service requests in the Request Module of the Application. For more information, refer Create Service Request.

Live Agent

Enable Live Agent to transfer the End User’s chat conversation to a customer support AI Agent. For more information, refer Live Agent Transfer.

Approve Service Request

Enable Approve Service Requests for Analysts to approve Service Requests on the AI Copilot. Not limited to approval, this also enables to retrieve requests. For more information, refer Approve Requests.

Generate Resolution Notes

Enable Generate Resolution Notes for Analysts to generate notes on the resolution of a request. For more information, refer Resolution Summary.

Generate Insights

Enable Generate Insights for Analysts to generate insights in a request to determine the risk factors and other summary details. For more information, refer Generate Insights.

Pro AI

This section of AI must be enabled for the Analysts to use AI Copilot features such as Generative AI, Outlook Interactions, Guardrails and customer support AI assistance. Click Pro AI to activate other AI Copilot features within the Application.

Field

Description

Major Incident Summary

Enable Major Incident Summary for Analysts to generate issue summary using Copilot AI. As these Incidents are of high impact in the organization, AI helps users to log all the required details effortlessly. For more information, refer Major Incident Summary.

Outlook Interactions

Enable Outlook Interactions for users to engage with outlook calendar in managing meetings such as to schedule, cancel, forward and reschedule. For more information, refer Outlook Interactions.

Incident Clustering

Enable Incident Clustering for AI Copilot to generate details pertaining to similar issue type by grouping Incidents as clusters. For more information, refer Incident Clustering.

PII Data (Incident)

Enable PII Data to protect the user’s Personal Identifiable Information on the Copilot AI chat. Which makes AI copilot more responsible to sensitive information on chat. For more information, refer Guardrails.

Live Agent Summary

Enable Live Agent Summary for Copilot to generate summary for Customer Support AI Agents to improve the productivity and maintain accuracy in agent’s chat summary details. For more information, refer Live Agent Summary.

RCA Summary

Enable RCA Summary for copilot to generate summary to determine underlying causes and re-occurring issues in a problem record. For more information, refer RCA Summary.

Enterprise Knowledge Search

Enable Enterprise Knowledge Search for Copilot to provide instant results from the Knowledge Base. User can request Copilot for company’s top 3 travel policies, leave policies etc. For more information refer Enterprise Knowledge Search.

Advanced AI

This section of AI must be enabled for Analysts to use AI features such as Predictive AI. Click Advance AI to activate other AI Copilot features within the Application.

Field

Description

Incident Risk of Escalation

Enable Incident Risk of Escalation to view the escalation bar on the Incident. Based on the historical data patterns the risk escalation is predicted by the Copilot. For more information, refer Risk of Escalation.

Incident SLA Violations

Enable Incident SLA Violations to for Copilot to predict the risk of SLA breach for an Incident. Based on the historical data patterns and current conditions SLA risk is calculated and displayed. For more information, refer Risk of SLA Violations.

Change Type

Enable Change Type for Copilot to predict a change type for a change record based on the historical data from the previous changes. For more information, refer Change Type Prediction.

Service Desk Intelligence

Enable Service Desk Intelligence for Copilot to predict AI suggestions on a record based on the symptom, description, fields in a record. For more information, refer Service Desk Intelligence.

Change Approval Predictions

Enable Change Approval Predictions for copilot to predict risk advisory for planned changes by providing risk and success rate of the proposed changes. For more information, refer Change Approval Risk Analysis.

Change Implementation Risk

Enable Change Implementation Risk for the Copilot to to predict the risk factors and success rate of a Change. For more information, refer Implementation Risk.


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