This article provides an overview of Knowledge Base integration in Copilot and shows how it helps you find contextual information more efficiently. Instead of manually searching through hundreds of articles, you can use Copilot as an intelligent assistant that understands your natural language queries and instantly retrieves the most relevant information from the knowledge base article.

With this integration, you can:

• ​Utilize Copilot as an AI-driven search engine to explore extensive collections of metrics and dimensions. Accelerate the resolution of data-related inquiries by gaining access to in-depth insights on key performance indicators (KPIs).

• It also helps to provide an overview about other reporting related queries like exports, colour coding functionality

• ​Assists you in accessing current Knowledge Base articles for straightforward clarifications on reports, report groups, and definitions of metrics or dimensions. It also includes the kb link for further exploration if necessary.

This integration expedites reporting and troubleshooting by connecting your questions with accessible knowledge, making the process faster, more precise, and user-friendly.

The benefit is that any information from the knowledge base can be easily accessed through copilot.

Use Cases

• Ask questions in natural language: Get instant answers without searching through multiple Knowledge Base articles.

• Access contextual reporting information: Learn about reporting concepts, metrics, dimensions, reports, and report groups directly within Copilot.

• View related Knowledge Base content: Receive concise answers with links to detailed documentation for further learning.

• Understand reports and metrics faster: Get quick clarification on metric definitions, dimensions, and reporting terminology.

• Troubleshoot reporting issues independently: Ask questions about widgets, dashboards, metrics, dimensions, reports, report groups, and filters (including date filters) to identify and resolve issues.

• Reduce reliance on support teams: Resolve common reporting questions on your own instead of escalating routine issues.

• Build and manage reports confidently: Use Copilot to better understand your reporting configuration and create dashboards and reports more efficiently.

How Copilot Helps

Copilot enhances Knowledge Base access through:

• Conversational search: Ask questions in natural language (for example, “What does AHT mean?”).

• Context-aware responses: Get concise and relevant answers based on your query.

• Integrated knowledge retrieval: Access both structured data (such as metric definitions) and knowledge resources (such as FAQs).

• Explainable insights: View related articles and detailed documentation for deeper understanding.

Accessing Knowledge Base Integration in Copilot

1. Open a dashboard from the Reporting under Analyze section.

   

2. Click the Copilot icon in the top-right corner.

3. In the Copilot panel, select Help me learn or enter your query directly.

   

4. Ask a question from the KB reporting articles, such as:

   1. How can i schedule an export?

   2. ​How can i access standard dashboard?​

5. Review the response and click the link with number in the display to explore detailed documentation.

   Note: Copilot uses natural language processing (NLP) to understand your query by identifying key terms and intent, and then surfaces the most relevant information from the Knowledge Base. Copilot relies on the knowledge base article's content to generate a summary.

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