How to Access, Save, and Manage Your Copilot History in Sibme
Sibme's Copilot feature allows users to access, save, and manage their conversation history efficiently. Below are detailed instructions to help you navigate these functionalities.
Accessing the AI Copilot
You can access the AI Copilot from multiple locations within Sibme:
From the Home Page: Click the Copilot option directly from the main dashboard.
From a Workspace: Open the desired Workspace and select the Copilot option.
From a Huddle: Navigate to the Huddle you are working on and click Copilot.
These entry points ensure you can easily access the AI Copilot regardless of where you are in the platform.
Accessing Copilot History
To view your Copilot history:
Open the Copilot panel in Sibme.
Click the clock icon located in the lower-right corner of the chat box. This will open your history, where you can browse through previous conversations and inquiries.
Saving and Exporting Conversations
Your Copilot conversations are automatically stored in the history. To save or export a conversation:
Open a specific conversation in your Copilot history.
Hover near the end of a Copilot response to reveal the action menu.
From the menu, you can: - Copy the text. - Export the conversation as a PDF or Word file. - Share it to a location within Sibme. - Rename the conversation. - Delete it if no longer needed.
Managing Prior Inquiries
All previously created items or inquiries are listed in the Copilot history. You can access them by tapping the clock icon in the Copilot interface. From there, you can review, rename, or delete any prior conversations as needed.
Use the Copilot history feature to revisit important insights and reports without needing to regenerate them.
Troubleshooting Common Issues
If you encounter any issues accessing your Copilot history or exporting conversations, ensure that:
You are logged into your Sibme account.
The Copilot panel is open and active.
Your application is updated to the latest version.
For further assistance, contact Sibme support through the Help Center.
By following these steps, you can efficiently access, save, and manage your Copilot history in Sibme, ensuring that your conversations and inquiries are always at your fingertips.