Using a Copilot

What a Technician does inside a copilot — ask, hands-free, resources, tasks, Periscope Mode, escalation, and the two tabs that differ between products and assets.

Opening a product or an asset puts you inside its copilot. From there the work is the same whichever one you came in through: ask a question, open a document, or run a task. Two tabs differ — a product has Current Data, an asset has Configuration.

PageWhat it covers
Asking QuestionsThe Ask tab, how an answer is built and how to read it, the sources behind it, and the controls under it
Hands-Free OperationAsking by voice, hearing the answer read aloud, and opening the references behind it
Viewing ResourcesThe Resources tab, what is filtered out and why, the document viewer, and what is held on the device
Running a TaskFinding a task and running it step by step, recording data, branching, and closing it out
Current DataProducts only — the copilot's technical metadata
ConfigurationAssets only — the identity and variables of one specific machine
Periscope ModeTurning a task into an outline, so you can jump straight to any step
EscalateRouting a job to support, or handing it to another Technician with a handoff code

The tab strip sits across the top of the copilot, and stays available while a task is running.

TabProductAsset
Ask✓✓
Resources✓✓
Tasks✓✓
Current Data✓
History✓
Configuration✓
A tab per question✓

On a product, each question opens its own named tab to the right of Current Data, so several open questions stay side by side. On an asset the conversation stays on the Ask tab itself.