Get Help with the SAS Customer Intelligence 360 Copilot

About the Copilot

You can use the copilot to perform one of these actions:

• Get answers to your questions while in the application. The copilot uses the application’s documentation to source answers.
• Find information about tasks, audiences and journeys. For example, you can ask the agent to tell you the average runtime of a bulk task or which audiences are active.
• Create a scheduled journey that is based off of information that you enter or attach.

Here are some things to keep in mind when using the copilot:

• SAS Customer Intelligence 360 temporarily stores your prompts and the copilot’s responses, as well as any reactions that you click.
• The copilot attempts to reply in the same language as the prompt. However, if that is not possible a reply might be returned in a different language.
• The copilot uses guardrails to increase the likelihood that you get answers that are appropriate and relevant to the application. If the copilot cannot generate a response to your question, try entering more details that are specific to the application.

Access the Copilot

Click on the application bar.

• Click Ask to get explanations on how to complete a task. Take one of these actions:
  • Enter a question or instructions and click . There is a limit of 500 characters and prompts are truncated after 500 characters.
  • Click one of the default prompts that appear.
  • Click to access a list of all default prompts and select the category that you are interested in.
• Click Agent to use the SAS Customer Intelligence 360 agent.

  Use the agent that is part of the SAS Customer Intelligence 360 Copilot when you want to search for information about tasks, audiences, audience sources, and journeys. For example, you can ask the agent to tell you the average runtime of a bulk task or which audiences are active. You can also use the agent to create a scheduled journey for you based off of information that you enter or attach.

  Take one of these actions:

  • Enter a question or instructions and click . There is a limit of 500 characters and prompts are truncated after 500 characters.
  • Attach a file. The file can contain information that supports what you asked the agent to do when you entered a prompt. The file size cannot exceed 3.75 MB. These are the supported file formats: JPG, JPEG, PNG, TXT, DOCX, PDF.

Click if you want to start a new conversation. Starting a new conversation clears your current conversation. Previous prompts and responses are not saved.