The Copilot is a chat assistant that lives on your dashboard — click the floating Ask Pulse button and a drawer slides open where you can ask questions about your data in plain language. It's the fastest way to get a quick explanation of a score, a flag, or a trend without digging through the numbers yourself.
💡 Tip — Who can use this Available to clients on most tiers. Each chat draws from your token balance or included quota.
Quick reference
| Step | Action |
|---|---|
| 1 | Open the Copilot and ask a question |
Step 1 — Open the Copilot and ask a question
On your Executive Overview, click the floating Ask Pulse button (bottom of the screen). The Copilot drawer opens on the right.
At the top you'll see an executive briefing — an AI-generated summary of your period. Below that is the chat, where you can type a question and press Enter to send. Try things like:
- "Why is my Transformation score so low this period?"
- "What's driving the red flag on gross profit margin?"
- "How does this month compare to last month?"
Pulse AI answers using your submitted data, referencing the specific metrics and flags behind its response.
💡 Tip — Save a useful chat to Messages If a conversation is worth keeping, use Save to Messages in the drawer. It promotes the chat into your Messages inbox as a thread with Pulse AI, so you can revisit it later alongside your other conversations.
📝 Note — Keep questions focused Each message has a character limit, and the chat remembers the last several turns for context. For the clearest answers, ask one focused question at a time rather than a long, multi-part prompt. If you run low on tokens, you can top up your balance under Settings → Usage & Billing.