Solver Copilot

Solver Copilot is a chat-based tool that allows users to find answers to a wide variety of questions about their Solver experience. This AI assistant is included in all Solver subscriptions and is available to every type of user.

Copilot has been trained from our help articles to respond thoughtfully to questions of any type while incorporating the context of the previous questions in the session. These answers can also be formatted to the user’s specifications and generate Solver-related results that are usable within the application.

Copilot is currently unable to provide answers based on your data but may be able to answer some troubleshooting questions. For more support on your data, please contact your consultant or Solver support.

Copilot Interface Overview and Instructions

1. Once you are logged into Solver, you will see several buttons used to access supplemental tools in the top right corner of the page. Select the blue copilot button.
   
2. Once the side window expands to show the copilot interface, click into the text box that says “Hey, ask anything about Solver…”.
   
3. Type a question about the Solver product and click enter or press the send button on the right side of the text box.
   
4. Once you have sent the question to it, Copilot will take a second to think and respond to the query.
   Use the scroll bar to read through the answer.
   
5. You can find more information about the answer by using the links following your answer. These can be found by clicking the arrow in the Learn More section. You may ask another question that is related or not or for the answer to be formatted differently.
   
6. Once you are finished with this line of questioning, you may click the X at the top right to close the window and return Solver to a full screen. You can also click the reset icon at the top right to reset the Copilot session and ask questions on a new topic. Copilot will not remember your previous questions if you have reset the session.

Feedback

If you are satisfied with the answer you received from Copilot, please press the thumbs-up button at the end of the response. If there is a problem, please click the thumbs-down button and reply with a short description of the issue with the response.

This feedback will allow us to train copilot better and improve our product documentation.

Important Information

Your privacy is very important to us. Here’s how it works:

1. Privacy by Design: Copilot doesn’t have memory by default. This means that it does not remember past interactions across sessions This keeps each interaction private and independent.
2. Temporary Context: During each chat, Copilot keeps a temporary memory to provide better responses (like remembering details within the session), but this resets after each session ends.
3. Secure and Confidential: Solver’s systems are designed with security and privacy in mind. All personal identifiers are removed from any stored data. This means that Solver does not have access to information such as who is using Copilot or what session belongs to what user.
4. Exclusive Source Files: Copilot will only take information from the Solver approved Documentation. This guarantees that the information is not only correct but not coming from anywhere else. We will never use any customer data or specific customer information to train copilot on how to use Solver. Source files include Solver’s product help site, Solver’s company website including its marketing materials, Solver’s product support site, and Solver’s internal white papers.

FAQ

• What is the value of Solver Copilot and why do I want to use it?
  • Solver Copilot v1 is a text-based chatbot designed to answer product questions, based on public Solver documentation. For example: How do I run a report?
    Solver Copilot (AI) does not have access to Customer/tenant information.
• How much does it cost?
  • Copilot is currently included with a Solver subscription. Contact sales for subscription information.
• Who should use it?
  • Solver customers who need help using Solver’s xFP&A product.
• What data is it using?
  • Solver help documentation from the Solver Help site, Support articles, Solver Academy, Solver marketing site, and Solver white papers.
• Where is the data and output going and how is it stored?
  • Solver Copilot is built into the Solver portal. All questions, answers, and user feedback, are stored within a US-based Microsoft Azure database. The information is used to help improve the help documentation, which feeds Solver Copilot.
• Can sensitive data/content be removed?
  • Yes. While Copilot is not connected to a Solver customer tenant, if a user inadvertently enters sensitive information in the form of a question, we can remove it from our telemetry. Note that Copilot is text-based only. This removal will be carried out by trusted Solver staff in order to ensure quality and compliance in our data collection.
• Is data viewable/available by Solver?
  • Prompts entered by users, answers, and feedback from the user are visible to senior members of the cloud team. This information is used to improve the documentation Solver Copilot depends on.
• What LLM is the tool using?
  • Microsoft Azure OpenAI GPT4o. Solver Copilot v1 is based on a Retrieval-Augmented Generation (RAG) model. When a user asks a question, the LLM will rephrase the question and ask the Solver vector-based documentation database. The LLM will then use the documentation to provide a generative AI response. All answers include references to the source documentation. If there are any changes in this, including updates or additions, users will be notified via the Solver monthly release notes.