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Ask Copilot

Copilot is Corporate Memory's AI chat assistant and your default landing page after sign-in. It answers questions using your organization's approved knowledge base and cites the documents it drew from, so you can verify every answer at the source.

Before you begin

Ask a question

  1. Sign in at https://corporatememory.workdone.ai. Copilot opens by default.
  2. Type your question in the message box and send it.
  3. Read the answer. Where Copilot used a document from the knowledge base, the answer includes citations pointing to the source.

Tips for effective questions

  • Be specific. "What is the return policy for damaged units?" gets a better answer than "returns?"
  • Give context. Mention the product, process, or document family you're asking about if you know it.
  • Ask one thing at a time. Break multi-part questions into follow-ups in the same thread; Copilot keeps the context.
  • Ask follow-ups. If an answer is too general, ask Copilot to narrow it, quote the relevant passage, or compare against another document.

Use starter prompts

If you're not sure what to ask, Copilot offers starter prompts: pre-written questions tailored to your organization. Select one to run it as-is, or use it as a template and edit before sending. They're a fast way to learn what the knowledge base can answer.

Work with threads

Each conversation with Copilot is a thread:

  • Continue in the same thread when your questions build on each other; Copilot uses the earlier messages as context.
  • Start a new thread when you change topics. Mixing unrelated topics in one thread dilutes the context and weakens answers.
  • Return to a previous thread from your thread list to pick up where you left off.

Read citations and open source documents

Citations are how you verify an answer before acting on it.

  1. Look for citation markers in Copilot's answer; each one refers to a document in the knowledge base.
  2. Select a citation to see which document it came from.
  3. Open the source document and confirm the answer matches what the document actually says.

Warning

Treat Copilot's answers as a well-cited starting point, not a final authority. For decisions that matter (compliance, pricing, safety), always open the cited document and confirm.

When Copilot says it doesn't know

Copilot is designed to say so rather than guess when the knowledge base doesn't contain an answer. If that happens:

  • Rephrase. Try different terminology; the document may use different words than you do.
  • Narrow or broaden. Ask about a specific document, or ask a more general question first to find the right area.
  • Check the knowledge base. The document you expect may not have been ingested or approved yet. Ask your administrator, or see Manage the knowledge base.
  • Report a gap. If a document should be available but isn't, tell your administrator so they can get it into a connected source such as SharePoint or Google Drive.

Next steps