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Welcome to Co-Pilot Knowledge Walkthrough
An automated step-by-step walkthrough of our Co-Pilot Knowledge Sidebar Component
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Co-Pilot Knowledge
Updated: Jan 28, 2025
Description
Click on this step-by-step walkthrough Co-Pilot Knowledge to see how users have easy access to your internal knowledge base.
Steps
1
Welcome to Co-Pilot Knowledge Walkthrough
2
The tutorial plays automatically, but you can take control at any time. Use the pause button to stop or resume.
3
Use the back/forward arrows to rewind or advance at any time or step.
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- Co-Pilot Knowledge is a lightning web component that can be added virtually anywhere in your page layouts ... To the Home Page layout, or to any object page layout as a Primary or Sidebar Component. It's your choice.
- In this example here it's been added to the Lead page as a sidebar component.
5
Enter a keyword or phrase to initiate your search.
Tip: Enhance your search by using keywords, phrases in quotes (e.g., 'exact match'), and wildcards (\*) for flexible results."
6
Video step
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Click on "Search"
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This is where your search results will appear.
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Search results can appear in one of three formats: HTML, Video, or Documents (including files like PDFs, images, slides, and other common file types).
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Click "Clear" to erase results and start a new search!
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Enter your new search phrase.
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Then click on "Search" again.
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- Search results will display up to 50 records.
Grayed-out or darkened icons indicate which file types are included in the results.
- View Column are the HTML results
- Attachment Column is your documents, pdfs, slides, images, etc
- Video Column is for the video results.
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Click on the icon of your choice to launch the content. Your selected content will open in a separate pop-up window for easy viewing.
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Let's search again to see if we can find a video. Just so you can see what that looks like.
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Let's click on "Clear" again to remove the previous search results.
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Let's enter a new search phrase.
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Let's click on "Search" again after entering that new search phrase.
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We have one search result with a "Video". Click on the "Video" icon to launch the video.
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Your video opens on the same page, but in a new window.
That's the final step in this walkthrough.
Contact us if you'd like to see a demo or need help or have any questions.
Thanks for taking a look at our Co-Pilot Knowledge.