Use the New Topic button in Access Copilot to organize your interactions into distinct threads of conversation for a more organised and intuitive discussion. By separating inquiries into topics you can switch between projects, revisit previous conversations and handle multiple inquiries at once, without losing context. 

The Topic History feature in Copilot allows you to revisit previous interactions and eliminates the need to repeat inquiries, allowing you to pick up right where they left off. Click on the Topic History button at the top of your Copilot view to navigate through past conversations, and easily track ongoing projects or explore different aspects of a topic over time.

Skills are collections of plugins with your Access-hosted products that allow Copilot to perform specific tasks or provide targeted information; designed to enhance Copilot's responses and and tailor your experience. 

When starting a topic in Copilot you must select the Skill you want it to operate in, meaning which context within the Access Evo Products you want Copilot collate data from. To query Unleashed and its data, select the "Unleashed" skill for each new topic.

Prompts are predefined or dynamically generated messages that guide you on how to interact with Copilot. They can suggest actions, ask for information, or provide clarification on what the you might need to do next. Prompts are often context-sensitive, meaning they adapt based on your previous interactions or the current topic. This ensures that you receive relevant suggestions that align with ongoing tasks. 

Order Lifecycle Tracking and Categorisation:

• Real-time order status checks (parked/placed/backordered)
• Multi-currency value conversion
• High-value order identification (>$X threshold) or other such criteria

Time Trend Analytics:

• Customer order interval analysis and extrapolation.
• Seasonal or Date-range analysis.
• Price efficacy analysis.
• Slow stock analysis.
• Product performance analysis in Sales.
• Tactical recommendations for each above.

Stock Performance & Risk Visibility:

• Real-time multi-warehouse stock positions.
• Batch/serial number tracking.
• Stockout risk analysis.
• Stock problem identification and loss reduction.

Inventory Clearing Tactical:

• Slow-mover identification.
• Clearance pricing and offer specifics recommendations.
• Promotion bundling suggestions.

Inventory Strategy Improvements:

• Link products to common buyers.
• Lowered procurement costs.
• Improve inventory turnover.
• Build a framework for measuring and improving inventory.

Supplier Management:

• Lead time performance analysis.
• Chasing late PO’s and communications formulation.
• Contract compliance monitoring.
• Price benchmarking.
• Risk analysis and de-risk supply chain.
• Terms setting and negotiation assistance.

Supply Planning:

• Supplier suggestions for replenishment.
• Bulk buy opportunity identification.
• Budget estimation and communications.
• Purchase and Supplier trend analysis.
• Purchase cost & ROI analysis.

Request basic data:

• List Sales Orders placed yesterday.
• Give Sales Order value for {order x}.
• List Sales Order status of {order x}.
  Limitation: Custom statuses not supported.
• List and detail value of Pending Sales Orders per Order {in base currency / in each currency per order}.
• List Completed Sales orders.
• List Cancelled Sales orders.
• When was {product X} last sold, what was the date?
• Retrieve {order x} for {customer x}, give me pertinent information?
• Show me my outstanding orders (or specify status, like Backordered).
• How many orders received in {a time period}.
• Show me the orders that have closed in {a time period}.
• Show me the parked, backordered and placed orders for {warehouse x}.
• Show me the list of high-value over {x amount} in {base currency total order value} orders placed over {timeframe X}.

AI assistant exercises:

• What orders in the past year revenue {below/above X}? How do I address discrepancy between order cost and relative ROI or sales value in future sales?
• Can you give me all orders (with their currency) in {X status} from the past {X months/weeks} and list them from {high to low} total order value?
• Look at my {top 3} most active customers in {timeframe X} in terms of number of orders placed.
• In {timeframe X}, at what prices have I sold {product X}?
• What products have I sold at different prices in {timeframe X}, list the product and the price points.
• List all Sales orders for {Customer}. List the interval (in days) between each order placement.

Request basic data:

• What is the current stock on hand position for {product x}?
• Is {product x} in stock and is it available for new sales?
• List all products that are low in stock.
• What sellable, stocked items have a stock position below their minimum stock level in either stock on hand or available stock? Check all.
• What Warehouses are {products X, Y and Z} stored in? Give the on hand, allocated and available quantities per location.
  Limitation: as stated, cannot pull out can assemble.
• Show me stock details, stock on hand positions of {products X, Y and Z} by {SKU/Name/Category/Batch/Serial}.
• Do I have any items with negative availability, and what should I do about it? Check all warehouses.
• List {Item X} SOH per warehouse code.
• How many units of {product x} are allocated for pending orders?
  Limitation: can’t specify against what transactions.
• What item has the most units available in my inventory?

AI assistant exercises:

• For {item X}, list the top buyers and their count of orders and units purchased in {timeframe X}?
• I have a customer that is likely to purchase {item X}, and have said they are interested in {item Y}. Can you give me all my products with descriptions related to {item Y}?
• Identify items with >X days unsold inventory in {Warehouse X} and suggest clearance strategies.
• Analyse my stocked products in {Warehouse X} and compare SOH position versus days since last sold, which items are overstocked?

Request basic data:

• List Purchase Orders placed yesterday.
• List Purchase Order value(s) for <order(s) x (y, z)> in {base currency / their order currency}.
• List of Pending Purchase orders or Show me my outstanding orders.
• List of Completed Purchase orders (can add or distinguish Receipted).
• List of Cancelled Purchase orders.
• List of Receipted Purchase orders
• Retrieve Purchase order details for order range or supplier x.
• Show me late PO’s.

AI assistant exercises:

• Pull past purchases with placement date and receipt date for {Supplier code X}, compare to their Supplier lead time if that value exists.
• Give me all purchases in any status for {supplier code(s) X (Y, Z)}.
• Pull all Purchases. List my top 5 highest order value purchases of all time with any supplier (expressed in base currency). List the purchase orders, supplier, date of placement, cost total, number of order lines, item codes, unit price and line item quantities, line total, order currency, average cost per line item per order and current order status.
• What is my most purchased item in terms of unit quantity across completed purchase orders?
• {Supplier Code} has a late PO, has this happened before? Give me detail and advise me what to do about it in the current case and later in renegotiation or billing.
• Pull all PO's and line items for 2024. Check my purchase prices for all the items I purchased in based on all purchase order data - which item prices varied over multiple PO’s in that timeframe?