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Copilot is Arkata’s built-in assistant. It answers questions about your firm’s data and about how to use Arkata, without leaving the app.

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Ask Copilot a question

  1. Click the Copilot button at the bottom of the screen. It opens in a side panel, or as a full page on a phone.
  2. Type your question in plain English.
Things it handles well:
  • “What is the status of the Smith residence project?”
  • “What tasks are overdue this week?”
  • “How many active projects does this client have?”
  • “What is the total outstanding across all invoices?”
  • “How do I upload a new document version?”
Type @ in the message box to pick a specific project, client or team member. Copilot then knows exactly which one you mean instead of guessing from a name.

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Manage your conversations

Click New conversation to start fresh, or open the conversation history to return to an earlier one or delete one you no longer need.

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What Copilot cannot do

Copilot is read only. It can look at your data but cannot change anything, so it will not create, update or delete records. It also cannot open document files or email content, see another firm’s data, or read your team members’ personal contact details.

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Privacy

Copilot sees only what your firm can see, within the same boundaries as the rest of Arkata, and it runs inside the EU so your data does not leave Europe. Conversations are purged automatically after a set period.
Be specific and ask one thing at a time. “What tasks are assigned to me?” works better than “Tell me about tasks”.

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Next steps

Copilot credits

How usage is metered.

Find your way around

Where the Copilot button sits.