Learn about SoftExpert Copilot
The configuration described in this article is applicable to version 3.0 of the system. For the configuration of previous versions, click here.
Welcome!
SoftExpert Copilot combines artificial intelligence (AI) innovation with the excellence of SoftExpert Suite's products and processes.
Through the Integration center, it is possible to configure APIs that connect to SoftExpert Suite and to use the system's features, which include:
- Creating content using the AI agent;
- Summarizing, improving, simplifying, expanding, or adapting texts with AI commands, as well as adjusting tone and style as necessary;
- Prompting intelligent recommendations for records by means of the With AI agent feature.
With SoftExpert Copilot, it is also possible to orchestrate various services in an integrated manner, such as creating workflows by combining different AI capabilities in order to meet specific needs.
Do you want to learn more? Watch the video below for an overview of the component:
- SoftExpert Copilot is available exclusively to customers who use the SoftExpert platform in the cloud.
- It is not necessary to purchase additional licenses for other products in order to access the artificial intelligence resources integrated into SoftExpert Suite. In case of any doubts or if you wish to migrate to the cloud, contact your account manager.
- To ensure the AI resources function correctly, it is necessary that the AI features permission be enabled. To configure it, go to: Configuration > Access group (CM011) > Other permissions > AI features.
- As of SoftExpert Suite version 2.2.4, SoftExpert Copilot consumption occurs by means of credits. For more information, contact our sales team.
- For information about the use of Artificial Intelligence related to governance, security, and compliance, access the Simplified guide.
What are its characteristics?
Configuration |
Menu in which the configurations of the APIs referring to integration, translation, notification, generative AI, Natural Language Processing (NLP), and Intelligent Document Processing (IDP) are performed. In addition to the APIs, it is also possible to configure Data Lab features. |
View |
Menu used to view the detailed history of the integrations performed in SoftExpert Copilot. |
Shall we start?
By following the steps of the flow below, you will be able to configure and operate SoftExpert Copilot successfully:

