Your Access Evo Copilot is your AI assistant that improves your working day by providing intelligent insights, answering queries, and suggesting actions based on the right context, without the wait.
Copilot makes it easier to gather information and execute tasks efficiently. Everything from HR policies to financial queries and smart email suggestions can be done in an instant.
Get started with Access Evo Copilot
You can find your Access Evo Copilot in your Access button, simply click and ask your question!
Click Access button, then click Copilot.
Quick start examples
To give you a head start in using your Access Evo Copilot, we’ve put together some template questions for you to use. Simply paste them in and watch your AI assistant do the work.
Example employee questions
What is [firstname.surname] contact number?
What is [firstname.surname] address?
What is [firstname.surname] status?
Does [firstname.surname] have a preferred name?
What is [firstname.surname] age? / What is [firstname.surname] date of birth?
Find all staff celebrating work anniversaries this month
Show me staff who have been with us for 10+ years
What is [firstname.surname] status? (Active, Terminating, Terminated)
What is [firstname.surname] email address?
What is [firstname.surname] external ID?
What is [firstname.surname] pin number?
Does [firstname.surname] have any medical conditions?
When did [firstname.surname] start?
Generate a birthday list for employees this month
Generate a promotion letter for [firstname.surname]
List all employees with 'Terminating' status
Example employee workflow
You: “I want to send a promotion letter to Jane Doe”
Copilot:
"Jane Doe's details:
- Address: 25 Park Lane, Birmingham B2 1AB
- Started: 15th March 2019 (5 years service)
- Preferred name: Janey
- External ID: PAY001234
Generated promotion letter:
[Letter template with personalized details automatically filled in]
Dear Janey,
We are pleased to inform you of your promotion to Senior Carer...
[Full letter content with address formatting]"
Example service location questions
What is [firstname.surname] contact number?
What is [firstname.surname] key safe number?
What is [firstname.surname] status?
Does [firstname.surname] have any medical conditions?
Generate a letter for service user [firstname.surname] thanking them for compliments
Create a thank you for services letter for [firstname.surname]
What is [firstname.surname] address?
What is [firstname.surname] NHS number?
Does [firstname.surname] have a preferred name?
Generate a birthday list for service users this month
Create a price increase notice letter for [firstname.surname]
Example service location workflow
You: “I’m on a call and need John Smith’s key safe number”
Copilot:
"John Smith's key safe number is 4829.
His address is 15 Oak Street, Manchester M1 2AB.
His preferred name is 'Johnny’, and his emergency contact is Sarah Smith (daughter) - 07123 456789."
Example finance questions
What payroll run is [firstname.surname] assigned to?
What is [firstname.surname] external ID? (for payroll reconciliation)
What invoice run is [firstname.surname] assigned to?
Show me all employees on payroll run [number]
Example finance workflow
You: “Which employees are aged 18 or 21 and due a wage increase to comply with regulations”
Copilot: [List of employees aged 18 or 21]
Example employee portal questions
What is [firstname.surname] pin number?
Show me portal login details for [firstname.surname]
Example employee portal workflow
You: "Sarah Johnson forgot her portal pin number"
Copilot:
"Sarah Johnson's portal pin: 8743
Her other details for verification:
- External ID: PAY005678
- Email: [email protected]
- Payroll run: Weekly Run 2
- Status: Active"