Get started with Copilot

Get started with Copilot to effortlessly generate Quick Workflow solutions with minimal or no training with the support of Generative AI technology.

To start using Copilot, you must have already configured the AI provider integration in the TotalAgility Designer. If you do not have the Generative AI integration, configure the AI provider in Kofax Copilot.

When you install Kofax TotalAgility, Kofax Copilot card is available on the Home page of the Kofax TotalAgility Designer. Click the card to make use of Generative AI (Artificial Intelligence) functionality to generate a process and associated form(s) by giving AI provider some information. Alternatively, click the Kofax Copilot card available on the TotalAgility Apps landing page.

  1. Click Start > All Programs > Kofax TotalAgility > TotalAgility Apps.

    The Kofax TotalAgility Quick Workflow designer opens and the Chat with Copilot floating window appears where you can chat with Copilot and request workflow creation. TotalAgility Quick Skins

  2. Select the Kofax Copilot card, or click Kofax Copilot in the navigation menu.

    The Workflow Designer opens and displays the following interface elements:

    Workflow tab
    Use this tab to design a workflow.
    Generate button
    The generated workflow is displayed here.
    Properties panel
    In this panel, the properties for your workflow is displayed.
    Chat with Copilot window
    Use this floating chat window to chat with Copilot and request workflow creation. Enter your request in the chat box such as "Automate the loan application process" and click the Return icon or press Enter. The response from Copilot is displayed.