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Documentation Index

Fetch the complete documentation index at: https://developers.novala.ai/llms.txt

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The AI Copilot is a conversational assistant built into every page of Novala. You can ask it questions about your data, tell it where you want to go, and get guidance on what to do next — without leaving what you’re working on. It’s available to admins, coordinators, technicians, and sales reps.

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Opening the Copilot

Click the Copilot button in the top-right corner of any page to open the chat panel. It slides in alongside your current view so you don’t lose context.

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What you can ask

Query your data

Ask data questions in plain English. The Copilot translates your question into a query and returns results as a table, chart, or number.

Navigate the app

Tell the Copilot where you want to go and it navigates you there instantly, without hunting through menus.

Get contextual suggestions

Ask “what should I do next?” and the Copilot suggests relevant actions based on the page you’re on and your role.

Understand a feature

Ask how something works in Novala and get a plain-language explanation, sometimes with a step-by-step walkthrough.

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Example prompts

  • “How many leads haven’t been contacted in 7 days?”
  • “Show me overdue invoices from last month.”
  • “What’s the total value of open deals in the pipeline?”
  • “Which customers have equipment due for inspection this week?”
  • “How many work orders were completed this month?”
  • “What should I do next?”
  • “How do I convert a lead to a deal?”
  • “Walk me through creating a workflow.”
  • “How does lead scoring work?”
  • “Find contact Jane Smith.”
  • “Look up the deal for Acme Corp.”
  • “Show me invoice INV-0042.”
  • “Find work orders for the Chicago site.”

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How the Copilot responds

Depending on your question, the Copilot may respond with:
  • A metric (a single highlighted number)
  • A data table you can scroll and sort
  • A chart visualizing trends
  • A record card that links directly to a specific record
  • A navigation action that takes you to a page
  • A step-by-step walkthrough for a feature or process
  • A plain text explanation

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Privacy and data access

The Copilot only has access to data within your organization’s account. It cannot see data belonging to other Novala tenants. Your data is never used to train models.
Some data queries require the Analytics module to be enabled on your account. If a query isn’t returning results, contact your administrator.

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Reporting a bug from the Copilot

If you encounter unexpected behavior anywhere in Novala, you can report it directly from the Copilot. Open the chat panel and describe the problem — the Copilot will file a bug report and give you an issue reference number so you can track progress.

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Who has access

The Copilot is available to users with the following roles by default: admin, coordinator, technician, and sales. Access can be adjusted by an admin in Settings → Users.