Copilot for Checklists

The Checklist Copilot enables users to describe technical configurations in natural language. Based on the description, the Copilot automatically suggests values for numeric, text, and boolean variables defined in the checklist. These suggestions are shown as proposed changes that users can review and confirm.

Each checklist line must be linked to a Variable for Dynamic BOM, which acts as an identifier the Copilot can recognize and assign values to. Only those lines with a defined variable will be considered during Copilot generation.

Setup

Ensure that the Azure OpenAI settings are defined in the Configure to Order Setup page and the Checklist Copilot is registered in the Copilot & agent capabilities page either manually or via the Register Checklist Copilot Capability function.

Usage

When the Copilot is used, it can automatically populate checklist line values for numeric, text, and boolean input types. The system matches the natural language prompt with variables marked in the checklist and suggests new values. These suggestions are shown in the New Input or New Selected fields before confirmation.

Note

Only checklist lines that contain a value in the Variable for Dynamic BOM field are considered for Copilot suggestions. This field acts as the variable identifier and must be unique within the checklist. Empty values in this field will be ignored by the Copilot logic.

  1. In either the Checklist Template or Document Checklist, choose the Copilot button from the top right of the page.
    The Checklist Template Copilot page opens.
  2. In the text box, enter a prompt with the configuration in natural language to fill out the checklist lines.
  3. If you have a file with specifications, choose the Attach a file button and then drag and drop or browse to the file. The text will be added to the text box after upload.
  4. Choose the Generate button to launch the Copilot based on the configuration. The Checklist Template Copilot page opens:
    • The top section shows the variable settings that the Copilot gathered from the configuration.
    • The middle section shows the existing values and intended changes to the checklist lines.
      • You can manually adjust the New Input and New Selection fields as needed.
      • You can delete lines by choosing the Delete Line action.
    • The bottom section shows the current variables in the checklist lines. Choose the Dismiss button to close this section.
  5. After reviewing the intended changes:
    • Choose the Confirm button if the changes are correct to close the Checklist Template Copilot page and transfer the changes to the checklist lines.
    • Choose the Regenerate button if you manually changed any settings in the middle section and want to return to the previous settings from the configuration.
    • Choose the Discard button to close the Checklist Template Copilot page without making any changes.
Note

Value limits are enforced when confirming the changes. For example, if a power value has a lower limit of "50" and the New Input field is set to 45 by the Copilot, an error will be shown, and you will need to manually adjust the setting before reconfirming.

Prompt Examples

The following prompts demonstrate how the Checklist Copilot can interpret natural language and suggest values for checklist lines. These variable names (e.g., C_CM_POWER, C_DOC_DE, etc.) are examples only and may differ depending on your specific checklist configuration.

Prompt Affected Variables
Customer wants a stainless steel design with protective cover. C_MAT_SURFACE = "StainlessSteel"
C_PROTECTION_COVER = true
Configure for high humidity and food-grade compliance. C_ENV_HUMIDITY_PROT = true
C_CERT_FOODGRADE = true
Load capacity should be 500 kg. C_LOAD_CAPACITY_KG = 500
Set color to RAL 7016 and include label printing. C_COLOR_RAL = "7016"
C_LABEL_PRINTING = true
Machine must fit through 90 cm doorway. C_DIM_WIDTH_MM ≤ 900
Energy class should be A++. C_ENERGY_EFFICIENCY = "A++"
We need a 230V connection and 50Hz frequency. C_POWER_SUPPLY_VOLTAGE = 230
C_FREQUENCY_HZ = 50
Apply standard discount and priority shipping. C_DISCOUNT_LEVEL = "Standard"
C_SHIPPING_PRIORITY = "High"
Include French manual, exclude all others. C_DOC_FR = true
C_DOC_EN, C_DOC_DE = false
Welded frame, no screws. C_FRAME_TYPE = "Welded"
C_USE_SCREWS = false

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