AI Copilot

Beginner · 5 min · AI & automation

AI Copilot gives help while you work in Stockivio: explaining a screen, suggesting the next step or answering a quick how-to question.

Open this screen in Stockivio →

AI Copilot

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

New staff often get stuck halfway through a task: which screen records a supplier payment, what a status means, why a total looks different. Copilot is the AI helper for those moments. It is different from the AI Assistant: the Assistant answers questions about your business numbers, while Copilot helps you use the system. Office staff and new accountants benefit most.

Before you start

AI set up for your business (see AI Workspace)
A task in mind, such as recording a payment or a sales return

Step by step

Open AI CopilotIn the left sidebar, find AI Copilot with the other AI Workspace tools and open it. If the screen is locked or empty, check AI Workspace to see whether an AI provider is configured.
Say what you are trying to doDescribe the task in one sentence, for example "I received ₹20,000 from a customer against two invoices. Where do I record it?"
Read the suggested stepsCopilot should point you to a screen and the order of steps. Compare its answer with the lesson for that screen in this Academy.
Do the work on the real screenOpen the screen yourself and complete the task there. Copilot advises; the screen saves.
Ask a follow-up if something differsIf you do not see a button the Copilot mentioned, say so and ask again. Screens differ by plan and by your role.
Keep private data outDo not type passwords, OTPs, bank PINs or full card numbers. Copilot does not need them to guide you.

Worked example

Imran, a salesman at Sharma Traders, collected ₹20,000 from Gupta Kirana Store on 12 Nov 2026 against two old invoices. The new office assistant does not know where to record it.

Open AI Copilot and type: "A customer paid ₹20,000 against two old invoices. Where do I record it?"
Copilot suggests the Payments screen and recording a receipt from the customer.
Open Payments, press Record Payment, pick Gupta Kirana Store and enter ₹20,000.
Press Fill oldest bills first so the two oldest bills are settled, then Save Payment.
Open Receivables to see the customer's outstanding drop by ₹20,000.

Result: The receipt is saved correctly on the Payments screen and Gupta Kirana Store's balance falls by ₹20,000. Copilot only guided; the money entry came from the Payments screen.

💡 Tips

Name the screen you are on when you ask; answers get more specific.
Use the Academy lesson as a second opinion when Copilot's steps look unfamiliar.
For questions about figures (sales, dues, stock), use the AI Assistant instead.

⚠️ Common mistakes

Following a suggested step that does not match your screen. Fix: stop, tell Copilot what you see, or check the lesson for that screen.
Asking Copilot to "fix" a posted invoice. Fix: use the proper correction screens such as Credit Notes, Returns or Amendments.

Questions

How is Copilot different from Help?

Help answers from the written guides and approved answers. Copilot uses AI to respond to your exact situation. If both disagree, trust the guide and ask the team through Help.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open AI Copilot from the AI Workspace tools.
Scene 2: Type the payment question.
Scene 3: Read the suggested steps.
Scene 4: Switch to Payments, Record Payment, Fill oldest bills first, Save Payment.
Scene 5: Receivables shows the lower balance.