Nectari Copilot
Nectari Copilot is an AI assistant built into Nectari. It uses the data currently on screen to answer questions, provide insights, and make changes based on your instructions. It works across views, worksheets, dashboards, workbooks, and data models, and responds based on what is currently displayed.
You can interact using natural language and ask contextual, how-to, and business questions directly within the product. You can delete your conversation history at any time by selecting Clear chat, which also helps manage credit usage.
Nectari Copilot is available starting with Version 2026 Release 1 for organizations on the new license model.
Open Nectari Copilot
- In the navigation panel, select Data Models and Views, Dashboards, Reports, or Workbooks.
- In the toolbar on the right, select the Nectari Copilot icon.
- (Optional) Select Pin to keep the panel open, or Expand to enlarge it.
- Enter a prompt and select Send.
- If Nectari Copilot makes changes you want to keep, select Save in the toolbar.
Chatbot vs. Copilot capabilities
The features available in Nectari Copilot depend on your license type and determine what you can ask and what actions it can take.
| License | What it does | |
|---|---|---|
| Chatbot | Essential | Answers questions about the application, explains features, and provides guidance on how to carry out tasks manually. No changes are made in the application. Useful for learning, searching documentation, and understanding how things work. |
| Copilot | Professional | Includes everything in Chatbot, and can also perform actions directly in the application such as updating views, applying or removing filters, creating new reports, modifying layouts, and inserting elements. Also provides deeper insights and recommendations about your data. |
Write effective prompts
A good prompt is specific and uses the right terminology. The more clearly you describe what you need, the more accurate the response. Use the exact names of features, fields, and options as they appear in Nectari and in the Online Help. Nectari Copilot handles both factual questions and preference-based requests. For example:
- Factual: What is the difference between gross margin and net margin?
- Preference-based: Make the chart easier to read.
Useful key phrases
Look up how a feature works or find step-by-step instructions in the Online Help.
Ask to analyze or explain data from your current view, dashboard, or workbook.
Ask for suggestions on how to structure, improve, or approach something.
Request a specific change to be made directly in your view.
General prompts
Usage guidance
Ask Nectari Copilot how to complete a task, configure a setting, or find a specific feature in Nectari. It outlines the required steps and offers contextual advice based on your question. In Copilot mode, it can also perform the steps directly when possible.
- When should I use a dashboard instead of a workbook?Copy
- How can I restrict sales representatives to only see their own customers?Copy
- What features are available to a Viewer user?Copy
- How do I create a new user?Copy
- When should I use a scatter chart instead of a bubble chart?Copy
Finance and reporting
Nectari Copilot can help structure complex financial analysis by recommending the right measures, dimensions, and layout for your reports. It can suggest how to design statements such as balance sheets, cash flow reports, margin analyses, or budget comparisons, explain calculation logic, and highlight key fields or performance indicators to include. In Copilot mode, it can apply those recommendations directly to your report when possible.
- Explain the concept of retained earnings.Copy
- Suggest how to structure a cashflow report.Copy
- From the list, identify which accounts belong in a cash flow report and explain the required calculations.Copy
- What measures and dimensions should I use for an Actual vs. Budget report?Copy
- How do I build a margin analysis report with the correct fields?Copy
Feature specific prompts
Use these links to see prompt examples for specific content areas.