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Learn how to open Copilot, work with page context, save personal notes, and manage your conversation history.

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Open Copilot

Copilot is available from every page in the Ravenna web app. You can open it in two ways:
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Your conversations persist across sessions so you can pick up where you left off.

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Page context

When you open Copilot from certain pages, it automatically pulls in context about what you are viewing so you can reference “this ticket” or “this workflow” without specifying an ID.

From a ticket

Copilot reads the full conversation and ticket details. You can ask it to summarize the conversation, draft a reply, search your for relevant answers, or update the ticket.
Learn more about everyday tasks
Copilot sees the workflow’s configuration and run history. You can ask it to edit steps, troubleshoot a failed run, or build a new workflow from scratch.
Learn more about building automations

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Copilot Notes

Save personal notes and preferences that Copilot remembers across sessions. Notes are private to you within your workspace. Copilot can reference your notes when handling requests, so you can store instructions like “always assign laptop requests to the procurement team” and Copilot takes them into account. You can create, edit, and delete notes at any time.

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Creating and managing notes

1

Open the notes panel

Click the notes icon in the Copilot panel header to open the notes view.

2

Create a note

Fill in your note, assign it a category, and click + Add noteYour note is now stored and Copilot can reference it in future conversations.
3

Edit a note

Click an existing note to update its content or change its category. Your changes save automatically.
4

Filter and find notes

Use the category filter to narrow down your notes when you need to find something specific.
5

Delete notes

Remove notes you no longer need. Deleted notes cannot be recovered.
Categories:
  • General: Broad preferences and reminders
  • Ticketing: Preferences for how you work with tickets
  • Workflows: Notes about your automation patterns
  • Analytics: Notes about reporting and metrics

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Use cases

  • Set preferences like “always route security-related tickets to the InfoSec channel” that Copilot can follow in future requests
  • Store reminders about ongoing incidents or investigations
  • Document temporary workarounds for known issues
  • Keep track of context between ticket work sessions
  • Maintain personal checklists for common procedures like offboarding

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Session history

Access and manage your past conversations with Copilot through the session history panel.
1

Open session history

Click the history icon in the Copilot panel header to open the session history view.

2

Select a conversation

Click any conversation to load and continue it.

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Managing conversations

Date grouping

Conversations are automatically organized by recency:
  • Today: Conversations from the current day
  • Yesterday: Conversations from the previous day
  • Last 7 days: Conversations from the past week
  • Last 30 days: Conversations from the past month
  • Older: Conversations older than 30 days
Update conversation titles to make them easier to identify.
1

Access rename

Hover over a conversation in the history sidebar and click the three-dot menu icon.
2

Enter new title

Select Rename, enter a new title, and press Enter or click away to save.
3

Cancel if needed

Press Escape to cancel renaming without saving changes.
Remove conversations that are no longer needed.
1

Access delete

Hover over a conversation in the history sidebar and click the three-dot menu icon.
2

Confirm deletion

Select Delete. The conversation is permanently removed.
Deleted conversations cannot be recovered. Make sure you no longer need the conversation history before deleting.
Learn more about everyday tasks, building automations, and configuring your workspace