> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with Copilot

> Get started with Copilot: open the panel, use page context for tickets and workflows, and manage your conversation history across sessions.

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

<Info>
  Copilot is available to workspace admins and members. Workspace guests do not have access to Copilot.
</Info>

***

## Open Copilot

Copilot is available from every page in the Admin. You can open it in two ways:

<Columns cols={2}>
  <Frame caption="Click the Copilot button in the top-right corner of the screen">
    <video autoPlay muted loop playsInline src="https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/automate/copilot/copilot-button.mp4" alt="Opening the Copilot panel from the top-right button in the Admin" />
  </Frame>

  <Frame caption="Toggling the `]` keyboard shortcut">
    <img noZoom src="https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/automate/copilot/]-shortcut.png" alt="Descriptive alt text" />
  </Frame>
</Columns>

Your conversations persist across sessions so you can pick up where you left off.

***

## 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.

<AccordionGroup>
  <Accordion title="From a ticket" defaultOpen>
    Copilot reads the full conversation and ticket details. You can ask it to summarize the conversation, draft a reply, search your <Tooltip headline="Knowledge base" tip="Searchable documentation and resources" cta="Learn about knowledge" href="/documentation/automate/knowledge/overview">knowledge base</Tooltip> for relevant answers, or update the ticket.

    <Callout icon="link" color="#6B7280">
      Learn more about [everyday tasks](/documentation/automate/copilot/everyday-tasks)
    </Callout>
  </Accordion>

  <Accordion title="From a workflow page">
    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.

    <Callout icon="link" color="#6B7280">
      Learn more about [building automations](/documentation/automate/copilot/build-automations)
    </Callout>
  </Accordion>
</AccordionGroup>

***

## Session history

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

<Steps>
  <Step title="Open session history">
    <Frame hint="Click the history icon in the Copilot panel header to open the session history view.">
      <video autoPlay muted loop playsInline src="https://d1kzozfjh72w00.cloudfront.net/documentation/screenshots/automate/copilot/session-history.mp4" alt="Click the history icon in the Copilot panel header to open the session history view." />
    </Frame>
  </Step>

  <Step title="Select a conversation">
    Click any conversation to load and continue it.
  </Step>
</Steps>

### Managing conversations

<AccordionGroup>
  <Accordion title="Date grouping" defaultOpen>
    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
  </Accordion>

  <Accordion title="Rename conversations">
    Update conversation titles to make them easier to identify.

    <Steps>
      <Step title="Access rename">
        Hover over a conversation in the history sidebar and click the three-dot menu icon.
      </Step>

      <Step title="Enter new title">
        Select **Rename**, enter a new title, and press Enter or click away to save.
      </Step>

      <Step title="Cancel if needed">
        Press Escape to cancel renaming without saving changes.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Delete conversations">
    Remove conversations that are no longer needed.

    <Steps>
      <Step title="Access delete">
        Hover over a conversation in the history sidebar and click the three-dot menu icon.
      </Step>

      <Step title="Confirm deletion">
        Select **Delete**. The conversation is permanently removed.
      </Step>
    </Steps>

    <Warning>
      Deleted conversations cannot be recovered. Make sure you no longer need the conversation history before deleting.
    </Warning>
  </Accordion>
</AccordionGroup>

<Callout icon="link" color="#6B7280">
  Learn more about [everyday tasks](/documentation/automate/copilot/everyday-tasks), [building automations](/documentation/automate/copilot/build-automations), and [configuring your workspace](/documentation/automate/copilot/configure-workspace)
</Callout>