Solver has introduced a new tool to the Solver Suite called Solver Copilot. This tool enables users to engage in conversations with an AI chatbot that has knowledge about using Solver in various ways. Copilot is a free tool included with your subscription that provides help and insights for daily Solver usage through simple conversations. Users can ask anything about Solver and their data and receive context-based answers to their questions instantly. This tool will provide users with the information they need to make better and faster decisions, while also teaching them how to use Solver on the fly.
Agents
Currently, two AI agents are available to users: the Help Agent and the Analysis Agent.
- The Help Agent has been trained on our help articles to respond thoughtfully to questions of any type regarding the use of Solver. This includes a wide range of information from breakdowns of features to understanding error messages and codes. The Help Agent contains all information from our Support and Help articles, as well as being an LLM, which means that if someone has ever asked a question to Solver in any form, Copilot will be able to respond with that answer. Click here for more information about this agent.
- (Preview) The Analysis Agent is our next-level reporting tool, offering numerous benefits for both new and experienced users alike. This agent processes the information within a report, helping to interpret complex financial data, identify anomalies, and summarize its findings. Users may ask a wide range of questions related to their reports to obtain quick and detailed information about their data. This tool is conversational as well, allowing users to access this information and ask follow-up questions about the provided data to ensure that everything in the report is accurate. Click here for more information about this agent. This feature is currently in preview. If you are interested in trying this agent out, please get in touch with the team (preview@solverglobal.com).
FAQ
- Who can use Solver Copilot?
- Anyone. It is especially helpful for Solver customers who need help using Solver’s xFP&A product.
- How much does it cost?
- Copilot is currently included with a Solver subscription. Contact sales for subscription information.
- Is my data and information stored?
- No. The only information stored is the prompts and user feedback.
- Will my data be used to train the large language model (LLM)?
- No. Solver uses Microsoft Azure OpenAI services in inference-only mode, meaning your data is not used to train or improve the underlying models. For more details, see Microsoft’s data privacy policy: https://learn.microsoft.com/en-us/azure/ai-foundry/responsible-ai/openai/data-privacy
- Solver does not currently train or fine-tune any AI models using customer data.
- Is the data viewable/available by Solver?
- Solver’s cloud operations team may access user prompts and feedback only to improve the Copilot experience. However:
- Report data and AI responses are not stored or viewed.
- Solver’s cloud operations team may access user prompts and feedback only to improve the Copilot experience. However:
- Can sensitive data/content be removed?
- Yes. While Solver does not store your report data or AI responses, any stored prompts or feedback can be deleted upon request.
- What are Solvers’ terms of service for AI?
- You can find our full Terms of Service here: https://www.solverglobal.com/legal-cloudapp-terms-of-service.
- How can I help improve Solver Copilot?
- The best way to improve Copilot is to use the feedback buttons after each interaction. Any feedback will be helpful, whether it’s just a thumbs up or thumbs down, or a detailed message with an explanation of your experience. Doing this accelerates our team’s ability to make Copilot better for all users.