Search Views with Copilot

Got a question? Copilot has the answer! Ask copilot your question on any view to get quick answers without touching any filters.

Review the search suggestions to help structure your search, then ask away! Whether it’s 97153 sessions last month, open opportunities created more than 3 months ago, or claims with open balances from payer ABC, you can get to the information you need with even fewer clicks. Try it out!