Table of Contents

Analyze Visit Log Entries

This Copilot capability allows you to quickly find information in Visit Log Entries and analyze these. It is possible to summarize the information and get an overview of the most important information.

  1. Choose the Search icon, enter Customer Dashboard, and choose the related link.
  2. On the Customer Dashboard page, select the Analyze Visit Log Entries action.
  3. Set the Customer, Salesperson, and Date Filter as required.
  4. Choose the Analyze action to start the analysis.

Copilot will now analyze the Visit Log Entries and summarize the information. You can choose one of the predefined messages or ask something else.