The Copilot is a separate window that you can either attach magnetically to your Daylite window or open as an independent window, for example on a second screen.
In the Copilot itself, you can display various widgets that are related to the selected Daylite data record.
If you are on a person in Daylite, you can, for example, display relevant HelpCenter articles, the details of the linked company or a map view of the address. Depending on the Daylite extension you have installed, more or fewer widgets are available to you.
Here are some examples:
How do I add a widget?
To add a widget, you can select where to add the widget using the Add Widget Area button.
- The following view opens
- You also have the option to add a widget using the widget configuration drop-down menu.
- Here you can decide whether a widget should be added below or to the right of the active widget.
What widgets are available for the Copilot?
You can display several different widgets for each area in Daylite.
Below is a list of the widgets that are available to you:
|
Daylite Area |
Widget |
Required plugin |
Benefit |
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Learn |
Help |
- |
Access to the iOSXpert HelpCentre |
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Calendar |
Details |
- |
Shows the details of a selected appointment |
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Help |
- |
Shows brief information about the calendar and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on an appointment |
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Persons |
Details |
- |
Shows the details of a selected person |
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Help |
- |
Shows brief information on the subject of persons and enables the search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a person |
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Maps |
Web&Map |
Displays the person's address on a map view |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Company |
Details |
- |
Shows the details of a selected company |
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Help |
- |
Shows brief information on the topic of companies and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a company |
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Maps |
Web&Map |
Displays the address of the company on a map view |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Opportunities |
Details |
- |
Shows the details of a selected opportunity |
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Help |
- |
Shows brief information on the topic of opportunities and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on an opportunity |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Projects |
Details |
- |
Shows the details of a selected project |
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Help |
- |
Shows brief information on the topic of projects and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a project |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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Tasks |
Details |
- |
Shows the details of a selected task |
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Help |
- |
Shows brief information on the topic of tasks and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a task |
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Notes |
Details |
- |
Shows the details of a selected note |
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Comments |
Marketing&Chat |
Creates / shows comments on a note |
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Details |
- |
Shows the details of a selected e-mail |
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Comments |
Marketing&Chat |
Creates / shows comments on an e-mail |
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Forms |
Details |
- |
Shows the details of a selected form |
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Help |
- |
Shows brief information on the topic of forms and allows you to search in the HelpCentre |
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Comments |
Marketing&Chat |
Creates / shows comments on a form |
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Gruppen |
Details |
- |
Shows the details of a selected group |
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Comments |
Marketing&Chat |
Creates / shows comments on a group |
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Web |
Web&Map |
Displays context-sensitive information from websites such as LinkedIn, Google etc. |
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DayliteDocs |
Details |
DayliteDocs |
Shows the details of a selected document |
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Comments |
Marketing&Chat |
Creates / shows comments on a document |
Related articles:
What settings can I make in Copilot?