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Celonis Product Documentation

Set up Process Copilots

Make sure you have met the prerequisites for using a Process Copilot and that you have been given permission to access the asset on the Celonis Platform.

  1. In Studio, go to the space where you want to add a Process Copilot or create a new space.

  2. In the space, open the package where you want to add a Process Copilot or create a new one.

  3. In the panel on the left, click New asset and select “Process Copilot” from the dropdown.

    menu_add_copilot.png
  4. In the Studio Copilot window, enter a name for your new Process Copilot and then use the dropdown to select the specific Knowledge Model you want to use.

    studio_copilot_add_widget.png
  5. Click Create.

    A new Process Copilot is added to your Studio view and is ready to use.

    copilot_welcome_screen.png

    However, if you have not previously configured your Knowledge Model for use with a Process Copilot, then you will need to set up the KPIs and Record Attributes you want to include before you can begin using this Process Copilot.

    copilot_not_connected.png