Actions

Quick Reply Buttons

The quick reply buttons are predefined responses that provide a quicker way for users to proceed to the next steps. They also educate users on the capabilities CoPilot has.

Quick reply buttons only exist in the digital assistant tab and only come from CoPilot. Once a button has been selected, or CoPilot receives another response from the user, the buttons disappear. Use quick reply buttons for short and quick responses instead of offering selection from a list of values.

Selection Menu

The selection menu is used to present a set of values from the server for the user to choose from. For example, it’s perfect to select a supplier from a list. The selection menu can display up to 2 lines of text in a single cell, and up to 5 cells upfront. If necessary, the user can expand the selection menu to a full list with search enabled.

Cards

The card is a flexible container that reveals extensive content to enrich the basic messages. Cards share a standard structure that enables various types of cards depending on the way they are assembled.

Inside the card, the user can view and share content, take actions, or navigate to SAP Fiori for the information source.

There are two basic types of cards: single item card and list card. In digital assistant view, the cards are on a dark background. In the chat view, they are on a light background.

Business Object Card

Business objects can be added to a chat. The user can add an existing object or create a new object (quick create). In a collaborative chat, the user can collaborate with other participants to create a new business object. When an object is created, its status is In Progress. It can be saved and returned to for further editing until final creation.

CoPilot can show the business object with basic information or with detailed information. The user can also take actions from the card if actions are enabled.

Link & Video Card

When sending or receiving an external web link, CoPilot will convert it into a link or video card that is easier for the user to consume. In the link card, the card shows a preview of the website or a video player if the link contains video content.

List Card

A single card presents a single item (such as an object, link, or video) and its optional details. A list card is used to display a list of items on the same level inside one card. Hierarchically, a single item inside a list can be a single card.

Behavior and Interaction

Accessing SAP CoPilot

SAP CoPilot can be opened from any page in SAP Fiori. Whether on the SAP Fiori launchpad or in an app, it can be called by the Open CoPilot icon  in the SAP Fiori launchpad shell bar.

After clicking the icon in the shell bar, CoPilot opens in a floating panel. This panel can be dragged to any desired position and the system memorizes the position for the next time SAP CoPilot is launched. It can also be docked on either the right or left of the SAP Fiori launchpad.

Starting a New Chat / Accessing an Existing Chat

After launching SAP CoPilot, the user can select New Chat to begin a new chat. The user is directed to an empty chat view where they can add a note by typing in the input field.

To access existing chats, the user can choose a chat from the list on the chat list view.

Actions within a Chat

Once in a chat, the user can perform the following actions: add objects, create new objects, take screenshots, upload images via the Add icon (which will bring up a popover), invite participants via the Invite icon, and communicate with participants by sending a chat message via the input field.

The user can navigate back to the chat list using the Back icon, and view the chat details using the Information icon.

Adding Objects

To add an existing object in the chat view, the user clicks or taps the  (Add) menu button next to the input field and selects the Add Object option.

The view for adding existing objects has 3 tabs:

• The Current Screen tab shows a list of objects related to the application the user is currently working on.
• The Recent tab shows a list of recently-viewed objects.
• The All Objects allows the user to choose from all objects by navigating down through a list of categories.

Object Detail View

To open the object detail view, the user can click on an object in either the chat view or the chat detail view. Once there, the user can see a brief summary of the object, but not edit it. The owner can remove the object from the chat, and all participants can copy the object to either an existing chat or a new chat.

Adding a Screenshot

Users can add a screenshot to a chat by clicking or tapping the Add icon next to the input field, and selecting Screenshot. SAP CoPilot temporarily closes, the cursor transforms into a crosshairs tool, and the user can click and drag to indicate which portion of the screen should be captured. Once the picture is taken, SAP CoPilot reappears and the screenshot is added to the chat. Only the owner of the chat can delete the screenshot. However, all participants can copy a screenshot to either a new or existing chat.

Screenshot Tool

The screenshot tool can be used to edit a picture that the user has taken of their screen. It is only available immediately after the screenshot is captured. The actions are located at the top right of the tool screen, starting with the square icon  . Users can also edit the screenshot name by hovering on the screenshot name and clicking or tapping the pencil icon or link.

The following actions are available:

Uploading Images

Users can add images to a chat by clicking or tapping the Add icon next to the input field and selecting Image. In the Image Upload dialog, users can either select an image from their computer, drag and drop an image, or past an image files to the input field. Multiple images can be uploaded at once. Within the dialog, the user can also remove or edit the title of an image.

Inviting Participants

A participant is a user who is in a collaborative chat. Participants can add other participants by clicking on Invite or through the chat detail view by clicking on the Details icon in a chat at any time. The participant list is sorted by suggested users based on the context of the chat and the users most recently added to chats. Users may also search by name to find specific participants. Participants who create a chat (owners) can remove participants.

You can view a list of all participants included in a chat using the details icon in the chat details view. The avatars below the header in the chat view also show up to 8 participants. Chast with more than 8 participants will indicate an avatar with “+X” (X being the number of additional participants). Each avatar is an image of the participant. If no image has been provided, it shows the person’s initials.

After a participant has been invited to a chat, CoPilot adds a message to the thread indicating who has been invited, and by whom. Participants added to a chat can see the entire chat history.

Cross-App Functionality and Context Awareness

If installed, SAP CoPilot is available across all SAP Fiori apps and can be called up at any time using the CoPilot icon  on the SAP Fiori launchpad shell bar. SAP CoPilot can help the user collect information from various sources within SAP Fiori. It knows the business context of a chat by automatically linking it to the screen the user was on when the chat was created. The user can easily navigate to this linked screen or link the chat to another screen.

SAP CoPilot can pull information from the current screen to help the user create new business objects. Once an object has been created and added to a chat, the user can also open the object in the underlying app (such as an object page).

Interaction with Notifications

SAP CoPilot acts like any other notification provider. Once it has been attached to the notification service, the user is able to receive notifications regarding SAP CoPilot activities in the notifications area embedded on the right-hand side of the viewport.

Every time a notification from SAP CoPilot is provided, the user can navigate directly to the specific content or chat by clicking the notification item. High priority situations can also be displayed as a banner on the UI to get the user’s attention. Notifications for SAP CoPilot are available across floorplans and devices.

Resources