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Incorta Copilot Setup

Prerequisites

  • Incorta Premium is enabled
  • Advanced SQLi is enabled (for Copilot Business Assistant)

Turn on Copilot

To enable the Copilot, please contact your Account Executive. Once Incorta enables the Copilot in the Incorta backend, you can verify the Incorta Copilot toggle is active in the Cloud Admin portal. Once enabled, proceed to confirm the Copilot is running.

Verify the Copilot

To verify if the Copilot is working correctly:

  1. Log in as Super Admin.
  2. Go to a Physical Schema and create a Materialized View.
  3. Select the Interactive Notebook option.
  4. Select the Copilot icon on the right side of the Navigation bar. If you can not see it, either Copilot is not enabled for this cluster, or you have not logged in as Super Admin. Choose any schema and table.
  5. Type @advanced Hi, who are you?
  6. Verify the Copilot introduces itself. If not, the Copilot has not been correctly configured.

Restarting the Copilot

Some configurations in the CMC will require the Copilot to be restarted. To restart the Copilot:

  1. Open the Cloud Admin console.
  2. Toggle off the Copilot.
  3. Toggle on the Copilot once more.
  4. Use the above instructions to verify the Copilot has been restarted (this can take a few minutes).