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manikumarib1567
Known Participant
Aug 12, 2025 9:23 AM UTC
Solved

AI Copilot for Record Summary

Hi all, 

Is there any way that we can implement a copilot that will answer about our record data? For ex: it should be like a chat bot and it should be in the record summary page, if we ask about the details of the record summary, it should provide the answer. Can anyone please help me in implementing this ?

Thanks in advance!!

    shubhama926776
    shubhama926776Answer
    Brainy
    Aug 12, 2025 9:45 AM UTC

    You can easily add an AI-powered copilot chatbot using the Records Chat component on the record summary page. It lets users ask natural language questions about the record and get instant AI-driven answers without needing extra integrations. Simply drag the Records Chat component into the record summary interface and configure the record type and instructions for quick, interactive access to record details and summaries.

    https://docs.appian.com/suite/help/25.2/Records_Chat_Component.html

    Watch Video from 7:27 to 15.34 ->  https://www.youtube.com/watch?v=Rmyg64m3hPU

    शुभम्
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    3 replies

    shubhama926776
    shubhama926776Answer
    Brainy
    Aug 12, 2025 9:45 AM UTC

    You can easily add an AI-powered copilot chatbot using the Records Chat component on the record summary page. It lets users ask natural language questions about the record and get instant AI-driven answers without needing extra integrations. Simply drag the Records Chat component into the record summary interface and configure the record type and instructions for quick, interactive access to record details and summaries.

    https://docs.appian.com/suite/help/25.2/Records_Chat_Component.html

    Watch Video from 7:27 to 15.34 ->  https://www.youtube.com/watch?v=Rmyg64m3hPU

    शुभम्
      manikumarib1567Author
      Known Participant
      Aug 12, 2025 4:49 PM UTC

      Thank you, I hope this is helpful. Does it require any additional licensing to use it in our environments?

      shubhama926776
      shubhama926776
      Brainy
      Aug 12, 2025 5:21 PM UTC

      Yes,  Extra licensing cost to use the AI-powered Records Chat component in your environments beyond the regular Appian platform licenses. You should engage with Appian sales or support to get specific licensing details tailored to your use case and environment.

      शुभम्
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