Your AI-powered troubleshooter is here, designed to elevate the way you resolve tickets, alerts, and device-related issues quickly and effortlessly. From running health checks to executing precise actions, the Copilot is your go-to helper for instant, one-click solutions.

Meet Copilot

The Copilot is your ultimate sidekick — think Robin to your Batman, Chewie to your Han, Sam to your Frodo, or Harry to your Lloyd! Whether you're navigating through tickets, devices, or alerts, the Copilot is ready to conduct health checks and execute actions, ensuring magical support wherever needed. Typos and poor grammar? No problem. The Copilot navigates through them with ease, ensuring you're understood, no matter the rush or level of detail.

For information on Atera's Copilot's capabilities, see Copilot's AI capabilities

Launch Copilot

The Copilot hangs out in Tickets, Devices, and Alerts pages. Simply give it a nudge to start chatting and troubleshooting... and when it comes to interacting with the Copilot, we recommend you:

• Chat away: Seriously, we mean it — talk to the Copilot as much as you like! Dive into the nitty-gritty, and share every little detail. The Copilot is all ears and loves to help.

• Discover possibilities: From running health checks or executing scripts and terminal commands, there's plenty to explore. And if a plan doesn't work out, no stress — there are always more paths to take a look at.

• Not sure? Just ask: The Copilot is here to lend a hand whenever you need it. Don't hesitate to reach out for some advice or assistance at any point.

It's truly open-world stuff... You may discover a hunch took you both in the wrong direction. No worries, just explore other options. The Copilot may suggest something that you disagree with. Ok... tell it you want to explore an alternative solution or idea.

via the Devices page

Note: The Copilot is available on Windows devices only.

1. Click Devices (on the sidebar).

The Devices page appears.

2. Click the Copilot symbol () in the AI column on the device you want to troubleshoot.

Note: You can also launch the Copilot from within the device itself.

The Copilot appears.

At the top of the Copilot, you'll see the device name. Beneath that, you'll see preset troubleshooting ideas. From here, you can:

• Select one of the preset options (e.g., "What installed printers are on this device?"). 
• Describe the issue (e.g., "Device startup very slow").
• Describe the issue and request a health check or action (e.g., "Device startup very slow. Please list Windows startup applications").

It's completely up to you how you choose to troubleshoot the issue with the Copilot. To see available health checks and actions, click here

via the Alerts page

Note: To perform device-related actions, a Windows agent must be assigned to the user. Learn more

1. Click Alerts (on the sidebar).

The Alerts page appears.

2. Click the Copilot symbol () in the AI column next to the device you want to troubleshoot.

The Copilot appears.

The Copilot analyzes the alert and searches for suitable diagnostics (health checks) to run. After the health checks, you will be provided with findings and recommended actions to solve the ticket. It's completely up to you how you choose to troubleshoot the issue with the Copilot. To see available health checks and actions, click here

via the Tickets page

Note: To perform device-related actions, a Windows agent must be assigned to the user. Learn more

Note: To perform device-related actions, a Windows agent must be assigned to the contact. Learn more

To launch the Copilot:

1. Click Tickets (on the sidebar).

The Tickets page appears.

2. Click the Copilot symbol () next to the Details column on the device you want to troubleshoot.

Note: You can also launch the Copilot from within the ticket itself.

The Copilot appears.

At the top of the Copilot, you'll see the ticket number, title, and the associated device. Beneath that, you'll see a ticket summary and recommended response. From here, you can:

• Select from pre-defined responses or send a generated reply to the end user.
• Generate a solution for the issue described in the ticket.
• Ask the Copilot anything at all. As information is fluid and constantly evolves, let the Copilot know if you have any new relevant information.

It's completely up to you how you choose to troubleshoot the issue with the Copilot.

Health checks and actions

Copilot is your go-to for executing a wide range of health checks and actions across your Windows and macOS devices (and end users managed through AzureAD). Its capabilities span from fetching lists of Windows startup applications and assessing password complexity for user accounts to activating user accounts and blocking ads on websites. Beyond these examples, the Copilot's versatility extends into optimizing email management, enhancing system performance, troubleshooting printing and application issues, managing patches, and refining Outlook and file management. This is just a small preview, as there are hundreds of other actions and health checks at your disposal.

Windows overview

• Access and login issues: Address login hiccups by resetting passwords, reviewing recent login attempts, and unlocking user accounts.
• Email management and delivery issues: Take control of your inbox by managing who's on the blacklist, adding emails to distribution lists, and blocking undesired senders.
• Slow performance: Boost your system's speed by monitoring running processes, checking CPU usage, and switching to "Power saver" mode when necessary.
• Printing issues: Solve printer-related problems by ensuring proper connectivity, clearing job queues, and updating printer drivers.
• Application issues: Keep applications running smoothly with updates, restarts, crash log checks, and new software installations.
• Patches: Keep your devices secure and efficient by finding and installing the latest patches.
• Outlook management: Enhance Outlook's performance by restarting it in safe mode and verifying email profiles are correctly configured.
• File management: Manage your files effectively by restoring deleted items from the recycle bin, adjusting folder visibility, and emptying the recycle bin.
• Azure AD management: Maintain your Azure AD with actions like adding members to groups and updating user account details.

macOS overview

• Streamline network navigation: Quickly list and manage mapped network drives for efficient access.
• Maximize Internet Performance: Evaluate your upload and download speeds to enhance connectivity.
• Effortless File Discovery: Swiftly find files in any folder, streamlining your search process.
• Maintain Disk Health: Monitor read/write speeds to ensure your disk is performing optimally.
• Network Troubleshooting Made Simple: Test website and port connectivity for a robust network.
• Printing issues: Solve printer-related problems by ensuring proper connectivity, clearing job queues, and updating printer drivers.
• Browser Optimization: Adjust Chrome’s settings, including popup blockers, for a better web experience.
• System Efficiency Monitoring: Keep track of CPU usage and top processes to optimize performance.
• Application issues: Restart or stop applications and manage startup programs to keep your Mac running smoothly.

Dock Copilot

When you exit the Copilot, it docks to the right side of the screen and stays with you as you journey through the app. If you need to revisit the last issue you were working on, just reopen it. You'll find everything as it was when you last spoke. You can continue the conversation, restart it, or troubleshoot something else. If you want some alone time, feel free to click the X that appears on it when you hover over it. The Copilot will explore distant reaches of the galaxy until you need to rendezvous with it again.