ScalePad Copilot is an AI assistant built directly into ScalePad, available to partners on any paid plan.
It works with your data and helps you act on it through a simple conversation. Copilot asks for your confirmation before making any changes, so you're always in control.

For a guided walkthrough on using ScalePad Copilot, you can take the Feature Focus: Introduction to ScalePad Copilot course in the ScalePad Academy.

What Copilot can do

Copilot can help you review and work with supported Lifecycle Manager data, within your user permissions and client access. Available requests and actions depend on the tools and features enabled for your account. If a request is not supported or the required data is unavailable, try another request or complete the task in Lifecycle Manager. Examples of supported requests include:

• Summarizing a client's context, risks, and next best steps.
• Evaluating a roadmap for priorities and timing gaps.
• Surfacing unscheduled initiatives.
• Turning meeting notes into follow-up actions.

It can also handle multi-step tasks as part of a single request, asking for your confirmation before each action. This ensures you're always in control of any action that Copilot can take.

How to use Copilot

Copilot works like a conversation. You ask it something in plain language and it responds with relevant insights or suggested actions. When an action is involved, Copilot shows you what it plans to do and asks you to confirm before making any changes.

Open Copilot

To open the Copilot chat panel, click the ScalePad Copilot button.

Start a conversation

When Copilot opens, you'll see a few suggested prompts to help you get started. The suggestions match where you are in Lifecycle Manager:

• When you're viewing a specific client, they focus on that client, for example Summarize this client for me or Evaluate this client's roadmap.
• Everywhere else, they cover your whole client portfolio, for example Find clients needing attention or Prioritize unscheduled work.

You can select one of these, or type your own request in the text box. Plain language works fine. For example, you could ask it: "Find clients with aging workstations and propose next steps."

Copilot can use the context of the page you're on, so you don't always need to specify a client or section in your prompt.

Once you submit your request, Copilot shows its progress step by step as it works. It starts with Understanding your request… and then updates to show the step it's currently working on. When it's done, the progress line shows how many tool calls Copilot made. Click it to expand the list of steps, each marked as completed, failed, or needing your confirmation.

Review the response

Copilot returns a response based on available data. This might be a client summary, a roadmap evaluation, a list of unscheduled initiatives, or suggested next steps. Read through the response before acting on it.

Confirm any actions

When you ask Copilot to do something, such as creating an initiative or scheduling a meeting, it shows you what it plans to do before completing the action. Nothing is saved or changed until you confirm.

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