Co-Pilot User flow: How to work with dictation and summary

Short description of how to conduct a Co-Pilot session

Corti Copilot user flow

User flow:

  1. Start the session  (how to start a session)
  2. During the session: the consultation is transcribed and gathered information is organised for the end user based on a template previously implemented to Co-Pilot.
  3. If checklists are ON, make sure to follow guidelines and (if necessary manually check the points off)
  4. End session (more info on documentation feature is here)
  5. Post consultation : Edit/copy documentation if needed.
  6. Start new interview.

Be aware, user can not return to previous session and make any edits.