QPilot is QorusDocs’ AI Assistant. Working natively within Word, Outlook, PowerPoint, Excel and in your web browser, QorusDocs AI leverages your best content and industry leading AI skills insights to help teams draft, personalize, and refine documents—fast, collaboratively, and with the highest quality. QPilot is available to all users who have a QPilot license enabled.
This article is intended to help users navigate QPilot effectively and understand its expected behavior. Let's get started.
Accessing QPilot
You can access QPilot in the following locations:
- In QorusDocs Hub
- In the Document Preview window (while previewing a file)
- In the Microsoft Add-ins (Word, PowerPoint, Excel, Outlook)
Once you’ve accessed QPilot, regardless of where you’re working, the functionality available remains the same. We’ll cover QPilot’s capabilities in detail further below.
Accessing QPilot in QorusDocs Hub
- After logging into your QorusDocs Hub, go to ‘Hub Central’.
- Click on ‘QPilot’ in the left navigation panel.
- This will launch a new Chat. You can also navigate to the ‘History’ or ‘Smart Skills’ areas using the QPilot top navigation menu.
- Additionally, you'll find a + icon on the right that allows you to start a new chat session.
Accessing QPilot in the Microsoft Office Add-ins (Word, PowerPoint, Excel, Outlook)
QPilot is available in all the QorusDocs Add-ins for MS Office, which includes Word, PowerPoint, Excel and Outlook. Upon opening the add-in, look for the 'Q' icon located in the top right-hand corner of your QorusDocs interface.
Accessing QPilot in the Preview Window
You can use QPilot directly within the document preview to generate and insert responses—without having to first download or open the full document. Towards the top right corner of the Preview window, click the Q icon (QPilot) to open the QPilot panel. From here you can initiate a new QPilot chat session, view your previous chat History and access Smart Skills.
QPilot is available across various file types in document previews: Word documents, PowerPoint presentations, Excel spreadsheets, HTML files, Text files, PDF files, and SharePoint list items.
TIP: If you'd like more real estate to work with while using QPilot in the preview, you can extend QPilot side panel by hovering your mouse over the border of the panel and then clicking and dragging while holding down your left mouse button:
Using QPilot
After clicking on the QPilot icon, you'll discover three main tabs: ‘Chat’, ‘History’ and ‘Smart Skills’. Additionally, you'll find options to open a dialog pop-out (Available only in Microsoft Office Add-ins) and Start a new chat.
Chat
Prompt QPilot
In the Chat window, you can type your prompt in the prompt box and then click "Send" when you’re ready to send it to QPilot. If you want to stop QPilot's response before it finishes, click "Stop" to halt QPilot’s response generation and (optionally) enter a new prompt.
Select one or more Sources for context
One of the great benefits of using QPilot is the ability to point it to your organization’s library content for context. You can choose one or more libraries with the ‘Sources’ drop-down menu when you prompt QPilot.
Use the ‘@mention’ in your prompts
In addition, when you prompt QPilot, you can use the ‘@’ symbol to precisely target a specific document in your Pursuits or in your library content, the document you currently have open, or just the highlighted portion of the document you currently have open. This allows you to instruct QPilot very precisely on how to employ each piece of content you reference in your prompt.
For example, you could prompt QPilot to: “Rewrite @highlighted text using the terminology approved in @Standard Terminology.docx” QPilot will then rewrite the text you’ve selected in the document you currently have open, based on a document in one of your content libraries called ‘Standard Terminology.docx’
To learn more about using the ‘@mention’ capability in your prompts, click here.
Check accuracy with References
To verify the accuracy of a QPilot generated response, you can click on Show References. This will list the exact content items that QPilot sourced the response from.
Copy a response as Plain Text
Every QPilot-generated answer includes a “Copy” button (shown as a clipboard icon). When clicked the entire answer is copied to your clipboard. It can then be pasted directly into Word, Outlook, PowerPoint, or any other Office app as plain text.
Insert a response into a currently open document as Rich Text
When QPilot generates a response—either from Smart Search or directly within the QPilot Chat—it can present the answer in rich text format. This feature is available only while using QorusDocs Add-in for Microsoft Word and Outlook. Rich text formatting improves readability and makes it easier to present AI-generated content professionally without needing to manually reformat it afterwards. When you insert content as rich text, this means the content retains styling elements like:
- Bold, italics, and headings
- Bullet points or numbered lists
- Tables
Smart Skills
The Smart Skills tab is where you'll discover a library of pre-written and tailor-made prompts created by your QorusDocs Hub admins for your use. For more information on Smart Skills, click here.
Upon clicking on a Smart Skill, you will have the option to "Run Skill", “Customize”, or "Favorite" it.
Run Skill
When you ‘Run Skill’, the underlying prompt for that Smart Skill will automatically be sent to QPilot and you will be redirected to the Chat tab where you won’t have to type anything in the prompt box. QPilot will immediately begin executing the Smart Skill prompt and you will see the response stream across your screen. You can then interact with QPilot in the same way as before: you can stop QPilot’s response generation and/or ask follow up questions while choosing sources and using the ‘@mention’.
If you're looking for a more in-depth, practical Smart Skills example, click here.
Customize
The 'Customize' button allows you adjust the underlying prompt for the Smart Skill before you run it, without changing the original Smart Skill saved in the Hub.
Favorite
By favoriting a Smart Skill, you ensure that it appears in QPilot’s chat tab, ready for immediate use whenever you start a new QPilot session.
After you have added one or more Smart Skills to your favorites, you will see them displayed as a list in every time you start a new chat session.
History
In the History tab you can access the last 250 past sessions with QPilot. Every interaction is captured and saved here for reference. This becomes particularly useful if you are switching documents or Microsoft Office apps and wish to pick up where you left off:
Once a session is logged in your History tab, you have the option to rename it. For better organization and easier access, we recommend renaming your sessions:
You can also delete any past sessions from your History by clicking on the cog or gear icon, and then on ‘delete’.
Dialog Pop-out
If you’d like to display your QPilot session in a separate window, you can do that with the dialog pop-out.
You can drag the dialog pop-out window around your screen, or even onto another display if you have more than one monitor plugged in. Regardless of where you choose to use QPilot, the behavior remains unchanged.
Start a new chat
To initiate a new chat session, you can click on the + icon in the QorusDocs Add-in.
AI-Powered Templates
QorusDocs supports embedding AI prompts in your Word and PowerPoint templates. This is a powerful capability that allows you to incorporate expertly crafted AI-generated content into each section of a proposal or slide of your presentation deck, as QPilot executes multiple custom prompts one after the other to write bespoke content for different parts of your document or presentation. Your proposal can practically write and tailor itself to the opportunity you’re working on.
For users wanting to learn more about creating AI-Powered Templates, click here.
For Admins and Designers looking to create AI-Powered Templates, click here.
QPilot in Smart Search
With Smart Search, QorusDocs uses AI to interpret and understand questions you ask and returns the most relevant results from the sources of content you have selected. QPilot will take the top five matching answers and generate a brand-new answer that is tailored to the question you’ve entered into the Smart Search box. This is ideal for RFx documents, as the tailored response generated by QPilot can be inserted directly into your document, saving you the time you might have otherwise spent on rewriting a pre-existing answer to fit the specific way in which a question is posed. It also reduces the need of having to source multiple parts of an answer from multiple documents as it consolidates the top five matching results for you in one answer. Click here to read more about using QPilot in Smart Search.
Comments
Please sign in to leave a comment.