Wrike Copilot
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
Wrike Copilot is an advanced feature that helps you quickly find answers and surface relevant information about your project data stored in Wrike, uncovering insights, generating project summaries, creating charts and much more, just using plain language questions. It allows you to instantly access information from your workspace such as spaces, projects, or folders without the need for manual searching for the information.
Important
Wrike Copilot requires the AI Addendum to be signed, as it’s powered by Large Language Models, which require your acceptance of the Terms and Conditions.
If you don’t see the Copilot button, make sure Generative AI is enabled in your settings to access all AI features.
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Navigate to the relevant space, folder, or project where you want Copilot to help.
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Click the Copilot button 1 next to the header.
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The Copilot panel opens on the right side of your workspace.
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You can use a suggested prompt 2 or type your own question in the dialog box 3.
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Press Enter or click the Send button to submit your question.
Copilot will gather information from the open space, project, or folder and show relevant answers with source links.
You can copy Copilot’s response by hovering over the answer and clicking the Copy answer icon 4.
Tip
You can share feedback on Copilot’s answers by clicking the Thumbs up or Thumbs down icon 5. Add a comment to explain what you liked or didn’t.
Note
Wrike’s Copilot doesn't store or access your data.
Wrike Copilot includes the following key features designed to enhance your productivity:
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Find Insights about your Wrike Data:
Ask questions in plain English about your spaces, projects, folders, or tasks. Wrike copilot gives you clear answers and direct links to relevant items, so you can quickly find the information you need.
Example questions you can ask Copilot:
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“What is the current status of the project?”
(Open Copilot on a specific project to get a focused answer)
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“Which topics are at risk and need immediate action?”
(Use this in a space, project, or folder to analyze key topics)
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“What are the bottlenecks that are putting this project at risk?”
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“Find comments about… (topic).”
You can click any link in Copilot’s generated answer to open the related item in item view.
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Analyze Quantitative Data and Generate Charts:
Wrike may store thousands of items, so it’s often helpful to analyze trends or see how your data is distributed. Previously, you could only do this by creating widgets in Dashboards. Now, you can simply ask Copilot your question in plain language, and it will analyze your quantitative data and give you an answer with a chart.
Note
For the most accurate results, start Copilot from the folder, project, or space that contains the data you want to analyze. Copilot only reviews items under the root item you select.
Example questions you can ask Copilot:
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“What is the distribution of tasks by assignee?”
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“Create a pie chart showing the number of active tasks by importance.”
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“How much time has been logged for this project?” (when Copilot is opened on a specific project)
Once Copilot displays the chart, you can click any part of it to explore the data. Clicking a bar or segment opens a separate view, letting you to view the specific items behind that data.
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Query your Knowledge Base with Copilot:
If you use Wrike to store valuable information such as documentation, marketing or design guidelines, HR policies, or any other content your team frequently references, Wrike Copilot can help. It will search through relevant items and provide answers based on that content, along with a reference to the original item it used.
Example questions you can ask:
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“What is the remote work policy at my company?”
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“Where can I find the brand guidelines?”
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“Find [X] keywords in my knowledge base.”
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“What is the process for submitting expenses?”
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Tip
You can ask Wrike Copilot almost anything. For example, have Copilot draft an email based on task details: “Write an email to [X] vendor asking when the missing part will be delivered.”
Curious about what Copilot can help with? Try asking questions like, “What types of charts can you create?” or “Can you search comments on items?”