Using the Management Copilot

Four steps, in order

The Copilot moves through four short tabs — Challenge, Context, Setup, and Guidance — so the thinking builds up in the right order: describe the challenge first, then the context around it, then the frameworks and indicators you want the guidance to lean on, and finally generate.

Step 1 — Describe the challenge

You can start the Challenge tab three ways. Describe it yourself, straight into the box in your own words. Choose a topic, which selects a business category (Growth, Operations, People, and more) and lets you pick a focus area and a suggested challenge that drops into the box as fully editable text. Or Continue a session to pick up a saved Copilot session and keep refining it. Whichever route you take, the clearer the final description, the better the Copilot can read the underlying problem.

Step 2 — Confirm how Cogliva reads it

The Copilot shows its interpretation: the underlying challenge it identified, the industry context, a confidence level, and the assumptions it made. This is your checkpoint — if it has misread the situation, you can correct the framing before any guidance is generated, which is the single biggest lever on quality.

Step 3 — Add context

Add any context that sharpens the picture — relevant indicators you already track, constraints, or specifics about your situation. Better context produces guidance that fits your reality instead of a generic answer.

Step 4 — Generate, refine, and save

Generate the guidance, then treat the first version as a strong draft. If something is off — the wrong challenge interpretation, the wrong frameworks, too generic, or missing context — give that feedback and regenerate. When the guidance is right, save the session so you can return to it.

What you can do with a generated report

Once the guidance is on screen, the action bar underneath lets you keep working with it without leaving the page.

• Update guidance — reopens the wizard with your original inputs so you can adjust the challenge, context, or setup and regenerate.
• Turn into action plan — converts the guidance into a structured tactical action plan you can review and edit.
• Create executive summary — produces a short, board-ready version of the same guidance.
• Save guidance — keeps the session in your Copilot history so you can return to it.
• Copy response — copies the text to your clipboard.
• Ask Liva about this report — opens a context-aware Ask Liva window scoped to the current report, so you can question it, ask for a rewrite of a section, or drill into a specific point.
• Helpful / Not helpful — quick feedback signals to help us improve the Copilot. These signals are not used to train the underlying models.

Your Copilot history

Every saved session is kept in your Copilot history, so you can reopen past guidance, continue refining it, or reuse the thinking on a similar challenge later. Open History from the Copilot screen to browse what you have created.

Getting the best results

• Describe one challenge at a time rather than several at once.
• Correct the interpretation in step 2 before generating — it shapes everything after it.
• Add the indicators you actually track so the guidance is measurable.
• Use the feedback options to steer a regeneration instead of starting over.