Your First Conversation with Copilot Dexi

Copilot Dexi is not just another chatbot. It is your proactive AI assistant that lives inside iDataWorkers, understands your data context, and surfaces the insights that matter — often before you think to ask. While Cognify answers your questions, Dexi anticipates them.

What You Will Learn

How to activate and configure Copilot Dexi
How Dexi differs from Cognify
How to have productive conversations with Dexi
How to set up daily briefings

Prerequisites

An active iDataWorkers account with data sources connected
Data visible in Data Hub

Dexi vs Cognify: What Is the Difference?

Think of it this way:

Cognify = you ask, it answers (reactive)
Copilot Dexi = it watches, it tells you (proactive)

They work together. Cognify is your on-demand analyst. Dexi is your always-on executive assistant. Use both.

Step 1: Activate Dexi

Click the Dexi icon in the bottom-right corner of any iDataWorkers screen. The Dexi panel slides open. On first use, Dexi asks you a few questions to personalize your experience:

Your role (executive, manager, analyst, developer)
Your primary focus areas (sales, operations, finance, product)
Preferred briefing time

Step 2: Start a Conversation

Unlike a search bar, Dexi maintains conversation context. You can have a natural dialogue:

You:   "How are we doing this week?"
Dexi:  "Revenue is up 12% vs last week. Three key drivers:
        1. Enterprise deal closed (Acme Corp, $45K)
        2. Self-serve signups up 8%
        3. Churn rate dropped to 2.1%
        One concern: support ticket volume is up 23%."
You:   "Tell me more about the support tickets"
Dexi:  "Most are related to the new billing feature launched Tuesday.
        Top issues: invoice formatting (34%), payment retry (28%).
        I’ve flagged this to your Anomaly Watcher agent."

Step 3: Set Up Daily Briefings

Click Settings (gear icon) in the Dexi panel. Under Daily Briefing:

Choose your delivery time (e.g., 8:00 AM)
Select delivery channel: in-app notification, email, or Slack
Pick which metrics to include

Each morning, Dexi delivers a concise summary of what changed overnight, what needs attention, and what is trending.

Tip: Dexi learns from your interactions. The more you ask, the better its briefings become. After a week, Dexi will know which metrics you care about most.

Step 4: Use Dexi Shortcuts

Dexi understands quick commands:

"Brief me" — instant summary of current state
"Anything unusual?" — anomalies and outliers
"Compare to last week" — week-over-week changes
"What should I focus on?" — prioritized action items

Conclusion

Copilot Dexi transforms how you interact with your data. Instead of hunting for insights, they come to you. Combine Dexi with Agent Gateway for automated monitoring and Cognify for deep-dive analysis — and you have a complete data intelligence system.