When a user queries Copilot about their portfolio, the thought process does not explicitly state that the results are restricted to the filters currently active on their Home:
As example, right now I have a filter applied for the renewal date = date next year, so when I ask for my upcoming renewals, even though there is one account active and due at the end of the month, Copilot says that there isn't any:
I love that the response says “It could be because the required filters in GS Home haven't been set up yet” and directs to the documentation, which has been updated to add this caveat discovered during the Beta
But the verbiage used could be open to interpretation (we do have filters set up in Home) and a very low percent of the end users will read the documentation.
Could the response and thought process be more clear and “right on their face”?
For example, something like:
⚠️ Check Your Home Filter Settings
My search results are strictly limited by your current GS Home filters and I can only see data that fits within those rules.
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To see more results: Please adjust or clear your filters in GS Home
