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Part 2: Level up your Attaché Evo skills skills

We hope you've had a chance to explore your Analytics Dashboards, check out your Feeds, and meet your Copilot from last week's tasks.

This week, we're building on those foundations to help you unlock even more powerful capabilities that will transform how you manage your business operations. 

Select Your Learning Journey

Part 2: From basics to business insights

First, let's hear from our Customer Success team about taking your Attaché Evo skills to the next level

This week's Attaché Evo Academy tasks

Make Analytics part of your daily routine 

Check your business dashboards with your morning coffee and let data guide your day.

Get your team using Copilot regularly

Encourage everyone to ask questions as practice builds confidence.

Create targeted stakeholder communications

Use your Attaché Evo insights for more informed business discussions

Set up collaboration policies

Establish procedures that make Attaché Evo a seamless part of your business operations.

Continue your learning journey

Keep progressing through the self-paced Learning Courses you started last week. As you build familiarity with the features, focus on integrating them into your daily routine rather than just exploring them. 

Mastering Copilot

4 Simple Rules for Better AI Prompts

  1. Be Specific, Not Vague Focus on exactly what you need rather than general requests
  2. Give Context Include relevant business details, department information, and operational situation background
  3. Ask for the Format You Need Specify if you want tables, summaries, calculations, or step-by-step guidance
  4. Include Relevant Details Add timeframes, amounts, business circumstances, and operational requirements

Pro Tip: The more context about the business situation and your specific needs, the better guidance you'll receive. 

Need help? 

We have Customer Support and Professional Services ready to assist!

No matter where you are in your Attaché Evo journey, we can tailor our services to help you and your team get the most out of Access Evo. 

If you're experiencing any technical issues or need guidance on advanced features – raise a support ticket and our team will assist. 

Your Success Resources at a Glance

Access Evo Learning Courses

Watch video

Copilot Prompt Library (Updated weekly)

Learn more

Webinar On-Demand – Attaché Evo in action series

Watch webinar

Help Centre - Access Attaché Evo: Ask a question in Copilot

Learn more

Help Centre - Access Attaché Evo: Frequently asked questions

Learn more

Data Security and Privacy with Access Evo

Learn more

Professional Services (Strategic Implementation)

Learn more

Customer Support (Technical issues)

Get help

Discovery Hub (Features, news, best practices)

Log in

Keep exploring the Access Evo Discovery Hub

Check out this week’s new content specifically designed for business professionals building their Attaché Evo expertise.

Step 1

Log in to your Access Evo account using your credentials. 

Step 2

Once logged in, click on the Access logo at the top-left corner of the screen.

Step 3

From the menu, select the Discovery Hub icon to access it. 

*Copilot, Analytics and Feeds are only available with Access Evo Standard and Advanced plans. 

Next up: 30 seconds that will revolutionise your business day