OneTrust Platform Copilot

OneTrust Platform Copilot, a conversational AI-powered assistant, transforms the user experience by integrating a natural language chat interface directly within the Global Header of the OneTrust platform that can be accessed from every screen. Powered by the DataGuidance regulatory research library and the myOneTrust Knowledge Base, OneTrust Platform Copilot provides instant, context-aware guidance to provide you with accurate and helpful responses to your queries.

With OneTrust Platform Copilot directly available in the platform, you can seamlessly access high-quality regulatory intelligence and step-by-step product support without leaving your workflow, empowering you to make faster, more informed decisions while streamlining productivity and task completion.

When Copilot is disabled, the visible options depend on your user type. Site admins can access an option to enable Copilot in Global Settings, while other users must ask their site admin to enable it for them. The Ask Copilot button remains visible in the header for all users, regardless of whether Copilot is enabled.

OneTrust Platform Copilot opens gives users a single place to ask questions, review answers, and access AI-assisted experiences across the platform. Depending on the AI features enabled for your account and the permissions assigned to the user, the available prompts and actions can vary.

Click the Ask Copilot button in the Global Header on any screen in the platform.

The Copilot will open on the right-hand side of the screen. Use the text field, new chat option, or the pane menu in the left corner to get started.

Supported Features & Abilities

• Find product help and platform guidance. Copilot can answer how-to questions, explain product capabilities, and help users understand where to complete common tasks in OneTrust by using content from myOneTrust. This can help users move through product workflows more quickly without leaving the Copilot pane.

  
  
  

• Learn about privacy and data regulations. Copilot can provide general regulatory guidance by using OneTrust proprietary sources, including DataGuidance. This can help users understand concepts, compare requirements at a high level, and find supporting information faster.

  
  
  

• Ask questions about supported reporting data. If Conversational Analytics is enabled, Copilot can return summaries, tables, and visualizations for supported objects. This can help users explore trends, answer reporting questions, and review data in a more conversational format. For more information, see Using Conversational Analytics Insights Chatbot.

  
  
  

Agent Features

Depending on the features enabled for your account, Copilot can also launch guided agent experiences for specific workflows.

• Privacy Risk Agent helps users create processing activities and complete privacy assessments. For more information, see OneTrust Privacy Risk Agent Feature Guide.

• Third-Party Risk Agent helps users onboard vendors, perform deep research, and launch inherent risk assessments. For more information, see OneTrust Third-Party Risk Agent Feature Guide.

Usage and Prompt Guidance

1. Use clear, specific prompts to get the most helpful results. Include relevant details such as the topic, object, workflow, time frame, or task you want help with. For example, instead of asking a broad question, include the product area or outcome you want so Copilot can return a more focused answer.

2. Break more complex requests into smaller steps when needed. You can start with a general question, then use follow-up prompts to narrow the response, ask for clarification, or request more detail about a specific part of the answer.

3. Review the response and any reference links before you act on the answer. Copilot is designed to support guidance and productivity, but it is not a substitute for professional advice, internal review, or user judgment.

4. Use the same conversation to continue a topic or refine an earlier response. Start a new conversation when you want to switch to a different topic, question, or workflow so the new request has a clean context.

5. If a supported analytics experience or agent is not available, confirm that the required AI feature settings, product permissions, and feature access are enabled for your account.

1. You can view a history of conversations that you have had with OneTrust Platform Copilot from the pane menu.

   Tip:

   OneTrust Platform Copilot will retain conversation history for 30 days.

   
   
   

2. Switch the conversation history from Copilot to one of the available agents in the selection field next to search.

   
   
   

3. Use the Context Menu icon on each chat to rename or delete the conversation from the history.

   Tip:

   By default, the first question or chosen prompt of the conversation will become the title of the chat.

   
   
   

4. You can update a question that you asked within a conversation by clicking the Edit icon next to a specific question. OneTrust Platform Copilot will search the DataGuidance regulatory research library and the myOneTrust Knowledge Base once more to provide the best possible response to your updated question.

   
   
   
   
   

The following responses are supported solutions to frequently asked questions (FAQ) on OneTrust Platform Copilot. The OneTrust team continuously monitors these inquiries and will make additional FAQ available as they are identified.