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Documentation Index

Fetch the complete documentation index at: https://docs.corsa.finance/llms.txt

Use this file to discover all available pages before exploring further.

Corsa Copilot is an AI agent that turns your compliance data into decision-ready intelligence. Just ask a question and get answers with charts, tables, and follow-up suggestions - all grounded in your real-time data.
Copilot landing page with personalized greeting, quick actions, and dashboard widgets

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How It Works

Copilot runs in agent mode. When you ask a question, it thinks through an approach, calls tools to query your data in real time, and synthesizes results into a clear response. Every step is visible - you can see exactly what the agent did and how long it took.
Copilot agent mode showing thinking steps, tool calls, and a generated chart

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Quick Actions

One-click prompts below the chat input get you started fast:
  • Alerts overview - Alert volume, priority breakdown, and trends.
  • Case status - Open cases, overdue items, team workload.
  • Transaction trends - Recent transaction volume and patterns.
  • Client risk - Risk distribution across your client portfolio.

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Attaching Entities

Pin a specific alert, client, transaction, or case to your conversation using the Attach entity button. All follow-up questions will be scoped to that entity.
Entity attachment panel showing tabs for Alerts, Clients, Transactions, and Cases

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Dashboard Widgets

The landing page shows live widgets at a glance: Portfolio Snapshot, Team Workload, Alerts by Priority, and Transaction Volume Summary.

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Feedback

Thumbs-up and thumbs-down buttons on every response help Corsa improve over time.
Want to see Copilot in action with your own data? Schedule a demo or learn more about Corsa’s AI capabilities.