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+---
+title: OpenBB Copilot
+sidebar_position: 7
+description: Learn how to use OpenBB Copilot to interact with the OpenBB Terminal Pro
+keywords:
+- OpenBB Copilot
+- copilot
+- voice command
+- agent
+- assistant
+- Natural language processing
+- Large language model
+- OpenAI
+---
+
+import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
+import ReactPlayer from 'react-player'
+
+
+<HeadTitle title="Copilot | OpenBB Terminal Pro Docs" />
+
+OpenBB copilot is your companion to interact with the OpenBB Terminal Pro.
+
+## Getting started
+
+<ReactPlayer width="50%" height="50%" playing loop muted='true' volume='0' url='https://github.com/OpenBB-finance/OpenBBTerminal/assets/14093308/6466c3e3-111b-4246-ae9b-b6403712c862' />
+
+To open OpenBB Copilot, click on the icon located at the bottom right of the
+Terminal Pro screen.
+
+You can interact with OpenBB Copilot either through typing text or using your
+voice.  Under most circumstances, you can treat OpenBB Copilot like your very
+own personal research assistant. OpenBB Copilot can answer general financial
+questions, use the data displayed in the dashboard to perform analytical tasks,
+and even interact with files that you choose to upload.
+
+We'll be exploring each of these features the following sections below.
+
+## Understanding chat history
+
+<ReactPlayer width="50%" height="100%" playing loop muted='true' volume='0' url='https://github.com/OpenBB-finance/OpenBBTerminal/assets/14093308/312510fb-fb17-474c-8698-a2960134e285' />
+
+OpenBB Copilot is a conversational agent. This means that OpenBB Copilot uses
+previous messages and answers in the current chat to help answer your query.
+This allows you to guide OpenBB Copilot to perform the task you want, or ask
+follow-up questions.
+
+In the example above, the user first asked about the Price-to-earnings (P/E)
+ratio. After OpenBB Copilot answered the question, the user asked a
+follow-up question regarding additional ratios that may be important. Since
+OpenBB Copilot is aware of the context of the current conversation, it
+proceeded to answer the user's query within the context of the conversation
+(in this case, financial ratios) by suggesting other important financial ratios that might be
+of use.
+
+If you'd like to clear the history of the current conversation, you can do so by
+clicking on the bin icon in the OpenBB Copilot chatbox. It is usually a good
+idea to clear the chat history when you have a new question that is unrelated to
+your current conversation.
+
+<ReactPlayer width="50%" height="100%" playing loop muted='true' volume='0' url='https://github.com/OpenBB-finance/OpenBBTerminal/assets/14093308/dd67030e-bfd4-4e8c-b9f4-e67d3dbd2249' />
+
+
+## General question answering
+As seen in the previous section, OpenBB Copilot is capable of answering general
+financial questions and answers.  For example, you can ask Copilot things like:
+
+- "What's the difference between stocks and bonds?"
+- "Explain inflation"
+- "Can you explain the concept of dollar-cost averaging?"
+
+For general financial questions, OpenBB Copilot will rely on the underlying
+model's extensive training data to formulate answers. We encourage users to
+explore this functionality with in-depth and varied questions.
+
+## Querying the dashboard
+
+<ReactPlayer width="70%" height="100%" playing loop muted='true' volume='0' url='https://github.com/OpenBB-finance/OpenBBTerminal/assets/14093308/0c502fa9-dae3-45f1-996d-2b9940161c24' />
+
+By default, OpenBB Copilot has access to the same data that is displayed on your
+currently-active dashboard. This means that OpenBB Copilot can answer queries
+related to any information or data that is visible.
+
+In the example above, the user asked OpenBB Copilot to summarize the current
+news regarding Apple. Since the Company News widget is present in the
+dashboard, and is currently configured to display news for AAPL (Apple Inc.),
+OpenBB Copilot automatically understands and retrieves this data, using it to
+answer the user's query.
+
+It's important to understand which data was used by OpenBB Copilot to formulate
+an answer. As a result, OpenBB Copilot will cite which data source it utilized
+in order to answer the user's query.
+
+<ReactPlayer width="50%" height="100%" playing loop muted='true' volume='0' url='https://github.com/OpenBB-finance/OpenBBTerminal/assets/14093308/2156f1cb-f49e-4481-8131-41fcd6b91672' />
+
+Since OpenBB Copilot can access data from any widget in the active dashboard, we
+encourage users to experiment with adding different kinds of widgets and
+experimenting with various queries. For example, OpenBB Copilot is particularly
+effective at summarizing earnings call transcripts from the "Earnings
+Transcripts" widget.
+
+## Querying specific widgets only
+
+<ReactPlayer width="70%" height="100%" playing loop muted='true' volume='0' url='https://github.com/OpenBB-finance/OpenBBTerminal/assets/14093308/1335e310-cd65-4917-bc34-1de8b3e5f7fc' />
+
+
+Sometimes you may wish to focus your analysis and utilize OpenBB Copilot to analyze only
+ a specific subset of widgets. For example, you may want to use OpenBB Copilot
+ is assist you in a deep analysis of an earnings transcript in the "Earnings
+ Transcript" widget, without retrieving data from the rest of the dashboard.
+ 
+ To achieve this, you can chat with specifically selected widgets by clicking on
+ the "Add widgets as context" button on each widget you wish to use while
+ querying OpenBB Copilot. Selecting a widget in this manner will make that
+ widget's data available to OpenBB Copilot, while excluding other widgets that
+ have not been selected. You can then use OpenBB Copilot as normal, and the
+ unselected widgets in the rest of the dashboard will be ignored by OpenBB
+ Copilot.
+
+## Querying your own data
+
+<ReactPlayer width="70%" height="100%" playing loop muted='true' volume='0' url='https://github.com/OpenBB-finance/OpenBBTerminal/assets/14093308/905eb674-5619-4797-8adf-9cf13a846792' />
+
+OpenBB Copilot can also answer queries using files that you provide. Currently
+TXT, PDF, CSV and XLSX files are supported. Files can be added to the Copilot by
+dragging and dropping them on the OpenBB Copilot chatbox, or by clicking the
+paper clip icon.
+
+Once your files have been uploaded, OpenBB Copilot will use the data in the
+uploaded files, if necessary, to answer your queries. If OpenBB Copilot uses the data
+contained in your files to answer a query, it will cite which files it used (and
+in the case of PDFs, the specific page).
+
+### A note on filenames
+OpenBB Copilot makes use of filenames to assess whether a file is
+relevant to the user's query. As a result, it is highly recommended that you use
+filenames that are descriptive of the data that they contain. For example, given
+a PDF file containing a technical report from TSLA released in 2024, a good
+filename would be `tsla_technical_report_2024.pdf`.