Nectari Copilot — Frequently Asked Questions

Nectari Copilot brings conversational intelligence into your analytics environment, helping you explore data, build content, and work more efficiently. Because it is fully integrated with SEI’s security and governance model, every user interacts only with the data they are authorized to see.

What’s the difference between the Essential and Professional licenses?

Is there a specific cost for AI?

Is Nectari Copilot available with the previous licensing model?

If a customer has recently renewed but wants access to AI now, how should this be handled?

How AI credits work?

Can I monitor or track credit usage?

Can I limit the credits for specific users?

How can AI help you with your view?

What can AI do in a dashboard?

What can AI do in a workbook?

Can I use the AI within the administration screens?

Can AI create a view, a dashboard or a workbook from scratch?

Does Nectari Copilot work with the Excel Add‑in?

How does Nectari keep my data protected?

Can I access my conversation history with Nectari Copilot?

Can Nectari Copilot use previous messages for context?

What capabilities are coming in a future release?

Learn more

Nectari Copilot→Manage License (New)→AI Management→License model→

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