What Didit Copilot can do in the console

Every action Didit Copilot can take for you on screen, grouped by console area, and which ones you confirm first.

Written by Didit Support · Updated 23 September 2026

This list is generated from the console itself, so it always matches what Copilot can do today. For approvals, undo and attachments, see how Didit Copilot works.

#Anywhere in the console

• See the page you are on, go to any area or in-page tab, go back, or open the global search.
• Switch to another organization or application.
• Point at a button or setting so you can see where it is.
• Ask you to choose between options with a card instead of a long question.
• Change the theme, the console language or the sidebar, show or hide table columns, and discard unsaved edits on the current page (you confirm).
• Open the getting-started guide, start its tour or mark a step as done.
• Open the export, CSV import or file-upload dialogs of the page you are on, with a file you attached in the chat (you confirm).

#Workflows

• Open a workflow or start a blank one, and turn a published workflow into an editable draft (you confirm).
• Build or change a graph workflow on the canvas: add, update, connect and delete steps, or lay out a whole flow at once. Every change is one undo step.
• Configure a simple workflow: turn features on or off, change their thresholds and actions, restrict countries and documents, and set Database Validation countries.
• Change workflow settings such as the redirect URL, white label or retries.
• Read and explain the workflow you have open, highlight a step and list validation issues.
• Save or publish the workflow with the editor's own button (you confirm).
• Duplicate a workflow into a new draft, archive, rename or copy it to another application (you confirm), and share its verification link.

#Questionnaires

• Open a questionnaire and edit it: add, change and delete questions and sections, set its languages, undo and redo.
• Read the questionnaire, highlight a node and list validation issues.

#Verifications, users and businesses

• Filter the verifications, users and business profiles lists by status, country, workflow, date or search.
• Open a verification session, a user or a business profile.
• Approve, decline, request a resubmission, delete or create a new link for a session, and run bulk actions on the rows you selected (you confirm).
• Create a verification session prefilled for you, edit or delete a user (you confirm).
• Download a session's PDF report, or resend one of its webhooks (you confirm).

#Transactions, Travel Rule and analytics

• Filter transactions and the analytics dashboard, and open a transaction or a monitoring rule.
• Screen a transaction manually or run bulk actions on the transactions you selected (you confirm).
• Browse Travel Rule transfers, VASPs and wallet addresses, open a transfer and act on it (you confirm).

#Fraud Networks, cases and lists

• Filter and open fraud networks and act on them (you confirm).
• Filter and open cases, or create one (you confirm).
• Open a list, create one or add an entry to it (you confirm).

#Settings, team and billing

• Open the dialogs to create API keys, webhook destinations, applications, users, KYB sessions or team invitations, and test a webhook (you confirm).
• Change a member's role, remove them, or edit a role (you confirm).
• Show a section of the app settings and filter the audit logs.
• Preview white-label branding: colors, logo and favicon, or import them from your website (you confirm before saving).
• Open the top-up dialog to add balance (you pay).
• Open Didit's legal documents: MSA, DPA, SLA and privacy policies.

#Support

• Open a support ticket prefilled for you, or draft a reply on an existing one (you send it).