Help centre

Learn what BA Copilot is, create your account, and build your first process map.

• What is BA Copilot?
• Create your account
• Your first process map in 5 minutes
• Understanding the dashboard
• Use free templates and starter packs

Step-by-step walkthroughs for common BA Copilot workflows.

• Tutorial: Creating and sharing a process map for stakeholder review
• Tutorial: Digitising existing processes for your organisation
• Create a clickable process play-through
• Compare two BPMN files with the free comparison tool
• Generate a Visio file with the free Visio generator
• Tutorial: One-shot process model your entire organisation

Use the AI chat interface to generate BPMN process maps from natural language descriptions.

• Using the AI chat interface
• Providing effective context to AI
• Choosing an AI model (Core vs Plus)
• Working with diagram options
• Working with versions
• Attaching files and images
• Use BA Copilot with the Process Maps API
• Use BA Copilot inside Claude with MCP
• Use Agent chat to review your process workspace
• Set up custom instructions and prompt templates
• Map Processes from Files

Fine-tune your diagrams with the built-in BPMN editor, properties panel, and metadata.

• Manual editing with the BPMN editor
• Adding and connecting elements
• Using the properties panel
• Adding metadata (execution time, cycle time)
• Asking AI to refine your process map
• Using custom properties
• Customising process map appearance (themes)
• Add presentation annotations to a process map

Manage your profile, set up MFA, change your password, or delete your account.

• Managing your profile
• Setting up multi-factor authentication (MFA)
• Changing your password
• Deleting your account
• Managing notifications

Publish official versions of your process maps and filter by status.

• Publishing a process map
• Filtering by status (All, Published, Draft)
• Unpublishing (reverting to draft)
• Requesting reviews and approvals
• Compare As-is and To-be process maps

Manage organisations, spaces, and folders to keep your process maps well-structured.

• Understanding organisations
• Creating and managing spaces
• Team spaces vs private spaces
• Creating folders
• Moving and copying process maps
• Searching for process maps
• Pinning chats for quick access
• Find your way around the dashboard sidebar and settings
• Linked Process Maps
• Organization Process Directory

Convert existing process documentation from Excel or CSV into BPMN at scale.

• Importing process maps
• Reviewing and generating imports
• Choosing the right AI model for imports
• Import BPMN Anywhere

Export process maps as PDF, BPMN XML, SVG, or PNG, and create branded documents.

• Exporting a single process map
• Bulk exporting process maps
• Branding and document settings for exports
• Downloading BPMN XML files
• Printing process maps
• Exporting process maps as Visio (.vsdx)
• Export process maps to Word
• Easier-to-Read Process Maps

Invite team members, assign roles, and share process maps securely.

• Understanding roles: Owner, Collaborator, Viewer
• Inviting viewers
• Inviting collaborators
• Managing team members
• Sharing process maps without sharing chat history
• Commenting on process maps
• Share Processes Externally

Answers to common questions, solutions for common issues, and how to get support.

• Common questions
• Common issues
• I pasted my process here and nothing happened
• When a setting or button is not visible

Understand trial limits, plan features, collaborator seats, and subscription management.

• Free trial
• Essential plan
• Pro plan
• Collaborator seats
• Managing your subscription
• Plans, AI models and generation quotas
• Billing currency, refunds and Enterprise

The Agent page works across your whole organisation: what it can do, a worked example that builds a workspace from one prompt, and the directory it maintains.

• What the Agent can do
• Build a workspace from one prompt
• Directory and data dictionary

The desktop version of BA Copilot: what is different, choosing an AI engine, licensing and updates.

• What is different in Local Edition
• Choose and add an AI engine
• Licence, evaluation mode and updates

Feature guides that sit outside a single topic.

• Find automation opportunities in your process maps
• Share several process maps for external feedback
• Trace paths through complex process maps