Discover relevant troubleshooting guides with Davis CoPilot

Latest Dynatrace
Tutorial
Published Jul 08, 2025

Davis CoPilot helps you resolve problems faster by automatically surfacing relevant troubleshooting guides, such as notebooks or dashboards created by your team.

To reduce the mean time to repair (MTTR), you can leverage Davis CoPilot document suggestions in Problems app - new Problems to check if your team has created any troubleshooting guides for problems similar to the one you've encountered.

Who this is for

This article is for any users who want to quickly and effectively troubleshoot and remediate active problems in their environment.

What you will learn

In this article, you'll learn how Davis CoPilot can suggest relevant troubleshooting guides to assist with problem remediation.

Before you begin

Davis CoPilot periodically indexes notebooks and dashboards that have been labeled as troubleshooting guides and shared within the environment.

By default, semantic vector indexing of the guides occurs every 6 hours.
In order for Davis CoPilot to index and suggest your document, you have to share it with all users in your environment. Davis CoPilot won't index or suggest any private documents or documents shared only with specific users. To learn more about sharing documents, see Share documents.

Prior knowledge

Prerequisites

Dynatrace SaaS environment.
You have completed the Davis CoPilot setup described in Getting started with Davis CoPilot.
You have document suggestions enabled in your environment. Document indexing enablement is a part of the Enable Davis CoPilot on your environment guide.
You have the ALLOW davis-copilot:document-search:execute; permission. To learn how to set up the permissions, see Permissions in Grail.

Get document suggestions to remediate problems

Go to Problems and open the problem you need to resolve.
On the problem details page, select Troubleshooting. You will be able to see any troubleshooting guides you have created for the problem, as well as any relevant documents suggested by Davis CoPilot.

Davis CoPilot only indexes documents that are recognized as troubleshooting guides. Dashboards and notebooks created directly from Problems are automatically recognized as troubleshooting guides and do not require the [TSG] prefix.
If you create a troubleshooting guide directly from Dashboards or Notebooks, you have to prefix the document title with [TSG] to indicate it is a troubleshooting guide.
Regardless of how the document was created, it still has to be shared at the environment level to be indexed by Davis CoPilot.
optional Provide the keywords or part of a keyword in the Name search field to filter the suggested documents by name.
optional Select the Type (Notebooks, Dashboards) to filter the suggested documents by type. By default, both types are selected for document suggestions.
Select View … on the document you want to view. This action will take you to the troubleshooting guide for further investigation.