Copilot Linking Panel
The Copilot Linking Panel displays AI-powered linking suggestions for the currently selected resource. It uses the Vector Index to search for matching resources in configured target asset collections and presents the results grouped by confidence level.
It can be triggered from the Taxonomy Concepts tree, for an individual concept or for an entire scheme using the Run Copilot Linking batch action in the right-click menu.
Toolbar Buttons
Export opens a menu to download the current suggestions in the following formats: CSV, TSV, JSON, PDF Summary, or Google Sheets. Exporting to Google Sheets opens a dialog to provide a spreadsheet title, project, and owner email.
Threshold opens controls for adjusting the confidence thresholds that determine how suggestions are classified:
Exact Match Threshold — suggestions at or above this value are treated as exact matches (default: 92%).
Close Match Threshold — suggestions at or above this value but below the exact threshold are treated as close matches (default: 80%).
Bias selects the search method used to find candidates:
Keyword — pure BM25 keyword search.
Vector — pure vector search based on semantic similarity.
Hybrid — combines keyword and vector search (default).
Tabs
Suggestions are organized into four tabs:
All — every suggestion regardless of confidence.
Exact Match — suggestions at or above the exact match threshold.
Close Match — suggestions between the close match and exact match thresholds.
Review Needed — suggestions below the close match threshold.
Suggestions
Each suggestion shows the target resource label, a confidence score, and a link to open the target resource in the editor. Expanding a suggestion reveals a preview of the target resource.
Apply creates the suggested property value on the current resource.
Undo removes a previously applied suggestion.
Once a suggestion is applied, it is marked with an Applied label and the Apply button is replaced by an Undo button. The row is also visually highlighted to distinguish it from unapplied suggestions.
If the same target resource has already been applied via a different property path, the suggestion is shown as superseded: the Apply button is replaced by a read-only badge indicating which path was applied. Superseded suggestions cannot be undone from within the panel.
Each section also provides an Apply all button to accept all unapplied suggestions in that section at once.
Batch Mode
When triggered from the Taxonomy Concepts tree for a scheme, the panel processes all descendant concepts in a single run. A progress indicator shows how many concepts have been verified. Threshold and bias preferences are stored per asset collection.
See Also
Further Reading on TQ Data Foundation