CADCoPilot Help
Guides and example prompts for getting the most out of your AI CAD assistant.
CADCoPilot is an AI assistant for SOLIDWORKS, Autodesk Inventor, Siemens NX, Solid Edge and AutoCAD. A small desktop agent floats beside your CAD window: you describe what you want in plain language, and CoPilot executes real CAD operations in the open document — creating parts, adding features, producing drawings, building assemblies and answering questions about your models.
Choose your CAD system
Installation, where to find CoPilot, and the CAD-specific features (macros, journals, data management) live on each system's page.
SOLIDWORKS
Add-in installation, macro management and SOLIDWORKS PDM connectivity.
Autodesk Inventor
Ribbon add-in, iLogic/VBA macros and Autodesk Vault connectivity.
Siemens NX
Ribbon and menu commands, and NX journal management.
Solid Edge
The CoPilot ribbon tab and Solid Edge macros.
AutoCAD
2D drafting, blocks, xrefs, layers, drafting symbols and plotting — and what is deliberately not available.
Learn the features
These work the same way in every CAD system.
The Desktop Agent
The floating balloon, the quick ask bar, the chat card, the Target box and the tray.
Chat Basics
How to talk to CoPilot, live tool execution, screenshots and exporting a chat.
Examples
Ten worked use cases, from a first part to batch edits, families of sizes and marking up a screenshot.
Industry Use Cases
Fourteen rule-governed parts across aerospace, marine, casting, plastics and more — run and measured on all four CAD systems.
Part Modeling
Worked examples: plates, holes, fillets, patterns, feature edits and model queries.
Drawings & Dimensions
Create engineering drawings by chat, with auto-layout views and validated dimensions.
Assemblies
Insert and mate components, replace components, and run BOM and interference queries.
Showing & Hiding
Hide and show components, bodies, planes, views and annotations — and NX layers — with read-back-verified results.
Markup Board
Draw on a CAD screenshot, an image or a PDF page and send it to CoPilot — a circle can become the actual face.
Skills
Reusable, named instructions you and your team can save and invoke by name.
Macros
Record what you did as a .cadmacro script and run it over a folder or a spreadsheet — with no AI model in the run.
Variations
Capture what drives a design, fill in a grid of named instances, and generate them all at once.
Native Macros & Automation
Your CAD system's own macros and journals, the Automation Hub, and scheduled tasks.
Spending Fewer Tokens
Where the cost of an AI conversation really goes, and the habits that cut it.
Knowledge Base
The Index Document button, how indexing works, and what CoPilot remembers.
Feature Tree Translation
Extract a part's feature tree and recreate it in another CAD system, or transfer via STEP.
Simulation & FEA
Set up and solve stress, frequency, buckling and thermal studies by chat, and export a report.
Setup & account
Getting Started
Install the add-in for your CAD system, sign in and run your first prompt.
Sign In & Out
Signing in with your organization account, staying connected and signing out.
Settings & Languages
Every setting in the dialog, plus switching between the 12 supported UI languages.
Channels & Messaging
Chat with your CAD workstation from Telegram, WhatsApp or Microsoft Teams.
The web portal
Everything CADCoPilot does outside the CAD window — in a browser, no installation needed.
Portal Overview
The four sign-in doors, the roles behind them, and which portal you need.
Organization Portal
Chat history, knowledge base, personal memory and your own AI key — plus channels, connections and RAG for org admins.
Team Portal
Team dashboard and membership for team-scoped deployments.
Reseller Portal
Your customer companies, licence orders, user requests and the basic-licence support desk.
Website Admin Portal
All 28 administration pages: licences, AI providers, cost rates, tenants, backup and analytics.
Data management
SOLIDWORKS PDM
Connect to your PDM vault and check files in and out from chat.
Autodesk Vault
Connect Inventor to Autodesk Vault and manage files from chat.
For administrators
Organization Admin Guide
The org portal, AI keys, enabling channels, connections and your knowledge base.
Connections (ERP & Email)
Let chat reach your ERP, CRM or email — worked setups for Dynamics 365, SAP, Salesforce, SendGrid and more.
Need help?
Verifying Results
What a probabilistic model can and cannot promise, and the habits that catch a wrong answer early.
When a Dialog Appears
How CoPilot handles CAD pop-up dialogs, and how to tell it what to click — once, or for good.
Troubleshooting & FAQ
Add-in not visible, sign-in and connection issues, deleted dimensions, logs and support.