Copilot & MCP
Yaplet Copilot is your AI-powered assistant that lives inside the dashboard. Combined with the MCP (Model Context Protocol) server, it lets you manage your entire Yaplet account through natural language — from setting up widgets and chatbots to sending newsletter campaigns and analyzing performance.
What Are Copilot & MCP?
Yaplet provides two complementary ways to manage your account with AI:
Copilot
An AI assistant built into your dashboard sidebar. Ask it anything in plain English and it will read data, create resources, and configure your account for you — no clicking through menus required.
MCP Server
A standards-based API endpoint that lets external AI tools (Claude Desktop, Cursor, custom agents) connect to your Yaplet account and perform the same actions Copilot can.
Why Use Them?
Setting up a complete customer communication platform involves many steps: creating widgets, configuring AI chatbots, writing knowledge base articles, setting up newsletters, and more. Copilot and MCP let you skip the learning curve and get everything done through conversation.
Requirements
- Paid plan — Copilot and MCP are available on all paid plans.
- Copilot permission — Your organization must have the Copilot feature enabled, and your user role must have Copilot permissions.
- Category permissions — Each tool category (Widgets, Chatbot, Newsletter, etc.) can be individually enabled or disabled per user role.
Available Tool Categories
Copilot and MCP share the same set of tools, organized into eight categories:
| Category | Permission | What It Does |
|---|---|---|
| Data Access | Copilot.DataAccess | List and inspect any record in your organization |
| Widgets | Copilot.Widgets | Create, customize, and connect widgets |
| Chatbot | Copilot.Chatbot | Set up AI chatbots, add knowledge documents, diagnose responses |
| Help | Copilot.Help | Create knowledge bases, write articles, manage documentation pages |
| Conversations | Copilot.Conversations | Read messages, search chats, assign agents, send replies |
| Newsletter | Copilot.Newsletter | Create campaigns, build email workflows, check stats |
| Outreach | Copilot.Outreach | Create banners, surveys, tours, messages, and news releases |
| Analytics | Copilot.Analytics | View agent performance, chatbot analytics, visitor stats, AI usage |
Getting Started
Open Copilot
Click the Copilot icon in the dashboard sidebar to open the assistant panel. You'll see suggestion prompts to help you get started.
Ask a Question
Type a question or instruction in plain English. Copilot will use the appropriate tools to fulfill your request, showing you what it's doing along the way.
Confirm Write Actions
When Copilot needs to create or modify something, it will ask you to confirm using an in-panel button before making changes. Read actions (listing, searching, viewing) happen automatically.