Documentation

Copilot

Yaplet Copilot is an AI assistant embedded in your dashboard that can manage your account through natural language. It has access to all MCP tools and can read data, create resources, configure settings, and more — all from a simple chat interface.

Overview

Copilot is an AI-powered assistant that lives in your dashboard. Instead of navigating through menus and forms, you can simply describe what you want in plain English and Copilot will handle it. It has access to the same tools as the MCP server, meaning it can do most of what you can do through the dashboard UI.

Copilot is included on the free plan and every paid plan. Without an active paid subscription you can send up to 10 Copilot messages per hour, counted across your whole organization on a rolling hour, and Copilot uses your organization's default AI model. Choosing a specific model — at Settings → Organization settings → AI Models — is a paid capability. Either way, Copilot respects all permission settings: users only see tools their role allows.

How It Works

Open the Panel

On a desktop screen there is a narrow vertical Copilot tab pinned to the right edge of the window — click it and the panel slides open beside your current page. You can also open it from the Ask or search box at the top of the sidebar: type your question there and choose Ask Copilot: …, or press it with an empty box to just open the panel.

Type Your Request

Write what you want in the text input. You can ask questions, give instructions, or describe complex multi-step workflows. Copilot understands context and will use multiple tools in sequence when needed.

Review and Confirm

  • Read operations (listing records, viewing details, searching, analytics) happen automatically.
  • Write operations (creating, updating, deleting resources) require your explicit confirmation via an in-panel Confirm button. Copilot will show you exactly what it plans to do before executing.

See Results

Copilot shows tool results inline in the conversation. For resources it creates, it often provides direct links to the dashboard page where you can review and fine-tune.

Suggestion Prompts

When you open Copilot with an empty conversation, a Try one of these list offers four ready-made prompts:

  • "List my widgets"
  • "Create a knowledge base article draft"
  • "How do I set up a chatbot?"
  • "Summarize visitor stats for last 7 days"

What You Can Do

Below are example prompts organized by category. Many of these involve multiple tools working together behind the scenes — Copilot handles the orchestration automatically.

Chat Widget Setup & Customization

  • "Change my widget's accent color to #FF5500 and set the background to a gradient decoration."
  • "Show me all my widgets and their settings."
  • "Hide the news and roadmap tabs in my default widget."
  • "Set my widget to ask visitors for their email before starting a chat."
  • "Give me the install code for my main widget."
  • "Make the launcher button a two-colour gradient from #6C63FF to #FF6B6B."
  • "Enable conversation ratings on my widget with the prompt 'How was your experience?'"
Copilot can still create a brand-new chat widget, and doing so also creates a new brand to hold it — a second web address and a second, empty knowledge pool. The new brand arrives with no AI agent: you would have to create one yourself on Brand → Vex. If you only want to change the widget you already have, say "my widget" rather than "a widget", and check the confirmation panel before approving.

AI Agent (Vex) Setup

A brand has at most one AI agent, called Vex, and it answers on that brand's chat widget automatically. There is nothing to link and no list of chatbots to build.

  • "Add a document to my brand's knowledge explaining our refund policy: customers can request a full refund within 30 days of purchase."
  • "Set the AI to hand off to a human agent after 5 messages if it can't find an answer."
  • "Change what the AI does when it doesn't know: decline politely instead of offering an agent."
  • "Show me all the documents my AI agent can read."
  • "Turn my AI agent on."
Copilot can create a brand new AI agent from scratch, but an agent created this way is not attached to any brand, so it will not appear under Brand → Vex and no widget will use it. If your brand has no AI agent yet, create it on the Brand → Vex page instead, then use Copilot to fill its knowledge.

Diagnosing AI Responses

  • "Show me the messages in conversation X — I want to check what the AI said."
  • "Why did the chatbot give a wrong answer in this conversation? Diagnose the AI response for message Y."
  • "The chatbot couldn't answer a question about pricing. Add a document with our pricing info to fix it."

Help (Knowledge Base & Documentation)

  • "Create a knowledge base called Support."
  • "Write an article about getting started with our platform and publish it."
  • "Generate an article titled 'Billing FAQ' covering common billing questions for a SaaS product."
  • "List all articles in my knowledge base and tell me which ones are published."
  • "Move the Getting Started article to the Onboarding category."
  • "Unpublish the old pricing article."
  • "Create a documentation page about our API reference in Markdown."
  • "List all documentation pages and their categories."

Inbox & Conversations

  • "Show me all unassigned conversations."
  • "What conversations came in today?"
  • "Search for conversations mentioning 'refund'."
  • "Show me the messages in the most recent conversation."
  • "Assign the latest unassigned chat to me."
  • "Send a reply in conversation X saying 'Thanks for reaching out! Let me look into this for you.'"
  • "Add a private note to conversation X saying 'Customer is a VIP — handle with care.'"
  • "Reply to the customer and also send it as an email."

Tickets

  • "Create a bug ticket on the Bugs board titled 'Checkout fails on Safari'."
  • "Move ticket 42 to In Progress and assign it to Anna."
  • "Set this ticket to high priority and add the 'billing' label."
  • "Add an internal note to this ticket: reproduced on iOS 18."
  • "Email the reporter of this ticket to say the fix ships next week."
  • "Archive the ticket about the Safari checkout bug."

Newsletter Campaigns

  • "Create a newsletter campaign called 'March Update' with the subject 'What's New in March'."
  • "Generate a promotional email about our spring sale with 50% off all items."
  • "Create a campaign based on my Welcome template but change the headline to 'Happy New Year'."
  • "Set the campaign recipients to all active subscribers."
  • "Target only the 'Premium Users' contact group for this campaign."
  • "Show me my recent campaigns and their stats."
  • "What's the open rate on my last campaign?"

Email Automations

  • "Create a welcome email automation: when someone subscribes, wait 1 day, send a welcome email, wait 3 days, send a tips email."
  • "Add a condition to my onboarding automation to check if the contact opened the first email."
  • "Write the welcome email content for node 2 in my automation — make it warm and professional."
  • "Rename my automation to 'New Customer Onboarding'."
  • "Show me the stats for my welcome series."

Engagement (Banners, Chat messages, Surveys, Tours, News)

  • "Draft a banner announcing our holiday sale that shows on session start."
  • "Create a feedback survey that triggers after 30 seconds on the pricing page."
  • "Set the banner to only show to visitors from the US, once per visitor."
  • "Move my sale banner to the top of the list."
  • "Write a news release about our new feature update — generate the content with AI."
  • "List all my engagement items."
Copilot can write and target these items but cannot publish them. Every banner, message, survey, tour and news release is created as a draft, and Copilot hands you a link to the dashboard where you review it and switch it live yourself.

Shifts

  • "Clock me in for chat duty."
  • "End my shift."
  • "I forgot to clock out yesterday — set my shift's end to 6 PM."
  • "Record an 8-hour shift for Anna last Tuesday."
  • "How many hours did each agent work last month, and what do we owe them?"
  • "Finalize last month's completed shifts for payroll."

Analytics & Reports

  • "How are my agents performing this month?"
  • "Show me chatbot analytics for the last 30 days."
  • "Where are my visitors coming from? Show country breakdown for this week."
  • "How many AI credits did we use this month compared to last month?"
  • "What's my chatbot's AI handling rate?"

Complex Multi-Step Workflows

These prompts demonstrate Copilot's ability to chain multiple tools together:

  • "Teach my AI agent our FAQ: add a document for each of these five questions, then give me the install code for my widget."
  • "I want a complete newsletter setup: create a welcome campaign with AI-generated content, target all active subscribers, and show me the preview link."
  • "Review my chatbot's performance: show me the analytics for this month, find any conversations where the AI failed, and diagnose the most recent failure."
  • "Create a knowledge base, write 5 articles about common support topics for a SaaS product, and publish them all."

Permissions

Copilot doesn't have its own separate permission set. It runs under the dashboard feature permissions you already hold — the same ones that decide what you can do by hand in the UI. Each tool maps to the permission that gates its feature:

  • Widget tools require Brands & chat widgets (permission key Brands)
  • AI agent tools (settings, knowledge documents, diagnostics) require Vex AI (key Vex)
  • Knowledge base and documentation tools require your Knowledgebase / Documentation permissions
  • Conversation tools require your Inbox permission
  • Ticket tools require the Tickets permission, and additionally respect which boards you have been given access to
  • Newsletter tools require your Newsletter permissions — one-off campaigns need Campaigns, and automations need Email automations (key Newsletter.Automations)
  • Engagement tools require the matching permission per item type — banners, chat messages, surveys, tours and news each have their own. The menu section is called Engagement but the permission keys are still spelled Outreach.Banners, Outreach.Messages, Outreach.Surveys, Outreach.Tours and Outreach.News
  • Analytics tools require your Reports permission
  • Shift tools require Time Management; the hours-and-pay report additionally needs its Reports sub-permission. All Shifts is needed to see or change anyone else's shifts — and to finalize a shift for payroll or change a pay rate at all, including on your own shift

The result: Copilot can never do more than you could do yourself in the dashboard. If your role can't access a feature, Copilot won't expose its tools either. Organization owners automatically hold every permission their plan enables; other roles get whatever was granted at the org and user level.

Tips

  • Be specific. Instead of "improve my AI", say "add a document about our return policy to my brand's knowledge."
  • Chain actions. Copilot can handle multi-step requests in a single prompt.
  • Ask for help. If you're not sure how to do something, ask "How do I set up email automations?" and Copilot will guide you.
  • Use it for diagnostics. When your AI chatbot gives a bad answer, ask Copilot to diagnose it — it will tell you exactly what went wrong and offer to fix it.
  • Review before confirming. Always check what Copilot plans to create or modify before clicking the Confirm button.