Copilot

Overview

Copilot is an AI-powered assistant that lives in your dashboard sidebar. 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 virtually anything you can do through the dashboard UI.

How It Works

Suggestion Prompts

When you first open Copilot, you'll see quick-start suggestion buttons:

• Widget setup — Get help creating and customizing your chat widget
• Knowledge base — Start building your help center content
• Inbox management — Check on conversations and assign agents
• Reports — View analytics and performance metrics

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.

Widget Setup & Customization

• "Create a new widget called Customer Support with a dark blue theme."
• "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."
• "Link my Support Bot chatbot to the default widget."
• "Enable conversation ratings on my widget with the prompt 'How was your experience?'"

AI Chatbot Setup

• "Create an AI chatbot called Support Bot and activate it."
• "Add a document to my chatbot explaining our refund policy: customers can request a full refund within 30 days of purchase."
• "Set the chatbot to hand off to a human agent after 5 messages if it can't find an answer."
• "Change the chatbot's no-context behavior to decline instead of guessing."
• "Show me all documents in my chatbot's knowledge base."
• "Create a chatbot, add three documents about our products, and link it to my widget."

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 Help Center."
• "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."

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 Workflows

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

Outreach (Banners, Surveys, Tours, Messages)

• "Create 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."
• "Publish my sale banner."
• "Create a news release about our new feature update — generate the content with AI."
• "List all my outreach items."

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 much AI tokens 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:

• "Set up my entire support system: create a widget, create a chatbot with documents about our FAQ, link it to the widget, and give me the install code."
• "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 respects your organization's permission system. Each tool category can be individually enabled or disabled:

Organization owners automatically have access to all enabled categories. Other roles need both the org-level and user-level permission to be granted.

Tips

• Be specific. Instead of "set up a chatbot", say "create a chatbot called Support Bot and add a document about our return policy."
• 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 workflows?" 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.