Documentation

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 writing knowledge and help articles to drafting 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, at an access level you choose.

Why Use Them?

Setting up a complete customer communication platform involves many steps: teaching your AI agent, writing knowledge base articles, setting up newsletters, keeping tickets moving, and more. Copilot and MCP let you skip the learning curve and get everything done through conversation.

Example: Instead of navigating through several pages, you can simply tell Copilot: "Add a document about our refund policy to my brand's knowledge, and write a help article covering the same thing." Copilot handles the rest.

Requirements

  • Copilot is on every plan — The in-dashboard Copilot is included on the free plan and all paid plans. Organizations without an active paid subscription can send up to 10 Copilot messages per hour (counted across the whole organization, on a rolling hour) and use your organization's default AI model — picking a specific model is a paid capability.
  • MCP needs a paid plan — Connecting external AI tools through the MCP server requires an active paid subscription.
  • Copilot permission — Your organization must have the Copilot feature enabled, and your user role must have Copilot access.
  • Your own dashboard permissions — Copilot and MCP act under the feature permissions you already hold (Inbox, Brands & chat widgets, Vex AI, Newsletter, Reports, and so on). They can only read or change things you could already do by hand — nothing more.

Available Tool Categories

Copilot and MCP draw on the same actions, grouped into eleven areas. Both can also search Yaplet's own documentation to answer "how do I…" questions, explain each product area, and check your account for anything missing or failing.

  • Data Access — List and inspect any record in your organization
  • Brands & widgets — Create and customize chat widgets, and get the install code
  • Vex AI — Configure the brand's AI agent, add knowledge documents and API tools, diagnose answers
  • Workflows — Build and change chat workflows, check them before saving, see recent runs and failures — switching a workflow on stays with you
  • Help — Create knowledge bases, write articles, manage documentation pages
  • Conversations — Read messages, search chats, assign agents, send replies
  • Tickets — Create, move, assign, label, comment on, email about, archive and delete the tickets on your boards
  • Newsletter — Draft campaigns, build email automations, set up Newsletter Autopilot, manage subscribers, check stats — sending stays with you
  • Engagement — Create banners, chat messages, surveys, tours, and news releases, and read how they performed and what people answered in surveys
  • Analytics — View agent performance, chatbot analytics, visitor stats, AI usage
  • Time Management — Clock in and out, record and correct shifts, finalize for payroll, pull hours-and-pay reports
There's no separate set of Copilot permissions. Copilot and MCP run under the dashboard feature permissions you already hold — Inbox, Brands & chat widgets, Vex AI, Newsletter, Reports, and the rest. Each action maps to the same permission that gates that feature in the dashboard, so Copilot can only read or change what you could already access by hand. Anything your role can't do, Copilot can't do either.

Some things always stay with a person, whatever your permissions: anything about money, team access or the account itself, and the act that makes an email go out to your subscribers or a post go public. The AI prepares the work and tells you where to finish it. The full list is on the MCP Server page.

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 Changes

When Copilot needs to create, change, delete or send something, it shows a Confirm action card with the action and the values first, and waits for your Confirm. Deletes and sends get a red card, because they cannot be undone. Reads (listing, searching, viewing) happen automatically.