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 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: 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 still 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 ten categories of tools — plus one extra that only Copilot has: it can search Yaplet's own documentation to answer "how do I…" questions.

  • 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, diagnose answers
  • 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, manage subscribers, check stats
  • Engagement — Create banners, chat messages, surveys, tours, and news releases
  • 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 tool 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.

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.