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Fallbacks / Human chat

A common question about Copilot is: what happens when it doesn't know the answer, or isn't giving the user what they want. In these scenarios, Copilot is designed to use its backup plan or "fallback".

The most common configurations of fallback messages are used to:

  • Initiate a hand off to a human
  • Ask the user to clarify their question

Setting up a fallback message

You can set up your fallback message in the Dashboard. You can set up both a message and a CTA, which appears as a button. The options available for fallback CTAs are:

  • Open a link
  • Open chat (using our human chat integrations)
  • Click an element on the page (useful if you have a “Chat with us” button or something similar that can be clicked to activate)
  • Dismiss Copilot

CommandBar Copilot Fallback

When does the fallback message show?

The fallback message shows whenever Copilot deems that it doesn’t have a good response to the user. This could be due to Copilot’s own judgement, or in response to feedback from the user. Feedback from the user could come in two forms:

  • Explicit feedback on a Copilot response
  • Implicit feedback based on the content and sentiment of a user’s response

Analyzing fallback situations

From your Copilot analytics dashboard you can view chats that included a fallback message. Filtering to only show these chats is a great way to quickly spot check chats which didn’t succeed in helping the user (at least not the query that triggered the fallback).