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Copilot overview

Copilot is an embedded, personalized assistant for all your users. Train it on your content, arm it with nudges, add actions you want users to perform, and watch it go.

CommandBar Copilot

Why should I use Copilot?

Copilot can be helpful for any digital product. Imagine if each of your users or visitors could have a human watching their time in your product, suggesting things and responding to their questions. But 24/7 and able to immediately recall all content it's trained on. That's copilot.

How does Copilot work

To get Copilot up and running, follow these steps.

Step 1: train with your content

Content is the brains behind any effective Copilot. To get started, all you need to do is add a Source. Copilot will be automatically trained on sources you provide, as well as other building blocks like Videos and Answers.

At this point, you have a fully functional chatbot for your product -- like a version of ChatGPT designed to answer questions about your product specifically. But Copilot can be much more powerful than a simple chatbot. Continue on to evolve your Pikachu Copilot.

CommandBar Copilot

Step 2: add experiences

One of the superpowers of Copilot is the ability to suggest nudge experiences. You can make any nudge available to Copilot from its settings. When you do so, you can also provide Copilot with instructions about how it should use the nudge.

This allows Copilot to suggest the nudge in response to a user query. Imagine a user asks a question like "How do I reset my password in this app?" Copilot could just answer the question with a list of steps like

Fun question!
1. First go to the settings page
2. Next, go the security page.
3. From here, scroll to the bottom.
4. There you'll see an option to reset your password.

But that is pretty lame! Much better would be a button that says Click here to be shown how to reset your password, that, when clicked, launches an interactive tour that steps the user through how to reset their password.

You can achieve that flow with Copilot. First, create the tour that explains how to reset a password. Next, make that tour available to Copilot. And boom, Copilot will (unless you've given it weird instructions) use this tour whenever a user asks about resetting password.

CommandBar Copilot Add Experience

Step 3: add actions

Ok, launching a tour from Copilot is cool. Let's return to our resetting password case though (riveting stuff, we hear you muttering).

Wouldn't it be much easier to just give the user an option to trigger a password reset email straight from Copilot. Why send them digging through your UI at all, whether led by a tour or not?

The answer to this question is a bit philosophical and we'll get into it more later. There are plenty of situations where it makes sense to show users how to achieve something in your product. And there are other situations where it makes sense to let them complete the action from Copilot. Sometimes it even depends on the user! The good news is: you have the option to do both.

As with experiences, actions must be made available to Copilot, like adding tools to its toolbox. When adding an action, you can provide Copilot with a brief description of the action and when it should be used. This bit helps immensely with getting Copilot off to a good start.

So you can create a reset password action that Copilot can initiate on behalf of the user when they ask about resetting their password.

CommandBar Copilot Add Actions

Step 4: test it out

After you’ve done these steps, you can play around with Copilot in your Dashboard (not code required). Ask it questions and see what types of responses it gets back to you with! You can correct any answers you feel aren’t up to par.

CommandBar Copilot

Step 5: style it

Based on your CommandBar tier, you have several degrees of control over how Copilot looks.

Step 6: embed it

Figure out what launcher you’re going to use, and make sure to install CommandBar if you haven’t already (otherwise your users won’t have access to Copilot - how sad!)

Step 7: watch it go

You can view how users are engaging with Copilot from your analytics dashboard. Some particularly cool things you can do here:

  1. See common questions users ask
  2. Audit Copilot responses (and author your own Answers for situations where you want Copilot to answer in a specific way)
  3. View chats where Copilot resorted to a fallback (dead-ends). These are particularly good situations to author an Answer, and they can also give you insight into where your users are confused.

CommandBar Copilot Analytics


Can Copilot answer questions in languages other than english?

Yup! You can customize Copilot to respond in a lot of different ways including multiple languages. To do so, you'll simply explain to Copilot how to respond in plain english. To do, so head to Dashboard -> Copilot -> Settings and then add your description to the System Prompt Modifier.

Here are some examples that you can copy and share with Copilot instantly level it up to a natural "born" polyglot:

Always respond to questions in Spanish.