AI copilot
AI copilot
The AI copilot is a chat on top of your selected conversations. Ask analytical questions and get real answers: the copilot writes and runs code in an isolated sandbox (no network, no file access), so counts and aggregations are exact, not eyeballed. It searches by meaning, reversibly applies tags, metrics and renames (with Undo) — and, most importantly, configures the platform itself in words: it creates views, tags and automation rules. Describe the task and the copilot assembles the configuration for you.
Show calls where the client asked for a callback, and create a tag rule
Done. Found the records by meaning and prepared a rule:
Key facts
- What it is
- A chat copilot over a selected set of conversations: questions, semantic search, actions and system configuration in natural language.
- Exact counts
- For aggregations and statistics the copilot generates and runs code in an isolated sandbox with no network or file access — numbers are deterministic, not invented.
- Actions with Undo
- Applying tags, writing metrics and renaming records are reversible operations — each one can be undone.
- Configure in words
- It creates and edits views (filters/sorts/columns), tags and hierarchy, and automation rules — rules are created disabled, so it's safe.
- Hard isolation
- The copilot's tools never reach beyond the selected set — it works only with what you've opened to it.
Questions over selected conversations
Pick a set and ask in plain language — the copilot answers from the content of exactly those conversations, not the whole archive.
- Analytical questions: "what do people ask about most", "where are customers unhappy", "which objections recur".
- Semantic search by meaning — it finds the right conversations even when your query words aren't in them.
- Answers rely only on the selected set: hard isolation within its bounds.
Exact counts with code in a sandbox
When you need a real count rather than an estimate, the copilot writes code and runs it in an isolated sandbox — the numbers are deterministic.
- Generates and runs code for counts and aggregations — the result is reproducible.
- The sandbox has no network or file access: the code sees only the selected data.
- Scripts are reusable: save once, run on a new selection later.
Actions with undo
The copilot doesn't just answer — it does work on your conversations, and any action can be rolled back.
- Applies tags, writes metrics and renames records straight from the chat.
- Every operation is reversible — there's Undo, so experimenting is safe.
- Bulk edits across a selection — no manual clicking through each record.
Configure the system in natural language
The core superpower: the copilot configures the platform itself in words — you describe the task and it assembles the objects you need.
- Creates and edits saved views: filters, sorts and columns for your task.
- Sets up tags and whole tag hierarchies — a taxonomy built from the conversation.
- Assembles automation rules; they are created disabled, so you enable them deliberately and safely.
Product
AI copilot
- 1
Select conversations
Open the set — a filter, a view or a search result — that the copilot should work with.
- 2
Ask in words
Ask a question or describe a task in plain language: count, search by meaning, label or configure the system.
- 3
Review and accept
The copilot shows the answer, the code or the proposed objects; actions are reversible and rules are created disabled.
- 4
Save and reuse
Save a useful script or configuration and run it on new selections — the setup lives on.
FAQ
Frequently asked questions
How does the copilot know the numbers are right?
For counts and aggregations it doesn't guess — it writes code and runs it in an isolated sandbox with no network or file access. The result is deterministic and reproducible: the same question on the same selection gives the same answer.
Does the copilot see all my data?
No. Hard isolation applies: the copilot's tools work only within the selected set of conversations — it never reaches beyond those bounds and doesn't touch anything you haven't opened to it.
What does "configure the system in words" mean?
The copilot creates and edits platform objects from your description: saved views (filters, sorts, columns), tags and their hierarchy, and automation rules. Instead of clicking through settings, you describe the task and the copilot assembles the configuration.
Won't auto-creating rules break my data?
No: the copilot creates automation rules disabled. You first review what it proposed and enable the rule deliberately — until then it does nothing.
Can the copilot's actions be undone?
Yes. Tags, metrics and renames are reversible — every action has Undo. And useful scripts can be saved and reused on new selections, with the cost of each message shown transparently.
Related capabilities
Use cases with the copilot
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