Copilot

Copilot is your always-on AI assistant inside Cloodot. Instead of clicking through menus, tell Copilot what you want — ask about your conversations, pull up customer information, or get help with day-to-day workspace tasks.

Opening Copilot

Click Copilot in the left sidebar (look for the sparkle icon). You'll land on a chat screen with the prompt "What do you want to do today?"

Asking Copilot something

Type your question into the message box at the bottom and hit Enter. Copilot understands natural language — no special syntax required.

A few examples to try:

• "Summarize the last 10 conversations about refunds."
• "How many WhatsApp messages are still waiting for a reply?"
• "Pull up the contact details for Sarah from yesterday's chat."
• "Create a segment of active WhatsApp leads from the last 7 days."
• "How well did our FAQ cover customer questions this month?"

What Copilot handles

Copilot pulls information from your workspace and makes changes for you. Here's what it handles well — shown as the questions you'd actually ask.

Get a read on your business

• "How did today go?"
• "How many conversations came in this week vs last week?"
• "Which channels are busiest right now?"
• "How are our response times trending?"
• "How is customer sentiment this month?"
• "Which labels are showing up most in the last 30 days?"
• "Why is the AI handing conversations off to humans?"
• "How are our click-to-message ads performing?"
• "Which products are showing up most in chat?"
• "How well is our FAQ covering what customers ask?"

Find people and build audiences

• "Show me all contacts from Instagram this week."
• "Pull up Sarah's contact details."
• "Create a segment of WhatsApp leads who haven't replied in 7 days."
• "Suggest a segment I could run a campaign to."
• "Rename the 'VIP' segment to 'High-value customers'."

Dig into conversations

• "Find messages mentioning 'refund' from the last month."
• "Show me past sessions about shipping delays."
• "What did we tell the last customer who asked about returns?"

Make changes to your workspace

• "Create a label called 'Urgent' in red."
• "Delete the 'test' label."
• "Add a custom field called 'Order ID' to contacts."
• "Draft a WhatsApp template for order confirmation."
• "List our canned responses for shipping questions."
• "Who's on my team and what are their roles?"

Answer questions using your own content

• "What do we tell customers about refunds?" — answered from your knowledge base, using your actual policies.
• "How do I set up a workflow?" — answered from the Cloodot helpdocs you're reading right now.

Extend Copilot with more tools

Everything above is built in. To give Copilot more to work with:

• Add Skill Sets for actions specific to your business — for example, "check order status" or "book a demo".
• Connect MCP Servers to bring in external systems like your CRM, billing, or internal APIs.
• Turn on one-click integrations in Copilot Settings for HubSpot, Shopify, or Zapier.

How Copilot works

When you send a message, Copilot picks the right tools, runs them, and writes a reply based on what it finds. It only sees data you already have permission to see — it isn't a workaround for access controls. Every action appears inline in the chat, so you can check its work.

Reading Copilot's response

• Your messages appear as dark bubbles on the right.
• Copilot's replies appear as lighter bubbles on the left, with rich formatting (lists, tables, links).
• Actions Copilot takes show inline. A progress indicator reads "Running actions (2/5)" while it works, and "5 actions completed" when done.
• Click any action to expand it and see the inputs Copilot used and the data it got back.

Clearing your conversation

Click the trash icon in the top-right of the Copilot page to clear chat history. This only clears your view — it doesn't affect your inbox, contacts, or workspace data.

Tips for good results

• Be specific. "Show me conversations from VIP customers not replied to in 24 hours" beats "show me conversations".
• Ask one thing at a time. Copilot handles complex requests, but smaller asks usually give cleaner answers.
• Follow up. If the first answer isn't right, keep the conversation going — Copilot remembers context within the same session.
• Review actions before trusting the output. Expand the action details to double-check what Copilot looked up, especially before making decisions on the answer.

Related topics

• Copilot Settings — Connect external tools through MCP
• MCP Servers — Extend Copilot with custom integrations
• Skill Sets — Give your AI custom abilities
• AI Agent — Configure the AI persona that chats with your customers