What the Copilot does
Every app includes a built-in Copilot that understands your app’s data and actions. Users can ask for help, create records, run tasks, and get answers in plain language.Things users can do
Ask and answer
“What is due this week?” “Which deals need follow-up?” Get instant answers from your data.
Create and update
“Add a new lead named Taylor.” “Mark the invoice as paid.” The Copilot performs allowed actions for the user.
Summaries and reports
“Summarize ticket volume by priority.” “Show month-to-date revenue.”
Guided help
“How do I import data?” The Copilot explains features and can walk users through tasks.
Notifications and reminders
“Remind me if a task is overdue.” “Alert the team when a milestone is completed.”
Bulk changes
“Assign all unowned leads to Alex.” “Close all completed tasks.”
How to use it
- Type what you want in the Copilot input
- The Copilot confirms the action when needed
- Results appear right away and are logged in your app
Privacy and safety
- The Copilot only sees data allowed by the user’s role
- All actions are executed as the current user and logged
- No data is shared externally without your approval
See examples
Learn prompts that help your team get more done.