Conversations & customers

Use Copilot during a conversation

Ask Copilot to summarize a conversation, find information, or prepare an editable customer reply.

Updated 2026-07-24For: Agents · Supervisors

Copilot is available in the conversation side panel. It uses the current conversation and authorized knowledge, tools, and skills, but never sends a draft automatically.

NavoChat Copilot settings in English
Copilot is configured separately from AI Agents and uses controlled knowledge, tools, and skills.

Steps

Open Copilot

Select an open conversation and choose Copilot in the side panel.

Choose a task

Ask a question or use a suggested action such as Summarize, Find related information, or Draft a customer reply.

Review sources

When the answer cites knowledge or tools, confirm that the sources match the customer request.

Insert the draft

Choose Insert into composer, adjust facts and tone, then send the reply yourself.

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