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AI Copilot

Your intelligent assistant for customer success tasks.

Overview

The AI Copilot is a conversational AI assistant that helps you with customer success tasks. It can answer questions, generate content, analyze accounts, and automate workflows.

Accessing Copilot

Global Copilot

Access from anywhere:

Click the Copilot icon in the sidebar
Or press Cmd/Ctrl + K
Type your question or request
Get instant responses

Account Copilot

Context-aware help for specific accounts:

Open any account
Click Ask Copilot
Ask questions about this account
Get account-specific answers

What Copilot Can Do

Account Analysis

Capability	Example
Summarize	“Summarize this account’s health”
Predict	“What’s the churn risk for this account?”
Recommend	“What actions should I take?”
Compare	“How does this account compare to similar ones?”

Content Generation

Capability	Example
Write emails	“Draft a check-in email for this customer”
Create QBRs	“Generate a QBR for Q1”
Make summaries	“Summarize our last 5 interactions”
Generate reports	“Create a health report for enterprise accounts”

Task Automation

Capability	Example
Create actions	“Create a follow-up task for next week”
Schedule meetings	“Schedule a check-in call for tomorrow”
Update records	“Log this call summary to the account”
Send notifications	“Alert the team about this risk”

Research and Insights

Capability	Example
Find patterns	“Find accounts with declining usage”
Analyze trends	“What’s the NPS trend this quarter?”
Benchmark	“Compare this segment’s health to last quarter”
Surface risks	“Which accounts need attention this week?”

Chat Interface

Starting a Conversation

Open Copilot
Type your question naturally
Press Enter or click Send
Read the response
Ask follow-up questions

Conversation Features

Feature	How to Use
Streaming responses	See answers as they’re generated
Code blocks	Responses include formatted code
Links	Click links to navigate to related items
Actions	Some responses include action buttons

Context Persistence

Copilot remembers:

Current conversation
Selected account (when in account view)
Recent tasks performed
Your preferences

Global vs. Account Scoped

Global Copilot

Use for:

Portfolio-wide questions
General tasks and requests -跨account analysis
Organization-wide insights

Example questions:

• "Which accounts need attention this week?"
• "Summarize last month's customer health trends"
• "Create actions for all at-risk accounts"

Account Scoped Copilot

Use for:

Specific account questions
Account-specific content
Detailed account analysis
Personalized outreach

Example questions:

• "What's the health trend for Acme Corp?"
• "Draft a check-in email for this customer"
• "What should I focus on in my next meeting?"

Prompt Examples

Getting Started

Intent	Prompt
Summary	“Give me an overview of this account”
Health	“What’s driving the health score?”
Actions	“What should I prioritize for this account?”
Risks	“What are the biggest risks?”

Content Generation

Intent	Prompt
Email	“Write a renewal reminder email”
QBR	“Create a QBR outline for this customer”
Summary	“Summarize this quarter’s engagement”
Notes	“Draft meeting notes from our call”

Analysis

Intent	Prompt
Comparison	“How does this compare to last quarter?”
Prediction	“What’s the churn probability?”
Benchmarking	“How does this rank against similar accounts?”
Trends	“What’s the usage trend over time?”

Automation

Intent	Prompt
Task	“Create a follow-up task for next week”
Schedule	“Schedule a 30-minute check-in call”
Alert	“Set an alert for this account”
Report	“Generate a weekly report for my manager”

Best Practices

Writing Effective Prompts

Tip	Example
Be specific	“Summarize this quarter’s engagement”
Include context	“For Acme Corp, what’s the health trend?”
Specify format	“List the top 5 risks as bullet points”
Ask for explanation	“Explain why this score changed”

Getting Better Results

Do	Don’t
Be specific about what you need	Ask vague questions
Include relevant context	Assume all context is known
Request specific formats	Accept default output
Ask for alternatives	Accept first answer
Iterate and refine	Ask perfect question first

Limitations

What Copilot Can’t Do

Limitation	Workaround
Real-time data	Refresh and try again
External websites	Provide links instead
Execute code	Request step-by-step guidance
Make decisions	Get recommendations only

Data Considerations

Results based on available data
Missing data affects accuracy
Predictions are probabilistic
Always verify critical information

Troubleshooting

Issue	Solution
Slow response	Try again, simplify question
Wrong account	Verify you’re in correct context
Unexpected answer	Rephrase question
Missing data	Check integrations connected
Action not working	Verify permissions