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Copilot for Conversations
Copilot for Conversations
Michael Stephenson avatar
Written by Michael Stephenson
Updated over a week ago

Overview

Copilot for Conversations is an AI-powered tool to assist you with automated and customized responses. It can generate replies based on message context or user prompts. Copilot simplifies drafting by improving writing, fixing spelling and grammar, shortening text, expanding details, changing tone, and translating. It also summarizes conversations into shareable notes. Copilot saves you time by automating repetitive communication tasks.


Custom Replies

You can describe the intent of your message, and Copilot will generate a customized email or text reply.
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Note: Note: Copilot will optimize its response based on the channel (e.g., SMS responses will be around 160 characters, and e-mail responses will contain greetings).

New conversations

  1. When starting a conversation, click the Generate Custom Reply icon.
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  2. Describe the message you want to Copilot to generate in everyday language.

  3. Click the check mark icon to send your prompt to Copilot.

  4. Review the message generated by Copilot.

    1. If you're satisfied, you can send the message.

    2. If you want to make edits yourself, edit the message as you wish, and once satisfied, send the message.

    3. If you want Copilot to try again, repeat the process starting with step 1.

  5. If you are sending an email, you can also use Copilot to generate a subject line using the context of the message. On the subject line field, click the Copilot icon, and the text will automatically generate. If you want Copilot to try again, click the Copilot button again.

Replies

When replying to a conversation, click the Draft Reply icon. You will be presented with two options: Auto-Generate Reply and Generate Custom Reply.

Auto-Generate Reply (No Prompt)

If you want Copilot to review the conversation history and use context to generate a reply automatically, use this option.

  1. Click the Auto-Generate Reply button.

  2. Review the message generated by Copilot.

  3. Edit if needed, and when satisfied, click send.

Generate Custom Reply (Prompt)

If you want to use a prompt and explain to Copilot how you want to reply, use this option.

  1. Click the Generate Custom Reply button.

  2. Describe the message you want to Copilot to generate in everyday language.

  3. Click the check mark icon to send your prompt to Copilot.

  4. Review the message generated by Copilot.

    1. If you're satisfied, you can send the message.

    2. If you want to make edits yourself, edit the message as you wish, and once satisfied, send the message.

    3. If you want Copilot to try again, repeat the process starting with step 1.


Edit and Translate Replies

You can draft and edit responses using the same options from campaigns and pages.

  1. Type your message.

  2. Highlight the text.

  3. Select the Copilot icon.

  4. Select what you would like Copilot to do for you:

    • Improve Writing

    • Fix Spelling & Grammar

    • Make Shorter

    • Expand

    • Change Tone

    • Translate


Summarize a Conversation

Copilot will generate a conversation summary for you to add as a note.

  1. When you're in a conversation, toggle to Note.

  2. Click the orange Copilot icon.

  3. Click Summarize Conversation.

  4. Click "Add Private Note" when you are ready to save the note.

This feature is useful for sharing a conversation summary and providing context between team members.

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