Product · Copilot

AI at your elbow.

Copilot is the assistant for admins and owners inside Cloodot. Ask in plain language — it reads the inbox, builds the segment, drafts the reply, tunes the workspace — and shows every action so you approve before you trust it. Not the customer-facing agent; the one at your side.

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01 · ASK

Skip the menus. Just ask.

Instead of clicking through screens, tell Copilot what you want. It understands natural language — no syntax — then picks the right tools, runs them, and writes back the answer. Reporting, audiences, conversation search, and workspace changes, all from one prompt.

Get a read on your business

"How did today go?", "how are response times trending?", "how is customer sentiment this month?" — answered from your live workspace data.

Find people, build audiences

Pull up a contact, list every Instagram lead this week, or spin up a segment of active WhatsApp leads from the last 7 days.

Dig into conversations

Find messages mentioning "refund", surface past sessions about shipping delays, or recall exactly what you told the last customer who asked about returns.

Change the workspace

Create a label in red, add an "Order ID" custom field, draft a WhatsApp template, or list your canned responses — all by asking.

02 · GROUNDED

Answers in your words, not invented.

Ask what you tell customers about refunds and Copilot answers from your Knowledge Base, using your actual policies. Ask how a Cloodot feature works and it answers from the helpdocs. Every draft it hands back is sourced the same way — so what you approve is already on-message.

Grounded in your knowledge base

"What do we tell customers about refunds?" is answered from your actual policies — not guesswork, and never invented.

It knows the product, too

"How do I set up a workflow?" is answered straight from the Cloodot helpdocs, so your team gets the real steps in the same chat.

Drafts you can reuse

Ask for a reply or a WhatsApp template and it comes back sourced from your content, already on-message — you review, then reuse.

03 · IN THE OPEN

It shows its work.

Copilot makes changes for you, but never in a black box. Each action appears inline — a progress count while it runs, then a clean tally when it's done. Expand any step to see the inputs it used and the data it got back, and know it only ever touched what you're already allowed to see. This is the assist to the AI agent's full automation — you stay in the loop.

Actions, inline

A progress indicator reads "Running actions (2/5)" while it works, then "5 actions completed" when it's done. Nothing happens off-screen.

Open any step

Click an action to expand it and see the exact inputs Copilot used and the data it got back — the review the tips page asks for.

Only what you can see

Copilot reads and acts within your own permissions. It's a faster way to reach your data, never a way around who's allowed to.

04 · EXTEND

Plug in the rest of your stack.

Everything above is built in. Add Skill Sets for actions specific to your business, connect one-click integrations for HubSpot, Shopify, Zapier, and Meta Ads, or point Copilot at any MCP server — with the authentication and transport it needs. Manage them all from Copilot settings.

One-click integrations

HubSpot, Shopify, Zapier, and Meta Ads connect through OAuth with zero configuration — click Connect and Copilot starts using their tools.

Bring your own MCP server

For anything else, add a server by name and URL, pick the authentication and transport, and toggle it on — CRM, billing, or an internal API.

Manage it all in one table

Every server shows its URL, auth type, and status. Toggle, edit, or delete from one place, and disable what you no longer use.

Copilot, in plain terms.

Who can use Copilot?
Admins and owners only. Copilot is the sparkle icon in the left sidebar — if you don't see it, ask a workspace admin for access. It only ever sees data you already have permission to see, so it isn't a workaround for access controls.
Is Copilot the same as the AI agent?
No — they sit on opposite sides of the glass. The AI agent chats with your customers and resolves conversations on its own. Copilot works with you, inside the workspace: it answers your questions, builds segments, drafts replies and templates, and changes settings on ask. Copilot never talks to customers.
How do I ask Copilot something?
Type it into the message box in plain language and hit Enter — no special syntax. "Summarize the last 10 conversations about refunds", "how many WhatsApp messages are still waiting for a reply?", or "create a segment of active WhatsApp leads from the last 7 days" all work. Ask one thing at a time and follow up; Copilot remembers context within the same session.
How do I connect my own tools?
Turn on one-click integrations for HubSpot, Shopify, Zapier, or Meta Ads from Copilot settings, or add any MCP server with a name, URL, authentication (None, Bearer Token, OAuth, or Custom Header) and transport (Auto, SSE, or Streamable HTTP). Add Skill Sets for actions specific to your business, like 'check order status' or 'book a demo'.
Does asking Copilot change my inbox or data?
Copilot makes the changes you ask for and shows each action inline so you can check its work — a progress indicator while it runs, then a tidy "5 actions completed". Clearing the chat with the trash icon only clears your view; it never touches your inbox, contacts, or workspace data.
The rest of the platform

Better together.

01Unified inboxEvery channel, one tray.02AI agentIt thinks. It acts. It asks.04Skills & workflowsTeach it your business logic.05CampaignsBroadcasts that read like DMs.06AnalyticsKnow what your inbox knows.
See it on your own inbox

Try the whole thing, today.

Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.

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