Getting Started with AI Copilot
AI Copilot helps you respond to customers faster with AI-powered suggestions.
What AI Copilot Does
- Generate Drafts - AI writes a reply based on the conversation
- Improve Text - Fix grammar, clarity, and tone
- Summarize - Get a quick summary of long conversations
- Quick Replies - Smart suggested responses
Enabling AI Copilot
- Go to Settings → AI Copilot
- Read the privacy information
- Click Enable AI Copilot
- Your consent is recorded
Privacy & Data
We take your data seriously:
- PII is stripped - Names, emails, and addresses are removed before AI processing
- Data not stored - The AI provider doesn't keep your conversations
- Audit logged - All AI usage is logged (without PII)
Using AI Features
Once enabled, you'll see AI options when replying to tickets:
- Generate Draft button - Click to get an AI-written response
- Improve button - Enhance your written text
- Summarize - Available for longer conversations
Tips for Best Results
- Always review AI drafts - AI is a starting point, not the final word
- Add personal touches - Make responses feel human
- Use custom instructions - Train the AI on your brand voice