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Copilot: summary and suggested reply

In Sessions, the Details panel summarizes the chat and drafts a reply you can send or edit.

When you take over a conversation, open the Details panel. The Copilot reads the whole conversation and gives you a summary of what the customer wants and a suggested reply — ready to send or edit.

How to use it

  • Read the summary to get context in seconds
  • Use the suggested reply as a starting point — edit before sending
  • Click Generate suggestions for more options

Illustrated manual

Attendant manual (PDF)Illustrated desk guide including the Copilot, takeover, return, presence and pipeline habits.