Captain Copilot is designed to help support agents work smarter by providing helpful suggestions and insights right from your dashboard. Here’s a guide to help you get the most out of Captain Copilot.
Where to Find Copilot?
To get started, ensure Captain Copilot is enabled in your inbox. Open your dashboard and go to the conversation screen. On the right side, you’ll see the Copilot tab next to the contact options. Click on the Copilot tab to access and start using its features.
How Copilot works?
Copilot is a tool that can improve communication in multiple ways. It can analyze the current conversation and draft an appropriate response or even translate a message into another language while ensuring the tone and context remain intact. Additionally, Copilot can review the tone of a conversation, identify areas for improvement, and suggest adjustments to align better with your brand’s voice and values.
To further improve the experience, Copilot can also find relevant articles or resources related to the current conversation, offering quick access to information that supports your responses. With its ability to bridge communication gaps, refine tone, and provide actionable insights.
How to use copilot?
Simply type your request in natural language, and Captain will analyze it to provide the best response. You can use it to draft replies, translate messages, or improve tone.
For better results, make your requests clear and specific. For example, instead of saying, “Help with this reply,” try, “Write a polite response explaining the delay and offering a new timeline.”
Captain uses knowledge from your documents to craft accurate and relevant responses. Here is quick example showing how to draft the response.
When Captain suggests a response, click “Use this” to add it directly to your message window.
Additional Tips for Effective Usage
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Always review Copilot’s suggestions before sending them to ensure they align with your team’s tone and guidelines.
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Use Copilot’s recommendations to fill any gaps in customer communication, such as adding more detailed instructions or clarifying ambiguous points.
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Encourage your team to explore and utilize Copilot regularly for smoother collaboration and improved customer interactions.