AI Copilot lives behind the AI icon in the top bar of every page. Ask what is happening today, check your connections, or build a customer flow with it step by step. It works with your own access, and nothing is published, sent or saved until you press the button.
3 chats near the reply targetLongest wait 14 min · WhatsApp
Open
5 leads not contacted for 3 daysNo task ahead
Create tasks
2 questions the AI could not answerParking · weekend hours
Add facts
The day, in one question
What needs you, what is waiting and what is broken, from your own workspace and within your own access.
Flows built and tested for you
Answer a few questions; AI Copilot builds the menu, tests every path and shows the customer’s view.
Nothing happens until you press
Flows, campaigns, templates and knowledge wait on a card you check first.
“What’s going on today?” · Needs you
3 chats near the reply targetLongest wait 14 min · WhatsApp
Open
5 leads not contacted for 3 daysNo task ahead
Create tasks
2 questions the AI could not answerParking · weekend hours
Add facts
Needs you today
Up to three items with a one-tap action: late replies, quiet leads, unanswered questions.
Help me build a workflow
✓ Goals · Answer questions, Book appointments
✓ Channels · WhatsApp, website chat
✓ Knowledge · your website, read
✓ Buttons · Prices, Plans, Book
✓
Built ✓ Tested ✓6 of 6 paths work · live when you press
A flow in a few minutes
Goals, knowledge, buttons and welcome; built, tested and switched on when you say so.
Questions the AI could not answer
Parking7 questions this week
Add
Weekend hours4 questions this week
Add
AI
Fact draftedYou fill in the details · saved on Add
Knowledge gaps, closed
The questions your AI passed to a person become facts you complete and add.
01
Start with what needs you.
Open AI Copilot and it shows up to three things that need you today, each with a one-tap action. Ask “What’s going on today?” for the Today numbers, the chats waiting on each channel and the longest waits.
Conversations close to missing your reply target.
Leads nobody has contacted for a few days.
Customer questions the AI could not answer.
Delivery problems and channel alerts.
“What’s going on today?” · Needs you
3 chats near the reply targetLongest wait 14 min · WhatsApp
Open
5 leads not contacted for 3 daysNo task ahead
Create tasks
2 questions the AI could not answerParking · weekend hours
Add facts
02
Check your connections.
Ask “Check my connections” and AI Copilot goes through WhatsApp, Messenger, Instagram and website chat: whether each is connected, when its access expires, when the last message arrived, the WhatsApp quality rating, alerts and delivery problems, with a link to fix each one.
WhatsApp · Connected · quality High
Instagram · Access expires in 9 days
Messenger · Last message 4 min ago
Web Chat · Connected
!
1 thing to fixReconnect Instagram · link included
03
Build a customer flow, step by step.
Say “Help me build a workflow” and AI Copilot walks you through it in the chat: what the flow should do, the channels, your knowledge, the menu buttons, what each button does, the welcome message, the team that takes over, and a final review.
Pick one goal or several: answer questions, sell your products or plans, book appointments.
Add your website, a document or a few typed facts; AI Copilot reads them and suggests the buttons, their answers and the welcome.
Keep, rename, remove or add buttons. Each one gives information with AI follow-up, collects details, opens a sub-menu or passes the chat to a person.
The menu is fitted to each channel’s limits, every path is tested, and you see the customer’s view before anything goes live.
Publish and switch on when you press the card; switching off again is one click.
Help me build a workflow
✓ Goals · Answer questions, Book appointments
✓ Channels · WhatsApp, website chat
✓ Knowledge · your website, read
✓ Buttons · Prices, Plans, Book
✓
Built ✓ Tested ✓6 of 6 paths work · live when you press
AI Copilot collects the questions your AI and your bot had to pass to a person, groups them into topics and drafts a fact for each one. You fill in the missing parts, and the fact is saved to your AI knowledge when you press Add.
Questions the AI could not answer
Parking7 questions this week
Add
Weekend hours4 questions this week
Add
AI
Fact draftedYou fill in the details · saved on Add
05
See how the team and sales are doing.
Managers can ask about any period and see it next to the one before: reply and resolution times, how often the reply target was met, conversations by channel, the busiest hours, each person’s numbers, leads created, won and lost with the reasons, the win rate, and tasks done on time or overdue.
Team & sales insightsThis month · against last month
First reply4 min−22%
Reply target met94%+6%
Leads won38 · win rate 31%+11%
AI
Busiest hoursSunday to Thursday, 10:00–13:00
06
Campaigns, follow-ups and templates from the chat.
Ask for the work and AI Copilot prepares it as a card you check before anything happens.
Campaigns: choose the channel, a saved segment or everyone, an approved template and a time. The card shows the recipients, what fills each template value, the message and any warnings, then Launch sends or schedules it.
Lead follow-up: open leads with no recent contact and hot leads with no next step become follow-up tasks, for each lead’s owner or for you.
WhatsApp templates: AI Copilot writes a template within Meta’s rules and shows a preview; Submit sends it to Meta from your Templates.
Marketing template · draftHi {{1}}, our weekend offer is back: {{2}} off every whitening package until Saturday. Reply YES to book.
EditSubmit to Meta
✓
Within Meta’s rulesChecked before it is submitted
07
It works as you, and asks before it acts.
AI Copilot only sees and does what your role allows in your workspace. Every change happens on a card you press, and adding to your AI knowledge still asks for your two-step verification code. It never publishes a flow, launches a campaign or submits a template on its own.
It sits in the top bar of every page and opens AI Copilot beside your work.
02
Ask, or pick a shortcut
Type in plain words, or start from a saved shortcut such as “What’s going on today?”.
03
Press the card to act
Check what AI Copilot prepared, then publish, launch, submit or add with one press.
“What’s going on today?” · Needs you
3 chats near the reply targetLongest wait 14 min · WhatsApp
Open
5 leads not contacted for 3 daysNo task ahead
Create tasks
2 questions the AI could not answerParking · weekend hours
Add facts
For owners and managers
Start the day with what needs you.
Open AI Copilot and see the chats about to miss their reply target, the leads gone quiet and the questions your AI could not answer, each one a tap away from being handled.
Start free trial ↗Illustrative photo. Interface details use sample data.
Does AI Copilot send or publish anything by itself?+
No. It prepares drafts and cards. A flow goes live, a campaign is sent, a template goes to Meta and knowledge is added only when you press the card.
What can AI Copilot see?+
Only what your own role can see in your workspace. It uses your permissions, so a member without access to reports or campaigns cannot reach them through AI Copilot either.
Is AI Copilot the same as AI replies and AI answers?+
No. AI replies and AI answers talk to your customers. AI Copilot helps your team inside the application and never writes to customers on its own.
Which AI does it use?+
Your workspace’s own AI key when you have added one, otherwise platform AI, the same choice as the AI assistant settings.
Do I still need the flow editor?+
No. A flow built with AI Copilot is complete and tested. It opens in the flow editor like any other workflow if you want to look or change it.
Product screens are from the SM Gateway application with sample data. Cards and photos are illustrative.