Copilot

Copilot is your chatbot's management assistant. Instead of navigating between tabs to configure settings, fix bad answers, or set up integrations, you describe what you need and Copilot handles it.

How to get there: Go to Setup → AI agent in the top menu, click your chatbot. The Copilot tab is the first tab and opens by default.

How It Works

Copilot is a chat interface. Type what you want in plain language and it will either do it directly or guide you to the right place. Behind the scenes, Copilot delegates your request to one of four specialized agents depending on what you need.

When you open Copilot, you see contextual suggestions based on your chatbot's current state. These are things Copilot noticed you might want to address, like missing training data, a wrong answer that needs fixing, or a feature you haven't set up yet. Click a suggestion to start, or type your own question. If a previous conversation is restored, click Suggestions to return to this screen. Resume conversation returns to the same conversation, including any pending approvals.

Review changes before saving

Anyone with permission to manage the chatbot can review, approve or decline its proposals, including proposals from a conversation started by a teammate.

When Copilot or the AI Coach proposes adding or removing a rule, creating or editing text or a question and answer, or changing a chatbot setting, a card shows the full proposed change. Nothing is saved yet.

• Approve applies the change shown on the card, including removal when the card says Remove a rule.
• Edit lets you change the text first. Click Approve to save your edited version. Removal cards show the rule to remove and cannot be edited.
• Decline dismisses the change without saving it.

Saying “yes” in the chat does not save these changes. Review the card and click Approve. Check details such as contact information and prices before approving.

After you approve or decline, the card disappears and the assistant confirms the result in the conversation. Saved text and answers still need to finish processing before your chatbot can use them. If the assistant revises a pending proposal for the same kind of change, the older card is replaced and cannot be approved. Review multiple changes of the same kind one at a time. If existing content changes while a card is pending, request a fresh proposal before approving it.

What Copilot Can Do

Fix bad answers and improve quality

Tell Copilot about a wrong answer and it will investigate: find the conversation, check what the bot referenced, identify the source of the problem, and fix it. It can edit training text, add Q&A items, hide incorrect training content, add behavior rules, and verify the fix worked.

Examples:

• "My bot gave a wrong answer about our pricing"
• "Check what the bot says about refunds"
• "Add a rule: never promise delivery dates"

Configure chatbot settings

Change your chatbot's tone, opening message, language, response length, and other settings without navigating through menus.

Examples:

• "Change the tone to professional"
• "Set the opening message to: Hi! How can I help you today?"
• "Enable live chat escalation"
• "What tone is currently set?"

Set up lead capture

Create and manage lead flows that collect visitor information during conversations.

Examples:

• "Set up a lead capture form with email and name"
• "Show me my current lead flows"

Manage notifications

Create rules that determine when and how you get notified about conversations.

Examples:

• "Email me at hello@example.com when a new conversation happens"
• "Show me my notification rules"

Connect to external tools

Connect your chatbot to external services so it can look up data, log leads, or perform actions during conversations. Copilot handles the technical setup for you.

Examples:

• "Connect my chatbot to HubSpot to log leads"
• "Create an action that checks order status in Shopify"
• "List my current actions"

Add training data

Add websites for crawling, create text snippets, or add FAQ items to teach your chatbot new information.

Examples:

• "Add my website https://example.com for training"
• "Add a text snippet about our business hours"
• "Check the crawl status"

Change widget appearance

Update the CTA message (the text bubble that appears near your chat widget), brand colors, and position.

Examples:

• "Change the CTA message to: Questions? We're here to help!"
• "What does my widget CTA say right now?"
• "Change the brand color to blue"

Test your chatbot

Send a visitor question to your chatbot and see the answer it gives back, word for word. The answer is shown under "Answer from your chatbot in this test", separate from anything the assistant says about it.

Examples:

• "Test: what would the bot say if someone asks about pricing?"
• "Simulate: I want to cancel my subscription"

Two things to know about a test:

• It runs one question on its own, outside any workflow you have set up. So it cannot tell you whether a workflow works. To check that, use the chat on your own site.
• It will not book anything, send any email, or hand the chat to a person, even if your chatbot would do that for a real visitor. Your own actions stay put too: an action that calls your website or a system you connected is reported, not run. Nothing a test does reaches a customer or changes a record.
• If you want one of those actions tried for real, ask for it here and say which details to use. That runs properly, and you will be told exactly what it did.

Answer how-to questions

Copilot searches Boei's documentation to answer questions about features and best practices.

Examples:

• "How do lead flows work?"
• "What's the difference between text snippets and FAQ items?"
• "How do I set up calendar booking?"

Navigate to the right place

For things Copilot cannot change directly (file uploads, Google Calendar connection, custom styling, account billing), it tells you exactly where to go.

Suggestions

The suggestion rows below the input bar are contextual. They change based on your chatbot's state:

• New chatbot: suggestions to add training data, set an opening message, install the widget
• Active chatbot with issues: suggestions to fix a specific wrong answer or retry failed training pages
• Well-configured chatbot: suggestions to connect external tools or add behavior rules

Click the X on any suggestion to dismiss it. Dismissed suggestions won't come back unless the underlying condition changes (for example, if you dismiss "add training data" and later delete all your training data, it will reappear).

Credits

Copilot uses credits the same way the rest of your chatbot does. Each thing you ask it counts toward your monthly credit usage while it works. When it tests your chatbot for you, that test runs your chatbot for real, so the test reply costs credits at your chatbot's own rate as well. The credit counter appears at the bottom of the chat during a session.

If your account reaches its credit limit, Copilot pauses. New questions and chatbot tests are blocked until the limit is raised or your credits reset. Your existing conversation stays readable, and Copilot shows a notice linking to your account page so you can upgrade from there.