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Learn how to open Copilot, work with page context, and manage your conversation history.
Copilot is available to workspace admins and members. Workspace guests do not have access to Copilot.

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Open Copilot

Copilot is available from every page in the Admin. You can open it in two ways:

Click the Copilot button in the top-right corner of the screen

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Toggling the ] keyboard shortcut

Your conversations persist across sessions so you can pick up where you left off.

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Page context

When you open Copilot from certain pages, it automatically pulls in context about what you are viewing so you can reference “this ticket” or “this workflow” without specifying an ID.

From a ticket

Copilot reads the full conversation and ticket details. You can ask it to summarize the conversation, draft a reply, search your for relevant answers, or update the ticket.
Learn more about everyday tasks
Copilot sees the workflow’s configuration and run history. You can ask it to edit steps, troubleshoot a failed run, or build a new workflow from scratch.
Learn more about building automations

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Session history

Access and manage your past conversations with Copilot through the session history panel.
1

Open session history

Click the history icon in the Copilot panel header to open the session history view.

2

Select a conversation

Click any conversation to load and continue it.

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Managing conversations

Date grouping

Conversations are automatically organized by recency:
  • Today: Conversations from the current day
  • Yesterday: Conversations from the previous day
  • Last 7 days: Conversations from the past week
  • Last 30 days: Conversations from the past month
  • Older: Conversations older than 30 days
Update conversation titles to make them easier to identify.
1

Access rename

Hover over a conversation in the history sidebar and click the three-dot menu icon.
2

Enter new title

Select Rename, enter a new title, and press Enter or click away to save.
3

Cancel if needed

Press Escape to cancel renaming without saving changes.
Remove conversations that are no longer needed.
1

Access delete

Hover over a conversation in the history sidebar and click the three-dot menu icon.
2

Confirm deletion

Select Delete. The conversation is permanently removed.
Deleted conversations cannot be recovered. Make sure you no longer need the conversation history before deleting.
Learn more about everyday tasks, building automations, and configuring your workspace
Last modified on July 16, 2026