Copilot is available to workspace admins and members. Workspace guests do not have access to Copilot.
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
Toggling the ] keyboard shortcut
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
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
From a workflow page
From a workflow page
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
Plan checklist
For multi-step requests, Copilot can write out its plan as a checklist and update it as it reports progress, so you can see what it is doing without reading through every intermediate message. The checklist appears as a collapsible card in the Copilot panel, anchored to the message that started the plan. It stays under that message for the rest of the conversation, even after the work is done.What you see
- Step status. Each step shows one of pending (empty circle), in progress (spinner while Copilot is actively working, dashed circle when paused), completed (green check with the title struck through), or error (red X).
- Nested subtasks. Copilot can group related work under a parent step. The checklist shows one level of nesting.
- Header summary. The card header shows the plan title (if Copilot named the plan) and a
N/M completedcount across all steps, nested ones included. - Auto collapse. While work is in progress the card is expanded. Once every step is completed, the card folds down to just the header line so it does not crowd the conversation. Click the header any time to expand or collapse it.
A plan can contain up to 30 steps, including nested subtasks.
When a new plan replaces the old one
When Copilot starts a new plan mid-conversation, the new checklist takes over. A finished plan moves into the session’s plan history and stays pinned under the message that started it, so you can scroll back to see what was done earlier in the same conversation. A session keeps up to 20 completed plans. An unfinished plan is replaced rather than kept. If you change the subject or cancel before a task finishes, Copilot clears its checklist so a stale plan does not stay on screen.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.
Managing conversations
Date grouping
Date grouping
Conversations are automatically organized by recency:
- Today: Conversations from the current day
- Yesterday: Conversations from the previous day
- This week: Conversations from the past week
- This month: Conversations from the past month
- Older: Conversations older than 30 days
Rename conversations
Rename conversations
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.
Delete conversations
Delete conversations
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.
Learn more about everyday tasks, building automations, and configuring your workspace