BETA - This feature is currently in active development and is subject to change.


Contexts
The AI side panel automatically provides context-aware assistance based on the page you’re viewing in your .Tickets
Tickets
Get AI assistance when working on to analyze conversations, draft responses, and find relevant information.Summarize
- Analyze the entire ticket conversation to identify key discussion points
- Highlight important decisions and action items
- Generate clear, concise summaries of ticket history
- Get AI-generated response suggestions based on ticket content and context
- Review and customize drafts before sending
- Save time on routine replies
- Ask follow-up questions about the ticket
- Request clarifications or additional information
- Get answers from your in the context of the current ticket
Learn more about tickets and ticket roles
Knowledge
Knowledge
Chat with your to find answers and identify documentation gaps.Chat with knowledge base
- Ask questions about your knowledge base articles
- Get accurate answers pulled from your documentation
- Quickly find relevant information without manual searching
- Discover areas where documentation may be missing or incomplete
- Identify questions that Copilot struggles to answer
- Prioritize documentation updates based on actual needs
- Store sensitive information accessible only to your
- Document internal processes, troubleshooting steps, and best practices
- Centralize critical information for faster problem-solving
- Preserve organizational memory across team changes
When work on tickets, they can ask Copilot about next steps in processes, whether tickets meet specific criteria, and how similar past tickets were resolved.
Learn more about knowledge base setup
Workflows
Workflows
Get AI assistance for building and troubleshooting .Build a workflow
- Describe what you want to automate
- Copilot generates a workflow based on your requirements
- Customize the generated workflow as needed
- Get help identifying issues when workflows fail
- Copilot has full context of workflow runs
- Understand errors and apply fixes quickly
Learn more about building workflows
Copilot Notes
Save context-specific notes within Copilot to preserve important information and reminders organized by category.Creating and managing notes
Notes are workspace and user-specific, allowing you to maintain personal context that persists across sessions. Key features:- Create notes organized by category for easy retrieval
- Notes are private to you within your
- Filter notes by category to find relevant information quickly
- Delete notes when they’re no longer needed
- Store reminders about ongoing investigations
- Document temporary workarounds or solutions
- Track context between ticket work sessions
- Maintain personal troubleshooting checklists
Session history
Access and manage your past conversations with Copilot through the session history feature.Viewing session history
1
Open session history
Click the history icon in the Copilot panel header to open the session history sidebar. Your past conversations are automatically organized by date.
2
Select a conversation
Click any conversation to load and continue it.
Managing conversations
Date grouping
Date grouping
Conversations are automatically organized by recency to help you find recent interactions quickly.
- 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
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.