> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzy.es/llms.txt
> Use this file to discover all available pages before exploring further.
# Copilot
> AI-powered system engineer that transforms your agent with intelligent prompt editing, parameter configuration, and comprehensive setup
## What is Copilot?
Copilot is an advanced AI-powered system engineer integrated into the Advanced Editor. It goes far beyond simple prompt editing - **Copilot can configure your entire agent system** including input parameters, output settings, evaluations, and core configurations. Using sophisticated structured editing and intelligent analysis, Copilot transforms your agent based on natural language instructions and real call data.
Copilot has evolved from a prompt assistant to a complete system engineer - like having Data from Star Trek, but specifically designed for agent configuration. It can modify prompts, configure parameters, set up evaluations, update basic settings, create tests from call history, and even suggest improvements - all through natural conversation and targeted operations.
## Accessing Copilot
Copilot is located in the right panel of the Advanced Editor. Click the "Copilot" tab or press **βJ** to access it quickly.
## Enhanced Welcome Experience
When you first open Copilot, you'll see a clean welcome interface with **quick action buttons** to get started immediately:
**Four predefined actions** for common agent improvements:
* π **Analyze & Improve**: Find gaps, add clarity, enhance conversation flow
* βοΈ **Refine Tone**: Make content more concise, polished, and professional
* π **Add Output Fields**: Set up lead qualification with name, email, phone, interest level
* π‘οΈ **Create Evaluations**: Build performance metrics for quality, goals, and satisfaction
**Instant agent enhancement** with single clicks:
```
Click "Analyze & Improve" β "Find gaps, add clarity, enhance flow"
Click "Add Output Fields" β "Add output parameters for lead qualification: name, email, phone, interest level"
Click "Create Evaluations" β "Create evaluations to measure: conversation quality, goal completion, customer satisfaction"
```
Each button pre-fills optimized prompts and starts the conversation immediately.
## System Engineering Capabilities
Copilot now operates as a comprehensive system engineer that can modify every aspect of your agent configuration:
**Advanced Structured Editing**: Precise modifications using the EditPlan system
* **replace\_section**: Completely replaces targeted sections with improved content
* **insert\_after**: Adds new content after specified sections or markers
* **append\_section**: Adds entirely new sections to the end of your prompt
* **delete\_section**: Removes outdated or redundant sections cleanly
Uses intelligent boundary detection to preserve document structure while making surgical improvements.
**Intelligent Input & Output Setup** based on conversation analysis
Automatically suggests relevant input fields:
* Role-based parameters (calendar preferences for schedulers)
* Call-driven parameters (missing info from transcripts)
* Industry-standard fields for your agent's domain
Contextual output field suggestions:
* Contact preferences (email, phone, text)
* Lead qualification scores
* Next step requirements
* Custom fields based on conversation patterns
Comprehensive data processing instructions for captured information
**Performance Measurement & Quality Assurance**
* **Conversation Quality**: Clarity, professionalism, engagement metrics
* **Goal Achievement**: Primary objective completion tracking
* **Customer Satisfaction**: Experience and satisfaction evaluation
* **Process Adherence**: Compliance with required procedures
* **Test Generation**: Creates automated tests from call scenarios and history
**Core Agent Settings** from natural language instructions
* Agent name optimization based on role and personality
* Inbound/outbound greeting configuration for different scenarios
* Phone number assignment and management
* Voice and personality adjustments for optimal customer experience
## Enhanced SSE Protocol
Copilot uses a streamlined event system for real-time feedback across all system modifications:
| Event Type | Description | Visual Indicator | Applies To |
| ---------------------- | ------------------------------ | -------------------------------------- | ----------------- |
| **thinking** | AI analyzing your request | β±οΈ Timer with seconds counter | All operations |
| **text** | Streaming explanation content | π Real-time text appearing | All operations |
| **edit** | Structured prompt modification | βοΈ Diff preview with operation details | Prompt changes |
| **input\_change** | Input parameter modification | π§ Parameter change card | Input parameters |
| **output\_change** | Output setting update | π€ Output configuration card | Output settings |
| **enrichment\_set** | Output enrichment update | β‘ Enrichment content preview | Output enrichment |
| **evaluation\_change** | Evaluation criteria update | π Evaluation configuration | Evaluations |
| **test\_create** | Automated test generation | π§ͺ Test scenario preview | Test creation |
| **agent\_config** | Basic settings update | βοΈ Configuration preview | Core settings |
| **complete** | Operation finished | β
Summary with next steps | All operations |
| **error** | Operation failed | β Error with suggested fixes | All operations |
## Visual Change Management System
### Purple Highlight Protocol
When Copilot generates configuration changes, distinctive visual indicators guide your review:
**Purple-highlighted banners** appear at the top of relevant panels:
* **Copilot sparkle icon** with "Copilot Suggestions" title
* **Change summary**: "3 new parameters, 1 evaluation"
* **Bulk controls**: Accept All/Reject All buttons
* **Panel navigation**: Direct links to affected configuration areas
Purple notification dots appear on affected panel tabs to ensure you don't miss suggestions.
Each suggestion appears as a detailed **change card**:
* **Operation badge**: Color-coded Add/Modify/Remove indicators
* **Parameter details**: Name, type, description, and requirements
* **Impact preview**: Shows how the change affects your agent
* **Individual controls**: Accept/reject buttons for granular control
**Seamless navigation** between Copilot and configuration panels:
* Purple notification dots on affected panel tabs
* Automatic panel highlighting when changes are generated
* Smooth transitions preserve your editing context
* Real-time sync between panels
### Change Type Indicators
| Change Type | Badge Color | Operation | Description |
| ----------- | ----------- | --------- | ---------------------------------------- |
| **Add** | π’ Green | ADD | New parameters, evaluations, or settings |
| **Modify** | π‘ Yellow | MODIFY | Changes to existing configurations |
| **Remove** | π΄ Red | REMOVE | Deletion of outdated or redundant items |
## Comprehensive System Configuration
Copilot intelligently suggests changes across all agent configuration areas:
**Smart Parameter Suggestions** based on comprehensive analysis:
Copilot analyzes your agent's role and referenced calls to suggest relevant input parameters:
```
@call:abc123 The customer mentioned their budget repeatedly
but we didn't capture it. Add budget tracking parameters.
```
Results in contextually relevant budget range and validation parameters.
Three types of parameter changes:
* π’ **Add**: New parameters with proper validation and descriptions
* π‘ **Modify**: Updates to existing parameter configurations
* π΄ **Remove**: Clean up outdated or redundant parameters
**Purple highlighting** in Input Parameters panel shows pending changes with individual accept/reject controls.
**Intelligent Output Field & Processing Setup**:
```
The agent collected the customer's name and interest level
but we're missing their preferred contact method. Add comprehensive
output fields and enrichment instructions.
```
Copilot suggests:
* Contextually relevant output parameters
* Data enrichment instructions for processing captured information
* Webhook configuration recommendations
* Output validation and formatting rules
**Performance Measurement Configuration** based on agent goals:
```
Create evaluations to measure conversation quality, goal achievement,
and customer satisfaction for this appointment scheduling agent.
```
Automatically generates:
* **Conversation Quality**: Clarity, professionalism, engagement scoring
* **Goal Achievement**: Appointment booking success tracking
* **Customer Satisfaction**: Experience evaluation criteria
* **Process Adherence**: Compliance with scheduling procedures
**Core Agent Setup** from natural language:
```
Update the agent name to "Sarah - Appointment Scheduler" and
make the greetings more friendly while keeping them professional.
```
Copilot can modify:
* Agent name and identity
* Inbound/outbound greeting prompts
* Phone number assignment
* Voice and personality settings
## Advanced Test Creation from Call History
One of Copilot's most powerful features is generating comprehensive test suites based on real call data:
**Transform Call History into Automated Tests**:
```
@call:abc123 This call shows great objection handling.
Create a test to ensure the agent maintains this quality.
```
Copilot automatically extracts:
* **Chat History**: Complete conversation flow from the call
* **Success Conditions**: What made this call successful
* **Success Examples**: Specific agent responses that worked well
* **Failure Examples**: Alternative responses to avoid
* **Dynamic Variables**: Contextual information that can be varied in tests
**Multiple Test Scenarios** from single calls:
* **Scenario Tests**: Complete conversation workflows
* **Simulation Tests**: Realistic customer interactions
* **Regression Tests**: Ensure quality doesn't degrade
* **Edge Case Tests**: Handle unusual customer behaviors
**Comprehensive Test Configuration**:
* **Name**: Descriptive test identification
* **Type**: Scenario or simulation classification
* **Chat History**: Full conversation with timestamps
* **Success Conditions**: Clear pass/fail criteria
* **Dynamic Variables**: Customizable test parameters
* **Quality Benchmarks**: Performance expectations
## Voice Input & Call Context Analysis
Enhanced natural interaction capabilities for comprehensive system configuration:
**Two ways to start voice recording**:
* **Hold microphone button** in the input field
* **Double-press Shift** to begin hands-free recording
**Speak conversationally about any system changes**:
* "Add input parameters for customer budget and timeline preferences"
* "Create evaluations to measure appointment booking success"
* "Update the greetings to be more friendly and professional"
* "Based on call A-B-C-1-2-3, improve the pricing objection handling"
**Copilot interprets requests across all configuration areas**:
* Voice converts to text automatically
* AI determines which systems need updates
* Generates appropriate changes across multiple panels
**Powerful call reference system** for data-driven improvements:
### Using Call References
```
@call:abc123 The agent failed to capture the customer's budget
and preferred contact method. Add the missing parameters and
improve the data collection prompts.
```
When you reference a call, Copilot:
* Automatically loads the full transcript
* Analyzes conversation flow and data gaps
* Suggests missing input/output parameters
* Updates prompts based on specific context
* Creates relevant evaluation criteria
* **Generates tests based on call patterns**
### Comprehensive Call Analysis
Referenced calls provide rich context for:
* **Missing Data Identification**: What information wasn't captured
* **Process Gap Analysis**: Where the conversation broke down
* **Parameter Suggestions**: Input/output fields based on actual needs
* **Evaluation Criteria**: Performance metrics based on real outcomes
* **Test Creation**: Automated test scenarios from successful interactions
## Accepting and Rejecting System Changes
### Granular Change Control Across All Panels
**Check all affected configuration areas**:
* Look for purple notification dots on panel tabs
* Review change cards in each affected area
* Understand the impact of each suggested modification
**Accept only relevant changes across the system**:
* Individual accept/reject buttons for each suggestion
* Bulk accept/reject options within each panel
* Changes apply immediately to respective configurations
**See comprehensive results instantly**:
* Input Parameters panel updates with new fields
* Output Settings reflect new capture requirements
* Evaluations panel shows new measurement criteria
* Basic Settings display updated configurations
* Tests panel includes newly generated test scenarios
### Comprehensive Change Management
**System-wide operations** for managing multiple configuration updates:
```
Accept All in Panel - Apply all suggestions within a specific configuration area
Accept All Changes - Apply all pending suggestions across the entire system
Reject All in Panel - Dismiss suggestions within a specific area
Reject All Changes - Dismiss all pending suggestions system-wide
```
System-wide bulk actions affect multiple configuration areas simultaneously. Review individual suggestions across all panels before using "Accept All Changes".
## Advanced System Engineering Examples
### Comprehensive Agent Setup from Call Analysis
```
@call:xyz789 The agent struggled with budget questions,
didn't capture contact preferences, and we can't measure success.
Set up a complete configuration for this sales agent.
```
**Copilot generates**:
* **Prompt updates**: Better budget objection handling instructions
* **Input parameters**: Budget range, contact method preferences, lead source
* **Output parameters**: Qualification score, next steps, contact preferences
* **Evaluations**: Lead quality, objection handling, conversion tracking
* **Basic settings**: Professional but approachable greeting updates
* **Tests**: Automated scenarios based on the analyzed call patterns
### Multi-System Integration Configuration
```
Add comprehensive lead qualification for this real estate agent.
Include budget tracking, timeline parameters, property preferences,
qualification scoring, and success evaluations.
```
**Results in coordinated changes across**:
* Input Parameters: Budget, timeline, property type, location preferences
* Output Settings: Qualification score, lead temperature, next actions
* Prompt Instructions: Qualification process and scoring guidelines
* Evaluations: Lead quality metrics, conversion tracking, customer satisfaction
* Output Enrichment: Lead processing and CRM integration instructions
* Tests: Complete qualification workflow scenarios
### Performance Optimization from Multiple Calls
```
@call:call1 @call:call2 @call:call3 These calls show the agent
needs better appointment scheduling process, missing confirmation
parameters, and we can't track booking success rates.
```
**Comprehensive system updates**:
* Analyzes patterns across multiple call transcripts
* Updates prompts for consistent scheduling process
* Adds confirmation and calendar integration parameters
* Creates appointment booking success evaluations
* Suggests test scenarios based on real conversation patterns
* Generates regression tests for quality assurance
### Test Creation from Successful Calls
```
@call:perfect123 This was a perfect call where the agent handled
all objections and booked the appointment. Create comprehensive
tests to maintain this quality.
```
**Intelligent test generation**:
* Extracts complete conversation flow
* Identifies successful objection handling patterns
* Creates multiple test scenarios with variations
* Sets up quality benchmarks based on the successful call
* Includes dynamic variables for different customer personalities
## Quick Start with Predefined Actions
The welcome interface provides four **instant setup options**:
**One-click prompt optimization**:
* Identifies gaps in conversation flow
* Adds missing context and clarity
* Enhances professional tone
* Suggests structural improvements
Perfect for: New agents needing comprehensive review
**Professional polish and conciseness**:
* Makes content more concise
* Enhances professional language
* Improves readability
* Maintains personality while adding polish
Perfect for: Agents that are too verbose or casual
**Lead qualification setup**:
* Adds name, email, phone capture
* Includes interest level scoring
* Sets up contact preferences
* Creates qualification workflow
Perfect for: Sales and lead generation agents
**Performance measurement framework**:
* Conversation quality metrics
* Goal completion tracking
* Customer satisfaction scoring
* Process adherence monitoring
Perfect for: Agents needing performance insights
## Next Step Suggestions & System Recommendations
After completing comprehensive changes, Copilot provides intelligent system-wide recommendations:
**Cross-system optimization suggestions**:
* Added input parameters β suggests matching output fields and evaluations
* Improved prompt handling β recommends relevant test creation
* Updated evaluations β suggests parameter adjustments for better measurement
* Enhanced greetings β recommends matching closing procedures
* Created tests β suggests additional edge case scenarios
**System audit recommendations**:
* Missing evaluation criteria for new parameters
* Suggested output enrichment for captured data
* Recommended tests for new conversation flows
* Configuration validation and optimization tips
* Test coverage analysis and suggestions
**Comprehensive testing reminders**:
* "Test parameter changes in Playground with real data"
* "Create regression tests for updated conversation flows"
* "Verify evaluation criteria with sample calls"
* "Validate output enrichment with webhook testing"
* "Run generated tests to ensure quality maintenance"
## Conversation History & Iterative Configuration
Build sophisticated system improvements through multi-turn conversations:
```
User: Set up lead qualification for this sales agent
Copilot: [Creates input params, output fields, evaluations, and prompt updates]
User: Good, but make the budget qualification less aggressive
Copilot: [Refines parameters and prompt approach across affected areas]
User: Add follow-up scheduling and CRM integration
Copilot: [Adds scheduling params, webhook configs, and integration tests]
User: @call:abc123 Create tests based on this successful call
Copilot: [Generates comprehensive test scenarios from call history]
```
Copilot maintains conversation context across multiple system modification requests, allowing for iterative refinement of your entire agent configuration through natural dialogue.
## Comprehensive System Tasks
### Complete Agent Setup from Scratch
```
Create a professional appointment scheduling agent named "Sarah"
with comprehensive lead qualification, appointment booking parameters,
success tracking evaluations, friendly but professional greetings,
and test scenarios for quality assurance.
```
### Data-Driven System Optimization
```
@call:abc123 @call:def456 Analyze these problematic calls and
optimize the entire agent system - fix the prompts, add missing
parameters, create better evaluations, set up proper testing,
and generate quality assurance tests.
```
### Multi-System Integration Configuration
```
Set up this agent for CRM integration with Salesforce - add all
necessary input and output parameters, webhook configurations,
data enrichment instructions, integration success evaluations,
and comprehensive test scenarios for the integration workflow.
```
### Performance-Driven System Updates
```
Our conversion rate is low. Analyze the current setup and improve
the qualification process, add better objection handling, create
conversion tracking evaluations, optimize output data capture,
and generate tests to maintain improved performance.
```
### Test Suite Creation from Call History
```
@call:perfect1 @call:perfect2 @call:perfect3 These are our best calls.
Create a comprehensive test suite based on these successful patterns
to ensure all agents maintain this quality level.
```
### Compliance and Quality Assurance Setup
```
Add comprehensive compliance checking for this financial services
agent - include required disclosures in prompts, compliance tracking
parameters, regulatory evaluation criteria, audit trail outputs,
and compliance verification tests.
```
## Keyboard Shortcuts for System Navigation
| Shortcut | Action |
| ----------------- | ------------------------------------- |
| **βJ** | Open/focus Copilot panel |
| **Shift + Shift** | Start/stop voice recording |
| **βEnter** | Send message to Copilot |
| **Escape** | Close suggestions or cancel recording |
| **β1** | Navigate to Basic Settings panel |
| **β2** | Navigate to Greetings panel |
| **β3** | Navigate to Input Parameters panel |
| **β6** | Navigate to Evaluations panel |
| **β7** | Navigate to Output Settings panel |
| **β8** | Navigate to Tests panel |
| **βG** | Navigate to Git Changes panel |
## Best Practices for System Engineering
**Use predefined buttons for common improvements**:
* Start with "Analyze & Improve" for comprehensive review
* Use "Add Output Fields" for lead generation setup
* Click "Create Evaluations" for performance tracking
* Try "Refine Tone" to polish existing content
**Describe complete system needs rather than isolated changes**:
**Good:** "Set up complete lead qualification with budget tracking, contact preferences, scoring system, success evaluations, and quality assurance tests"
**Limited:** "Add a budget parameter"
Comprehensive requests generate coordinated improvements across the entire system.
**Reference actual calls to drive system-wide improvements**:
* Use `@call:ID` syntax to provide specific examples of system gaps
* Let Copilot analyze real conversation data across all configuration areas
* Address actual problems with coordinated parameter, prompt, and evaluation updates
* **Generate tests from successful calls to maintain quality**
**Check every panel with purple notification indicators**:
* Input Parameters for new data collection fields
* Output Settings for enhanced data capture
* Evaluations for performance measurement
* Basic Settings for core configuration updates
* **Tests panel for newly generated test scenarios**
* Consider the impact across the entire agent system
**Consider how changes work together across the platform**:
* New input parameters should have matching output fields
* Prompt changes need corresponding evaluation criteria
* Output configurations should include proper enrichment instructions
* **Successful configurations should include test scenarios for quality assurance**
* Test comprehensive workflows after system-wide changes
**Natural speech excels for describing comprehensive system needs**:
* "Set up complete sales qualification with lead scoring, CRM integration, and quality tests"
* "Based on these three problem calls, optimize the entire agent system with comprehensive testing"
* Let conversational input guide holistic system improvements
**Transform your best calls into quality assurance systems**:
* Reference successful calls to generate test scenarios
* Build comprehensive test suites from proven conversation patterns
* Use tests to maintain quality as you scale your agent deployment
**Purple indicators guide you to all affected system areas**:
* Check every panel with notification dots
* Don't miss configuration changes in different areas
* **Review generated tests in the Tests panel**
* Use seamless navigation to review comprehensively
**Validate complete system modifications before deploying**:
* Test new parameters with real data in Playground
* Verify evaluation criteria work with actual conversations
* Validate output configurations and webhook integrations
* **Run generated tests to ensure quality maintenance**
* Run regression tests across the entire conversation flow
**Build comprehensive agent configurations through dialogue**:
* Start with high-level system requirements
* Refine specific areas through follow-up conversations
* Test and adjust system-wide configurations
* **Generate and refine tests based on real performance**
* Build understanding of how all components work together
## Next Steps
Configure comprehensive input parameters with AI suggestions from Copilot
Set up output fields, enrichment, and webhooks with intelligent recommendations
Create comprehensive performance measurements with Copilot's system analysis
Configure core agent settings with AI-powered optimization
Create comprehensive automated tests for your entire agent system, including scenarios generated from call history
Test your complete system configuration with real data and validate generated test scenarios