Ask in plain language. The copilot does it.
One request in the panel creates the next step. Ana's follow-up lands in the operation without another tool.
An assistant for the operator
The Copilot button sits at the edge of the screen, on any page. It reads the open screen, the product docs and the data your account can already see: a conversation by customer name, messages on the attached chat, tasks, calendar, funnels, tags and customer fields. What you cannot see, it does not show.
Three modes
In Question, it only looks things up. It does not save, send or move a stage. In Agent, the change stays proposed until you confirm it in the panel. In Direct agent, the action runs immediately. If you ask it to save while in Question, it explains what it would do and asks you to switch modes. It does not claim the action already happened.
What it can change
With your account's permission, it creates or updates a task, an appointment, customer data and sale value, tags and the funnel stage. If there is more than one project, stage or customer with the same name, it asks which one. It can also send or schedule a message on the attached conversation. Organization name, email or WhatsApp change only for a superadmin.
One question at a time
When a choice is missing, the options appear under the chat. You tap or type. One option can be marked recommended. The model and the reasoning effort sit in the menu next to the mode, and the usage is billed in AI credits as Copilot.