Copilot
Ask your workspace a question or request an action. The copilot reads your real data with its tools, acts with your approval, and remembers from one conversation to the next.
Overview
The copilot lives in the back-office top bar and full-screen at /copilot. It makes nothing up: before answering, it calls tools that fetch your real data, contacts, invoices, bookings, content, campaigns. The question never leaves your workspace, and the model never picks the workspace: the scope is set server-side by your account and your permissions.
It can answer in read mode and act in write mode, but every change goes through your approval, shown right in the chat. It can never delete data. Only one action is approved by default: remembering a durable fact you give it.
Two separate memories keep continuity. Persistent memory holds facts about you and your business and reinjects them into every conversation. Threads are saved in the same store the Kernel uses, so you open the copilot on mobile and pick up where you left off on desktop.
What the module does
Wired to your data
The copilot has a broad toolbox covering most of the product's modules. It uses it to read your real data before answering. When it cannot find something, it says so instead of guessing.
- Contacts and CRM, Booking, Workbench
- Studio, Pages, Emails, Forms, SEO and AI visibility
- Counsel quotes, invoices, contracts
- Ads, Products, Program, Webinars, Voice
Approve before it acts
Reading is free. A write action stops on an approval prompt shown in the chat: you accept or decline. Destructive actions are never offered, the copilot cannot delete records.
Persistent memory
When you state a durable, useful fact, target day rate, preferred tone, ICP, constraint, the copilot remembers it for future conversations. A stable key like "tjm" updates the fact instead of stacking a new one. Known facts are handed to it at the top of context, so it does not ask again.
Saved threads, cross-device
Every exchange is written to the shared conversation tables. The copilot reopens your last thread when the page loads and rebuilds the active thread from the start to the latest message. The back-office can branch a thread into versions, mobile writes a linear chain, both render the same conversation.
Long-conversation summary
On a thread that grows, older turns are summarized into a short, self-contained text while the most recent exchanges stay shown as is. The summary keeps facts, decisions and open tasks, and goes back into context on every new message.
The daily briefing
Ask "give me a briefing" or "what should I do today" and the copilot ranks your priority actions by urgency: sent invoices to chase, hot contacts to reach, bookings to prepare, open tasks. Each line is linked to the tool to act right away.
How to use it
- 01
Open the copilot
From the top-bar button or the /copilot page, you ask your question or request an action.
- 02
It reads your data
The copilot calls tools that fetch your real data, inside your workspace and within your permissions, before answering.
- 03
You approve the actions
A change stops on an approval prompt in the chat. Accept for it to run, decline to cancel it.
- 04
It remembers durable facts
A useful fact you state is remembered and reinjected into future conversations, without you repeating it.
- 05
You pick up elsewhere
The thread is saved. You reopen the copilot on another device and the conversation resumes where you left off.