--- description: Learn how to use Copilot to get product help, navigate respond.io and create, test or improve AI Agents. title: Using Copilot image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0 --- [NewWe just raised $62.5M in Series B! 🎉 What it means for you![arrow-icon](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2Fe43213a7a9314673bd8d2060c25f9b87)](https://respond.io/blog/respond-io-raises-62-million-series-b) Help me with... ⌘ 1. [All Collections >](/help) 2. [ Quick Start >](/help/quick-start) 3. Using Copilot # Using Copilot AI Copilot is an in-app assistant for respond.io. Use it to ask product questions, open pages and configure AI Agents from a chat panel. ### Before you begin * Copilot is available to Workspace Owners and Managers. * Copilot is currently free to use and doesn’t consume AI Credits. ### Open Copilot 1. Click the **Copilot** icon to open the chat panel. 2. Select a suggested prompt or enter your own question or request. 3. To provide more context, attach a screenshot or file. For example, you can share a screenshot of an error or an existing set of AI Agent instructions. > **Note:** Write in any language supported by respond.io. Copilot replies in the language you use. ![](https://assets2-proxy.respond.io/ph8r57dk1q9w/4T4GgVMUL5jSAUn1H1LtwU/847d7114827dec2c8aa81ac66344dcfc/copilot_icon.png?fm=jpg&q=80&w=1200&fl=progressive) ### Ask product questions Ask Copilot how respond.io features, settings or processes work. For example: * How do I set up a click-to-chat link? * How do I create an AI Agent? * What should I do first? Copilot searches the respond.io Help Center and answers using the articles it finds. It doesn’t use general knowledge to answer product questions. If Copilot needs more information, it asks a follow-up question instead of guessing. If the Help Center doesn’t cover your question, Copilot tells you and shows available Support options. > **Note:** For general onboarding questions such as “What should I do first?”, Copilot may also show a **Talk to Sales** option. ### Navigate respond.io Ask Copilot to open a page. For example: > Take me to AI Agents. Copilot checks your role and Workspace permissions first. It asks you to confirm before opening the page. If you don’t have access to the requested page, Copilot explains this instead of opening a different page. ### Create an AI Agent Describe the AI Agent you want to create. Include its purpose, business context, tone, conversation flow and when it should hand off to a human. Copilot can draft: * **Instructions**, including context, tone and conversation flow * **Actions** to assign or close conversations * **Actions** to update Lifecycle stages or Contact fields * **Actions** to add tags, trigger Workflows, handle voice calls or call an external API Review the proposed configuration in the review card. Click **Apply** to add the draft to the form. After applying the draft, review the complete configuration and test the AI Agent. When you’re ready, click **Publish**. Copilot can’t publish the AI Agent for you. ### Test an AI Agent Ask Copilot to test the AI Agent after it drafts or updates the configuration. For example: > Test whether this AI Agent correctly hands off catering requests to a human. Copilot creates relevant test cases and runs them in the **Test AI Agent** panel. It then reviews the AI Agent’s replies and tells you whether each test passed. If a test fails, Copilot identifies the likely issue and proposes changes to the Instructions. Review the changes and click **Apply**, then ask Copilot to run the test again. You can also tell Copilot what scenario you want to test. Include: * What the Contact should ask * How the AI Agent should respond * Any Action the AI Agent should perform * When it should hand off to a human > **Important:** Copilot’s tests don’t replace live testing. Test the AI Agent with a real Contact before publishing or using it more widely. ### Edit or troubleshoot an AI Agent Ask Copilot to change an existing AI Agent or describe what isn’t working. Include: * What you expected the AI Agent to do * What it did instead * An example Contact message * The response you expected * Any Action that should or shouldn’t have been performed Copilot reviews the current configuration and proposes changes to the Instructions or Actions. Review the proposed changes, then click **Apply**. After applying the changes, test the AI Agent again to confirm it behaves as expected. ### Review and apply changes Copilot never applies changes without your approval. * A review card shows each proposed change. * Copilot applies the changes only after you click **Apply**. * Copilot asks for confirmation before opening a page. * Copilot can’t publish an AI Agent for you. Review the final configuration and click **Publish**. ### Contact Support Copilot can’t connect you directly to a person or create a support ticket. When you ask for a human, it shows a **Need more help** card with available contact options. Choose an option to contact the Support team. > **Important:** Showing this card doesn’t alert Support. Your request reaches the team only after you contact them through one of the listed options. If Copilot incorrectly says it created a support ticket or contacted Support, report the issue from **Help** \> **Report a Bug**. Share this article [![Telegram](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F44daca77a4844f0c8fd29040ddeba057?width=22)](https://api.whatsapp.com/send?text=https://respond.io/help/quick-start/using-copilot)[![Facebook](https://assets1-proxy.respond.io/api/v1/image/assets/11f7a662b80a4675973850b067c01fa5/fff57eeb01160bc604392f519b4f3461ca16f0fa1b6a587b20b142cdf1ad0ba7?placeholderIfAbsent=true&width=22)](https://www.facebook.com/sharer/sharer.php?u=https://respond.io/help/quick-start/using-copilot)[![Linkedin](https://assets1-proxy.respond.io/api/v1/image/assets/11f7a662b80a4675973850b067c01fa5/7aaf8d87b5410844d83e06a4ed663e4f551b8c5ef51dbb20a8ff064a1eed9a0f?placeholderIfAbsent=true&width=22)](https://www.linkedin.com/sharing/share-offsite/?url=https://respond.io/help/quick-start/using-copilot)[![Twitter](https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F4e03e02422a94e8eab9b8b41457c2371?width=22)](http://twitter.com/share?url=https://respond.io/help/quick-start/using-copilot) ## Related articles đŸ‘©â€đŸ’» * [Automating Your First ResponseRespond immediately when Contacts message you. Set up an AI Agent or Workflow to send a first reply and manage response expectations. ](/help/quick-start/automating-your-first-response) * [Connecting ChannelsConnect a messaging Channel to respond.io to start receiving and sending messages to Contacts from one unified Workspace. ](/help/quick-start/connecting-channels) * [Getting Contacts to Message YouGenerate QR codes and chat links on respond.io to encourage new Contacts to start conversations with your business across any Channel. ](/help/quick-start/getting-contacts-to-message-you) * [Getting Started With Respond.ioComplete the Onboarding module to connect Channels, set up Lifecycle, configure AI Agents, and invite teammates to respond.io. ](/help/quick-start/getting-started-with-respondio) * [Glossary of TermsFind definitions for key respond.io platform terms — including Contacts, Channels, Workflows, AI Agents, Inbox, and Broadcasts. ](/help/quick-start/glossary-of-terms) Can't find what you're looking for? 🔎 [Contact Support](/contact-us) 2026-08-13T15:06:01.434Z help ```json {"@context":"https://schema.org","@graph":[{"@context":"https://schema.org","@type":"TechArticle","articleBody":"Learn how to use Copilot to get product help, navigate respond.io and create, test or improve AI Agents.","author":{"@type":"Person","image":"https://assets2-proxy.respond.io/ph8r57dk1q9w/2Y6LIr15mC1nj8MgftMVT5/6ffeea71593277f0fc29dafd1c1de9b9/Serene_Avatar.svg","name":"Shing-Yi Tan","url":"https://respond.io/author"},"dateCreated":"2026-08-07T00:00:00.000Z","dateModified":"2026-08-11T18:46:50.938Z","datePublished":"2026-08-07T00:00:00.000Z","headline":"Using Copilot","mainEntityOfPage":"https://respond.io/help/quick-start","publisher":{"@id":"https://respond.io/#organization"},"url":"https://respond.io/help/quick-start/using-copilot"},{"@context":"https://schema.org","@id":"https://respond.io/help/quick-start/using-copilot#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Help","item":"https://respond.io/help"},{"@type":"ListItem","position":2,"name":"Quick Start","item":"https://respond.io/help/quick-start"},{"@type":"ListItem","position":3,"name":"Using Copilot","item":"https://respond.io/help/quick-start/using-copilot"}]},{"@type":"Organization","@id":"https://respond.io/#organization","name":"Respond.io","alternateName":"respond.io","url":"https://respond.io/","image":["https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0"],"logo":"https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F4045649d540241d398c39ab07b2b62bb","description":"Respond.io is an AI-powered customer communication platform that helps businesses manage conversations, automate workflows and scale sales, marketing and support operations. 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