AI Copilot

The AI Copilot is an assistant that helps you set up, configure, and improve your agent through conversation. Instead of hunting through settings, you tell the copilot what you want and it makes the change or answers the question. Open it with the AI Copilot button in the dashboard. It opens as a side panel and knows which agent and page you’re on, so you can refer to “this conversation” or “this page” and it understands the context.

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What it can do

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Answer questions about your agent

• “What’s my knowledge base size?”
• “How are my conversations going this week?”
• “Is my agent trained?”
• “Which integrations are connected?”
• “What does my current plan include?”

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Configure settings

• Switch the AI model, and see which models your plan includes.
• Adjust the temperature (how focused or creative replies are).
• Set the response language, or leave it on auto-detect.
• Rename the agent.
• Read and rewrite the agent’s instructions (system prompt).

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Manage knowledge

• See knowledge-base stats and list your sources.
• Add knowledge as text, a link, a full sitemap, or Q&A pairs.
• Delete sources and retrain the agent.
• Test a query to see exactly what your agent would retrieve for a given question.
• Review knowledge gaps: frequent questions your agent couldn’t answer, with suggested fixes.

See Knowledge for how the knowledge base works.

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Manage skills

• List your agent’s skills and browse the skill library of prebuilt templates.
• Add a skill from a template or create a custom one.
• Enable, disable, edit, or delete skills.

See Agent Skills for more on skills.

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Review insights

• Pull analytics: conversations, messages, unique users, how many conversations were handled without a human and how many were handed over, sentiment, cart adds, and checkouts.
• See the top questions customers ask, grouped by meaning.
• Check conversation sentiment over a time window.
• Browse conversations and open the details of a specific one.
• Analyze a conversation on demand for sentiment and intent.

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Set up integrations

• See your connected integrations and their status.
• See what’s available on your plan, with links to the right setup screen.
• Sync your product catalog from a connected store.

The copilot never asks for secrets or API keys in chat. It points you to the right setup screen instead.

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Answer questions about Totebot

Ask how a feature works, what a setting does, or what a plan includes. The copilot searches Totebot’s own documentation to answer.

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Who can use it

Anyone with access to the agent can chat with the copilot. Only agent owners (and team managers or admins) can make changes. For everyone else the copilot is read-only: it answers questions and pulls insights, but it won’t change settings, knowledge, or skills.

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Safety

• The copilot asks you to confirm before high-impact actions: deleting knowledge, retraining, switching the AI model, syncing the product catalog, and adding Q&A in bulk.
• When the copilot performs an action, it tells you what it changed and the dashboard updates to reflect it.
• A footer reminds you that AI can make mistakes, so review important changes.

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History and feedback

• Suggested prompts help you get started, and the copilot offers follow-up questions as you chat.
• New chat starts a fresh thread; History lists your past copilot conversations for this agent so you can resume one.
• Rate any answer with thumbs up or down to help improve responses.

The copilot is available on desktop.