Copilot now works across the whole app

Copilot started out in the conversation sidebar: handy for summarising the thread in front of you, and quiet once you clicked away. That was never the whole idea. As part of the Got Your Back release, Copilot grows into something you keep open all day.

It follows you across the whole app

Copilot is now a right-hand dock that stays with you wherever you go in Herodesk. Open it bound to the conversation you’re reading, or start a free-standing thread that keeps its place while you move between the inbox, your reports and your settings. It’s the same assistant. It just isn’t tied to one screen anymore.

Ask it to find things, across every integration

The bigger change is what it can reach. Ask Copilot to search your conversations, or to look up a customer, an order, a return, or a CRM record across every integration you’ve connected: the same lookups you’d do by hand, in plain language. It can read your rules and settings, edit help-center articles, and answer from Herodesk’s own documentation. When it doesn’t know, it can pass the question to our support team.

Still an assistant, not the autonomous agent

Copilot never messages a customer on its own. A reply it drafts lands in the composer for you to read and send, and anything that would change something (an edited article, an updated setting) runs only after you confirm it. It’s the helper at your right hand, not the AI agent that works conversations end to end.

Where to find it

Copilot is the dock on the right of the app; open it from any screen. It’s part of the Got Your Back release.

Copilot is available on Herodesk Plus. Read more on the Copilot feature page.