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What Copilot can do ​

Copilot is a helper built into the Voxido app. You type (or say) what you want in plain words, like "How many calls did we miss today?" or "Add a WhatsApp trigger to Asha". Copilot looks up the answer, or gets the change ready for you to approve.

It's like asking a colleague who knows Voxido inside out. It never changes anything until you click Confirm.

Find it: header → Ask Copilot, or press ⌘K (Mac) or Ctrl+K (Windows) on any page. Who can use it: everyone. Copilot can only do what your own role allows.

Copilot panel open beside the Overview page

Try it in one minute ​

  1. Click Ask Copilot in the header. You'll see: a panel opens on the right with a greeting, like "What are we working on?", and a few starter ideas.
  2. Type: "How did my agents do yesterday?" and press Enter. You'll see: Copilot shows what it's checking, then answers with numbers.
  3. Type: "Make a segment of contacts in the Inquiry stage." You'll see: a card marked Needs approval with Confirm and Dismiss. Nothing has changed yet.
  4. Click Confirm. You'll see: the card says Applied, with an Undo button.

Everything it can do, by job ​

See how things are going ​

Copilot reads your dashboard numbers, call insights and reviews.

  • "How many calls did we get today, and how many did we miss?"
  • "Show me today's call leaderboard by agent and channel."
  • "Why are calls down this week?"
  • "What are customers complaining about lately?"
  • "Summarise our latest reviews."

Look after your agents ​

It can list, explain, create and edit agents, and change their instructions.

  • "Audit my agents. What's broken?"
  • "Explain what the Bookings agent does."
  • "Create a new agent for appointment reminders." (It's made as a Draft.)
  • "Improve Asha's instructions so she asks for the customer's name first."
  • "Add a trigger so Asha answers WhatsApp messages."
  • "Try Asha with: 'Can I book for Sunday at 4?'" (a practice run that changes nothing)
  • "Show Asha's earlier instruction versions and roll back to yesterday's."
  • "Take the Sales agent offline now." / "Bring it back."

Work with contacts ​

  • "Find Priya Sharma."
  • "Add a contact: Ravi Kumar, phone +91 90000 00001, interested in the gold plan."
  • "Move Priya to the Booked stage."
  • "Build a segment of contacts who haven't replied in 30 days."
  • "Add a custom field called Preferred branch."

Keep knowledge up to date ​

  • "Which knowledge bases does Asha use?"
  • "Add this price list to the Services knowledge base." (attach the file)
  • "Show me suggested FAQs to review." / "Approve the one about parking."

Run campaigns ​

  • "Which campaigns are running?"
  • "Pause the Diwali offer campaign."
  • "Why isn't Priya in the follow-up campaign's tasks?"
  • "Change the reminder step to 10 am."

Messages and templates ​

  • "Draft a WhatsApp template for appointment reminders." (saved as a draft; nothing is sent to Meta)
  • "Create an SMS template for payment reminders."
  • "Send Priya a WhatsApp: 'Your visit is confirmed for 4 pm.'" (one message to one contact, after you confirm)

Connect apps ​

  • "What apps are connected?"
  • "Connect Google Calendar." (Copilot shows a sign-in button)
  • "Guide me through setting up a custom API for our booking system."

Set up many things at once ​

Ask for a bigger job and Copilot writes a plan: a list of steps you approve once.

  • "Set up a new branch with a reception agent, a knowledge base and two contact stages."
  • Drop a PDF brief into the chat: "Turn this into a setup plan."

See Using Copilot for how plans run.

Your team list and profile ​

  • "Add Ravi to the team with his mobile number for alerts."
  • "Change my name to Asha Rao."

What Copilot can't do ​

These need you to do them by hand:

Can't doDo it here instead
Billing, top-ups, invoices, auto-rechargeHeader → profile → Billing. See How credits work.
Invite people, change roles, remove loginsSettings → People. See Inviting a teammate.
Buy phone numbers or connect them to agentsSidebar → Phone numbers
Create, rename or archive workspacesWorkspaces
Place a phone callMake a call in the header
Send emailConnect an email app in Integrations
Brand, working hours, call routing settingsSettings
Questions not about VoxidoIt answers: "I'm the Voxido Copilot — I can only help with Voxido platform features."

It also never opens a different page on its own. When a page would help, it shows an Open page button and you choose.

Copilot or by hand? ​

The problem: "Should I ask Copilot, or just click through the screens?"

If you want to…UseWhy
Get a quick number or answerCopilotOne question beats opening three reports.
Make many similar changes (5 fields, 3 segments)Copilot (a plan)You approve once, it does the rest.
Start from a document (a menu, a price list, a brief)CopilotDrop the file in and ask.
Improve an agent's instructionsCopilot, then reviewIt shows every line it removes in red before you confirm.
Choose voices, routing or anything with many optionsBy handYou see every option and its effect.
Delete somethingBy hand, or very carefullyDeletes can't be undone, even with Copilot.
Learn how a screen worksBy hand firstThen let Copilot speed you up.