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What is the copilot?

The copilot is an AI chat interface you can embed in any page of your Gainable app using the <wy-copilot> component. It connects to one of your AI agents and gives users a conversational way to interact with your app’s data and knowledge.
Each copilot is linked to a single agent. You can place multiple copilots on different pages, each connected to a different agent. For example, a sales assistant on the deals page and a support helper on the tickets page.

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Adding a copilot

Describe where you want the copilot and which agent it should use: 
Add a copilot to the deals page connected to the Sales Coach agent.

Put an AI chat panel on the support dashboard
using the Support Assistant agent.

Add copilots to each main page:
- Deals page: Sales Coach agent
- Support page: Support Assistant agent
- HR page: HR Helper agent

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What users see

When a copilot is added to a page, users see:
  • Agent name and description in the chat header
  • Conversation starters as clickable buttons to begin a conversation
  • Message input for typing questions
  • Chat responses with formatted text, lists, and data from functions and knowledge

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Capabilities

The copilot inherits all capabilities from its connected agent:
CapabilityDescription
ChatNatural language conversation
Function callingQuery and modify app data through the agent’s functions
Knowledge queriesReference uploaded documents from the agent’s knowledge base
Web searchSearch the web if enabled on the agent
Conversation startersPre-defined prompts shown as buttons

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Placement patterns

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Specific page placement

Place a copilot on the page where it’s most relevant: 
Add the Sales Coach copilot to the deals page.

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Multiple pages, same agent

Use the same agent on several pages: 
Add the Support Assistant copilot to both the
tickets page and the customer detail page.

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Different agents per page

Match the agent to the page context: 
Add copilots:
- Deals page → Sales Coach agent
- Tickets page → Support Assistant agent
- Dashboard → Analytics Helper agent

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Copilot vs team chat

The copilot and team chat serve different purposes:
CopilotTeam Chat
PurposeAI assistant for usersHuman-to-human messaging
Powered byAI agentWeavy collaboration
RespondsAI with data accessOther team members
Best forQuestions, lookups, guidanceDiscussions, decisions, updates
Data accessQueries app data via functionsNo direct data access
You can have both on the same page. Use team chat for human collaboration and the copilot for AI-assisted data lookups and guidance.

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Full end-to-end example

Here’s a complete prompt that builds an app, creates an agent, and adds a copilot: 
Build a CRM with:
- Companies (name, industry, size)
- Contacts (name, email, phone, linked to company)
- Deals (name, amount, status, linked to company and contact)
- Dashboard with pipeline value and deals by status chart

Create an AI agent called "Sales Coach" that:
- Helps reps find deals and contacts
- Can query all CRM data
- Uses a friendly, encouraging tone
- Has conversation starters:
  "Show my open deals"
  "Deals closing this month"
  "Find contacts at a company"
  "Pipeline summary"

Add the Sales Coach copilot to the deals page.
This single prompt creates the entire app, the AI agent with data access, and embeds the copilot on the deals page.

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Best practices

Put the copilot on pages where users are likely to have questions or need to look up data. A deals page copilot is more useful than one on a simple settings page.
If you have multiple copilots, use agents that are relevant to each page. A sales agent on the deals page, a support agent on the tickets page.
Good conversation starters show users what the copilot can do. Include starters that demonstrate the agent’s key capabilities.
Copilots work alongside team chat, kanban boards, dashboards, and other features. They add AI capability without replacing existing collaboration tools.

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Learn more

Creating agents

Set up the agent behind the copilot

Agent functions

Give the agent data access

Knowledge bases

Add document references

Collaboration

Team chat and other collaboration features