Copilot

Internal chat for the people who run the account. It doesn't message customers. Menu: Copilot. It only appears if the module is active and it's turned on for your user.

It isn't the AI agent that replies on WhatsApp. That one is configured in each inbox; see AI agent.

When you open it

The title is DALIA Copilot. On the left, the list of threads ("Conversations"). If there are none: "You don't have any saved conversations yet."

In the center, the question "How can I help you today?" and cards to get started without typing:

• Daily brief — what needs attention.
• What's getting stuck? — open chats with no assignee.
• Uncontacted leads — people nobody has written to.
• Launch campaign — drafts one; you confirm the send.

At the bottom, the box: "Ask for an analysis, find customers, assign conversations or launch a campaign…" and the Send button. At the top: New conversation and, if your role allows it, Audit.

What to ask it

• Count contacts, chats or leads for a period ("this week").
• Find someone by name, phone or what they wrote.
• List rules, agents or the CRM pipeline.
• Draft a campaign (check Campaigns before sending it).
• If you have a store: real orders and customers, not made-up ones.

Metrics can be shown as a chart. Include the period in the same request.

How to configure it

1. Settings → Copilot (Artificial intelligence block).
2. If there is no model: "Copilot not configured" → Configure the model integrations (Settings → the model / LLM card).
3. Business context: what you sell, in which city, what it must not do.
4. Enabled tools: switches per group. If you turn off WhatsApp sending, it can look things up but won't send anything.
5. Save.

In your profile, the Copilot switch must be on. Each plan has a monthly limit; when it runs out, Copilot tells you.