Copilot - Meetzy Docs

What is Copilot?

Copilot is an advanced AI-powered system engineer integrated into the Advanced Editor. It goes far beyond simple prompt editing - Copilot can configure your entire agent system including input parameters, output settings, evaluations, and core configurations. Using sophisticated structured editing and intelligent analysis, Copilot transforms your agent based on natural language instructions and real call data.

Copilot has evolved from a prompt assistant to a complete system engineer - like having Data from Star Trek, but specifically designed for agent configuration. It can modify prompts, configure parameters, set up evaluations, update basic settings, create tests from call history, and even suggest improvements - all through natural conversation and targeted operations.

Accessing Copilot

Copilot is located in the right panel of the Advanced Editor. Click the “Copilot” tab or press ⌘J to access it quickly.

Enhanced Welcome Experience

When you first open Copilot, you’ll see a clean welcome interface with quick action buttons to get started immediately:

Quick Actions
One-Click Setup

Four predefined actions for common agent improvements:

🔍 Analyze & Improve: Find gaps, add clarity, enhance conversation flow
✏️ Refine Tone: Make content more concise, polished, and professional
📋 Add Output Fields: Set up lead qualification with name, email, phone, interest level
🛡️ Create Evaluations: Build performance metrics for quality, goals, and satisfaction

Instant agent enhancement with single clicks:

Click "Analyze & Improve" → "Find gaps, add clarity, enhance flow"
Click "Add Output Fields" → "Add output parameters for lead qualification: name, email, phone, interest level"
Click "Create Evaluations" → "Create evaluations to measure: conversation quality, goal completion, customer satisfaction"

Each button pre-fills optimized prompts and starts the conversation immediately.

System Engineering Capabilities

Copilot now operates as a comprehensive system engineer that can modify every aspect of your agent configuration:

Prompt Engineering
Parameter Configuration
Evaluation & Testing
Basic Configuration

Advanced Structured Editing: Precise modifications using the EditPlan system

replace_section: Completely replaces targeted sections with improved content
insert_after: Adds new content after specified sections or markers
append_section: Adds entirely new sections to the end of your prompt
delete_section: Removes outdated or redundant sections cleanly

Uses intelligent boundary detection to preserve document structure while making surgical improvements.

Enhanced SSE Protocol

Copilot uses a streamlined event system for real-time feedback across all system modifications:

Event Type	Description	Visual Indicator	Applies To
thinking	AI analyzing your request	⏱️ Timer with seconds counter	All operations
text	Streaming explanation content	📝 Real-time text appearing	All operations
edit	Structured prompt modification	✏️ Diff preview with operation details	Prompt changes
input_change	Input parameter modification	🔧 Parameter change card	Input parameters
output_change	Output setting update	📤 Output configuration card	Output settings
enrichment_set	Output enrichment update	⚡ Enrichment content preview	Output enrichment
evaluation_change	Evaluation criteria update	📊 Evaluation configuration	Evaluations
test_create	Automated test generation	🧪 Test scenario preview	Test creation
agent_config	Basic settings update	⚙️ Configuration preview	Core settings
complete	Operation finished	✅ Summary with next steps	All operations
error	Operation failed	❌ Error with suggested fixes	All operations

Visual Change Management System

Purple Highlight Protocol

When Copilot generates configuration changes, distinctive visual indicators guide your review:

Pending Changes Banner
Change Cards
Cross-Panel Integration

Purple-highlighted banners appear at the top of relevant panels:

Copilot sparkle icon with “Copilot Suggestions” title
Change summary: “3 new parameters, 1 evaluation”
Bulk controls: Accept All/Reject All buttons
Panel navigation: Direct links to affected configuration areas

Purple notification dots appear on affected panel tabs to ensure you don’t miss suggestions.

Change Type Indicators

Change Type	Badge Color	Operation	Description
Add	🟢 Green	ADD	New parameters, evaluations, or settings
Modify	🟡 Yellow	MODIFY	Changes to existing configurations
Remove	🔴 Red	REMOVE	Deletion of outdated or redundant items

Comprehensive System Configuration

Copilot intelligently suggests changes across all agent configuration areas:

Input Parameter Operations
Output & Enrichment Configuration
Evaluation Criteria Setup
Basic Settings & Configuration

Smart Parameter Suggestions based on comprehensive analysis:

Contextual Generation

Copilot analyzes your agent’s role and referenced calls to suggest relevant input parameters:

@call:abc123 The customer mentioned their budget repeatedly 
but we didn't capture it. Add budget tracking parameters.

Results in contextually relevant budget range and validation parameters.

Change Operations

Three types of parameter changes:

🟢 Add: New parameters with proper validation and descriptions
🟡 Modify: Updates to existing parameter configurations
🔴 Remove: Clean up outdated or redundant parameters

Visual Review System

Purple highlighting in Input Parameters panel shows pending changes with individual accept/reject controls.

Intelligent Output Field & Processing Setup:

The agent collected the customer's name and interest level 
but we're missing their preferred contact method. Add comprehensive 
output fields and enrichment instructions.

Copilot suggests:

Contextually relevant output parameters
Data enrichment instructions for processing captured information
Webhook configuration recommendations
Output validation and formatting rules

Performance Measurement Configuration based on agent goals:

Create evaluations to measure conversation quality, goal achievement, 
and customer satisfaction for this appointment scheduling agent.

Automatically generates:

Conversation Quality: Clarity, professionalism, engagement scoring
Goal Achievement: Appointment booking success tracking
Customer Satisfaction: Experience evaluation criteria
Process Adherence: Compliance with scheduling procedures

Core Agent Setup from natural language:

Update the agent name to "Sarah - Appointment Scheduler" and 
make the greetings more friendly while keeping them professional.

Copilot can modify:

Agent name and identity
Inbound/outbound greeting prompts
Phone number assignment
Voice and personality settings

Advanced Test Creation from Call History

One of Copilot’s most powerful features is generating comprehensive test suites based on real call data:

Test Generation from Calls
Test Types Generated
Intelligent Test Structure

Transform Call History into Automated Tests:

@call:abc123 This call shows great objection handling. 
Create a test to ensure the agent maintains this quality.

Copilot automatically extracts:

Chat History: Complete conversation flow from the call
Success Conditions: What made this call successful
Success Examples: Specific agent responses that worked well
Failure Examples: Alternative responses to avoid
Dynamic Variables: Contextual information that can be varied in tests

Voice Input & Call Context Analysis

Enhanced natural interaction capabilities for comprehensive system configuration:

Voice Command System
Call Context Integration

Activation Methods

Two ways to start voice recording:

Hold microphone button in the input field
Double-press Shift to begin hands-free recording

Natural Speech Processing

Speak conversationally about any system changes:

“Add input parameters for customer budget and timeline preferences”
“Create evaluations to measure appointment booking success”
“Update the greetings to be more friendly and professional”
“Based on call A-B-C-1-2-3, improve the pricing objection handling”

System-Wide Understanding

Copilot interprets requests across all configuration areas:

Voice converts to text automatically
AI determines which systems need updates
Generates appropriate changes across multiple panels

Powerful call reference system for data-driven improvements:

Using Call References

@call:abc123 The agent failed to capture the customer's budget 
and preferred contact method. Add the missing parameters and 
improve the data collection prompts.

When you reference a call, Copilot:

Automatically loads the full transcript
Analyzes conversation flow and data gaps
Suggests missing input/output parameters
Updates prompts based on specific context
Creates relevant evaluation criteria
Generates tests based on call patterns

Comprehensive Call Analysis

Referenced calls provide rich context for:

Missing Data Identification: What information wasn’t captured
Process Gap Analysis: Where the conversation broke down
Parameter Suggestions: Input/output fields based on actual needs
Evaluation Criteria: Performance metrics based on real outcomes
Test Creation: Automated test scenarios from successful interactions

Accepting and Rejecting System Changes

Granular Change Control Across All Panels

Cross-Panel Review

Check all affected configuration areas:

Look for purple notification dots on panel tabs
Review change cards in each affected area
Understand the impact of each suggested modification

Selective Application

Accept only relevant changes across the system:

Individual accept/reject buttons for each suggestion
Bulk accept/reject options within each panel
Changes apply immediately to respective configurations

Live System Updates

See comprehensive results instantly:

Input Parameters panel updates with new fields
Output Settings reflect new capture requirements
Evaluations panel shows new measurement criteria
Basic Settings display updated configurations
Tests panel includes newly generated test scenarios

Comprehensive Change Management

System-wide operations for managing multiple configuration updates:

Accept All in Panel - Apply all suggestions within a specific configuration area
Accept All Changes - Apply all pending suggestions across the entire system
Reject All in Panel - Dismiss suggestions within a specific area
Reject All Changes - Dismiss all pending suggestions system-wide

System-wide bulk actions affect multiple configuration areas simultaneously. Review individual suggestions across all panels before using “Accept All Changes”.

Advanced System Engineering Examples

Comprehensive Agent Setup from Call Analysis

@call:xyz789 The agent struggled with budget questions, 
didn't capture contact preferences, and we can't measure success. 
Set up a complete configuration for this sales agent.

Copilot generates:

Prompt updates: Better budget objection handling instructions
Input parameters: Budget range, contact method preferences, lead source
Output parameters: Qualification score, next steps, contact preferences
Evaluations: Lead quality, objection handling, conversion tracking
Basic settings: Professional but approachable greeting updates
Tests: Automated scenarios based on the analyzed call patterns

Multi-System Integration Configuration

Add comprehensive lead qualification for this real estate agent. 
Include budget tracking, timeline parameters, property preferences, 
qualification scoring, and success evaluations.

Results in coordinated changes across:

Input Parameters: Budget, timeline, property type, location preferences
Output Settings: Qualification score, lead temperature, next actions
Prompt Instructions: Qualification process and scoring guidelines
Evaluations: Lead quality metrics, conversion tracking, customer satisfaction
Output Enrichment: Lead processing and CRM integration instructions
Tests: Complete qualification workflow scenarios

Performance Optimization from Multiple Calls

@call:call1 @call:call2 @call:call3 These calls show the agent 
needs better appointment scheduling process, missing confirmation 
parameters, and we can't track booking success rates.

Comprehensive system updates:

Analyzes patterns across multiple call transcripts
Updates prompts for consistent scheduling process
Adds confirmation and calendar integration parameters
Creates appointment booking success evaluations
Suggests test scenarios based on real conversation patterns
Generates regression tests for quality assurance

Test Creation from Successful Calls

@call:perfect123 This was a perfect call where the agent handled 
all objections and booked the appointment. Create comprehensive 
tests to maintain this quality.

Intelligent test generation:

Extracts complete conversation flow
Identifies successful objection handling patterns
Creates multiple test scenarios with variations
Sets up quality benchmarks based on the successful call
Includes dynamic variables for different customer personalities

Quick Start with Predefined Actions

The welcome interface provides four instant setup options:

Analyze & Improve
Refine Tone
Add Output Fields
Create Evaluations

One-click prompt optimization:

Identifies gaps in conversation flow
Adds missing context and clarity
Enhances professional tone
Suggests structural improvements

Perfect for: New agents needing comprehensive review

Next Step Suggestions & System Recommendations

After completing comprehensive changes, Copilot provides intelligent system-wide recommendations:

Conversation History & Iterative Configuration

Build sophisticated system improvements through multi-turn conversations:

User: Set up lead qualification for this sales agent

Copilot: [Creates input params, output fields, evaluations, and prompt updates]

User: Good, but make the budget qualification less aggressive

Copilot: [Refines parameters and prompt approach across affected areas]

User: Add follow-up scheduling and CRM integration

Copilot: [Adds scheduling params, webhook configs, and integration tests]

User: @call:abc123 Create tests based on this successful call

Copilot: [Generates comprehensive test scenarios from call history]

Copilot maintains conversation context across multiple system modification requests, allowing for iterative refinement of your entire agent configuration through natural dialogue.

Comprehensive System Tasks

Complete Agent Setup from Scratch

Create a professional appointment scheduling agent named "Sarah" 
with comprehensive lead qualification, appointment booking parameters, 
success tracking evaluations, friendly but professional greetings,
and test scenarios for quality assurance.

Data-Driven System Optimization

@call:abc123 @call:def456 Analyze these problematic calls and 
optimize the entire agent system - fix the prompts, add missing 
parameters, create better evaluations, set up proper testing,
and generate quality assurance tests.

Multi-System Integration Configuration

Set up this agent for CRM integration with Salesforce - add all 
necessary input and output parameters, webhook configurations, 
data enrichment instructions, integration success evaluations,
and comprehensive test scenarios for the integration workflow.

Performance-Driven System Updates

Our conversion rate is low. Analyze the current setup and improve 
the qualification process, add better objection handling, create 
conversion tracking evaluations, optimize output data capture,
and generate tests to maintain improved performance.

Test Suite Creation from Call History

@call:perfect1 @call:perfect2 @call:perfect3 These are our best calls.
Create a comprehensive test suite based on these successful patterns
to ensure all agents maintain this quality level.

Compliance and Quality Assurance Setup

Add comprehensive compliance checking for this financial services 
agent - include required disclosures in prompts, compliance tracking 
parameters, regulatory evaluation criteria, audit trail outputs,
and compliance verification tests.

Shortcut	Action
⌘J	Open/focus Copilot panel
Shift + Shift	Start/stop voice recording
⌘Enter	Send message to Copilot
Escape	Close suggestions or cancel recording
⌘1	Navigate to Basic Settings panel
⌘2	Navigate to Greetings panel
⌘3	Navigate to Input Parameters panel
⌘6	Navigate to Evaluations panel
⌘7	Navigate to Output Settings panel
⌘8	Navigate to Tests panel
⌘G	Navigate to Git Changes panel

Best Practices for System Engineering

Start with Quick Actions

Use predefined buttons for common improvements:

Start with “Analyze & Improve” for comprehensive review
Use “Add Output Fields” for lead generation setup
Click “Create Evaluations” for performance tracking
Try “Refine Tone” to polish existing content

Use Comprehensive Natural Language

Describe complete system needs rather than isolated changes:Good: “Set up complete lead qualification with budget tracking, contact preferences, scoring system, success evaluations, and quality assurance tests”Limited: “Add a budget parameter”Comprehensive requests generate coordinated improvements across the entire system.

Leverage Real Call Data for System Design

Reference actual calls to drive system-wide improvements:

Use @call:ID syntax to provide specific examples of system gaps
Let Copilot analyze real conversation data across all configuration areas
Address actual problems with coordinated parameter, prompt, and evaluation updates
Generate tests from successful calls to maintain quality

Review All Affected Configuration Areas

Check every panel with purple notification indicators:

Input Parameters for new data collection fields
Output Settings for enhanced data capture
Evaluations for performance measurement
Basic Settings for core configuration updates
Tests panel for newly generated test scenarios
Consider the impact across the entire agent system

Think in System Integration Terms

Consider how changes work together across the platform:

New input parameters should have matching output fields
Prompt changes need corresponding evaluation criteria
Output configurations should include proper enrichment instructions
Successful configurations should include test scenarios for quality assurance
Test comprehensive workflows after system-wide changes

Use Voice for Complex System Requests

Natural speech excels for describing comprehensive system needs:

“Set up complete sales qualification with lead scoring, CRM integration, and quality tests”
“Based on these three problem calls, optimize the entire agent system with comprehensive testing”
Let conversational input guide holistic system improvements

Create Tests from Successful Call Patterns

Transform your best calls into quality assurance systems:

Reference successful calls to generate test scenarios
Build comprehensive test suites from proven conversation patterns
Use tests to maintain quality as you scale your agent deployment

Follow Cross-Panel Notification Cues

Purple indicators guide you to all affected system areas:

Check every panel with notification dots
Don’t miss configuration changes in different areas
Review generated tests in the Tests panel
Use seamless navigation to review comprehensively

Test System Changes Comprehensively

Validate complete system modifications before deploying:

Test new parameters with real data in Playground
Verify evaluation criteria work with actual conversations
Validate output configurations and webhook integrations
Run generated tests to ensure quality maintenance
Run regression tests across the entire conversation flow

Iterate on Complete System Understanding

Build comprehensive agent configurations through dialogue:

Start with high-level system requirements
Refine specific areas through follow-up conversations
Test and adjust system-wide configurations
Generate and refine tests based on real performance
Build understanding of how all components work together

Next Steps

Input Parameters

Configure comprehensive input parameters with AI suggestions from Copilot

Output Settings

Set up output fields, enrichment, and webhooks with intelligent recommendations

Evaluations

Create comprehensive performance measurements with Copilot’s system analysis

Basic Settings

Configure core agent settings with AI-powered optimization

Tests

Create comprehensive automated tests for your entire agent system, including scenarios generated from call history

Playground

Test your complete system configuration with real data and validate generated test scenarios

Getting Started

Agents

Advanced Editor

Voice Library

Calls

CRM

Account

Documentation Index

​What is Copilot?

​Accessing Copilot

​Enhanced Welcome Experience

​System Engineering Capabilities

​Enhanced SSE Protocol

​Visual Change Management System

​Purple Highlight Protocol

​Change Type Indicators

​Comprehensive System Configuration

​Advanced Test Creation from Call History

​Voice Input & Call Context Analysis

​Using Call References

​Comprehensive Call Analysis

​Accepting and Rejecting System Changes

​Granular Change Control Across All Panels

​Comprehensive Change Management

​Advanced System Engineering Examples

​Comprehensive Agent Setup from Call Analysis

​Multi-System Integration Configuration

​Performance Optimization from Multiple Calls

​Test Creation from Successful Calls

​Quick Start with Predefined Actions

​Next Step Suggestions & System Recommendations

​Conversation History & Iterative Configuration

​Comprehensive System Tasks

​Complete Agent Setup from Scratch

​Data-Driven System Optimization

​Multi-System Integration Configuration

​Performance-Driven System Updates

​Test Suite Creation from Call History

​Compliance and Quality Assurance Setup

​Keyboard Shortcuts for System Navigation

​Best Practices for System Engineering

​Next Steps

Input Parameters

Output Settings

Evaluations

Basic Settings

Tests

Playground

What is Copilot?

Accessing Copilot

Enhanced Welcome Experience

System Engineering Capabilities

Enhanced SSE Protocol

Visual Change Management System

Purple Highlight Protocol

Change Type Indicators

Comprehensive System Configuration

Advanced Test Creation from Call History

Voice Input & Call Context Analysis

Using Call References

Comprehensive Call Analysis

Accepting and Rejecting System Changes

Granular Change Control Across All Panels

Comprehensive Change Management

Advanced System Engineering Examples

Comprehensive Agent Setup from Call Analysis

Multi-System Integration Configuration

Performance Optimization from Multiple Calls

Test Creation from Successful Calls

Quick Start with Predefined Actions

Next Step Suggestions & System Recommendations

Conversation History & Iterative Configuration

Comprehensive System Tasks

Complete Agent Setup from Scratch

Data-Driven System Optimization

Multi-System Integration Configuration

Performance-Driven System Updates

Test Suite Creation from Call History

Compliance and Quality Assurance Setup

Keyboard Shortcuts for System Navigation

Best Practices for System Engineering

Next Steps