v2026.9.14
Release date: September 23, 2026
New Features
Copilot
The copilot is an assistant inside the system, for the person operating Interflow. It answers how to use the product, reads the open screen, and looks up conversations, tasks, the schedule, the funnel, and the customer with the same access as your account.
There are three modes: Ask (read only), Agent (changes after you confirm), and Direct agent (changes immediately). In ask mode it does not save or send.
You can choose the model, the reasoning effort, and whether the call uses the Interflow credit balance or an organization integration. Passwords are not filled in.
What is it for?
- Ask how something works and get the documentation link
- Find a customer and open the conversation without searching the list
- Request a task, an appointment, a tag, or a stage change without leaving the screen
- See what is on the current page and point at the right button
How to use it?
- Click Copilot
- Choose Ask, Agent, or Direct agent
- Write the request. On an attendance, the conversation is already attached
Full guide: Copilot
Benefits
- How-to questions and actions in the system stay in the same panel
- A change follows your permission and, in agent mode, your confirmation
- The balance used shows up in AI credits as Copilot