Copilot
The copilot is your assistant inside Interflow. It answers how-to questions, reads what is on the screen, and, in agent mode, runs actions with the same permission as your account.
It does not talk to the customer in place of the AI Agent. The AI Agent handles the channel. The copilot helps the person operating the system.
Access
Copilot button, at the edge of the screen, on any app page.
Changelog: v2026.9.14
How to open it
- Click Copilot
- Pick the mode in the selector next to the message field
- Write the request in plain language
If you are already in a conversation, that attendance is attached. You can remove the attachment. Outside a chat, ask by the customer name to find the conversation.
Modes
| Mode | What it does |
|---|---|
| Ask | Read only. It does not save, send, or move a stage |
| Agent | It can change data, but the action stays proposed until you confirm it in the panel |
| Direct agent | It changes data immediately, without asking |
In ask mode, if you request a write or a send, it explains what it would do and asks you to switch modes. It does not claim the action already ran.
What it can look up
- The open page: list, record, visible fields, and buttons
- Product documentation, with the page link
- Conversations by customer name, and messages on the attached attendance
- Tasks on projects you belong to, the schedule, funnels, tags, and customer fields
Lookups follow your access. What you cannot see in the system, it does not show.
When the answer is already on the screen, it points at the control instead of changing pages. If the path is in the menu, it indicates the item or opens the screen.
What it can change
Only in Agent and Direct agent, and only if your account has that permission:
- Create, update, or delete a task. If there is more than one project or stage, it asks which one
- Look up, create, update, or delete an appointment
- Update customer data, including sale value and custom fields
- Add or remove a tag. It lists tags before saving
- Move the customer to a funnel stage, after matching what you said to funnel and stage names
- Send or schedule a message on the attached attendance
- Click and fill fields on the current screen. Passwords are not filled
Organization name, email, or WhatsApp change only for a superadmin.
If several customers share a similar name, it asks which one before opening.
Model and balance
In the menu next to the mode you can choose:
- The model (Interflow models, or DeepSeek when the organization has that integration)
- Reasoning effort: Low, Medium, or High
- Who pays the call: Interflow balance or one of your integrations
On the Interflow balance, the conversation stops when AI credits run out. Usage shows in Settings → AI credits, as Copilot.
Limits
- It does not invent a task, appointment, project, stage, tag, or assignee
- It does not fill passwords
- It does not act beyond your account permission
- A very detailed record (customer, task board, schedule) may be opened on screen instead of edited field by field
- Large lists are read in parts. It does not dump a whole history at once