Coherence Copilot
Your intelligent assistant for navigating and working with your data
Coherence Copilot
Coherence Copilot is your AI-powered assistant that lives inside the app. Ask questions, create records, navigate to data, and get insights - all through natural conversation.
What Can Copilot Do?
💬 Ask Questions
Get answers about your data, tasks, and priorities
⚡ Take Actions
Create records, update fields, and navigate the app
📊 Show Data
Display records, tables, and insights right in the chat
🎯 Get Focus
See what needs your attention today
Accessing Copilot
Open Copilot using any of these methods:
- Click the Copilot icon (bot icon) in the top-right corner of the app
- Use the keyboard shortcut
⌘.(Mac) orCtrl+.(Windows)
The Copilot sidebar opens on the right side of your screen, ready to help.
Copilot stays open as you navigate the app. You can keep a conversation going while working with your data.
Your First Conversation
Try these example prompts to get started:
| What You Want | Example Prompt |
|---|---|
| See priorities | "What should I focus on today?" |
| Find records | "Show me my open deals" |
| Create data | "Create 3 sample tasks" |
| Navigate | "Take me to people" |
| Get insights | "How many deals closed this month?" |
How It Works
Copilot understands your workspace structure and can work with any modules you've created. When you ask a question or give a command:
- Understands your intent from natural language
- Discovers the relevant modules and fields
- Takes action by querying or modifying your data
- Shows results with interactive UI you can click
The key difference from traditional chatbots: Copilot doesn't just respond with text - it renders interactive components you can click to navigate, open records, or take further action.
Privacy & Data
- Copilot only accesses data within your workspace
- Conversations are private to your account
- No data is shared with third parties for training
- You can start a new chat at any time to clear history