{"article":{"id":10465518079003,"url":"https://talkdesksupport.zendesk.com/api/v2/help_center/en-us/articles/10465518079003.json","html_url":"https://support.talkdesk.com/hc/en-us/articles/10465518079003-Release-Notes-Talkdesk-Copilot","author_id":4859364866,"comments_disabled":true,"draft":false,"promoted":false,"position":16,"vote_sum":0,"vote_count":0,"section_id":200263245,"created_at":"2022-11-17T12:17:34Z","updated_at":"2026-09-23T15:27:05Z","name":"Release Notes | Talkdesk Copilot","title":"Release Notes | Talkdesk Copilot","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-23T15:27:05Z","user_segment_id":null,"permission_group_id":1525572,"content_tag_ids":[],"label_names":["agent_assist","copilot"],"body":"<p>Talkdesk Copilot™ (formerly known as Agent Assist) is a solution that transcribes call interactions in real time, using Natural Language Understanding (NLU) and Natural Language Processing (NLP). Copilot recognizes your intent and automatically shares recommendations with the agent, improving resolution time and handling time. <span style=\"font-weight: 400;\">For more information, please visit our </span><a href=\"https://support.talkdesk.com/hc/en-us/sections/360009231532-Talkdesk-Agent-Assist\" target=\"_self\" rel=\"undefined\">Copilot documentation</a><span style=\"font-weight: 400;\">.</span></p><ul>\n<li data-list-item-id=\"ec3249ce0359695614369d4d700ab85bd\"><a href=\"#h_01M37CQMPRS1S0BTJDB1XQX515\">September 28, 2026</a></li>\n<li data-list-item-id=\"e49a80b9701508a758c9cc47430afa62a\"><a href=\"#h_01M37BQBZG3Y3SE15ASKAQ7XQN\">September 25, 2026</a></li>\n<li data-list-item-id=\"e024a02f82ed4a4095cb357f413607343\"><a href=\"#h_01M1CCV6ZTB8G21WZW16VW04RY\">September 2, 2026</a></li>\n<li data-list-item-id=\"eb38850c4c55449a811564ea6767a87cd\"><a href=\"#h_01KWBVRXWT1JS7MVQRMVW3M31R\">June 25, 2026</a></li>\n<li data-list-item-id=\"e1c71eca5f2e7b0927d0cf4414f853839\"><a href=\"#h_01KM0XR3AK8RQ7BW9SP18Z6995\">March 19, 2026</a></li>\n<li data-list-item-id=\"ea009c4899b0770dbd3da7279ecbdb090\"><a href=\"#h_01KH476MFFP2BHB7T3XXBD0HEW\">[Preview] February 12, 2026 - Talkdesk Copilot Agentic</a></li>\n<li data-list-item-id=\"ef8b8b90326f99910b6fa9e9aea7e6d45\"><a href=\"#h_01KESFTDVMT4JE0Q158XSA0FXK\">January 13, 2026</a></li>\n<li data-list-item-id=\"efecfd4149c7f95463c59f956719e1f52\"><a href=\"#h_01JSHH7YJ7Y16ET9EJJG21JDW3\">April 23, 2025</a></li>\n<li data-list-item-id=\"e76740dc57a0dcaff3e5a2eabaef354d5\"><a href=\"#h_01JGYBX7G34Y6P8WPY0Z45CT1D\">February 3, 2025</a></li>\n<li data-list-item-id=\"e87b342b39c1be38f0ac0e939fd1c6637\"><a href=\"#h_01JGYBX7G34Y6P8WPY0Z45CT1D\">January 8, 2025</a></li>\n<li data-list-item-id=\"e994e133ac08e9e8aed7f48067ff6e53e\"><a href=\"#h_01JATDQTAM3JESS2TSR46BKVR8\">October 23, 2024</a></li>\n<li data-list-item-id=\"ed71a1b774f13abad7cc5d3485bc86975\"><a href=\"#h_01J6A9NA8Q2MTA10D4HFZ3WNY0\">August 27, 2024</a></li>\n<li data-list-item-id=\"ed5a28762c6a19da4b81c4285b1e17d9d\"><a href=\"#h_01J3DHNNAEY3VV5NVXYC3920BJ\">July 22, 2024</a></li>\n<li data-list-item-id=\"ea3bd25958471694ad2ad51cd9266b672\"><a href=\"#h_01J0NC3HJQC1W2RTRZX9EWJ629\">June 18, 2024</a></li>\n<li data-list-item-id=\"e3dcf810b6654c5862faf44fce723a200\"><a href=\"#h_01HTQEQTHE009WSX0RFB0JPTTJ\">April 4, 2024</a></li>\n<li data-list-item-id=\"e665b4d03766a28785ce4022f4e691a87\"><a href=\"#h_01HNX8FGPVPFMT1YFD6XP1YM15\">February 8, 2024</a></li>\n<li data-list-item-id=\"e35ebe03c5d301af000c2919250e924e9\"><a href=\"#h_01HB5V3XA5NP6J587FS95J81P6\">September 27, 2023</a></li>\n<li data-list-item-id=\"e5bc40b437a1ac781efbaecbedad10848\"><a href=\"#h_01GTHFD2BCB7ZHP64NFBSGNGJ7\" target=\"_self\">March 2, 2023</a></li>\n<li data-list-item-id=\"ec000aa7345f82d091c46c46b0b3c9c08\"><a href=\"#h_01GSFG542VZPV89RR48ZDMD0PP\" target=\"_self\">February 17, 2023</a></li>\n<li data-list-item-id=\"ec47b762d1f0581f01b9bde75530d2a9b\"><a href=\"#h_01GDJVJ2HX63BZ3MSMVYNQZ4PF\" target=\"_self\">June 30, 2022</a></li>\n<li data-list-item-id=\"eed7c44148ea66476f33ff35f294aad71\"><a href=\"#h_01GDJVJ2HX63BZ3MSMVYNQZ4PF\" target=\"_self\">October 4, 2021</a></li>\n<li data-list-item-id=\"e426d1f98616e65b91c000ff7700c2e0e\"><a href=\"#h_01GJ5ZQK5X054J09AJC0V4GVS6\" target=\"_self\">September 6, 2021</a></li>\n<li data-list-item-id=\"ee84864c36c9947711292ec2dac34f9c1\"><a href=\"#h_01GJ5ZQK5X054J09AJC0V4GVS6\" target=\"_self\">March 18, 2021</a></li>\n</ul><p> </p><h2 id=\"h_01M37CQMPRS1S0BTJDB1XQX515\"><span style=\"color: #1f1f1f;\"><strong>September 28, 2026</strong></span></h2><p><span style=\"color: #180136;\">On Monday, September 28, 2026, </span>we will begin the rollout of the following feature in <a href=\"https://support.talkdesk.com/hc/en-us/sections/360009231532-Talkdesk-Copilot\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></a>.</p><h3 id=\"h_01M37CRG5A6A87VZ29KY36502D\"><strong>New:</strong></h3><p><span style=\"color: #1f1f1f;\">Administrators can now run Copilot's real-time transcription on a clinical speech model, so that medication names, dosages, procedures, and anatomical terms are captured accurately in healthcare interactions. </span></p><p><span style=\"color: #1f1f1f;\">The model is selected per AI Flow, which means clinical and non-clinical queues in the same account can use different transcription models. </span></p><p><span style=\"color: #1f1f1f;\">This update benefits healthcare and life-sciences organizations running patient access, nurse triage, pharmacy, or payer support lines.</span></p><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"eb145b0af92469b21ed053846def2ec4d\"><span style=\"color: #1f1f1f;\">A Medical Transcription card is available in the flows editor in AI Launchpad.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"eb1122fd43136dfc03cf4541c83f8b062\"><span style=\"color: #1f1f1f;\">The clinical models offered are those supported by your account's transcription provider and region.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"edac79ce5489b468ec47bda7fd9be476f\"><span style=\"color: #1f1f1f;\">Custom vocabulary can be used together with medical transcription, so organization-specific terms can be added on top of the clinical model.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e5443f3d52a678e6d8dac84ebebf62c90\"><span style=\"color: #1f1f1f;\">Agents see no change in the Copilot interface. The live transcript, knowledge suggestions, automatic summaries, and after-call work simply reflect the more accurate transcription.</span></li>\n</ul><figure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 100%;\"><img style=\"aspect-ratio: 1930/1048;\" src=\"https://support.talkdesk.com/hc/article_attachments/56242103800987\" width=\"1930\" height=\"1048\"></figure><p><em><strong>Important Notes:</strong></em></p><ul>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"ef250dce0faea2a75d6a49f1efbe53641\"><span style=\"color: #1f1f1f;\"><em>Medical transcription is available for US English (en-US) only.</em></span></li>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"ee394ff86ca1e4a171bd9bec9640a607f\"><span style=\"color: #1f1f1f;\"><em>Medical transcription and PII redaction cannot be enabled on the same AI Flow. If an AI Flow has PII redaction enabled, medical transcription is unavailable for that flow, and vice versa.</em></span></li>\n</ul><h2 id=\"h_01M37BQBZG3Y3SE15ASKAQ7XQN\"> </h2><h2 id=\"h_01M37CV95XYV2PZTRNM7E8JNHN\"><span style=\"color: #1f1f1f;\"><strong>September 25, 2026</strong></span></h2><p><span style=\"color: #180136;\">On Friday, September 25, 2026, </span>we will begin the rollout of the following feature for <a href=\"https://support.talkdesk.com/hc/en-us/sections/360009231532-Talkdesk-Copilot\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></a>.</p><h3 id=\"h_01M37BSH5HE19W3ZRE2CMWEZ3E\"><strong>New:</strong></h3><p><span style=\"color: #1f1f1f;\">Administrators can now remove sensitive information from Copilot's real-time transcription as it is produced. Values such as card numbers, bank details, government identifiers, and credentials are replaced with a labelled placeholder before the transcript is shown to the agent or stored, so organizations can use real-time transcription without retaining data they are not permitted to keep. </span></p><p><span style=\"color: #1f1f1f;\">This update is very useful for organizations in regulated industries (financial services, insurance, healthcare, and the public sector) that have compliance restrictions on transcript content.</span></p><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e1f0ae52b39ffc5e4b561e79e8a47d3f2\"><span style=\"color: #1f1f1f;\">A Copilot Redaction model is available in AI Launchpad → AI Resources, alongside the existing redaction models.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e7e98abc102c5d527336bbadb80374aa9\"><span style=\"color: #1f1f1f;\">Redaction models now resolve to a tier (Copilot, Premium, or Standard) shown in My Area, Pipeline Edit, and the AI Models redaction selectors, so it is always clear which configuration a flow is using.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"edc975d8789845378f501895d76582bc2\">\n<span style=\"color: #1f1f1f;\">The Copilot Redaction settings panel offers per-entity toggles, so administrators select exactly which types of information are redacted. Eighteen PII types are available:</span><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e8595dacee17256e5c362879536ee6738\"><span style=\"color: #1f1f1f;\">Financial: Bank account number, bank routing number, credit or debit card number, card expiry date, card CVV, PIN.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"efa11abc6bac67fe0b751a218d8345868\"><span style=\"color: #1f1f1f;\">Identity: Name, address, age, date and time, Social Security Number (SSN), passport number.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e75ef7b673076926d1c771aca70566376\"><span style=\"color: #1f1f1f;\">Contact: Email address, phone number (including fax and pager).</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"ec85cc91aaa519a43f488f352addbe8be\"><span style=\"color: #1f1f1f;\">Credentials: Username, password.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e6d3bd225185b30cf0712ed97193eb2ed\"><span style=\"color: #1f1f1f;\">Vehicle: License plate, vehicle identification number (VIN).</span></li>\n</ul>\n</li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"ed7facede86adb15c20d2aa2b7531b083\"><span style=\"color: #1f1f1f;\">Redaction options depend on what your transcription provider and channels support.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e9b79beb92914739b5dd460b83e7bc381\"><span style=\"color: #1f1f1f;\">Redacted values appear to agents as labelled placeholders, so the conversation remains readable and the type of removed information is clear.</span></li>\n</ul><figure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 100%;\"><img style=\"aspect-ratio: 1792/1988;\" src=\"https://support.talkdesk.com/hc/article_attachments/56241405974939\" width=\"1792\" height=\"1988\"></figure><p><em><strong>Important Notes:</strong></em></p><ul>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e587d208ec3faeeacbc4b6d6c7ed1531f\"><span style=\"color: #1f1f1f;\"><em>Copilot redaction only applies to the transcription. Call recordings are not modified, and the original audio still contains the information that was redacted from the transcript.</em></span></li>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"ef7877d625c181221c8401532893c6706\"><span style=\"color: #1f1f1f;\"><em>Redaction of PII in real-time transcription is available for: English — Scottish (en-AB), Australia (en-AU), Canada (en-CA), British (en-GB), Ireland (en-IE), India (en-IN), New Zealand (en-NZ), United States (en-US), Wales (en-WL), South Africa (en-ZA); Spanish — United States (es-US), Spain (es-ES); French — France (fr-FR), Canada (fr-CA); Portuguese — Portugal (pt-PT), Brazil (pt-BR); Italian — Italy (it-IT); German — Germany (de-DE), Switzerland (de-CH).</em></span></li>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e9789094559d3122a28db6ec34a53eadc\"><span style=\"color: #1f1f1f;\"><em>Redaction and medical transcription cannot be enabled on the same AI Flow.</em></span></li>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e580fe8c77cd954f6cfb302eb6c17c0c3\"><span style=\"color: #1f1f1f;\"><em>Redaction and custom vocabulary cannot be used together on the same AI Flow.</em></span></li>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e2f818f626985465e8ba328734bfafb20\"><span style=\"color: #1f1f1f;\"><em>This is separate from Interaction Analytics redaction, which applies after the call.</em></span></li>\n<li class=\"wysiwyg-list-color ck-list-marker-italic\" style=\"--wysiwyg-list-marker-color: #1f1f1f;\" data-list-item-id=\"e130e8785d31e4800a66994c4cc5a0dc5\"><span style=\"color: #1f1f1f;\"><em>Organizations that previously could not enable real-time transcription for compliance reasons can now adopt Copilot's real-time capabilities while reducing the amount of sensitive data captured and retained.</em></span></li>\n</ul><p> </p><h2 id=\"h_01M1CCV6ZTB8G21WZW16VW04RY\"><span style=\"color: #180136;\"><strong>September 2, 2026 </strong></span></h2><p><span style=\"color: #180136;\">On Wednesday, September 2, 2026, Copilot Agentic becomes generally available for Talkdesk Copilot™.</span></p><h3 id=\"h_01M1CCWA6K6J9H1W9YCDVNYW1X\"><span style=\"color: #180136;\"><strong>New:</strong></span></h3><p><span style=\"color: #180136;\">With new agentic AI capabilities powered by Talkdesk Customer Experience Automation, Talkdesk Copilot empowers human agents to request real-time guidance and resolve even the most complex customer challenges faster and more confidently. This feature was </span><a href=\"#h_01KH476MFFP2BHB7T3XXBD0HEW\"><span style=\"color: #096ECC;\"><span class=\"wysiwyg-underline\">previously only available in preview</span></span></a><span style=\"color: #180136;\">.</span></p><p><span style=\"color: #180136;\">The following capabilities are now generally available:</span></p><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"ee0a379ccf20033c22a8564348d3aada3\"><span style=\"color: #180136;\"><strong>Agentic Reasoning:</strong> Copilot can now interpret conversation context and analyze multiple knowledge sources to generate actionable answers to complex, multi-layered questions within seconds.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"ee8cbd692805aaf649ebbba4994048484\"><span style=\"color: #180136;\"><strong>Simplified System Orchestration:</strong> Agents can ask in plain language to access information or trigger actions across connected Customer Relationship Management (CRM) solutions, knowledge bases, and enterprise systems without leaving their work environment.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"e4932ee516863ffe85463e40ea3c1f6df\"><span style=\"color: #180136;\"><strong>New Design &amp; User Experience:</strong> An intuitive interface designed to minimize screen toggling and present the most relevant information when agents need it.</span></li>\n</ul><figure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 100%;\"><img style=\"aspect-ratio: 624/225;\" src=\"https://support.talkdesk.com/hc/article_attachments/55194093543451\" width=\"624\" height=\"225\"></figure><p><span style=\"color: #180136;\">For more information, please check our </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/46492603454491-Copilot-Agentic-Overview\"><span class=\"wysiwyg-underline\">Copilot Agentic documentation</span></a><span style=\"color: #180136;\"> on the Talkdesk Knowledge Base.</span></p><p> </p><h2 id=\"h_01KWBVRXWT1JS7MVQRMVW3M31R\"><strong>June 25, 2026</strong></h2><p>On Thursday, June 25, 2026, we will begin the progressive rollout of the following enhancements in <a href=\"https://support.talkdesk.com/hc/en-us/sections/360009231532-Talkdesk-Copilot\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></a>.</p><h3 id=\"h_01KWBVRXWTTCAS4HHRKP55BE26\"><span style=\"color: #434343;\"><strong>New: </strong></span></h3><ul><li data-list-item-id=\"eed7e6348265059c0bcc73cd868d2a0a3\">\n<strong>Voice Transcripts via Transcripts Card:</strong> Voice transcripts are now viewable directly in the Activities app for customers with Interaction Analytics or Copilot, with new admin controls to delete transcripts on demand. All deletions are logged in Audit Logs for compliance, and View/Delete permissions are enabled by default for Administrators.<ul><li data-list-item-id=\"e01ab0d73a19c196d6adffff3510cfd9a\">For more information, please read these <a href=\"https://support.talkdesk.com/hc/en-us/articles/10465101881243-Release-Notes-Talkdesk-Agent-Workspace-Activities-Contacts-Voicemails#h_01KVWK76M1D1JHKZGPRRB0R25W\"><span class=\"wysiwyg-underline\">related Release Notes</span></a> and <a href=\"https://support.talkdesk.com/hc/en-us/articles/4407199186843-Activities#h_01KVWHYQM22E8MFPHY95M3ME42\"><span class=\"wysiwyg-underline\">this article</span></a>.</li></ul>\n</li></ul><p class=\"wysiwyg-text-align-center\"><img src=\"https://support.talkdesk.com/hc/article_attachments/52358460566939\" width=\"204\" height=\"432\"></p><h3 id=\"h_01KWBVRXWWSM2C27X64GVKRNDV\"><strong>Enhancement:</strong></h3><ul><li data-list-item-id=\"ed80f126be81e983312c0a803b19bbe8d\">\n<strong>Enhanced Disposition Recommendations:</strong> Copilot will now use your Disposition Descriptions as an additional instruction to generate post-call suggestions. By factoring in the descriptions configured in Disposition Settings, Copilot gains more context to understand the nuanced differences between similarly named dispositions.</li></ul><figure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 100%;\"><img style=\"aspect-ratio: 800/450;\" src=\"https://support.talkdesk.com/hc/article_attachments/52358460569883\" width=\"800\" height=\"450\"></figure><p>Please check these <a href=\"https://support.talkdesk.com/hc/en-us/articles/10465409028891-Release-Notes-Talkdesk-Admin#h_01KQ76FDBHMEPG3QBJHNEMN0MX\"><span class=\"wysiwyg-underline\">related Release Notes</span></a> and <a href=\"https://support.talkdesk.com/hc/en-us/articles/205645679-Dispositions\"><span class=\"wysiwyg-underline\">this article</span></a> for additional details.</p><p> </p><h2 id=\"h_01KM0XR3AK8RQ7BW9SP18Z6995\"><strong>March 19, 2026 </strong></h2><p>On Thursday, March 19, 2026, we began the progressive rollout of the following enhancement in <a href=\"https://support.talkdesk.com/hc/en-us/sections/360009231532-Talkdesk-Copilot\"><strong><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></strong></a>.</p><h3 id=\"h_01KM0Y1E1N15PZF7V43T1P7929\"><span style=\"color: #1f1f1f;\"><strong>Enhancement:</strong></span></h3><ul><li data-list-item-id=\"e67400d776746124f5e223a59b958f5ec\">\n<strong>Summarization fine-tuning per flow:</strong> It is now possible to tailor Copilot's prompts and suggested responses to the unique needs of different teams by configuring them at the flow level. This allows for customized call summarization styles (e.g., highlighting specific information relevant to individual queues) and the ability to manage, test, and simulate these unique prompts directly within CXA Operations Center (formerly AI Trainer).</li></ul><h4 id=\"h_01KM0XR3AMVE2VS3PXF5EAFABB\"><span style=\"color: #434343;\"><strong>Resources</strong></span></h4><p><span style=\"color: #1f1f1f;\">For more information, see Copilot: Automatic Summarization, Agent Next Steps, and Disposition in </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/16761287647259-Copilot-Automatic-Summarization-Agent-Next-Steps-and-Disposition\"><span class=\"wysiwyg-underline\">this article</span></a><span style=\"color: #1f1f1f;\">.</span></p><p> </p><h2 id=\"h_01KH476MFFP2BHB7T3XXBD0HEW\"><strong>[Preview] February 12, 2026 - Talkdesk Copilot Agentic</strong></h2><p><em><strong>Important Note:</strong> This feature is available in Preview for select customers.</em></p><p>On Thursday, February 12th, 2026, we will release Copilot Agentic for Talkdesk Copilot™.</p><h3 id=\"h_01KH476MFGMXGA692YM39X7C2Z\"><span style=\"color: #2f3941;\"><strong>New:</strong></span></h3><p>With new agentic AI capabilities powered by Talkdesk Customer Experience Automation, Talkdesk Copilot empowers human agents to request real-time guidance and resolve even the most complex customer challenges faster and more confidently. </p><p>The following new capabilities are now available:</p><ul>\n<li data-list-item-id=\"e280ef73c7ed3f233aa14e2f9ae6c1edd\">\n<strong>Agentic Reasoning</strong>: Copilot can now interpret conversation context and analyze multiple knowledge sources to generate actionable answers to complex, multi-layered questions within seconds.</li>\n<li data-list-item-id=\"e95fcd06bb1819ac7e2f3f1d7a3cd5042\">\n<strong>Simplified System Orchestration</strong>: Agents can ask in plain language to access information or trigger actions across connected Customer Relationship Management (CRM) solutions, knowledge bases, and enterprise systems without leaving their work environment.</li>\n<li data-list-item-id=\"e8630a701c5685c074c6108024d992550\">\n<strong>New Design &amp; User Experience:</strong> An intuitive interface designed to minimize screen toggling and present the most relevant information when agents need it.</li>\n</ul><figure class=\"wysiwyg-image\"><img style=\"aspect-ratio: 796/288;\" src=\"https://support.talkdesk.com/hc/article_attachments/46493225636891\" width=\"796\" height=\"288\"></figure><p>For more information, please check our <a href=\"https://support.talkdesk.com/hc/en-us/articles/46492603454491-Copilot-Agentic-Overview\"><span class=\"wysiwyg-underline\">Copilot Agentic documentation</span></a> on the Talkdesk Knowledge Base.</p><h2 id=\"h_01KESFTDVMT4JE0Q158XSA0FXK\"> </h2><h2 id=\"h_01KH48MH5GWCWNNCY2FBF0ZVVE\"><strong>January 13, 2026</strong></h2><p>On Tuesday, January 13th, 2026, we will release the following enhancement for<span style=\"background-color: #ffffff;\"></span><a href=\"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></a><span style=\"color: #180136;\">.</span></p><h3 id=\"h_01KESFTDVNCJZ25TW4M5ZZ00X2\"><span style=\"color: #434343;\"><strong>Enhancement:</strong></span></h3><ul><li data-list-item-id=\"ef6e5536d55ca6bdfed76f7640fd1503f\">\n<span style=\"color: #292a2e;\"><strong>Skip call summarization on short / low-content calls</strong></span><span style=\"color: #434343;\"><strong>: </strong>Copilot’s call summarization was updated so that very short or low-content conversations no longer generate summaries. Summaries are now only created when:</span><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #434343;\" data-list-item-id=\"eb46df3c4d34b43e6e46e990f32a1a112\"><span style=\"color: #434343;\">There are at least 3 utterances from each participant (Agent and Contact) in the interaction.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #434343;\" data-list-item-id=\"ea8b14c01c04ee7dc481994edceb02357\"><span style=\"color: #434343;\">The conversation has at least 7 total utterances.</span></li>\n</ul>\n</li></ul><p><span style=\"color: #434343;\">For calls that don’t meet these thresholds, the system will not generate a call summary, and an informational message will be displayed: “Summary unavailable: Not enough conversation data.”</span></p><p>For more information, please check our <a href=\"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview\"><span style=\"color: #096ecc;\"><span class=\"wysiwyg-underline\">Knowledge Base Copilot</span></span></a> documentation.</p><p> </p><h2 id=\"h_01JSHH7YJ7Y16ET9EJJG21JDW3\"><strong>April 23, 2025</strong></h2><p>On Wednesday, April 23rd, 2025, we will begin a progressive rollout of the following new features for <a href=\"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™:</span></a></p><h3 id=\"h_01JSHH8ABE054Y0HVAEQ462S2F\"><strong>New:</strong></h3><p class=\"wysiwyg-text-align-center\"><strong><img src=\"https://support.talkdesk.com/hc/article_attachments/36260097369627\" width=\"222\" height=\"498\" title=\"Screenshot 2025-04-17 at 12.14.21.png\"></strong></p><ul>\n<li data-list-item-id=\"e4c029d5c3caaf48f8a454029a7cc0f3d\">\n<strong>On-Demand Summary:</strong> Agents can now generate a real-time summary of the ongoing call or digital interaction directly within Copilot. This feature empowers agents to quickly capture key discussion points, decisions, and action items during the interaction, improving efficiency and post-interaction follow-up.</li>\n<li data-list-item-id=\"e6d34562d0a9ec687540af8a091c46407\">\n<strong>Integration Event:</strong> A new integration event is now available: “an AI interaction on-demand summary is ready”, which is triggered when an Agent generates an on-demand summary. </li>\n</ul><p>For more information, please check our Talkdesk Copilot documentation at <a href=\"https://support.talkdesk.com/hc/en-us/articles/16761287647259-Copilot-Automatic-Summarization-Agent-Next-Steps-and-Disposition\"><span class=\"wysiwyg-underline\">Copilot: Automatic Summarization, Agent Next Steps and Disposition</span></a>.</p><p> </p><p> </p><h2 id=\"h_01JGYBX7G34Y6P8WPY0Z45CT1D\"><strong>February 3, 2025</strong></h2><p id=\"h_01JK66511CSD8NAZ050JPKY6MW\">On Wednesday, February 5th, 2025, we will begin the progressive rollout of the following enhancements and fixes for <a href=\"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></a>.</p><h3 id=\"h_01JK66511CVYP7KK7RZCBF0RMG\"><strong>Enhancements:</strong></h3><ul><li data-list-item-id=\"e0a7c1334d27b2e21b73c9237b7163401\">\n<strong> User Experience: </strong>This release focuses on enhancing the user experience within Copilot by improving the visual presentation of information and streamlining access to recommendations. Two key improvements were made:<ul>\n<li data-list-item-id=\"e98111cb0bc163ed9beadf6278cb68a9a\">Card layouts across Copilot were refreshed to improve readability and visual appeal. This update also brings consistency to the display of all recommendation types, making it easier to understand and act upon the suggested actions quickly. <em><strong>Note: </strong>For accounts that have joined the Preview Program, the <strong>Help Me Answer</strong> feature (powered by Generative AI) will now be displayed within the new UI. </em>\n</li>\n<li data-list-item-id=\"e72c08810cd47151d00228f7fb4e97075\">All recommendations generated during a call within the post-call summary can now be viewed. This provides a comprehensive overview of potential next steps and valuable insights. This feature empowers you to thoroughly review and leverage all available recommendations.</li>\n</ul>\n</li></ul><p class=\"wysiwyg-text-align-center wysiwyg-indent2\"><img src=\"https://support.talkdesk.com/hc/article_attachments/34257492886427\" alt=\"Screenshot 2025-02-21 at 16.19.57.png\" width=\"604\" height=\"623\"></p><ul><li data-list-item-id=\"ef44ca82584667a2f5df6302baa5e0be2\">\n<strong>Transfer to Flow: </strong>Copilot will now display the post-call summary view when <a href=\"https://support.talkdesk.com/hc/en-us/articles/29132747861019-Blind-Transfer-to-Flow\"><span class=\"wysiwyg-underline\">transferring to a Flow</span></a>.</li></ul><h3 id=\"h_01JK66511C1MMSTE5GJ1S34TK9\"><strong>Fix:</strong></h3><p class=\"wysiwyg-text-align-center\"><img src=\"https://support.talkdesk.com/hc/article_attachments/35074640389531\" alt=\"image (6).png\" width=\"343\" height=\"882\"></p><ul><li data-list-item-id=\"e00d9c360079f5b82af789185bf0e4fb7\">\n<strong>Summary of a Resumed Digital Interaction: </strong>Fixed a bug that prevented the regeneration of a summary for digital interactions when a contact resumed the interaction during the agent's wrap-up phase. Previously, if a summary had already been generated, it was retained, and a new summary reflecting the complete interaction (including the resumed portion) could not be created. </li></ul><p> </p><h2 id=\"01JK665F8CJFPEZ8XHQ2XYYTC3\"><strong>January 8, 2025</strong></h2><p>On Wednesday, January 8th, 2024, we will release a new<span style=\"color: #180136;\"> version of </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></a><span style=\"color: #180136;\">. This </span>release includes the following fixes:</p><h3 id=\"h_01JGYBW4NRSBDBDRA5VC6ZE20T\"><span style=\"color: #434343;\"><strong>Fixes:</strong></span></h3><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e9ccc923a12e9879a0da968d05ae866bb\"><span style=\"color: #292a2e;\"><strong>Improved Interaction Summary Display:</strong> Resolved an issue that prevented Copilot from displaying the Interaction summary after a blind transfer.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"ebb6709501ca07ab62c2069690c18b742\"><span style=\"color: #292a2e;\"><strong>Enhanced Transcription and Recommendation Persistence:</strong> Fixed a bug that prevented Copilot from showing the previous transcription and recommendations. This occurred when performing blind or warm transfers using a ring group. It will now maintain context and access valuable insights throughout the transfer process.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e9513d0e0c38c43047534e1a8bea3bd16\"><span style=\"color: #292a2e;\"><strong>Consistent Summary Display in Digital Interactions:</strong> Addressed a bug that caused summaries to not be displayed on digital interactions after reloading or starting new sessions. Copilot now reliably provides summaries across all your digital interactions.</span></li>\n</ul><p> </p><h2 id=\"h_01JATDQTAM3JESS2TSR46BKVR8\"><strong>October 23, 2024</strong></h2><p><span style=\"color: #180136;\">On Wednesday, October 23rd, 2024, Talkdesk is releasing a new version of </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview\"><span style=\"color: #180136;\"><span class=\"wysiwyg-underline\">Talkdesk Copilot™</span></span></a><span style=\"color: #180136;\">. This release includes the following new features:</span></p><h3 id=\"h_01JATDH9KW01A0TZKS0GCH0H7B\"><span style=\"color: #434343;\"><strong>New:</strong></span></h3><p class=\"wysiwyg-text-align-center\"><span style=\"color: #1d1c1d;\"><img src=\"https://support.talkdesk.com/hc/article_attachments/30278389920155\" width=\"624\" height=\"233\"></span></p><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"e575f41fa06d5acfb5bd46e6b3e3b58a0\">\n<span style=\"color: #180136;\"><strong>Fine Tuning Feature: </strong>Copilot Premium customers now have access to the new </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/30276973784475-Principles-for-Successful-AI-Instruction-Fine-Tuning-Summarization\"><span style=\"color: #180136;\"><span class=\"wysiwyg-underline\">Fine Tuning feature</span></span></a><span style=\"color: #180136;\">. It allows you to change the default summarization prompt instruction, and add a layer of customization, namely:</span><ul>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"e89a1a5f9d518b938029dc2b37f998baa\"><span style=\"color: #180136;\">Formatting;</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"e8793dcf25d23ed2ae901de1b13710d86\"><span style=\"color: #180136;\">Length.</span></li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"e0463ac179f6126eaa6f0c679488d8739\"><span style=\"color: #180136;\">Determine more or less detail, focus on specific conversation elements.</span></li>\n</ul>\n</li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #180136;\" data-list-item-id=\"ec5f69920053908558fc0081799758a38\"><span style=\"color: #180136;\"><strong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">Simulation of Interaction Summaries: </strong>Now, customers can configure instructions and immediately see the impact of their intended changes, using a previous Interaction and its summary. This way, a faithful comparison between the current shape and the projected one can be made, for a better outcome analysis.</span></li>\n</ul><p> </p><p> </p><h2 id=\"h_01J6A9NA8Q2MTA10D4HFZ3WNY0\"><strong>August 27, 2024</strong></h2><p>On Tuesday, August 27th, 2024, we will release the following feature in Talkdesk Copilot™.</p><p> </p><h3 id=\"h_01J6A9NA8QKKWJN5J8KXQM2TKC\"><strong>New:</strong></h3><p class=\"wysiwyg-text-align-center\"><strong><img src=\"https://support.talkdesk.com/hc/article_attachments/30278389923995\" width=\"685\" height=\"157\"></strong></p><ul><li data-list-item-id=\"e4ff8015cb906edee647370d68f8a6fd4\">\n<strong>Automation event</strong>: Now you can use the `an AI interaction after call work wrap up is ready` event in your notifications for any external integration.</li></ul><p class=\"wysiwyg-text-align-center\"><img src=\"https://support.talkdesk.com/hc/article_attachments/30278352652955\" width=\"695\" height=\"137\"></p><ul><li data-list-item-id=\"ef53a4dd88b712794795d60b517227623\">\n<strong>Event Fields</strong>: You can now add your call Summary as a trigger for Automations with Talkdesk Connections.</li></ul><p>For more information on how to create an Automation, please visit our Talkdesk Copilot <a href=\"https://support.talkdesk.com/hc/en-us/articles/4406043747355-Creating-an-Automation-with-Talkdesk-Connections\"><span class=\"wysiwyg-underline\">documentation</span></a>.</p><p> </p><p> </p><h2 id=\"h_01J3DHNNAEY3VV5NVXYC3920BJ\"><strong>July 22, 2024</strong></h2><p>On Monday, July 22nd, 2024, we’ll release a new feature of Talkdesk Copilot™:</p><h3 id=\"h_01J3DHKBQMNEK3EYQQNWC5F4GZ\"><span style=\"color: #434343;\"><strong>New:</strong></span></h3><p class=\"wysiwyg-text-align-center wysiwyg-indent1\"><img src=\"https://support.talkdesk.com/hc/article_attachments/27603027108635\" width=\"687\" height=\"455\"></p><ul><li data-list-item-id=\"e95967b2c7ccc23ce64a2784c4dec7d3e\">\n<strong>AI Rewriter: </strong>Increase agent efficiency by automatically identifying customer mood and query nature, offering tailored suggestions for crafting responses with appropriate tones using generative AI. Allow agents to rewrite responses in varied tones and expand brief answers or bullet points to ensure comprehensive communication.</li></ul><p class=\"wysiwyg-indent1\"><em><strong>Note: </strong>Customers with a Copilot subscription (Standard or Premium) and using digital channels will automatically have access to AI Rewriter for these channels.</em></p><p> </p><p> </p><h2 id=\"h_01J0NC3HJQC1W2RTRZX9EWJ629\"><strong>June 18, 2024</strong></h2><p id=\"h_01J0NC0PSP5VTXZKXTWTRFRADY\">On Tuesday, June 18th, 2024, we will release the following enhancements for Talkdesk Copilot™. </p><p> </p><h3 id=\"h_01J0NC0PSPW21J436G3TYT6ZC4\"><strong>Enhancements:</strong></h3><ul><li data-list-item-id=\"ea98c87de9018dcc0a475919643b0620d\">\n<strong>Automatic Summaries Generally Available: </strong>Customers with a Copilot (Standard or Premium) subscription will now benefit from this feature which provides automatic summaries and dispositions on any interaction, whether it is voice or digital within the Talkdesk suite. <ul><li data-list-item-id=\"ef5f113cb713b496fc66534e4b19c26cd\">Some additional features will also be released to allow for account-wide or specific configuration to sets of users. For more more information, please see  our AI Launchpad <a href=\"https://support.talkdesk.com/hc/en-us/articles/11303712565659#h_01J0NCWFTS15WWVDM9KNKFXCSW\">Release Notes</a> and <a href=\"https://support.talkdesk.com/hc/en-us/articles/26646701175323-AI-Launchpad-Summarization-Models\">documentation</a>.</li></ul>\n</li></ul><p><em><strong>Important Note:</strong> </em></p><p class=\"wysiwyg-text-align-center\"><em><img src=\"https://support.talkdesk.com/hc/article_attachments/26679849924251\" width=\"661\" height=\"156\"></em></p><ul><li class=\"ck-list-marker-italic\" data-list-item-id=\"e020718ccb333f6dc5b2bf10eaf8f6106\"><em>Please keep in mind that for Copilot to be fully functional, some <strong>Agents running on dated sessions may be required to refresh/restart their browser/Workspace Desktop app</strong>. If not, an error message (as shown in the image above) will be displayed.</em></li></ul><p>For more information, please check our <a href=\"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview\"><span class=\"wysiwyg-underline\">Talkdesk Copilot</span></a> documentation.</p><p> </p><p> </p><h2 id=\"h_01HTQEQTHE009WSX0RFB0JPTTJ\"><strong>April 4, 2024</strong></h2><p>On Thursday, April 4th, 2024, Talkdesk Agent Assist<span style=\"color: #180136;\">™</span> will be renamed to Talkdesk Copilot<span style=\"color: #180136;\">™</span>. </p><p>All functionalities will remain the same and work as expected.</p><p>This quarter, Talkdesk is making it easier than ever for companies to take advantage of our industry-leading AI applications. Our iconic Virtual Agent and Agent Assist are getting major upgrades with new generative AI capabilities and prebuilt flows and conversations tailored specifically to the retail, banking, and healthcare industries. As part of this upgrade, Virtual Agent will now be called Talkdesk Autopilot and Agent Assist will now be called <a href=\"https://support.talkdesk.com/hc/en-us/articles/10465518079003\" target=\"_blank\" rel=\"noopener noreferrer\">Talkdesk Copilot</a>.</p><h3 id=\"h_01HTQES7CNP0FTHHQEABC83SBR\"><strong>Enhancement:</strong></h3><ul><li data-list-item-id=\"e7a977bff24e9596690a885b998c36708\">New application icon to reflect the new name and identity.</li></ul><p class=\"wysiwyg-text-align-center\"><img src=\"https://support.talkdesk.com/hc/article_attachments/24540639041435\" width=\"663\" height=\"359\"></p><p><span style=\"color: #1d1c1d;\">Copilot is an AI-powered assistant that listens, guides, and assists agents over the course of customer interactions. </span></p><p><span style=\"color: #1d1c1d;\">By using Copilot, agents will be better equipped to resolve customer inquiries faster and more efficiently. This aims to promote a higher customer satisfaction rate and a reduction in your company's average handle time.</span></p><p><span style=\"color: #1d1c1d;\">For more information, please check our </span><a href=\"https://support.talkdesk.com/hc/en-us/sections/360009231532-Talkdesk-Copilot\"><span class=\"wysiwyg-underline\">Copilot documentation</span></a>.</p><p id=\"h_01HTQERFHQA292QRVGXAE4QZ09\"> </p><p> </p><h2 id=\"h_01HNX8FGPVPFMT1YFD6XP1YM15\"><strong>February 8, 2024</strong></h2><p id=\"h_01HNX8ESMGZ774BVYD4E6BWG6D\">On Thursday, February 8th, 2024, we will release the following enhancement for Talkdesk Copilot<span style=\"color: #180136;\">™</span>:</p><p> </p><h3 id=\"h_01HNX8ESMG6HWKZCFP5WF6HAFH\">\n<span style=\"color: #000000;\"><strong>Enhancement</strong></span><span style=\"color: #434343;\"><strong>:</strong></span>\n</h3><ul><li data-list-item-id=\"ec3079b73eb526ec764c3e5671c7ad6b7\">\n<strong>Agent “free text” input is now supported in Smart Scripts: </strong>When designing a script, users can now select the “Ask” component in Automation Designer to require the agent’s free text input. <ul><li data-list-item-id=\"e0f7fe7f5319a079aafeea7282456f07a\">E.g. within a script, display the following message to the agent: “Please ask the customer to share their promo code and insert it below” and add the input for them to provide this data to the system. This information can then be stored in a variable and used for automation.</li></ul>\n</li></ul><p> </p><p> </p><h2 id=\"h_01HB5V3XA5NP6J587FS95J81P6\"><strong>September 27, 2023</strong></h2><p id=\"h_01HB5V4BADC26KHAFJDP7PSTWS\">On Wednesday, September 27th, 2023, we will release the following enhancements in Talkdesk Copilot<span style=\"color: #180136;\">™</span>:</p><p><strong> </strong></p><p><strong>New:</strong></p><ul><li data-list-item-id=\"e6422244cbe59475b807d9b4b4e5768ed\">\n<strong>Support for Digital Interactions (Talkdesk Digital Engagement): </strong>Besides voice, Copilot will now work on top of digital interactions provided by Talkdesk Digital Engagement. All Copilot features are now available for the following channels: SMS, Live Chat, Email (GA), and Social Messaging (WhatsApp Business and Facebook Messenger - EA).</li></ul><p class=\"wysiwyg-indent1\">Agents interacting with customers through digital channels can now access contextual recommendations of knowledge base articles, along with recommended answer templates that they can click to copy to their message. Automated after-call work is also available, including automated disposition, summarization, and agent next steps.</p><p><br><em><strong>Note:</strong> Customers who own a paid Copilot subscription (Standard or Premium) and use digital channels will automatically have access to the product’s features for these channels.</em></p><h2 id=\"h_01HB5V3XA5YNBKEPPXT4WZ9AVV\"> </h2><h2 id=\"h_01GTHFD2BCB7ZHP64NFBSGNGJ7\"><strong>March 2, 2023</strong></h2><p><span style=\"color: #172241;\">On Thursday, March 2nd, 2023, we will release the following new feature in Talkdesk Copilot</span><span style=\"color: #180136;\">™</span><span style=\"color: #172241;\">.</span></p><p><span style=\"color: #172241;\"><strong>New:</strong></span></p><ul>\n<li data-list-item-id=\"ecaf64ed62c4abe5619ddc0381ce3e11d\">\n<span style=\"color: #172241;\"><strong>Smart Scripts:</strong> Smart Scripts can be set up for Copilot customers using </span><a href=\"https://support.talkdesk.com/hc/en-us/sections/11328321484059-Talkdesk-AI-Launchpad\"><span class=\"wysiwyg-underline\">Talkdesk AI Launchpad</span></a><span style=\"color: #172241;\">, bringing contact center agents a unique scripting experience. Admins can now build scripts using Talkdesk Automation Designer. They will be displayed to agents in the Copilot User Interface (UI). Script content is presented step-by-step as the conversation progresses so that agents don’t need to scan through complex diagrams.</span><br> </li>\n<li class=\"wysiwyg-list-color\" data-list-item-id=\"e0719973883fce42d53b8066094c86574\">\n<span style=\"color: #172241;\"><strong>Smart Scripts as an automation tool:</strong> Using Automation Designer, admins can decide that, given specific agent input in the script, certain tasks will be executed. For example, once the agent verifies a payment, a Customer Relationship Management (CRM) record is automatically updated.</span><br> </li>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #172241;\" data-list-item-id=\"ee3bebd31232817473cd46ba7accb1aae\"><span style=\"color: #172241;\"><strong>Personalized Smart Scripts:</strong> Admins can use information collected through Studio flows to customize the text displayed to agents. For example, if you know the customer’s name using a Studio data dip, you can include it in the greeting instruction as a variable rather than presenting generic text.</span></li>\n</ul><h2 id=\"h_01GSFG542VZPV89RR48ZDMD0PP\"><strong>February 17, 2023</strong></h2><p>On Friday, February 17th, 2023, we will release the Copilot Recommendations default report in Explore.</p><p>This report allows Talkdesk customers using Copilot to understand which recommendations are being generated and shown to agents, their source, and which intent triggered them. The report also presents metrics for the percentage of opened recommendations and agent feedback through a thumbs-up and thumbs-down rating system.</p><p data-renderer-start-pos=\"177\"><img src=\"https://support.talkdesk.com/hc/article_attachments/12987906778395\" alt=\"Agent_Assist_Recommendations.png\"></p><p> </p><h2 id=\"h_01GDJVJ2HX63BZ3MSMVYNQZ4PF\"><strong>June 30, 2022 </strong></h2><p>On Thursday, June 30th, 2022, we will release the following new features and an enhancement to Talkdesk Copilot™.</p><h3 id=\"h_01J15DM2C942AV37GAPEFDD8C8\"><strong>New:</strong></h3><ul><li aria-level=\"1\" data-list-item-id=\"eb736da7405314d562b092dd513e7fbf7\">\n<strong>Bookmarks: </strong>Agents can now bookmark recommended answers and quickly access them at any time without the need to search.</li></ul><ul><li aria-level=\"1\" data-list-item-id=\"eac365fb3473f2b218d0200f9b4b0ce0d\">\n<strong>Transfer Assistance: </strong>By using Copilot<strong>, </strong>Agents will now have access to the full context of a transferred call, either from virtual or other human agents. </li></ul><p>Once the transferred call is accepted, the agent will be able to see the main highlights of the previous conversation, as well as the full transcription and also any recommended content from the <a href=\"https://support.talkdesk.com/hc/en-us\">Talkdesk Knowledge Base </a>that may be helpful to handle topics brought up before the transfer was made.</p><p><strong>Enhancement:</strong></p><ul><li data-list-item-id=\"e72fd39a807463eb1e8b219d35c7f58a9\">\n<strong>Improved User Experience: </strong>A new, research-based approach to the way Agents interact with Copilot, as it removes the need to navigate through different tabs. It keeps the focus of the user in real-time transcription, presents recommendations in a more seamless way, and highlights the search bar.</li></ul><h2 id=\"h_01HB5V2ST7G1YKPA7E1VQCHN5Z\"> </h2><h2 id=\"h_01JK664WFXS17WQKXS4P77VN54\"><strong>October 4, 2021 </strong></h2><p>On Monday, October 4th, 2021, we will release a new feature to Talkdesk Copilot™. </p><h3 id=\"h_01J15DM7MQZ1680GV1W6EGBA1K\"><strong>New:</strong></h3><ul><li aria-level=\"1\" data-list-item-id=\"ec5114e7a0ce0befdcd0f6f6fe6ef66ea\">\n<strong>Timeline entity highlights: </strong>Copilot can now display entity highlights on the timeline view. Entities are words or expressions detected in the conversation that are categorized by the AI model (examples of categories could be account or order numbers, product names, and references or contact details). They are mapped via Talkdesk CXA Operations Center (formerly AI Trainer), where their designations are also customized. The goal of highlighting entities is to ease the cognitive load for agents when scanning through the information given by the customer and to avoid the need to request customers to repeat themselves. In the example below, a location entity (“Geo-city”) is highlighted:</li></ul><p><img src=\"https://support.talkdesk.com/hc/article_attachments/10989247425563\" alt=\"Agent_Assist_entuty_highlight.png\"></p><p> </p><h2 id=\"h_01GJ5ZQK5X054J09AJC0V4GVS6\"><strong>September 6, 2021 </strong></h2><p>On Monday, September 6th, 2021, we will release the following new features and enhancements to Talkdesk Copilot™.</p><h3 id=\"h_01J15DMDGYT63N7AKDA5GZPC4S\"><strong>New:</strong></h3><ul>\n<li data-list-item-id=\"ef2ff6f78581bcd49beeaa96a4d13bcbe\">\n<strong>Quick Answers: </strong>The ability to tag specific snippets of content in Talkdesk Guide™ with intent labels, so that they can be surfaced through Copilot during a conversation with a customer, whenever that same intent is detected.</li>\n<li data-list-item-id=\"e8ae0f78cc1596fe3279ee877b437fab0\">\n<strong>Timeline view: </strong>A new way to navigate through the key moments of the conversation without having to read through the entire transcription. The “Conversation Timeline” highlights the intents detected throughout the call, along with the best recommendations for each intent.</li>\n<li data-list-item-id=\"ec228e2d226c8fdab95059dc1cd084853\">\n<strong>Search view:</strong> Agents can now search for valuable content directly from Copilot, at any time. Copilot will look for articles across any knowledge base, or files connected to the system, and present them in the agent interface so that agents don’t need to leave the application to check these recommendations.</li>\n<li data-list-item-id=\"e6ce82f265e6f1243a3b3e9b31fd1f249\">\n<strong>Pin and copy messages: </strong>The ability to pin and copy specific parts of the transcription, so that agents can easily handle valuable call information.</li>\n<li data-list-item-id=\"ea23666b5650ad7fba21ac17448efd5bb\">\n<strong>Fast wrap-up: </strong>It’s now possible to copy and/or export the transcription at the end of the call to facilitate the creation of call notes and summaries.</li>\n</ul><h3 id=\"h_01J15DMNW6MMT5NGVMZN9A1FE3\"><strong>Enhancements:</strong></h3><ul>\n<li data-list-item-id=\"e8bbcfd5656287dcb02f72336935bfc4b\">\n<strong>Improved agent experience:</strong> The agent interface has been revamped, with recommendations being displayed on cards within the application for quick access to content.</li>\n<li data-list-item-id=\"ee503e5fa1b05334609369af9d7bd87c6\">\n<strong>Improved real-time speech-to-text transcription</strong>: The error rate is now three times lower.</li>\n<li data-list-item-id=\"ebd81cf13c1fe11888d5c53b8900fac7a\">\n<strong>New recommendation algorithm: </strong>We are introducing a new algorithm to look for the best recommendations at any given stage of the conversation, filtering results by confidence score and increasing the relevance of the recommended content.</li>\n</ul><h2 id=\"h_01HB5V2ST7ZWQ298X3WZDB0KV0\"> </h2><h2 id=\"h_01JK664WFXS4WRS75D00CB9P6G\"><strong>March 18, 2021</strong></h2><p>On Thursday, March 18th, 2021, we will release Talkdesk Copilot™.</p><p>Copilot is a new product that blends into the phone interaction between agent and caller and transcribes it in real time. Copilot recognizes the intent, and automatically provides the agent with recommendations, improving speed to resolution and handling time.</p><p>Depending on the words uttered, Copilot may recommend actions, such as matching knowledge base articles and other relevant content, or automations, namely the scheduling of an appointment in Salesforce or the opening of a product catalog page with all needed context.</p><h3 id=\"h_01J15DN0H2MPHD1PFFDQ85RTZZ\"><strong>What's Included</strong></h3><p>The product consists of Copilot, an agent-facing application that provides agents with recommendations, and Copilot Configuration, a configuration app that enables Administrators to connect external knowledge bases to Copilot.</p><p>The release includes the following main features:</p><ul>\n<li data-list-item-id=\"e54afe361920f0971da7b788ebc47a716\">Suggestions of knowledge base articles and answers.</li>\n<li data-list-item-id=\"e6ae27ac0b71dc9cadf3312573f772780\">Automations and shortcuts.</li>\n<li data-list-item-id=\"ec189ca0e109d03ed8df6074c40905028\">Full real-time interaction transcript powered by automatic speech recognition.</li>\n<li data-list-item-id=\"e64056a837cb6e83b56ca9257abfc047f\">Integration with the most popular knowledge base software.</li>\n</ul><h3 id=\"h_01J15DN5603KAN2KN0C12PN9N8\"><strong>How to Install</strong></h3><p>For more information, please read our <a href=\"https://support.talkdesk.com/hc/en-us/sections/360009231532-Talkdesk-Agent-Assist\" target=\"_blank\" rel=\"noopener noreferrer\">Talkdesk Copilot documentation</a>.  </p>"}}