{"article":{"id":360045123011,"url":"https://talkdesksupport.zendesk.com/api/v2/help_center/en-us/articles/360045123011.json","html_url":"https://support.talkdesk.com/hc/en-us/articles/360045123011-Copilot-Overview","author_id":416055420711,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":4,"vote_count":4,"section_id":360009231532,"created_at":"2020-06-17T17:04:55Z","updated_at":"2026-05-18T14:02:09Z","name":"Copilot: Overview","title":"Copilot: Overview","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-11T16:40:37Z","user_segment_id":null,"permission_group_id":1525572,"content_tag_ids":[],"label_names":["agent_assist","access_agent_assist","agent_assist_app","talkdesk_agent_assist_overview","agent_assist_interactions","copilot"],"body":"<p><span style=\"font-weight: 400;\">Make every agent your best agent with the Talkdesk Copilot™ (formerly Agent Assist) application.</span></p><p><span style=\"font-weight: 400;\">A day of work in a call center will often involve short, repetitive interactions, sustained over long periods of time. The agent is asked to quickly understand problems and provide solutions while navigating through several informational systems and carrying on an empathetic conversation at the same time.</span></p><p><span style=\"font-weight: 400;\">Copilot helps agents overcome those challenges of a high cognitive workload by using Artificial Intelligence (AI) to:</span></p><ul>\n<li aria-level=\"1\" data-list-item-id=\"e2a6ca41dc750416d88c9ec0a571e4d0c\" style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Transcribe the conversation in real-time, helping the agent to keep track of what customers are saying and highlighting what is most relevant.</span></li>\n<li aria-level=\"1\" data-list-item-id=\"e30cb249ea550dd2bde89bfba265a763b\" style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automatically search for the most appropriate answers to customer queries and present them to the Agent, avoiding the need to jump between different applications.</span></li>\n<li aria-level=\"1\" data-list-item-id=\"e2e5eb6230cf245109b93e49b21ea1536\" style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Present real-time conversational guidance and automate business processes when appropriate.</span></li>\n</ul><p><span style=\"font-weight: 400;\">This app connects directly with </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/360057507031-Talkdesk-Knowledge-Management-Overview\"><span style=\"font-weight: 400;\">Talkdesk Knowledge Management™</span></a><span style=\"font-weight: 400;\">, which allows you to build your own AI-ready Knowledge Base or connect an existing one. To get a list of Knowledge Base connectors, check </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/360056402931-Knowledge-Management-Connecting-to-an-External-Knowledge-Source\" rel=\"undefined\" target=\"_self\">this article</a><span style=\"font-weight: 400;\">.</span></p><p><span style=\"font-weight: 400;\">Bear in mind that Copilot can also transcribe calls in multiple languages. To get a full list of the languages, visit </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/360059474651-Agent-Assist-Language-Selection\" rel=\"undefined\" target=\"_self\">this page</a><span style=\"font-weight: 400;\">. </span></p><p><span style=\"font-weight: 400;\">In the sections below, you can find information about: </span></p><ul>\n<li data-list-item-id=\"e4640381b6b9897127b8fa6011bf16885\"><a href=\"#h_01GD3AJ2VZA43290XS60077098\" rel=\"undefined\" target=\"_self\">Accessing Copilot</a></li>\n<li aria-level=\"1\" data-list-item-id=\"e74b1b649659a0a21b1b302e5cbcc8f76\" style=\"font-weight: 400;\"><a href=\"#h_01GD3AJXPXMRP270KZ1MKD9J67\" rel=\"undefined\" target=\"_self\">Ongoing Interactions</a></li>\n<li aria-level=\"1\" data-list-item-id=\"e365ecc9a6ef954de72ebd8014f3bd95c\" style=\"font-weight: 400;\"><a href=\"#h_01GD3AKDMNDW9PNJTQKYSFCK8M\" rel=\"undefined\" target=\"_self\">“Interaction Summary” Screen</a></li>\n</ul><p class=\"wysiwyg-text-align-justify\"> </p><h3 class=\"wysiwyg-text-align-justify\" id=\"h_01GD3AJ2VZA43290XS60077098\"><strong>Accessing Copilot</strong></h3><p>Following purchase of the Copilot add-on, it will be available in your Talkdesk account, meaning no additional installation is required.</p><p class=\"wysiwyg-text-align-justify\"><img alt=\"Screenshot 2024-04-12 at 16.31.02.png\" src=\"https://support.talkdesk.com/hc/article_attachments/24774863281051\"></p><p class=\"wysiwyg-text-align-justify\"><span style=\"font-weight: 400;\">This app can be accessed through the Talkdesk Workspace Secondary Area panel </span><strong>[1].</strong></p><p class=\"wysiwyg-text-align-center\"><img alt=\"Screenshot 2024-08-05 at 18.26.32.png\" src=\"https://support.talkdesk.com/hc/article_attachments/28010183967003\"></p><p><span style=\"font-weight: 400;\">Besides the search bar and the icon to access the bookmarks area, which is located at the top of the application, you will be able to see:</span></p><ul>\n<li aria-level=\"1\" data-list-item-id=\"ec66b7682bad3ec9cd12201e16d7d40b3\" style=\"font-weight: 400;\">\n<span style=\"font-weight: 400;\">Copilot quick onboarding tips </span><strong>[2]:</strong><span style=\"font-weight: 400;\"> These messages can be dismissed by the user and will no longer be presented.</span>\n</li>\n<li aria-level=\"1\" data-list-item-id=\"ed9c6b84f4a2051126266f436b57c1366\" style=\"font-weight: 400;\">\n<span style=\"font-weight: 400;\">“Trending topics” </span><strong>[3]</strong><span style=\"font-weight: 400;\">: Trending topics are captured based on the intent model connected to Copilot. To learn more about intent models and how to train them using </span><a href=\"https://support.talkdesk.com/hc/en-us/sections/360013923831-Talkdesk-CXA-Operations-Center\"><span style=\"font-weight: 400;\">Talkdesk CXA Operations Center™ (formerly AI Trainer</span></a><span style=\"font-weight: 400;\">), check </span><a href=\"https://support.talkdesk.com/hc/en-us/articles/4406172628635-Training-Intent-Detection-Models-in-AI-Trainer\"><span style=\"font-weight: 400;\">this </span></a><span style=\"font-weight: 400;\">page. If you do not have an intent model connected to Copilot, or if your model is empty, this widget will not be shown. For each trending topic, Copilot will highlight the top-recommended article from the Knowledge Base (if there is content in Talkdesk Knowledge Management, either created in the application or connected through an external knowledge base). The topics presented are the most common for the last seven days.</span>\n</li>\n<li aria-level=\"1\" data-list-item-id=\"e68e488cca02fff3c7ac7220e85295de4\" style=\"font-weight: 400;\">\n<strong>“</strong><span style=\"font-weight: 400;\">Most frequent searches”</span><strong> [4]: </strong><span style=\"font-weight: 400;\">These will be the top search queries made by all users on the application in the last seven days. Please note that agents are only able to get search results if there is content in Talkdesk Knowledge Management, either created in the application or connected through an external knowledge base.</span>\n</li>\n</ul><p class=\"wysiwyg-text-align-justify\"><em><strong>Note:</strong> For details on how to edit users for Talkdesk Copilot, please read </em><a href=\"https://support.talkdesk.com/hc/en-us/articles/13368032305179-Configuring-AI-Launchpad\"><em>this</em></a><em> article and this </em><a href=\"https://support.talkdesk.com/hc/en-us/articles/13368032305179-Configuring-AI-Launchpad#h_01J4HK8WF73WQR548PWSHTPFYH\"><em>section</em></a><em>.</em></p><p class=\"wysiwyg-text-align-justify\"> </p><h3 class=\"wysiwyg-text-align-justify\" id=\"h_01GD3AJXPXMRP270KZ1MKD9J67\"><strong>Ongoing Interactions</strong></h3><p class=\"wysiwyg-text-align-justify\"><span style=\"font-weight: 400;\">The Copilot interface will automatically change as soon as an interaction starts.</span></p><p class=\"wysiwyg-text-align-center\"><img alt=\"image (6).png\" src=\"https://support.talkdesk.com/hc/article_attachments/35074404705179\"></p><p><span style=\"font-weight: 400;\">On </span><strong>voice interactions</strong><span style=\"font-weight: 400;\">, the call transcription will begin, and recommendations will be generated and presented below the transcription.</span></p><p class=\"wysiwyg-text-align-center\"><img alt=\"Screenshot 2024-08-05 at 18.23.20.png\" src=\"https://support.talkdesk.com/hc/article_attachments/28010183981211\"></p><p><span style=\"font-weight: 400;\">Agents can interact with the transcription by hovering their cursor on top of each transcription bubble. They can perform a search using the sentence inside the bubble, without the need to copy and paste it into the search box. They can also click to copy the sentence to the clipboard and then paste it whenever needed.</span></p><p class=\"wysiwyg-text-align-center\"><img alt=\"image (12).png\" src=\"https://support.talkdesk.com/hc/article_attachments/28010170639259\"></p><p class=\"wysiwyg-text-align-justify\"><span style=\"font-weight: 400;\">On </span><strong>digital interactions</strong><span style=\"font-weight: 400;\"> (Talkdesk Chat and SMS only), Copilot will present a list of recommendations.</span></p><p class=\"wysiwyg-text-align-justify\"><img alt=\"Screenshot 2024-08-05 at 18.25.13.png\" src=\"https://support.talkdesk.com/hc/article_attachments/28010183988251\"></p><p><span style=\"font-weight: 400;\">Once a user clicks on a recommendation, either during a voice or a digital interaction, a new page will be opened with the full content, which can be evaluated (thumbs up/thumbs down) or bookmarked.</span><br><br> </p><h3 id=\"h_01GD3AKDMNDW9PNJTQKYSFCK8M\"><strong>“Interaction Summary” Screen</strong></h3><p><span style=\"font-weight: 400;\">Once an interaction ends, </span><span style=\"font-weight: 400;\">Copilot will present the “Call summary” wrap-up screen. Within it, agents can still revisit information from the call and use it to ease the after-call work, if necessary. Copilot also enables agents to download the “Call summary” information so that it is available for consultation afterward.</span></p><p><img alt=\"image2.png\" src=\"https://support.talkdesk.com/hc/article_attachments/28010183991451\"></p><p><span style=\"font-weight: 400;\">Within the “Call summary” screen, you can find the following cards: </span></p><ul>\n<li aria-level=\"1\" data-list-item-id=\"e922e4344b24d75399b44649e0e25510c\" style=\"font-weight: 400;\">\n<strong>“</strong><span style=\"font-weight: 400;\">Highlights”: Reveals the main topics of discussion that took place throughout the call.  </span>\n</li>\n<li aria-level=\"1\" data-list-item-id=\"eeb32138184269542fcddaa626dff8964\" style=\"font-weight: 400;\">\n<strong>“</strong><span style=\"font-weight: 400;\">Recommendations”: </span><span style=\"font-weight: 400;\">Shows the recommended articles that were suggested during the call. This allows agents to navigate through the recommendations. To open one of the suggested articles, simply click on it.</span>\n</li>\n<li aria-level=\"1\" data-list-item-id=\"e8e822cb5614c254dbb2d9a50a60d653e\" style=\"font-weight: 400;\">\"Transcription”: <span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">Presents the full transcription of the call and enables agents to copy</span><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"> information from the transcription. To do so, </span><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">hover over a transcription bubble and select the “Copy” button on the pop-up window that is displayed.</span>\n</li>\n</ul><p><em><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"><strong>Note</strong></span><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif; font-weight: 400;\">: The transcription is only accessible until the agent gets the next call. </span></em><br> </p>"}}