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Copilot

Create, manage, and optimize in-app campaigns with personalized strategic advice

Chameleon Team avatar
Written by Chameleon Team
Updated over a week ago

Copilot is the first Agent dedicated to in-app growth, which helps you strategize, build, and optimize in-app campaigns to achieve your specific adoption goals.

It's your strategic partner who understands your needs and helps you efficiently orchestrate in-app experiences that you can scale, personalize, and optimize faster than ever.

πŸ•ΉοΈ Try out a Demo to see how Copilot can help you launch campaigns in minutes.


Availability & Usage

πŸ§ͺ Early access coming soon

πŸ‘€ Find Copilot soon in the Dashboard


How does it work?

Copilot is designed to conduct in-depth research on your company and Chameleon account, offering personalized advice for building in-app Experiences and managing various campaigns (e.g., driving trial conversions, gathering feature feedback, etc.).


You describe your goals β†’ Copilot uses web search to gather information β†’ automatically builds multi-Experience campaigns, and assigns audiences, URL Rules, or Goals β†’ You review, adjust, and go live πŸš€

πŸ‘‰ Start by describing your need to Copilot


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Next, Copilot will use a simple workflow to take you from idea to implementation:

πŸ” Step 1: Information verification (always first!)

Before creating anything, Copilot will search for information about your product and features. This is an essential step in understanding your needs and audience, ensuring the information Copilot uses to build your campaign is accurate and up-to-date.

πŸ‘‰ You can provide any links or information along the way to help Copilot better understand your needs. With each step, Copilot will check if you want to make any adjustments.

🎯 Step 2: Strategic assessment & Project planning

Copilot will next analyze your goal and present informed assumptions about potential challenges, friction points, and target personas. It will create a comprehensive project plan detailing the approach and in-app Experiences to include in your campaign, which you can review on the right side.


Copilot will validate with you through natural conversation, and you can adjust the plan before building out Experiences.

πŸ“ Step 3: Experience creation & refinement

Once your plan is defined, Copilot will build your Experiences, and you can preview and manage them on the right side.

Copilot will work with you to refine the details you need to go live, such as:

  • Themes (adjusting the style of your Experiences)

  • URL rules (setting where these appear)

  • Audience (target specific user Segments)

  • Goals (set what marks your Experience as successful)

  • Domains (setting testing/production environments)

Review these settings on the "Details" tab or open and edit each Experience in the Builder to adjust other components, such as position or CTA buttons.

πŸ‘€ Copilot can not adjust every Chameleon feature yet, but we’re working on it! You’ll still use the Builder to edit specific components and finalize your Experiences.


What can Copilot create?

Copilot can create various in-app Experiences to fit your use case. Here are the use cases it can help with and some example in-app patterns it can build:

πŸ‘‹ User onboarding

  • Welcome Modals

  • Step-by-step Walkthroughs

  • Onboarding Checklists

✨ Release announcements

  • New feature Announcements

  • Feature update Banners

  • What's new Resource Center

πŸŽ“ Lifecycle education

  • Helpful Resource Centers

  • How-to Walkthroughs

  • Video tutorial Modals

πŸ”” Alerts & notifications

  • Account status Banners

  • Exclusive offer Modals

  • Reminder notification Banners

πŸ“ˆ Upsell & cross-sell

  • Personalized offer Modals

  • High-tier feature showcase Cards

  • Account limit notification Banner

πŸ“£ Feedback & research

  • Recurring NPS or CSAT Microsurveys

  • New feature feedback Microsurvey

  • Beta opt-in Microsurvey

🫢 Customer advocacy

  • G2 review requests

  • Referral Announcements

ℹ️ Copilot doesn't create Tooltips, Demos, or configure HelpBar.


What does Copilot handle vs. what you handle?

The Copilot gets you 80% of the way, and you'll use the Builder for final tweaks.

πŸ€– Here's a list of tasks that Copilot can do for you:

  • Strategic planning and campaign design

  • Experience creation with verified content

  • URL rules configuration

  • Goal setting

  • Audience setting

  • Domains setting and testing guidance

  • Quality assurance and verification

πŸ‘€ Here's what you'll handle in the Builder:

  • Element selection: attach Experiences to specific page elements or set Triggers

  • Media uploads: replace placeholder images with your branded visuals

  • CTA actions: configure button Actions and destinations

  • Final testing: validate the complete user experience


Tips for using Copilot

  • Be specific about your goals and target audience

  • Provide feedback during our validation checkpoints

  • Not sure how to do something? Ask Copilot!

Copilot is designed to prioritize quality and best practices, ensuring your in-app Experiences are effective. Here are the quality standards we maintain:

  • No guessing: Copilot won't create content without verified documentation

  • No broken links: Every link resource is validated before inclusion

  • No shortcuts: Information verification always happens first

  • No assumptions: Copilot asks for official sources rather than making things up

⚠️ When will Copilot ask for help?

Copilot will pause and ask you to provide resources when:

- It can't find official documentation about a feature through web search

- It can't access high-quality links to include in your Experiences

- It needs additional context for accurate content creation

- It needs your approval for the proposed strategies

This isn't a limitationβ€”it's a feature! We prioritize accuracy over speed.


Key features that make Copilot smart

βœ… Quality assurance built-in

  • Mandatory verification: Copilot will always verify feature information through web search first

  • Link validation: Every Launcher resource is tested to prevent 404s

  • User approval gates: You approve the strategy before Copilot builds anything

  • Official sources only: Copilot only uses verified documentation and help articles

🧠 Intelligent strategy

  • Use case classification: Copilot automatically identifies your campaign type from 7 focus areas

  • Assumption-first approach: Copilot presents educated hypotheses instead of asking endless questions

  • Research-based recommendations: Copilot leverages product research to understand your context


What you need to get started

To create your campaigns with Copilot, have these prepared:

  • Clear goals: what you want to achieve with your campaign

  • Target context: who you're trying to help and what friction they face

  • Feature docs: links to guides for any features you want to promote

Copilot combines the strategic thinking you need with the quality assurance you want. We'll guide you through creating in-app campaigns that are not strategically sound and built on accurate information.

Think of it as having a strategic partner who never lets you ship something that isn't up to standard. 🎯

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