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Copilot: Chameleon's Conversational Agent

Create and optimize in-app campaigns with personalized strategic advice or get answers about your account and setup

Written by Chameleon Team

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

It's trained on years of data from thousands of product teams, it already knows your product, understands your needs, and knows what you launched last week. Copilot helps you efficiently orchestrate in-app Experiences that you can scale, personalize, and optimize faster than ever.

Beyond building and improving performance, Copilot can also help you troubleshoot Experiences or answer questions about your Chameleon account.

When analyzing Microsurvey responses, Copilot can now break results down by individual user or company, for example, identifying which specific users were detractors or filtering responses from users at a particular company.


Availability & Usage

🔓 Available on all plans

Find Copilot in the Dashboard, Builder, Slack, Linear, and your AI tool


Where you can use Copilot

  • Dashboard — same capabilities in any chat.

  • Slack — @mention @Chameleon in any channel or DM and Copilot replies in-thread and keeps context across follow-ups.

  • Linear — @mention it in an issue comment, or connect your workspace so it can search issues, see what shipped, and create new issues directly.

  • Claude, ChatGPT, or any MCP-compatible tool.

Viewers and Engineers can use Copilot for read-only requests: asking questions, analyzing performance, looking up users. Creating or editing Experiences requires Creator permissions or above. Learn more about Roles and Permissions in Chameleon.


What can Copilot do?

Copilot is designed to handle building, managing, and optimizing your Experiences. Start by telling Copilot what you need, and it will handle the rest. It also knows your account and can guide you through configurations or performance, or run scheduled tasks.

Use @mentions to reference existing Experiences, Themes, or audiences in your conversations. Mentions bring it into context, but it's not required.


Strategize

Copilot can help you plan campaigns, understand your setup, and give you recommendations based on your goals and context.

Strategic planning

Before building campaigns, Copilot analyzes your goals, identifies friction points, and recommends the right Experiences and audiences.

Audit your account and spot opportunities

Copilot understands your product and features, analyzes how you're engaging users, and spots opportunities to optimize engagement. Ask "audit my account," and it will look at your live Experiences and give you recommendations.

Improve retention

Ask Copilot how you can improve retention, and it pulls your 7- and 30-day return-rate data, and gives you grounded opportunities to act on.

Get personalized suggestions

Copilot surfaces suggestions based on what you've been working on, refreshed daily, and tailored to recent activity. Select any suggestion to jump straight into that conversation, from the Homepage or Copilot page.

Understand your account and setup

Copilot knows your account and can tell you your plan, MTU count, and more:

  • Active Users & Seats — who's logged in and their roles

  • Experiences Inventory — what you've built and what you have live

  • Segmentation Setup — your custom audiences and data you send

  • Usage Trends — how your team uses Chameleon

  • Integrations — connected tools and their status


Build

Build campaigns

Describe your goal, or pick a use case, and Copilot sets up multi-Experience flows ready for you to review. When optimizing, tell Copilot what you want to adjust, and it handles the tweaks for you.

👉 What Copilot handles:

  • Content writing: copy based on your product documentation and brand voice

  • Audience targeting: sets up Segments or creates new audiences to fit

  • A/B Test Variants: see Experiment below 👇

  • Specific configurations: sets Goals, URL Rules, Media, or On-Page Triggers

  • Tags: reads, filters by, applies, and manages Tags across companies, users, and Experiences

  • Quality assurance: validates links, checks accuracy


Create Themes

Creates, edits, renames, and deletes Themes, sets a default Theme, and applies or updates styles across your campaigns. Ask Copilot to "clean up my Themes" to surface unused Themes and remove them in bulk.


Update existing Experiences or campaigns

Copilot can adjust campaigns, update targeting, or build new Experiences that connect to your existing flows — just describe what you want to change, or use @mentions to reference something that exists.

Here are some conversations you can start:

  • "Adjust @[Tour Name] to show only to power users"

  • "Create a follow-up survey for people who completed @[Onboarding Checklist]"

  • "Build a cross-sell campaign targeting @[Enterprise Users]"


Translate Experience content

🔐 Available with the Localization feature.
Ranger also flags live Experiences missing translations.

Copilot generates translation files from the Localization page: select what needs translating, and it produces files for every configured language. You can upload and apply them to Experiences, or review and add later.


Analyze

Analyze and Optimize Experiences

Review performance on anything, whether you built it manually or with Copilot, and get specific recommendations on how to improve it.

Copilot's analysis includes:

  • Health assessment: Critical, Warning, or Healthy status based on completion rates and engagement benchmarks

  • Variant comparison: For A/B tests, see which variant performs better and why

  • Drop-off identification: Pinpoint where users abandon Experiences

  • Funnel analysis: Understand step-by-step progression and where users get stuck

  • Actionable recommendations: Get opportunities to improve performance


Analyze Microsurvey responses

Copilot can analyze Microsurvey responses and provide dominant patterns, emerging themes from user feedback, and break down responses by user or company. Try asking: "What are the main themes in recent responses?" or "Which specific users were detractors?"

ℹ️ Copilot can also surface your NPS score across all surveys, broken down into promoters, passives, and detractors.


Look up a user

Ask Copilot about a specific user by email or ID and get a full picture: their profile, which Experiences they've seen, started, completed, or dismissed, survey responses, recent session activity, and which Segments they belong to. Useful for diagnosing why a user isn't seeing an Experience or tracing what they've experienced over time.

👉 Try: "Why isn't user jane@acme.com seeing the onboarding tour?" or "What has this user done in the last 30 days?"


Diagnose

Troubleshoot Experiences

If something isn't showing as expected, ask Copilot to debug it: it reviews configured settings and expected behavior, then guides you to the Debugger tool if needed. Start a conversation with @mention or the Experience link, or use "Analyze with Copilot" on the Experience page and swap "analyze" for "debug."

ℹ️ You can also troubleshoot with Copilot from the Debugger tool.


Friction

🔐 Requires the Compass Agent.

Compass senses where your users are struggling; Copilot turns that into something you can act on. Ask what's causing friction, and Copilot surfaces your top friction points, ranked by severity, with how many users are affected. Point it at one, and it drafts a full write-up: problem, evidence, recommended fix, alternatives.

ℹ️ With the Linear integration, you can ask Copilot to write up Linear issues too. Creating the Linear issue is a separate step once your workspace is connected.


Experiment

A/B Test Variants

Creates Variants for your experiments based on your directions and proven best practices. Create a variant with Copilot in any conversation, or via "Create a Variant" when starting your A/B Test.


Support

  • Ask anything: how your account is set up, and Copilot can pull data, guide or hand you off to a person if stuck.

  • Export your data: a CSV of Experiences, survey responses, users, or Segments, emailed to you.


Scheduled Tasks

Turn a request into something Copilot checks on a schedule, running unattended and referencing its own past runs so it doesn't repeat itself. You can dive deeper into each run and create Tasks from any conversation.

👉 Learn more about Scheduled Tasks.


Quick-create vs. Strategic planning

There are two ways you can work with Copilot: going through a strategic assessment phase or creating something with minimal planning. Copilot asks: "Do you want to plan before creating or create the Experience right away?"

Quick-create mode

Fast campaign generation with minimal back-and-forth. Copilot generates your campaign in minutes with the data it already has.

Best for: Straightforward campaigns where speed matters (announcements, simple flows, feedback collection).

Strategic planning mode

In-depth research and validation before building. Copilot researches your product, presents a strategic plan, and iterates with you before creating anything.

Best for: Complex campaigns, new product launches, or situations where you need to validate an approach before execution.

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

Step 1: Information verification (always first)

Copilot will search for information about your product and features. This helps it better understand your needs and audience, ensuring the information is accurate and up-to-date.

👉 You can upload documents to provide more information to Copilot anytime in your conversation. e.g. product screenshots, or user flow diagrams, PDFs with specs, research reports, CSVs with more data, survey results, or performance exports, or even code snippets or technical documentation.


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.


Step 3: Experience creation & refinement

Once your plan is defined, Copilot will build your Experiences, and you can preview them in the right-side panel, as you make further adjustments.

Review these settings on the "Details" tab or open and edit each Experience in the Builder to adjust other components.


Use cases Copilot handles

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

👋 User onboarding

  • Welcome Modals

  • Step-by-step Walkthroughs

  • Onboarding Checklists

✨ Release announcements

  • New feature Announcements

  • Feature update Banners

  • What's new Resource Center

🎓 Lifecycle education

  • Helpful Resource Centers

  • How-to Walkthroughs

  • Video tutorial Modals

🔔 Alerts & notifications

  • Account status Banners

  • Exclusive offer Modals

  • Reminder notification Banners

📈 Upsell & cross-sell

  • Personalized offer Modals

  • High-tier feature showcase Cards

  • Account limit notification Banner

📣 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 Demos or configure HelpBar.


What does Copilot handle vs. what you handle when building?

Copilot gets you 80% of the way, and you'll use the Builder for final tweaks. Here's a detailed breakdown of the configurations it can handle:

  • Create Experiences

    • adding step title/body

    • buttons: adding/removing & updating copy, adding URL button Actions

    • highlight/shroud

    • setting a screen position

    • progress indicator type & position

    • attaching media to Experiences

    • Microsurvey buttons: text + per-button conditional routing to another step

    • setting Recurrence

    • Triggers: smart delay or times delay, URL/page targeting

    • Launchers: list type, checklist, items, sections, progress bar

  • Audience/segments (with mandatory user approval)

  • Tags, Environments: rename, archive/delete/duplicate

  • Launchers — list type, checklist, items, sections, progress bar

👤 Here's what you'll handle in the Builder:

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

  • Adding/removing steps from an existing Experience

  • Advanced button Actions: click-element, integrations, JavaScript, changing Action types

  • Final testing: validate the complete user Experience


Tips for using Copilot

  • Be specific about your goals and target audience: Instead of "improve onboarding," try "reduce time-to-first-value for free users who haven't completed account setup."

  • Provide feedback during validation checkpoints: Use these moments to course-correct rather than waiting until the end.

  • Upload context when you have it: Screenshots, user data, or research reports help Copilot make better recommendations.

  • Use @ mentions to build on what exists: Reference Experiences or audiences by name. Copilot will pull in the right configuration.

  • Not sure how to do something? Ask. Copilot can explain Chameleon functionality as you work.


Quality standards & why Copilot asks for help

Our built-in quality assurance helps you deliver effective Experiences. Here's what that means:

  • Mandatory verification: Copilot won't create content without verified documentation

  • Link validation: Every resource is tested to prevent 404s before inclusion.

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

  • Official sources only: Copilot uses verified documentation or official sources, rather than making things up.

⚠️ When will Copilot ask for help?

Copilot will pause and request 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 limitation—it's a feature. We prioritize accuracy over speed.

🧠 What makes Copilot smart

  • Use case classification: Automatically identifies your campaign type from 7 focus areas and strategizes around your goals.

  • Assumption-first approach: Presents educated hypotheses instead of asking endless questions.

  • Research-based recommendations: Leverages product research and best practices to understand your context.

  • Performance benchmarking: Compares your results against engagement standards to identify issues.


What you need to get started

To create your campaigns with Copilot, have these ready:

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

  • Target context: who you're helping and what friction they face

  • Feature documentation: links to guides for any features you want to promote (if not public or if you want to save time)

  • Performance data (for analysis): If improving existing Experiences, know what metrics you want to move

Copilot combines the strategic thinking you need with the quality assurance you want. You get campaigns that are strategically sound and built on accurate information; nothing ships half-baked. 🎯


FAQ

Can I give specific instructions to Copilot?

Yes, you can add instructions for building Experiences, creating audiences, or evaluating Microsurvey responses. Visit the AI Customization page to add more prompts.

Will Copilot do in-depth research only when using the strategic planning mode?

Copilot will always use your account context and has access to it, regardless of the mode. Any copy or Experience it creates is based on your account context and tone of voice. The strategic planning mode involves more web research, which is more helpful for planning than for building.

Can I switch from quick-create to strategic planning in the same conversation?

Absolutely! If you choose quick-create up front but later want a strategy brief, you can ask Copilot to create one.

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