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, trained on years of data from thousands of product teams, that 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.
Availability & Usage
🔓 Rolling out to all accounts
Find Copilot in the Dashboard
📌 Creates Tours, Embeddables, Microsurveys, Launchers, Segments
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.
Create Campaigns
Describe your goal, or pick a use case (onboarding, feature launches, feedback collection) to build campaigns in minutes. Copilot researches your product, creates a strategy, configures audiences, and sets up multi-Experience flows.
What Copilot handles:
Strategic planning: Analyzes your goals, identifies friction points, and recommends the right Experiences
Content writing: Creates copy based on your product documentation and brand voice
Audience targeting: Sets up Segments or creates new audiences to fit
Experience configuration: Builds multiple Experiences that work together and sets Goals, or URL Rules
Quality assurance: Validates links, checks accuracy, and ensures nothing ships with placeholders
Update existing flows
Use @mentions to reference existing Experiences or audiences in your conversations. Copilot can adjust campaigns, update targeting, or build new Experiences that connect to your existing flows.
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]"
Analyze and Improve Experiences
Review the performance of any Chameleon Experience—whether you built it manually or with Copilot. Get specific recommendations on what is underperforming and 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
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?"
Soon, we'll add the ability to use slash commands when you start a conversation:
/create- Quick campaign generation, skip planning/plan- Detailed planning before creation/analyze- Analyze an Experience (what's working well, trends, and patterns)/improve- Improve an Experience (optimization suggestions and quick wins)
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.
Copilot will work with you to refine the details you need to go live, such as:
Review these settings on the "Details" tab or open and edit each Experience in the Builder to adjust other components.
👀 Copilot can not adjust every component yet, but we’re working on it! You'll use the Builder to edit specific components, such as Element Rules, and finalize your Experiences.
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 Tooltips, 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 list of tasks that Copilot can do for you:
Strategic planning and campaign design
Experience creation with verified content
URL rules configuration
CTA actions: configure button Actions
Goal setting
Audience setting (and creation)
Domains setting and testing guidance
Quality assurance and verification
👤 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
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?
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?
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?
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.