Copilot is Chameleon's AI agent for building in-app campaigns. You describe what you want to achieve, and Copilot handles the strategy, copy, audience targeting, and Experience configuration. You review, refine, and publish.
It's available on all plans and is the fastest way to build your first campaign, without any manual configuration.
👉 Find Copilot on the Get Started page or on the main navigation in your Dashboard.
What should I have ready before I start?
Copilot can build a campaign with minimal input, but the more specific you are, the better the result. Before opening Copilot, have a clear sense of:
What to prepare | Why it matters |
Your goal | Copilot builds around an outcome. "Help new users complete their first project setup" is more useful than "improve onboarding." |
Your target user | Who you're helping and what friction they face. Copilot uses this to set audience targeting. |
Feature documentation (optional) | Links to help docs or product pages for any features you want to promote. Copilot uses these to write verified, accurate copy — without them, it will search publicly available information. |
Performance data (optional) | If you're improving an existing Experience, know which metrics you want to move. |
How do I start a conversation with Copilot?
If you've just signed up for Chameleon, you'll meet Copilot on the Get Started page.
It can help you build your first Experience - pick a use case or describe your need and chat with Copilot to make further adjustments.
You can also find Copilot and all conversations on your account in the left-side navigation menu of your Dashboard.
Describe what you want to achieve in plain language. Copilot will ask clarifying questions if it needs more context.
Example prompts:
"Announce our new AI reporting feature to active, power users."
"Collect NPS from users who have been active for 30 or more days."
"Create a G2 review request for users who've reached their first milestone."
👉 You can also upload documents at any point in the conversation to give Copilot more context — product screenshots, user flow diagrams, PDFs with specs, or research reports all work.
Should I use quick-create or strategic planning mode?
When you give it a task, Copilot asks whether you want to plan first or build right away. Both paths lead to the same result; the difference is how much validation happens before Copilot starts building.
Mode | What happens | Best for |
Quick-create | Copilot builds immediately using your account context and available information. Minimal back-and-forth. | Simple or time-sensitive campaigns: announcements, basic flows, feedback collection |
Strategic planning | Copilot presents a strategy plan with assumptions and target personas, and waits for your approval before building. | Complex campaigns, new product launches, or when you want to validate the approach before committing |
👉 You can switch modes mid-conversation. If you chose quick-create but want a strategy brief, just ask. Copilot can create one.
What does the build process look like?
Whether you use quick-create or strategic planning, Copilot follows a consistent workflow:
Step 1: Information verification
Copilot searches for information about your product and features. If Copilot can't find official documentation for a feature, it will pause and ask you to provide it. This isn't a limitation; it's how Copilot ensures nothing ships with unverified content.
Step 2: Strategic plan (planning mode only)
Copilot presents a campaign plan: the Experience types it will build, the audience it will target, and the approach it recommends. You review and approve, or adjust, before anything gets created.
Step 3: Experience creation
Copilot builds your Experiences and shows them in a preview panel on the right. You can review content, request changes, and add an audience in the conversation before opening anything in the Builder.
What does Copilot handle vs. what do I finalize?
Copilot gets you most of the way there. A few things still need your attention in the Builder before you publish.
Copilot handles | You handle in the Builder |
Experience creation and copy | Element selection: attach Experiences to specific page elements |
Applying a Theme or adjusting styles | Custom CSS tweaks |
URL rules (where Experiences show) | Media uploads: add your own visuals |
CTA Action configurations (e.g., adding a scheduling link) | |
Goal setting | — |
Environment configuration | — |
Quality assurance and link validation | Final testing: validate the complete user experience before publishing |
ℹ Copilot creates Tours, Embeddables, Microsurveys, and Launchers. It does not create Tooltips, Demos, or configure HelpBar.
Tips for getting the best results
Be specific about your goal and audience. "Reduce time-to-first-value for free users who haven't completed account setup" will produce a better campaign than "improve onboarding."
Use @mentions to build on what already exists. Reference existing Experiences or Segments by name. Copilot can add existing Segments to your campaign or create new ones. It can also update existing Experiences or build on them rather than starting from scratch.
Not sure how something works? Just ask. Copilot can explain any Chameleon feature or analyze your setup as you work.
💡 You can set standing instructions for how Copilot should build: tone of voice, campaign preferences, or audience defaults. Visit AI Customization in your Dashboard to add these.