Squawk Co-pilot is now generally available to all Studio users — no beta enrollment or plan add-on required.
Open the Co-pilot
Three ways:- Click Co-pilot at the top right of any page except Home and the full-screen chat. When the top bar is narrower than about 1,180 pixels — a small window, or a larger one with the Co-pilot panel open beside the page — the button shows only its icon.
- From any page, type your request into the search field at the top of the screen — Ask us anything, or jump to a page… (on a narrow top bar it shortens to Ask us) — or press
Cmd/Ctrl + Kto jump to it. Your request appears as an Ask AI about … row at the top of the results; press Enter on it. If a conversation is already open, your request is added to it; the Co-pilot starts a new conversation only when it is empty. With the field empty,Cmd/Ctrl + Kalso lists your Recent chats; choosing one opens it full screen, even from a page where the Co-pilot would normally dock. The Build with AI result under Actions also opens the full-screen chat. - On the Home page, type into the box in the middle of the page. Once you’ve had a conversation, a Threads column beside it lists your past conversations, most recently active first — click one to reopen it, or choose New thread to start over.
Cmd/Ctrl + K replaces the old Cmd/Ctrl + I shortcut. The panel stays open while you test: Talk and Chat on an agent’s page leave it open, so you can try a change next to the conversation that asked for it. The test chat opens beside the panel, narrowing to fit on smaller screens. A Talk test call covers the whole window until you hang up, and your conversation is still there afterwards.
Use New Chat to start fresh, or Threads to open your previous conversations beside the current one — sessions are saved per workspace. Threads lists only your own conversations in the current workspace: your 200 most recent, most recently active first, each titled from its first message. Reopening a past conversation, whether from Threads or by closing and reopening the panel, only displays it — it doesn’t change any agent.
In full screen, the conversation you’re in is kept in the page’s address, so reloading the page reopens it instead of an empty chat, and you can bookmark the address. Conversations are private to the person who had them, so the address reopens a conversation only for you. If a conversation can’t be loaded within 15 seconds, a new chat opens with a message telling you to pick the conversation from Threads to try again. The docked panel doesn’t do this.
A new, empty conversation, in the panel or full screen, opens under How can I help you today? with the same four suggestions as Home: Build, Analyze, Fix and Reach out. On Home and in full screen, choosing one sends it straight away; in the docked panel, it puts a ready-written request in the message box for you to edit and send. Opening the panel with the Co-pilot button, or starting a new chat in the panel or full screen — with New Chat, New chat or New thread — puts the cursor straight in the message box.
What it can do
Ask for an outcome, not a procedure — “Design a renewals agent for our SaaS product”, “Link our product FAQs”, “Add an order-lookup step to this flow”. The Co-pilot asks follow-up questions where it needs detail; once your request contains everything it needs, it gets to work.
When you’re on an agent’s design page or inside a flow editor, the Co-pilot picks up that context automatically — “add a compliance disclaimer to the greeting” just works, without restating which agent you mean. Each time you send a message there, it reads that agent’s saved name, description, guidelines, greeting, voice and voice tuning, outcome options, the transfer message and rule for voice calls, and timezone — plus the saved flow when you’re in a flow editor. It only sees what has been saved, so after editing something by hand, give it a moment to autosave before you ask the Co-pilot to build on it. On a knowledge base’s own page, it also knows which knowledge base you have open — its name and description — so you don’t need to say which one you mean.
Building an agent end to end
For a from-scratch agent, the Co-pilot works through four stages, confirming direction with you at each step:- Mission & persona — it drafts the agent’s name, greeting, and guidelines from your description of the business goal.
- Knowledge — it connects or creates the knowledge the agent should answer from.
- Workflow automations — pre-conversation, in-conversation, and post-conversation actions for the tasks the agent must perform.
- Handoff — outcome options and escalation behavior for the moments a human should take over.
What it won’t do
It can’t buy phone numbers or make billing changes — it will point you to the right page for those instead.How changes are applied
- The Co-pilot typically describes what it’s about to do and asks follow-up questions when details are missing — but if your message already contains everything it needs, it proceeds immediately, and each executed step appears in the chat as it runs. Each step’s result card has a plain-English title (for example “List assistants”) and a Details button that shows the technical record of the request and response. A badge on the card says how the step went: Action completed; Partly applied, when the request went through but some of the values you asked for were not saved — the Co-pilot tells you which; or Action failed. A card never ends up below the reply that describes it, live or when you reopen a conversation.
- The line above a reply counts while the Co-pilot works — Thinking for 7s… — and settles on how long it took, such as Thought for 12s, when the reply starts. Select it to read the reasoning. The line and the reasoning behind it aren’t saved with the conversation: open a past conversation from Threads, or reload the page, and you see the replies without them.
- Stopping a reply. While the Co-pilot is replying, the send arrow in the message box turns into a red square Stop button. Stopping ends the reply and adds Assistant response stopped. to the conversation. It doesn’t undo anything the Co-pilot had already changed.
- Some requests stop and show a card that names the real campaign, agent, number, document, connection, or person involved, and nothing happens until you answer. The card has two buttons inside it: one named for the action (in parentheses below) and Cancel. The requests are: launching a campaign (Launch campaign), or pausing, resuming, or stopping one (Update campaign); saving your Do Not Call SAN (Save SAN); pointing a phone number at an agent (Link number) or detaching it (Detach number); changing the voice transfer settings, such as where calls go when a caller asks for a person, or which connected helpdesk chat and email escalations go to (Save handoff); changing which outcomes count as contained — which recalculates containment for past periods too (Update dispositions); inviting a teammate, because a real email goes out (Send invite); removing a user (Delete user); and deleting an agent, action, flow step or branch, variable, data transformer, knowledge base, FAQ, crawled website, or uploaded document (Delete agent, Delete action, Delete node for a flow step, Delete branch, Delete variable, Delete transformer, Delete knowledge base, Delete FAQ, Delete webscrape for a crawled website, or Delete document). See Answering a confirmation card for how the card works.
- Everything else — creating and editing agents, knowledge, actions and flows, and adding integration actions — happens as soon as the Co-pilot has what it needs, with no approval step or undo. Be specific about exactly what you want before sending large requests.
- Screens affected by a change refresh automatically — you can watch a flow update in the editor while the Co-pilot builds it, and an open Knowledge Base document list updates when the Co-pilot deletes a document. On an agent’s page, the card the Co-pilot changes pulses briefly: a greeting or sign-off change pulses Greeting & Sign-off, and when one step changes several cards, they all pulse. If the card that pulses is off screen, the page scrolls to it; when several cards pulse, it scrolls to the first. If the section being changed is already open — Guidelines, Variables or one of the Actions sections — a ring pulses around it. Choosing Use this voice on one of the Co-pilot’s voice suggestions pulses Voice Configuration.
- Editors you have open follow the Co-pilot’s changes. An open Guidelines editor or Voice Configuration panel switches to the Co-pilot’s version as soon as it lands. In the Guidelines editor, that replaces anything you haven’t finished typing. On Agent Settings and Handoff, if you’re partway through an edit when the Co-pilot changes the same agent, both changes are kept; if you both change the same setting, yours is saved.
- Everything it changes is recorded in Audit Logs under your user as the actor, with Squawk Copilot shown in the IP Address column, so you can always tell which changes came from the assistant.
- It only touches workspaces and resources your user can already access, and credential fields (auth tokens, passwords, API-key fields) are redacted from the conversation and its saved history. As a general habit, avoid pasting raw secrets into the chat — connect credentials through Auth Profiles instead.
Asking the Co-pilot to find a voice by Arabic dialect works for fusha, najdi, hijazi and emirati. The other dialects in the catalogue are not recognised as search terms — filter by Provider in the voice catalogue instead.
Voice cards, integration chips, charts and tables
Some replies show something to look at or click, not only text. While the Co-pilot is still replying, the buttons and chips are greyed out and the row says Wait for assistant to finish….- Voice suggestions. When you ask for a voice, the reply shows a Suggested voices row of cards, usually six. Each card has a play button that previews the voice. The preview reads your agent’s greeting when you’re on the agent’s page, and otherwise a short line that starts “Hello! I am” followed by the voice’s name. Open the agent first, then choose Use this voice to apply it: a Voice changed to message with the voice’s name confirms it, and the card for the voice the agent already uses reads Selected. The Co-pilot can narrow voices by accent, gender or a search word, but not by provider or language — use the Provider filter in the voice catalogue for those.
- Integration and action chips. When the Co-pilot lists the integrations available to your account, each one appears as a chip under Available integrations, which also says how many are showing, such as 1–6 of 12. Point at a chip to read its description. A Connected badge marks an integration that is already connected. Choosing a connected integration asks the Co-pilot for its actions; choosing one that isn’t connected asks it to help you connect it and give you the connect link. Its actions then appear as chips under a heading made of the integration’s name and actions, and an action already on the agent shows an Added badge and can’t be chosen again. Choosing an action asks the Co-pilot to add it to the agent you have open as an in-conversation action, which is the same as typing that request. When there are more than fit on one page, a Show next … chip brings up the next set. If you’ve described what you want the integration to do, the Co-pilot picks and adds the actions itself and shows no chips.
- Charts. For questions about volume and outcomes, the reply can include a line, area, bar, horizontal bar or pie chart. A chart with several series can be stacked, so the height shows the total. If a chart can’t be drawn, a short notice takes its place: Couldn’t draw this chart: none of the rows had a number to plot., or that the data it refers to isn’t in this conversation anymore.
- Tables. For lists such as calls, chats, emails or audit entries, the reply can show a table of up to six columns. It starts with 20 rows. When there are more, a line under the table says so — for example Showing 20 of 87 — ask for more to see the rest. A cell longer than 60 characters is cut off with an ellipsis.
Answering a confirmation card
A confirmation card has two buttons, inside the card: one named for the action — Delete agent, Launch campaign or Save SAN, for example — and Cancel. They appear once the Co-pilot has finished its reply. Clicking the action button runs exactly the action the card shows. Cancel declines it: nothing runs, No, don’t do that. is posted as your reply, and the conversation carries on, so you can ask for something else. A card for something that reaches outside Studio — launching, pausing, resuming or stopping a campaign, saving a SAN, linking or detaching a number, inviting a teammate, or changing voice transfer or the helpdesk connection — also carries the note This affects something outside the platform. next to the buttons. A card for a handoff change has a Details button that lists what is about to change, field by field.- Answered once. A card can be answered once, and only by your very next message. It stays valid for 60 minutes, after which the Co-pilot asks again.
- Typing a reply. If you answer by typing instead of clicking, only a plain yes counts — for example yes, ok, sure, go ahead, do it or confirm, optionally followed by please or thanks. A question mark, or anything extra such as “yes, but call it X”, counts as not approved and nothing runs.
- Several cards waiting. A typed yes runs nothing, so use the buttons on the card you mean. When you answer one card with its button, any other card still waiting is shown again.
- After you answer. The card’s buttons are replaced by Approved, Declined or, for a typed reply, Answered.
- After a reload. A card you never answered and come back to after a reload or a thread switch reads “This request has expired. Ask again if you still want it.” Ask the Co-pilot again.
Tips
- One goal per chat. Long conversations eventually trim older context; start a New Chat when you switch topics so the Co-pilot stays sharp.
- Big asks are fine — expect stages. Very large requests are handled in stages across a few turns rather than one giant step. The Co-pilot usually summarizes how far it got — if it stops early, just ask it to continue.
- Attach source material. Dropping a product sheet or policy document into the chat is usually faster than describing its contents. The file is held until you send, then goes into a knowledge base as described under Knowledge above — with no agent or knowledge base open, into a new, unlinked one, after a notice. The paperclip takes .pdf, .doc, .docx, .txt, .csv and .md files, and the Co-pilot can read the text of .txt and .md files (the first 12,000 characters) but not .pdf, .doc, .docx or .csv. If a file can’t be uploaded, nothing is sent: a notice names the file, whatever that send had already created is removed again, and your message and files stay in the box so you can try again. The Home box has no paperclip — open the conversation first, then attach.
- Sending. Press Enter to send your message and Shift + Enter to start a new line.
- If a reply stalls. Click the red square Stop button, which replaces the send arrow while the Co-pilot is replying, to end a reply yourself. The Co-pilot also stops a reply on its own after about 90 seconds of silence or about 4 minutes in all, saves the conversation, and says so — ask it to continue. Anything it had already changed is kept, whether it stopped or you did. If an error message appears under your request — for example “Lost connection to the assistant.”, “The assistant took too long to respond.”, “The assistant stopped before it answered. Try again.” or “Sorry, something went wrong. Please try again shortly.” — the conversation is saved, and Try again under the message sends your last request again.
- Asking support about a conversation. Once a conversation has started, a Session pill showing the first characters of its ID sits in the header of the panel and of full-screen chat. Click it to copy the full session ID, and include it when you contact support.
Related assistants
Two smaller AI helpers share the Co-pilot lineage on specific screens:- Guidelines Assistant — in the Guidelines editor (open the agent’s Guidelines card), the wand button (Generate Guidelines) opens a side pane titled Guidelines Assistant that drafts and refines the agent’s instructions with you. Its edits appear in a Preview Changes overlay, and nothing in your guidelines changes until you select Accept (Reject discards them). Close Chat closes it. See Draft with the Guidelines Assistant.
- Generate Action with AI — while you create an in-conversation action (not when you edit one), the sparkle button in the header of the Create In-conversation Action drawer (tooltip Generate) opens a box where you describe what the action should do. Studio fills in the action for you to review, and nothing is saved until you save it. See Actions.
Where to go next
AI Agents
What the Co-pilot is building for you — agents, guidelines, and settings.
Actions
The flows and actions the Co-pilot can create and edit.