AI Copilot
Where Copilot helps you across the dashboard.
2 min read
AI Copilot
Finn's AI Copilot is an in-app assistant that helps you ship voice agents faster. It lives in the left rail (sparkle icon) and inside several builder screens.
Where Copilot shows up
| Surface | What Copilot does |
|---|---|
| Create New Finn | Generates a starting persona + welcome message from a one-line brief ("AI receptionist for a dental clinic"). |
| Prompt editor | Suggests rewrites, tightens instructions, adds guardrails, and flags missing edge cases. |
| Workflow canvas | Recommends next nodes (e.g. "add a call-transfer branch here"), wires variables, and warns about dead branches. |
| Audience uploader | Auto-detects column headers (name, phone, last_visit_date) and suggests mappings to Finn variables. |
| Deployment review | Reads your prompt + audience and predicts likely call outcomes, flags high-risk language, suggests A/B tests. |
| Post-call analysis | Generates a one-sentence summary, sentiment label, and recommended action per call. |
| Analytics | Plain-language explanation of metric movements ("Connect rate dropped 8% because dial windows shifted past 7 PM"). |
When to use it
- Drafting — fastest way to get from blank canvas to a working draft. Copilot's first pass is rarely perfect, but it's almost always faster than starting from scratch.
- Reviewing — paste a prompt and ask "what's missing?" — Copilot catches missing fallbacks, vague tone instructions, and undefined branches.
- Translating intent into structure — describe the call goal in plain English, let Copilot lay out the workflow nodes.
When NOT to use it
- Final brand voice review — Copilot mimics generic best-practice tone. Final brand language needs a human pass.
- Compliance-critical phrasing — opt-outs, FDCPA disclaimers, HIPAA language. Use the Compliance section's pre-approved snippets, not Copilot output.
- Customer-specific facts — Copilot will confidently invent. Anchor facts in Knowledge Base entries instead.
Copilot brief — best practices
A good Copilot brief is one sentence with three nouns: industry, action, success metric.
| ✅ Good brief | ❌ Vague brief |
|---|---|
| "Mortgage lender pre-qualifying refi leads on income and credit score" | "Help with calls" |
| "Hospital reminding patients of next-day appointments with a 4-option confirm flow" | "Reminder bot" |
| "B2B SaaS booking 15-min demo calls with marketing managers at 50-500 person companies" | "Sales agent" |
The more specific the brief, the less editing the output needs.
Privacy
Copilot prompts and responses are scoped to your organization. They are not used to train the underlying model. Conversation history is retained for 30 days for debugging, then purged.
Limitations
- One language at a time per session. Switch language in the chat header to regenerate in another locale.
- Workflow suggestions are advisory — Copilot can't delete or overwrite nodes without explicit confirmation.
- Long prompts (> 4,000 words) may be summarized before Copilot reviews them.
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