AI Copilot
AI Assistant
The AI Assistant, also called the copilot, works next to your team inside a thread. It researches the conversation, drafts a reply in context, and can act on your connected tools once you approve. It never replies to a customer on its own.
The AI Assistant needs the Scale plan or above.
Where to find it
Settings > AI > AI Assistant, at /settings/ai/assistant.
Use it
- Open a thread in the inbox and press
y, orCmd+J, to open the assistant beside the conversation. - Ask it to research the thread or draft a reply.
- Review what it wrote, then edit and send.
Actions on connected tools, a Stripe operation or a database read, run only after you approve them.
Ground it in your own data
Connect Linear so it can file and link issues from a thread, GitHub so drafts reflect shipped commits and closed issues, and PostgreSQL for read-only queries against your database. A Custom prompt on the settings page gives it tone and context, and saves as you write.
By default it already reads your help center and your past threads.
What it shows you
When an answer points at a specific button, tab, or field from a docs article, it can show a cropped screenshot from that article rather than describing the spot in words.
Every tool action is logged in the thread's activity timeline with the arguments sent to the tool.
A current limitation
The inbox does not show which sources produced a given draft. Cited sources render on the customer side, in the widget, when the Productlane Agent answers someone directly. There is no agent-side source list in the inbox today.
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