Configure the Copilot assistant

The Copilot assistant is the chat you open from a contact to draft messages and ask questions. Its settings let you set the language it replies in and choose which ready-made commands appear in the chat composer. Set these once for your workspace and everyone’s Copilot follows the same defaults. For what the assistant is and how it drafts on your behalf, see Digital twin.

Before you start

You reach these settings from the Settings area in the left sidebar, which is available to signed-in workspace members. If you don’t see Settings in the sidebar, see Roles and access.

Steps

In the left sidebar, open Settings.
On the Settings page, open the Digital twin settings card. Its description reads “Manage your digital twin’s default message suggestions and language”.
The page opens on two tabs: General and Default commands.

Set the language (General tab)

On the General tab, find the General settings heading and the Language field.
Open the Language menu and pick one: English, Spanish, French, German, Chinese, Japanese, Portuguese, or Dutch. This is the language the Copilot assistant uses when it replies.
Select Save. A “Default settings updated” confirmation appears when the change is stored.

Choose which default commands appear (Default commands tab)

Open the Default commands tab. You’ll see the Default chat commands heading and a list of cards, one per command, each with its own on/off switch.
Turn a command’s switch on or off. Each switch saves on its own as soon as you flip it - there’s no separate Save button on this tab - and a “Default command edited” confirmation appears. The switches are briefly disabled while the change is saving. New commands start switched on.

These commands appear in the chat composer: in any Copilot chat, the add button opens a menu with a Default commands tab that lists the workspace’s commands by name. Selecting one drops its prompt straight into the message box, ready to send or edit. The same menu has a Plays tab for your saved plays. TODO(human): confirm whether switching a default command off removes it from the composer’s Default commands tab - the composer currently lists the workspace’s commands regardless of this switch.

What happens next

Language changes apply to new Copilot replies right away. Command changes are saved the moment you flip a switch and take effect the next time the composer menu is opened. These settings are shared across the workspace, so every member’s Copilot picks up the same language and command set. To use the assistant from a record, see Use Copilot from a record.