Copilot

Copilot is the in-app guide that walks you through features the first time you use them. It points at the right buttons, explains what they do, and waits for you to actually do the thing before moving on.

It is optional, and it is separate from this help library.

What Copilot does

When Copilot is active, you will see:

• A small highlighted ring around the next thing to click.
• A short instruction tooltip near it.
• Next and Skip buttons in the tooltip.

It is structured as a set of guides, one per area of the app (Components, Quote builder, Customer quote editor, and so on). Each guide has steps. You complete a guide once and Copilot remembers.

When Copilot helps

• Your first day in the app.
• The first time you try a feature you have not used before.
• Onboarding a new staff member onto the workflow.

When to switch it off

• You have used the app for a while and the prompts are in your way.
• You are demoing the app to someone else and do not want the tutorial popping up.
• You prefer reading docs to following an in-app walkthrough.

How to turn Copilot on or off

There are two layers:

The Copilot toggle (top right)

The switch next to your account button. Click it to pause or resume Copilot for the current session. This is the quick on/off and the setting persists across pages and logins.

Hide the toggle entirely

If you don't even want the switch in your top nav, go to Account > Notifications and turn off the Copilot visibility setting. The switch disappears from the header. You can come back any time and bring it back.

Resetting Copilot

If you want to redo a guide from scratch, reset Copilot from the same notifications panel. Reset clears your "completed guides" list so Copilot starts walking you through them again.

Copilot vs the help library

• Copilot points at things in the app and waits for you to do them. Best for "show me where this is."
• The help library (what you are reading now) is reference material. Best for "how does this actually work" and "what does this field mean."

Use both. They complement each other.

Related

• Notifications
• Your first quote