ChatSpark CoPilot

Overview

ChatSpark CoPilot is a browser extension for Chrome, Edge, and Firefox that opens a lightweight sidebar on any webpage. Select text, detect page context, and ask your agent questions, all without switching tabs or copy-pasting into a separate tool.

• Works everywhere: Any website or web app your team uses, with enhanced context detection on popular platforms like Gmail, Zendesk, Salesforce, Outlook, HubSpot, and more
• Context-aware: Automatically picks up selected text and page content
• Quick actions: Reply To, Summarize, Clarify, and Draft Reply with one click
• Team-ready: Share agents across your organization with role-based access

Requirements

To use CoPilot you need:

• ChatSpark Plus plan or above (CoPilot is not available on the Basic plan)
• Google Chrome, Microsoft Edge, or Firefox (Brave and Arc also supported)
• At least one trained agent in your ChatSpark account

Installing the Extension

1. Open your browser's extension store (Chrome Web Store, Microsoft Edge Add-ons, or Firefox Add-ons) and search for "ChatSpark CoPilot", or use the direct link from your dashboard
2. Click "Add to Browser" and confirm the permissions prompt
3. Pin the extension for one-click access from any tab. In Chrome and Edge, click the puzzle-piece icon in the toolbar, find CoPilot in the list, and click the pin icon next to it. In Firefox, right-click the CoPilot icon after install and select Pin to Toolbar. Pinning is optional but recommended so the icon is always visible.

Connecting Your Account

After installing:

1. Click the CoPilot icon in your browser toolbar
2. Click Connect to ChatSpark in the popup
3. A new tab opens to the ChatSpark CoPilot connect page. Sign in if prompted. You will be redirected back automatically.
4. CoPilot connects your account and the tab can be closed. The extension detects the connection automatically. You'll see a green checkmark on the extension icon.
5. Your agents are loaded and the CoPilot sidebar is ready on any web page.

You stay connected until you disconnect from the extension popup. No repeated sign-ins are required.

Opening CoPilot

There are two ways to open the CoPilot sidebar on any page:

• Toolbar icon: Click the CoPilot icon in your browser toolbar. If you have pinned the extension it is always visible. If not, click the puzzle-piece icon first to find it.
• Keyboard shortcut: Press Cmd + Shift + Y on Mac or Ctrl + Shift + Y on Windows and Linux. The shortcut works on any page and toggles the sidebar open and closed.

Selecting an Agent

Once connected, your agents load automatically. The agent picker is in the sidebar header. Click it to switch between any agent your account or team has access to.

For the best experience, create a dedicated CoPilot agent by setting Agent Type to CoPilot in your agent settings. The CoPilot Agent Type is designed specifically for internal team use: it removes all customer-facing settings (branding, welcome messages, lead capture forms), activates a tailored personality generator that produces internal-use instructions rather than customer-service scripts, and enables a direct, concise response style tuned for team workflows. CoPilot agents appear at the top of the extension agent picker with a CoPilot badge and unlock a dedicated CoPilot Analytics dashboard that tracks team sessions, time saved, response utilization, and your top team members. Creating a dedicated CoPilot agent uses one plan slot in your account. You can use any existing customer-facing agent in CoPilot without a new plan, but the CoPilot Agent Type unlocks the full internal-use experience.

• Your last-used agent is remembered across sessions and browser restarts.
• Switch agents at any time. Conversation history is kept per agent.
• You can assign a specific agent to a site in the extension Options page, so the right agent loads automatically on that platform.
• Use the refresh button in the agent picker to reload your agent list after adding a new agent in your dashboard.

Creating a CoPilot Agent

To create a CoPilot agent, go to AI Agents in your dashboard and click Create AI Agent. On the Settings tab, set AI Agent Type to CoPilot. The form will show only the settings relevant to internal use. The personality generator will produce an internal-use personality when CoPilot is selected, tailored for team workflows rather than customer service.

Configuring Your CoPilot Agent

Once you create a CoPilot agent, the agent editor has three tabs: Training Sources, AI Actions, and Settings. Each controls a different part of how your assistant behaves.

Training Sources Tab

This is where your agent learns. Add any combination of the following sources and your agent will use them to answer questions from the CoPilot sidebar.

• PDFs and documents: Upload internal guides, SOPs, playbooks, product specs, or any file your team references
• URLs: Point the agent at your help center, internal wiki, or any public page and it will crawl and index the content
• Text snippets: Paste in FAQ answers, policies, or any content that does not live in a file or URL
• Existing data: If you already trained another agent, you can reuse its training sources rather than starting over

Training sources are indexed automatically. Add or remove sources at any time and the agent updates within minutes.

AI Actions Tab

AI Actions connect your agent to live external systems, giving it the ability to look up real-time data and take action on your behalf. The AI Actions tab is where you connect integrations like Follow Up Boss, Notion, Jira, QuickBooks, and more.

See the AI Actions section below for the full list of available integrations and setup instructions.

Settings Tab

The Settings tab controls the core configuration of your CoPilot agent. The fields available depend on your plan.

• AI Agent Type: Select CoPilot to switch the agent into internal-use mode. This removes all customer-facing settings (branding, welcome messages, lead capture) and optimizes your agent for your team. CoPilot agents appear at the top of the agent picker in the extension with a CoPilot badge.
• Name: An internal label used in your dashboard and in the extension's agent picker. This is not shown to customers.
• Agent Personality: A plain-English description of how the agent should behave, what tone to use, and what it should focus on. Write it yourself or click Generate to have ChatSpark create one from your training data, optimized for internal use. You can regenerate or edit it at any time.
• GPT-4o: Available on Pro and Enterprise plans. Enables OpenAI's most capable model for complex reasoning, longer documents, and multi-step tasks. Recommended for agents that need to synthesize across many sources or handle nuanced questions.
• OpenAI API Key: Enterprise only. Bring your own OpenAI API key to route all model calls through your own account. Useful for cost control, data residency requirements, or accessing models not yet available on standard plans.

Using Page Context

CoPilot can capture context from the page you're viewing:

Selected Text

Highlight any text on the page, then open CoPilot. The selected text is automatically attached to your next message so the agent can reference it.

Page Detection

On supported platforms (Gmail, Zendesk, Salesforce, etc.), CoPilot detects the page type (email thread, support ticket, or CRM record) and surfaces relevant context to the agent automatically. This means less copy-pasting and more accurate answers.

Quick Actions

CoPilot includes one-click actions that work on the current page context or selected text:

• Reply To: Generate a contextual reply to the selected email, ticket, or message
• Summarize: Get a concise summary of the selected content or the entire page
• Clarify: Ask the agent to explain confusing text in plain language
• Draft Reply: Create a full draft response you can review, edit, and send

Each action sends a pre-built prompt to the selected agent, so you get a high-quality response instantly. You can follow up with additional messages to refine the output.

AI Actions

AI Actions take CoPilot beyond your knowledge base. Instead of only answering questions from trained documents, your agent can query live external systems and take real actions on your behalf, all through natural conversation in the sidebar.

Examples of what AI Actions enable:

• Ask "What stage is the Meridian deal in?" and get the live record from HubSpot or Salesforce
• Say "Add a note to Gary Taylor's contact in Follow Up Boss" and it is done without leaving the page
• Ask "What's the status of ENG-2847?" and get the latest update from Jira or Linear
• Ask "What is the open invoice balance for Acme Corp?" and get the number from QuickBooks or Xero

CRM

Connect your CRM to give CoPilot access to live contact records, deal status, pipeline stages, and activity history. Supported platforms include Follow Up Boss, HubSpot, Salesforce,Pipedrive, Zoho CRM, Dynamics 365, Close,Copper, and ActiveCampaign.

• Look up contacts, deals, leads, and organizations by name or email
• Check pipeline stage and last activity for any record
• Add notes, create tasks, and move contacts between stages
• Ask questions like "Which leads in my Follow Up Boss pipeline haven't had activity in 7 days?"

Knowledge and Docs

Connect your document and knowledge systems so CoPilot can search, retrieve, and surface content on demand. Supported platforms include Notion, Confluence, Google Drive,Google Sheets, Airtable, and SharePoint.

• Search across pages, databases, and folders using natural language
• Retrieve summaries of specific documents without opening them
• Query structured data in spreadsheets and databases
• Ask questions like "Find the onboarding checklist in Notion" or "What does the Q1 pipeline sheet show for the Northeast region?"

Project Management

Connect your project tools so your team can check issue status, sprint progress, and task ownership without leaving their current context. Supported platforms include Jira, Linear,Asana, and Monday.com.

• Look up individual issues, tasks, and epics by ID or keyword
• Check sprint status, cycle progress, and project health
• Ask questions like "What is the status of ENG-2847?" or "What tasks are overdue in the onboarding project?"

Finance and Accounting

Connect your accounting system to give CoPilot access to invoices, balances, and transaction history. Supported platforms include QuickBooks, Xero, and NetSuite.

• Look up invoice status, customer balances, and open orders
• Check transaction history for any account or customer
• Ask questions like "What is the outstanding balance for Meridian Health?"

HR and People

Connect your HR system to give CoPilot access to employee records, time-off balances, and org structure. Supported platforms include BambooHR, Workday, and Rippling.

• Look up employee records, job titles, and department information
• Check PTO balances and absence history
• Browse org charts and department rosters
• Ask questions like "How much PTO does Jamie Rivera have remaining?"

Custom Integrations

For systems not covered by a built-in integration, use the REST API or SQL Connectorto connect any internal tool or database.

• REST API: Call any authenticated HTTP endpoint. Configure the URL, method, headers, and parameters, and CoPilot will call it based on the conversation context
• SQL Connector: Connect directly to a SQL database. CoPilot can query tables, list schemas, and retrieve records in response to natural language questions

Connecting an AI Action

All AI Actions are connected from inside your agent editor. The process is the same for every integration.

1. Go to AI Agents in your dashboard and open your CoPilot agent
2. Click the AI Actions tab
3. Find the integration you want to connect and click Connect
4. Authenticate with your credentials for that platform. Most integrations use OAuth so no API keys are needed
5. The action is enabled immediately. Your team can start using it in the CoPilot sidebar right away

You can connect multiple integrations and your agent will use whichever is relevant to the question being asked. Disconnecting an integration removes access immediately without affecting your other settings.

Supported Platforms

CoPilot works on any webpage, but offers enhanced context detection on these platforms:

• Gmail: Detects email threads and sender info
• Outlook (web): Reads email content and headers
• Zendesk: Identifies ticket details and requester
• Salesforce: Recognizes CRM records and opportunity data
• HubSpot: Surfaces contact and deal context
• Freshdesk: Reads ticket and customer information
• Intercom: Detects conversation and user details
• Follow Up Boss: Surfaces contact, deal, and lead context

On any other site, CoPilot falls back to selected text and basic page content for context.

Mobile Access

You can access your CoPilot agent from any mobile device by connecting it to Telegram, WhatsApp, or Slack. Once connected, your agent responds just like it does in the browser extension, with full access to your knowledge base and all enabled AI Actions.

To connect a channel, open your ChatSpark dashboard and go to Agents. Select your CoPilot agent, then scroll to the Mobile and Messaging Channels section. Click Connect Telegram, Connect WhatsApp, or Connect Slack to generate a connection code.

Connect Telegram

1. In your agent settings, click Connect Telegram
2. A connection code appears (for example: AB12-CD34)
3. Tap the Open in Telegram link, or open Telegram and send the code to @ChatSparkCoPilotBot
4. CoPilot confirms the connection and your agent is ready to use

Connect WhatsApp

1. In your agent settings, click Connect WhatsApp
2. A connection code appears
3. Tap the Open in WhatsApp link, or open WhatsApp and send the code to +1 (619) 344-8791
4. CoPilot confirms the connection and your agent is ready to use

Connect Slack

Slack requires a one-time workspace installation by an account owner or admin. After that, each team member connects their own personal DM session.

1. An account owner or admin opens the agent settings and clicks Install to Slack
2. Authorize the ChatSpark CoPilot app for your Slack workspace
3. Once installed, any team member can click Connect Slack in their agent settings or at chatspark.io/my/copilot
4. A connection code appears
5. Open Slack and send the code as a direct message to @ChatSparkCoPilot
6. CoPilot confirms the connection and your agent is ready to use in that DM

Team member channel access (Pro and Enterprise)

On Pro and Enterprise plans, account owners can invite team members and control which roles receive channel connect codes. When a team member accepts an invitation, they receive a personal connect code by email for each connected channel they have access to.

Team members can also generate fresh connect codes at any time by visiting chatspark.io/my/copilot from their account.

Mobile and Slack messages count toward your plan message allocation, the same as browser extension messages.

Scheduled Briefings

After connecting your CoPilot agent to Telegram, WhatsApp, or Slack, you can set up scheduled briefings by messaging CoPilot directly. No forms or settings required.

For example: “Send me my open tasks every morning at 8am.” CoPilot confirms the schedule and delivers the briefing automatically.

The first time you create a schedule, CoPilot asks for your timezone. After that, it remembers it for future briefings on that channel.

Example schedules

• “Send me my open tasks every morning at 8am”
• “Give me a pipeline summary every Monday at 9am”
• “List my overdue Jira tickets every weekday at 7am”
• “Send me a team activity report every Friday at 4pm”

Managing your briefings

You can manage schedules directly in the chat or from the Settings tab of your CoPilot agent at chatspark.io/my/agents.

• my schedules or list schedules - see all active briefings with next run times
• pause briefing - pause without deleting
• resume briefing - restart a paused briefing
• cancel briefing or stop briefing - permanently remove the schedule

Plan limits

• Plus: Up to 3 active schedules per agent
• Pro: Up to 10 active schedules per agent
• Enterprise: Unlimited schedules

Scheduled briefings count toward your plan message allocation each time they run. If a briefing fails 3 times in a row, it is automatically paused and CoPilot notifies you. Reply “resume briefing” to restart it.

Account Insights

Your CoPilot agent can answer questions about your own ChatSpark account in plain language. No settings to enable. This is always available in the browser extension, Telegram, WhatsApp, and Slack.

Ask anything related to your account and CoPilot will pull the latest data and respond naturally. A few examples:

• “How many messages have I used this month?” - get your usage against your plan limit
• “What is my ROI?” or “How much time have I saved?” - see total hours saved based on your CoPilot activity
• “What plan am I on?” - get your current plan name and what it includes
• “How is my agent performing?” - get a summary of sessions, response utilization, and overall health
• “What are people asking most?” - see the top questions asked to your agent in the last 30 days
• “How many scheduled briefings do I have left?” - check your remaining schedule slots on your current plan
• “How many agents do I have?” - see how many of your plan's agent slots are in use

If you are approaching a plan limit, CoPilot will mention it and include a direct link to upgrade. You can also ask CoPilot directly: “Can I upgrade my plan?”

General Knowledge

CoPilot always prioritizes your agent's trained knowledge base when answering questions. If your knowledge base does not contain relevant information for a given question, CoPilot falls back to its broader AI training knowledge to give you a useful answer rather than stopping short.

When a response comes from general AI knowledge rather than your knowledge base, CoPilot surfaces a General AI Knowledge source indicator in the browser extension so you always know what the response is drawing from. In Telegram, WhatsApp, and Slack, this appears as a plain-text source note at the end of the message.

Team & Permissions

CoPilot respects your existing ChatSpark team and role settings:

• Admins can enable or disable CoPilot for the entire team
• Members see only the agents shared with them
• All CoPilot conversations are logged in your team's chat history
• Usage counts against your plan's message limits

Message Limits

CoPilot messages count toward your plan's monthly message allocation, the same as widget or integration messages. Check your current usage on yourDashboard at /my/dashboard.

• Plus: Included in your plan's message limit
• Pro: Included in your plan's message limit
• Enterprise: Custom allocation. Contact your account manager.

FAQs

Which browsers are supported?

CoPilot is available for Google Chrome, Microsoft Edge, and Firefox. Chromium-based browsers such as Brave and Arc are also supported. Safari support is not currently planned.

Can I use ChatSpark CoPilot on mobile or in Slack?

Yes. Connect your CoPilot agent to Telegram, WhatsApp, or Slack from the agent editor in your dashboard. Once connected, message CoPilot directly from your phone or from Slack and it responds just like it does in the browser extension, with full access to your knowledge base and AI Actions.

Can I set up automated reports or scheduled briefings?

Yes. Connect your CoPilot agent to Telegram, WhatsApp, or Slack, then send CoPilot a scheduling request in plain language. For example: "Send me my open tasks every morning at 8am." CoPilot sets up the schedule automatically and delivers the briefing at the time you specify. See Scheduled Briefings for full details.

Can I ask CoPilot about my ChatSpark account?

Yes. CoPilot can answer questions about your account usage, plan, ROI, agent performance, and scheduled briefings in plain language. Ask things like “How many messages have I used?”or “What plan am I on?” and CoPilot will pull the latest data and respond. See Account Insights for the full list of what you can ask.

Can CoPilot answer general questions beyond my knowledge base?

Yes. CoPilot prioritizes your trained knowledge base first. If your knowledge base does not cover the topic, CoPilot draws on its broader AI training knowledge to give you a useful answer. Responses from general knowledge are labeled with a General AI Knowledge source indicator so you always know where the answer is coming from. See General Knowledge for more details.

Is my data sent to third parties?

No. Page context and selected text are sent only to ChatSpark's servers, processed by your agent, and subject to the same security and privacy policies as all ChatSpark data. See Security & Privacy for details.

Can I use ChatSpark CoPilot without a team?

Yes. Any individual on a Plus plan or above can install and use CoPilot with their own agents. Team features are optional.

How do I uninstall ChatSpark CoPilot?

Right-click the ChatSpark CoPilot icon in your toolbar and select "Remove Extension", or open your browser's extensions manager (chrome://extensions, edge://extensions, or about:addons on Firefox) and remove it from there.