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AI Copilot

An assistant that answers from your product help and your own CMS and CRM, can look up live data, and cannot change anything without a person confirming.

A chat assistant for staff, plus the AI buttons that appear in other screens (page SEO, product copy, ticket replies, workflow suggestions).

Where it is

A pinned AI Copilot link at the top of the admin menu, and a Copilot button in the top bar (or Ctrl/Cmd + J, which is ignored while you are typing in a field) that slides a chat panel in. Both need the Use AI Copilot permission, and a plan that includes it.

What it knows

  • The product documentation, in your language.
  • This site's own published pages and CRM contacts, leads and activities, once indexed, limited to what your account may see. Indexed CRM text keeps names, notes and messages; only email addresses and phone numbers are masked.

It does not index orders, invoices, tickets or other plugins' content; for those it uses live look-ups (below).

Live look-ups

It can read invoices, customers, leads, store orders and products, stock, inventory and support tickets through the same permissions you have, returning at most a few dozen rows each. It tells you how many look-ups it made and how many failed.

It cannot change things on its own

The only change it can propose is marking a CRM lead new or lost, shown as a card you must Confirm or Decline; a proposal expires after 10 minutes. This is switched off for every site by default and has no screen to turn it on, so in practice the assistant here is read-only.

Limits and cost

Chat history lives only in the open page and is lost on reload. A conversation is capped at about 20,000 characters in total, after which every send fails until you Clear conversation (the side panel has no clear button; reload instead). The hourly quota is per feature, shared by all staff and reset on restart. AI usage draws on the AI package assigned to your install by LogaTech; running out reads the same as the hourly limit.

Privacy

Your messages, the passages retrieved and the look-up results travel to LogaTech's AI gateway and on to the AI provider. The page says the data is not used for training; nothing in the product enforces or verifies that.

How do I…