Using the AI Copilot
The copilot is one assistant you can ask anything during a call. Two shortcut buttons hand you a sharp next question or a drafted reply — anything else, you just type.
Opening the copilot
In your notepad, click Copilot to open it. It’s one assistant that follows your call — ask it anything and it answers. There’s a box where you can type any question, with two shortcut buttons above it for the asks you reach for most.
Ask it anything
The box is the heart of it — type any question and the answer streams back. Because it’s heard the whole call, it’s the one for the things you’d rather not ask out loud:
- “What did that acronym mean?”
- “Is what they just said true?”
- “Tell me what they meant by that.”
It isn’t limited to the call, either — ask a general-knowledge or web-search question (“what are typical payment terms for a contract like this?”) and it answers that directly, in formatted text.
Two shortcuts for quick help
The two buttons above the box are just shortcuts — quick ways to get the most common help without typing. Each one also has a keyboard shortcut:
- What should I ask?
- ⌘ / Ctrl + Shift + S
- What should I answer?
- ⌘ / Ctrl + Shift + A
What should I ask? hands you one sharp follow-up to ask next, based on where the conversation just went — something specific, not a generic “tell me more.” It draws on your note template and anything you’ve attached for context. Handy when:
- You got a vague answer and want to go deeper.
- You’ve run out of things to ask.
- You want to sound informed on a topic outside your own expertise.
What should I answer? is for when someone asks youa question. The copilot works out what they asked and drafts a reply you can read back, grounded in whatever you’ve attached. For public, factual questions it can pull in a quick web search.
If it can’t tell what was asked — or the only question it hears is one you asked — it says so rather than guess.
Choosing your model
You can choose which AI powers the copilot. Next to where you type there’s a small menu with three levels:
- Fast
- Answers land almost instantly, so it keeps pace with a live conversation. The default, on every plan.
- Balanced
- A clear step up — sharper follow-ups and more nuanced answers, and it holds its own on technical or unfamiliar ground. Paid plans.
- Thinking
- Our most capable model. It reasons more deeply before answering — the one for high-stakes calls where you want the sharpest read in the room. Paid plans.
At each level you can pick an OpenAI or a Claude model. During a call, levels your plan doesn’t include are greyed out — you can upgrade later from the app.
It stays out of your way
The copilot never volunteers anything mid-call — no pop-ups, no suggestions you didn’t ask for. It answers only when you tap a button, type in the box, or use a shortcut. Early on there may be little for it to work with; give it a minute of conversation and its answers sharpen.