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Using the AI Copilot

3 min readUpdated Apr 21, 2026

The copilot is one assistant you can ask anything during a call. Quick Help reads the moment and hands you what to say — anything else, you just type.

You're in control
The copilot never interrupts you. It answers only when you ask — tap Quick Help, tap a preset, or type a question. Otherwise it stays quiet.

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 preset buttons above it for the asks you reach for most and a one-tap Quick Help button for when there’s no time to type at all.

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.

Quick Help and the presets

Quick Help is one tap, no typing: the copilot reads the moment and gives you exactly what it calls for. If someone just asked you a question, it drafts the reply you can read back; otherwise it hands you the most useful thing to say next. Reach for it when:

  • A question is hanging and you’re not sure how to answer.
  • The conversation stalls and you want a way forward.
  • You want to sound informed on a topic outside your own expertise.

The preset buttons above the box — like What should I say, Note that down and Catch me up — are one-tap versions of the questions you’d otherwise type. Everything is grounded in the call so far, your notes, and anything you’ve attached; for public, factual questions the copilot can pull in a quick web search.

Read, don't parrot
Treat a drafted reply as a starting point and put it in your own words. People notice when someone suddenly starts talking like a chatbot.

If there’s genuinely nothing to help with yet — a tap seconds into a quiet call — it says so rather than invent a topic.

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.

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