Set up and use Kommo Copilot

Kommo Copilot is an AI-powered assistant built into your Kommo account. It helps streamline lead management and automate routine tasks by working with the information already available in your account.

Copilot includes two main features:

This feature provides contextual answers to your questions by using:

• Information from the lead card
• The Kommo knowledge base
• External sources when necessary

You can ask Copilot questions like:

“What did this lead say about pricing?”

And it will return a relevant summary based on available data.

Copilot reviews lead-related content—such as chats, tasks, and notes—to identify and suggest missing information for lead card fields (e.g., name, email, phone number).

Example:

If a lead shares their phone number in a chat, and it’s missing from the lead card, Copilot will suggest adding it. You can confirm the suggestion, and Copilot will automatically update the field.

You can also guide Copilot on what to update. For example:

“Only fill in the name”

Copilot will apply only the changes you specify.

For more details on other AI features, read our Kommo AI: Overview article.

1. Answering Kommo questions: Copilot searches the knowledge base and returns answers with article links.
2. General questions: For non-Kommo queries, Copilot pulls info from open sources with citations.
3. Filling in missing lead info: Copilot scans chats, tasks, and notes to suggest missing lead details, then fills them in once confirmed.
4. Handling missing content in the knowledge base: If there is no relevant article available, Copilot will notify you. It will also suggest that you contact support. You will receive a link to start a chat and share the Copilot thread with the support representative for assistance:

Kommo Copilot is accessible through the icon on the right side of the screen. Click it to open or close Copilot:

Once opened, you can start using Copilot features:

Once you open the Copilot, you can start chatting with the AI. Each chat will be automatically saved for your later use:

Clicking the chat title opens a list of all your previous conversations. You can select any chat and continue the previous conversation. You can also click Back in order to return to the previous chat:

To launch the data enrichment feature, go to Leads or Chats and open a lead card that you want to work with. Open Copilot by clicking the Copilot icon on the right side of the screen:

Copilot will provide you with two prompts designed to assist you in your work:

1. Clicking Lead summary automatically generates a short summary of the lead’s history, including:

• The client’s initial need
• Actions taken by managers (meetings, demos, etc.)
• Agreements reached
• Overdue tasks and reminders

Example: A Telegram lead is interested in corporate training for 50 employees. Manager Maria handled the demo and agreed on a $5,000 fee. A test account is set up, and the contract is in progress, but payment and feedback tasks are overdue. The client recently asked about technical courses and certificates and is waiting for a reply.

1. Clicking Field suggestions makes the Copilot analyze all open conversations (the last 250 messages) with the lead and suggest values for empty lead, contact and company fields like email, phone number, or job title.

Example: If a client mentions their email in chat but it is missing from the card, Copilot will suggest adding it. Once confirmed, the field will be filled automatically.

By default, the Copilot feature is enabled. To disable it, go to Settings → Kommo AI and turn off the Kommo Copilot toggle.

Need more help setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

Not a user yet? Sign up for our free 14-day trial or book a free live demo to see it in action!