Copilot
Copilot is part of the AI package. It drafts messages and the pieces around them, such as segments, journeys, forms and templates. Nothing it drafts goes live until someone on your team approves it. It also turns a plain-language description into a first draft in each builder.
Review and approve
Section titled “Review and approve”Copilot’s drafts arrive as proposals under AI → Approvals. Each proposal shows what it would create or send. Approve it, reject it, or change it first.
Edit a draft before approving
Section titled “Edit a draft before approving”While a proposal is pending, each of its drafts has an Edit button. Your edit replaces the agent’s version, and approving sends or creates exactly what you saved.
| Draft | What you can edit |
|---|---|
| Broadcast | Subject, body, and each version (label, subject, body). You can remove a version. |
| Message template | The same as a broadcast, plus the name. |
| Segment, journey, form, tracking plan | The name and the definition. |
Edits are checked with the same rules the builders use. A segment must be valid, a journey’s
steps must connect, a form must be publishable, and a tracking plan needs an event name.
Personalization may only use {{traits.*}} placeholders. A problem is shown next to the field
it’s about, so you can fix it before approving instead of having the approval fail.
Once a proposal has been approved or rejected, it can’t be edited.
What approval creates
Section titled “What approval creates”Approval never puts a reusable piece live without a builder check:
- Templates are created as drafts. Open the template builder to check the render and activate it. Other journeys and broadcasts can reuse a template, so activating it is a review step of its own.
- Forms are created unpublished, journeys and tracking plans disabled.
- Broadcasts send as approved.
Editing and approving both need the broadcasts:write permission.
Describe it
Section titled “Describe it”Each builder can start from a description. Choose Describe it, say what you want in plain language, and choose Draft it. Copilot reads your company profile, never anyone’s personal data.
| Where | Permission |
|---|---|
| Templates → New template → Describe it | templates:write |
| Journeys | workflows:write |
| Segments | segments:write |
| Forms | forms:write |
The result is an ordinary draft that you finish in the builder. Nothing is sent or published.
Templates
Section titled “Templates”Describe-it templates work for email, SMS, push, in-app, WhatsApp, Telegram and Slack. A description can be up to 2,000 characters.
- Email drafts are built from the template library’s blocks, such as hero, text, button,
cards, quote, callout and footer, under the palette you choose. You can edit every block in the
builder. Copilot never guesses a picture: image slots stay empty. A button with no real link
gets
{{action_url}}. If the draft has no footer, Origamy adds one with the unsubscribe link. A banner in the builder lists each of these notes for you to check. - Text channels get plain copy within the channel’s limits. An SMS over 160 characters is flagged with how many segments it will send as.