Using Copilot

Ask Copilot for any help you need in the parcelLab App for designing the best post-purchase experience for your customers.

Overview

The parcelLab Copilot is your in-App AI assistant, providing support for using the parcelLab App to maximize the value you can get from using parcelLab products.

Copilot providing help on delivery exceptions with details on the relevant report

Using the parcelLab Copilot

This section describes how you can use the parcelLab Copilot for assistance navigating or editing configurations in the parcelLab App.

When you click the Copilot option in the global navigation menu, the Copilot chat module will display. This is where you can ask the Copilot about how to access various self-service functions in the parcelLab App and how to set up new configurations or edit your existing parcelLab setup from the App.

You can also ask the Copilot if parcelLab are integrated with specific carriers.

You can manually resize the Copilot sidebar using the handle and the "Increase/Decrease chat size" option at the top of the pane.

Ask Copilot: How to Navigate the parcelLab App

This section describes how the Copilot can assist you when navigating the parcelLab App.

Some examples of questions the Copilot can answer about the parcelLab App:

• Where can I find tracking information?

• How can I see all sent communication?

• Can I export trackings?

Ask Copilot: How to Edit Configurations

This section describes how the Copilot can assist you when setting up or editing your configurations in the parcelLab App.

Ask about Experience Design

Here are some examples of questions the Copilot can answer about email configuration:

• How can I create a new email type for outbound communication?

• How do I add a new CTA button to my email templates?

Here are some examples of questions the Copilot can answer about campaign management:

• How can I create a custom holiday campaign?

• How can I create a campaign for return emails?

• How do I set up an audience for a specific product category?

Ask Copilot: Insights and Analytics

This section describes how the Copilot can assist you with Insights and Analytics in the parcelLab App.

Here are some examples of questions the Copilot can answer about analytics:

• Where can I see the exception rate for deliveries?

• What metrics are used in tracking reports?

• What can I use the reports in Control Tower for?

Ask Copilot: Troubleshooting for Customer Service

This section describes how you the Copilot can assist you with troubleshooting order and delivery issues.

Copilot includes a troubleshooting agent that can provide an overview of an order’s status and tips for uncovering and resolving any issues with trackings in the parcelLab system.

When prompted with an order number, the troubleshooting agent analyzes order and tracking information in the parcelLab system connected with the order number provided and responds with a summary of the order status and options for resolution.

Deleting Your Copilot Chat History

This section describes how you can delete your Copilot chat history.

You can delete your chat history with the Copilot, so that it stops using past messages to remove any bias in answers provided for your future questions.

To delete your Copilot chat history:

1. Open the Copilot chat module.

2. Click the Clear chat button at the top of the pane.

   

   Your Copilot chat history is deleted, and the Copilot will stop using your previously entered prompts as context.