A CoPilot is one of the two interfaces a flow can wear. It runs the flow as a guided conversation (asking the right next question, applying your decision logic, extracting structured data) and produces the Artifact when the objective is met.
Not a chatbot. A flow with a finish line. Chatbots answer questions. A flow behind a CoPilot drives toward an outcome.
The flow defines the job; the CoPilot interface runs it as dialogue. It asks the right next question, routes on what it hears, applies your decision logic, and knows when it has gathered enough context to produce the deliverable. Clients get a guided conversation that feels like talking to an expert who already knows what to ask. And when the inputs are known upfront, the same flow can wear the SmartForm interface instead: same methodology, same Artifact, different door.
The conversation is the interface: the routing, extraction, and delivery underneath belong to the flow. See how flows work or compare the SmartForm interface.
Sets the conversation's voice, methodology, and decision logic, grounded in your Knowledgebases.
Classify nodes route the conversation, research nodes dig deeper, parallel nodes run multiple agents at once.
The finish line, made explicit: the flow monitors progress toward its goal and knows when the conversation has gathered enough.
Editable, downloadable, and formatted through a template you control, produced from the conversation.
When the objective is met, your stack takes over: webhooks deliver the extracted data to your CRM, email, GHL, or any API.
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