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Field reference for Copilot Settings - Admin Panel

 

Purpose

 


This article lists each field and button on the page with a short description.


 

Reference

 

 

  • Select Organization. Choose which organization’s Copilot you are editing.

  • Copilot Number. Read only. The phone number associated with this Copilot.

  • Label. Editable. Internal name for the Copilot.

  • Language. Read only. The current language of the Copilot.

  • Default Greeting. Editable. The standard message for inbound callers.

  • Edit. Enables editing of the fields in the Copilot section.

  • Add Holiday or Temporary Greeting Override. Opens the override panel.

  • From. Start date and time for the override to become active.

  • To. End date and time for the override to stop being active.

  • Greeting. The message that will play during the override window.

  • Cancel. Discards changes in the override panel.

  • Save. Saves changes in the override panel.

 


 

Tips and good practices

 

 

  • Treat Copilot Number and Language as fixed settings on this page.

  • Use Edit before changing any editable field.

  • Save often when working near busy times so changes are not lost.

 

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