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Generative copilot: propose, confirm and execute

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The generative copilot is Maestro working alongside you in the conversation. Instead of only suggesting free text, it presents action cards: a message draft ready to send, or an action in a module (create a CRM deal, schedule an appointment, build a Catalog order).

The principle is always the same: propose → confirm → execute. Maestro proposes the action, you review and confirm, and only then is it executed. This keeps you in control: nothing happens without your approval.

Prerequisites

  • An account with Maestro enabled.
  • The per-module tools you want to use (CRM, Calendar, Catalog) must be enabled — see the per-module tools article.
  • Permission to act on the corresponding module (for example, create deals or schedule).

Step by step

  1. Open a conversation and trigger the Maestro copilot (the "ask Maestro" area).
  2. Ask for what you need in natural language — for example, "reply confirming the time" or "create a deal for this contact".
  3. Maestro proposes one or more cards:
    • Message draft: you can copy it or send it to the reply editor.
    • Module action: a CRM, Calendar or Catalog card with the suggested data.
  4. Review the card content and adjust whatever is needed.
  5. Confirm to execute the action (send the message or create the record).
  6. Track the result in the card itself (in progress, done or error).

Settings & options

  • Message drafts: always available; they help you write replies quickly.
  • CRM/Calendar/Catalog actions: appear according to the tools enabled for the account.
  • Automatic link to the conversation: actions created by the copilot are already associated with the current conversation (the deal/appointment is born linked to the right contact).
  • Reply editor: drafts can go straight into the reply field, respecting the channel type (plain or rich text).

Use cases

  • Reply faster with a draft consistent with the conversation history.
  • Turn a conversation into a CRM deal without leaving the screen.
  • Schedule an appointment from the customer's request.
  • Build an order with Catalog items during the conversation.

Tips, limits & best practices

  • Be specific in your request: the clearer the goal, the better the proposal.
  • Always review before confirming — the copilot suggests, but the decision is yours.
  • Only actions whose tools are enabled appear; if one is missing, enable it in Maestro's settings.
  • Use drafts as a base and personalize the tone for your customer.

Troubleshooting

  • No action cards appear: confirm the module tools are enabled.
  • The action doesn't execute: check your permission on the module and whether there's an error message in the card.
  • The draft doesn't go to the reply: make sure the conversation/channel is selected and try again.

See also