## 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

- [What is Maestro AI and the Account Brain](/hc/ajuda/articles/maestro-brain-overview-en)
- [Maestro tools per module](/hc/ajuda/articles/maestro-brain-ferramentas-maestro-por-modulo-en)
- [Departments, risk analysis and insights](/hc/ajuda/articles/maestro-brain-departamentos-risco-insights-en)