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How do I turn on Ask Copilot for my Flex agents?

Objective

This article shows you how to enable Ask Copilot in Twilio Flex, so your agents can ask questions and get answers drawn from your knowledge sources while they are handling a conversation or a call.

 

Product

Twilio Flex

 

Environment

Twilio Console

 

Procedure

  1. In the Twilio Console, select Orchestration in the left sidebar.
  2. Select Flex, then AI features.
  3. Find Ask Copilot and turn it on.
  4. Choose which interaction types Ask Copilot applies to. You can enable it for messaging conversations, for voice calls, or for both.
  5. Save your changes. The page then shows Ask Copilot as enabled for the interaction types you selected.

 

Additional Information

  • Ask Copilot answers from your Flex knowledge sources, so add at least one knowledge source before rolling it out to agents — otherwise there is nothing for it to draw on.
  • Ask Copilot depends on the Flex UI version your instance runs. If the option is unavailable, check your UI version on the Flex Overview page.
  • You can restrict which TaskRouter queues Agent Copilot capabilities apply to; see the article on choosing which queues can use Agent Copilot.

 

This content was generated by AI and reviewed, edited, and verified by a human.

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