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Copilot Generate is an AI assistant that works behind the scenes as you build your demo. Just select your use case, click through your product, and Copilot automatically writes demo copy, anchors tooltips, and crafts a compelling demo story. Instead of manually writing tooltip text, modal content, and step descriptions, Copilot analyzes your captures and generates relevant, engaging content tailored to your audience.
Copilot generating demo content

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How It Works

The click areas you create during the capture process are passed to Copilot as anchors. These anchors help Copilot understand which areas of each capture are important, so it can write content that highlights the right features and guides viewers to the correct elements. You can use Copilot Generate in two ways:
  • When creating a new Product Demo - Enable Copilot during the demo creation process
  • From existing captures - Create a new flow from captures you’ve already taken
When creating a new flow or demo, enable Copilot to write your demo content automatically:
  1. Select your captures - Choose the captures you want to include in your flow
  2. Enable Copilot - Toggle on “Use Copilot to write demo content”
  3. Choose a use case - Select from your configured use cases (e.g., Product Tour, Feature Highlight, Onboarding)
  4. Add additional context (optional) - Provide additional instructions to guide the AI, such as target audience, tone, or specific messaging
  5. Generate - Copilot will analyze your use case and captures and generate appropriate content for each step
Create demo with Copilot enabled

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Automatic URL Reading

When you generate a flow, Copilot automatically reads the URLs from your captures to understand your product in context. This means Copilot can pull in real product details — feature names, navigation labels, and page content — directly from your live application. For example, if your captures include a docs page or pricing page, Copilot will reference the actual content on those pages to write more accurate, relevant demo copy. No need to manually describe your product — Copilot reads it directly from the source. This works automatically with any URL your captures were taken from. The more pages you capture, the more context Copilot has to work with.

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What Copilot Generates

  • Step titles and descriptions - Clear, action-oriented text that guides viewers through your demo
  • Tooltip and modal content - Contextual explanations that highlight key features
  • Button text - Engaging calls-to-action that encourage progression
  • Step appearance recommendations - Suggestions for whether each step should be a tooltip, modal, or invisible navigation

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Use Cases

Use cases are predefined contexts that guide how Copilot generates demo content. When you select a use case, it shapes the writing style, tone, step content, and call-to-action suggestions to match your intended audience.
Use case selection in Copilot

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Default Use Cases

Navattic includes four default use cases:
Use CaseAudienceFocus
MarketingWebsite visitors, prospectsConcise, compelling steps that communicate product value, emphasize benefits, and drive conversions
SalesPotential buyersConversational tone showcasing value moments, ROI, and real-world applications
Customer SuccessExisting customersSimple, instructional steps that help users quickly understand how to resolve common issues
ProductTechnical evaluatorsHighlights core functionality, user workflows, and technical capabilities

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Custom Use Cases

Custom use cases are available on Base, Growth, and Enterprise plans. Please reach out to your account manager or support@navattic.com to learn more.
While four defaults are available, you can create custom use cases for your workspace. This allows your team to define specific personas, content guidelines, and brand requirements that Copilot will follow when generating content.

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Brand and Tone

Copilot Generate uses your workspace’s Brand and Tone settings to match your voice across all generated content. Navigate to Settings > Copilot to configure three key fields:
  • Brand and Tone - Define your writing style, formality level, and vocabulary preferences. Use the suggestion chips (e.g., Conversational, Professional, Action-oriented) to quickly build your voice profile, or type your own guidelines.
  • Product Context - Describe what your product does, key features, value proposition, and specific terminology your team uses.
  • Go-to-Market Context - Provide details about your sales motion, CTA language, pricing model, and target audience.
Click Auto-populate with AI to have Copilot research your product and fill in all three fields automatically based on your workspace domain.
Brand and Tone settings are available on Base, Growth, and Enterprise plans.
Once configured, these settings apply across all Copilot features — Generate, Review, and Prompt — so every AI-assisted action stays on-brand.

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Best Practices

  • Provide context - The more context you give Copilot about your audience and goals, the better the generated content will be
  • Review and refine - Always review generated content and make adjustments to match your brand voice
  • Configure Brand and Tone - Set up your brand voice, product context, and GTM strategy in Settings > Copilot so Copilot generates on-brand content from the start
  • Capture key pages - Since Copilot reads your capture URLs, capturing product pages with rich content (docs, feature pages, pricing) gives it more to work with
  • Use appropriate use cases - Setting up use cases with brand guidelines helps Copilot generate more consistent content