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.Documentation Index
Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
Use this file to discover all available pages before exploring further.
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
- Select your captures - Choose the captures you want to include in your flow
- Enable Copilot - Toggle on “Use Copilot to write demo content”
- Choose a use case - Select from your configured use cases (e.g., Product Tour, Feature Highlight, Onboarding)
- Add additional context (optional) - Provide additional instructions to guide the AI, such as target audience, tone, or specific messaging
- Generate - Copilot will analyze your use case and captures and generate appropriate content for each step
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.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
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.
Default Use Cases
Navattic includes four default use cases:| Use Case | Audience | Focus |
|---|---|---|
| Marketing | Website visitors, prospects | Concise, compelling steps that communicate product value, emphasize benefits, and drive conversions |
| Sales | Potential buyers | Conversational tone showcasing value moments, ROI, and real-world applications |
| Customer Success | Existing customers | Simple, instructional steps that help users quickly understand how to resolve common issues |
| Product | Technical evaluators | Highlights core functionality, user workflows, and technical capabilities |
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.
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.
Brand and Tone settings are available on Base, Growth, and Enterprise plans.
Uploading context
Instead of filling in the fields manually, you can have Copilot extract context for you from a website or a document. Click Upload context at the top of the Settings > Copilot page to open the upload modal.Choose your source
Select Website to paste a URL (for example, your pricing or product page), or select File to upload a document such as a PDF, Word document, or text file. Copilot reads the content and extracts relevant brand voice, product context, and go-to-market context.
Generate
Click Generate. Copilot scans the source and extracts structured content into the three context fields. This usually takes a few seconds.
Review and edit
Before anything is saved, Copilot shows you the extracted content so you can review and edit it. Make any adjustments, then continue.
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