Chat with Copilot

Available on all plans

Cloud and self-hosted deployments

Overcome information overload and streamline team communication and collaboration with Mattermost Copilot in your Mattermost instance. Copilot is a generative AI assistant with a flexible LLM backend that can be configured to meet your organization’s needs. Copilot can summarize call recordings, threads, unread channel messages, and provide insights on any topic you’re curious about.

Tip

Looking for a Mattermost Copilot demo? Watch this AI-Enhanced Collaboration on-demand webinar to learn how Copilot can enhance your mission-critical workflows.

Mattermost Academy Learn about Mattermost Copilot and Calls

With Copilot you can perform the following tasks:

• Summarize your call and meeting recordings

• Turn long threads & unread channel messages into concise summaries

• Stay on top of your messages by identifying next steps, decisions, and unanswered questions

• Extract learnings and transform content into charts, resources, documentation, articles, and more

• Dig further into any topic by asking for insights

Note

Copilot must be enabled and configured by a Mattermost system admin in the System Console before you can start using it.

Get started

Begin with suggested prompts, or engage in a private thread with Copilot for a tailored experience. If you have follow-up questions or need further insights, simply ask! Copilot is designed to provide deeper understanding based on your inquiries.

Copilot remembers the context for follow-up questions and requests. Access all previous AI conversations by selecting View chat history from the Copilot panel.

Web/Desktop

Select the Copilot icon in the apps sidebar to open the Copilot panel.

If your Mattermost workspace has multiple Copilot bots, switch between them by selecting the bot name in the top right corner of the Copilot panel.

Mobile

Start or open a direct message with the Copilot bot. If your administrator has configured multiple bots, switch between them by starting or opening each bot by name.

Summarize Mattermost call recordings

Note

Available only on Enterprise plans

Leverage Mattermost Calls to turn meeting recordings into actionable summaries with a single click. Ensure key points are captured and shared easily, and enable easy sharing of meeting insights with your team and the broader organization, enhancing communication and productivity.

To summarize a Mattermost call recording:

1. Start a call in Mattermost.

2. Record the call.

3. Once the call ends, and the call recording and transcription is ready, select the Create meeting summary option located directly above the call recording.

4. The meeting summary is generated and shared as a direct message with the person who requested the meeting summary.

Summarize threads & unread channel messages

Note

Available only on Enterprise plans

Accelerate decision-making and improve information flows with concise summaries of long discussions delivered to you directly through direct messages.

Ensure you stay on top of communications across threads, channels, and teams, by using Copilot to summarize new messages, identify next steps, and pinpoint unanswered questions.

To summarize Mattermost threads:

1. Hover over the first message in any conversation thread, select the AI Actions icon, and select Summarize Thread.

2. The thread summary is generated in the Copilot pane, and only you can view the summary.

To summarize unread Mattermost channels:

1. In a channel with unread messages, scroll to the New Messages cutoff, select Ask AI, and then select Summarize new messages.

2. The channel summary is generated in the Copilot pane, and only you can view the summary.

When your system admin has configured multiple bots, you can switch between them by selecting one from the drop-down menu.

Summarize Zoom meetings in Mattermost

Note

Available only on Enterprise plans

Note

The Zoom plugin must be enabled and configured by a Mattermost system admin and Zoom cloud recordings and transcripts must be enabled before you can summarize Zoom meetings.

If the Zoom plugin is enabled and configured, subscribe a Mattermost channel to a Zoom meeting (/zoom subscribe [meeting ID]) and record the meeting. Once the recording and transcription are available, they are automatically shared back to the channel.

Use Mattermost to turn Zoom meeting recordings into actionable AI-generated summaries with any model of your choosing, including your own. By summarizing your Zoom meeting recordings in Mattermost, you can easily share the insights with your team and the broader organization, enhancing communication and productivity without sacrificing data privacy and control.

To summarize a Zoom meeting in Mattermost:

1. Subscribe a Mattermost channel to a recurring Zoom meeting with /zoom subscribe [meeting ID] or start a meeting using the Zoom button in the Mattermost RHS.

2. Record the Zoom meeting.

3. Once the meeting ends and the transcript file is posted to Mattermost, select the Create meeting summary option located directly below the file.

4. The meeting summary is generated and shared as a direct message with the person who requested the meeting summary.

Bring Copilot into any conversation

Note

Available only on Enterprise plans

Invoke the power of AI by @mentioning Copilot bots by their username such as @copilot in any thread to bring AI’s capabilities to your conversation, allowing for quick extraction of information or transformation of discussions into charts, resources, documentation, articles, and more. Copilot will find action items and open questions in new messages. With the power of Mattermost integrations and interoperability, the potential to enhance your workflow is limitless.

Chat privately with Copilot

In addition to chatting with Copilot in the right pane, you can also chat privately with Copilot in direct message threads like you would any other Mattermost user.