How Copilot conversations work

This article explains what the Copilot assistant does during a conversation with a visitor, how it follows up and closes conversations, and what your team receives afterwards.

To add the widget to your website, see Installing and configuring the Copilot widget.

---

What the assistant can do

• Search your listings by area, type, price, bedrooms, features and more, and show results as cards. It understands your own area names and widens the search when nothing matches.

• Answer questions about a listing, such as: price, features, location, distances to places nearby, photos and floor plans.

• Recognise the page the visitor is on, so "is this one still available?" refers to the listing they are looking at.

• Find similar properties to a listing.

• Answer questions about your company, such as services, offices and opening hours.

• Explain general topics such as how buying, renting or mortgages usually work.

• Collect leads (name, email and/or phone) and pass them on to Estatebud.

• Handle seller enquiries from owners who want to sell or rent out a property.

The assistant replies in the language the visitor writes in, and speaks on behalf of your company. How actively it asks for contact details depends on your widget's approach setting (relaxed, balanced or persistent). See Installing and configuring the Copilot widget.

---

Location

• For "near me" searches, the assistant can ask for the visitor's location. The browser asks the visitor for permission first.

---

Transcript emails

A few minutes after a conversation ends, the transcript recipients set for your widget receive an email with:

• a short summary of what the visitor wanted;

• the contact details the visitor gave (name, email and phone);

• the full conversation history, plus visitor activity events;

• the visitor's rating, if they left one.

If the assistant asked for contact details because the visitor wanted something only your team can provide, such as a viewing or an answer to a question, but none were given, the summary says so: "Contact details requested but not provided."

---

Privacy and security

• The widget only loads on your registered domains.

• Before chatting, visitors see a short notice with a link to your privacy policy and a note that answers are AI-generated.

• The widget runs in its own frame, so it does not interfere with your website's styles or scripts.

---

Troubleshooting