UX Spec: Copilot Channel Assistance
- Matt Birtch
Important links
Overview
Along with the new copilot access controls, we need a mechanism to more easily set the context of a channel and summarize a channel’s content without having to use the new message line button.
This proposal adds a new copilot button in the channel header to provide an obvious access point for users.
New button in channel header for channel assistance
If channel assistance is allowed in the channel, Copilot adds a new button in the channel header that is clearly connected to the channel’s context - ideal next to the files icon button.
At least one bot must have channel assistance allowed for the channel in order for the button to show.
Clicking on this button opens a menu with summarization options to chose from (see below)
Menu options
Choose bot to summarize - shows if multiple bots are configured
Summarize unreads - opens the Copilot RHS with a summary of unread messages in the channel (same behavior as current new message line capability)
Summarize last 7 days - opens the Copilot RHS with a summary of all messages from the last 7 days in a nicely formatted section with highlights and action items (if there are any)
Summarize last 14 days - Same as last 7 days, but increases scope to 14 days
Ask copilot - opens the the Copilot RHS, setting the context to the channel and starts with 'What would you like to know about the {Channel name} channel?
We will need some guardrails in place to limit how much context we allow here (e.g. max 180 days of history or max XX messages?)
Selecting a custom date range
If ‘Custom date range’ is selected, a modal will be presented to choose the start and end date.
Start date: defaults to a week ago
End date: defaults to today
Maximum range: to start 14 days is the maximum context that can be set - until copilot search is available
Maximum number of posts?
Sample summarization response
A nicely formatted, easy-to-consume response will be presented to users when engaging summarization for a channel. We should provide instructions to Copilot to group the top highlights as a bulleted list and action items and links to sources. Sample output:
‘Ask Copilot' initial response
When choosing ‘Ask copilot’ from the menu, An initial response shows to users in the RHS stating that the context for the conversation is the selected channel.
Access control limitations
If no bots configured: This button will not show in the channel header
If user does is blocked from all bots: This button will not show in the channel header
If no bots have been granted access to the channel: This button will not show in the channel header