Top AI Copilot Tools for Customer Support Teams

Summary: What You Will Learn

• Industry research indicates that many support organizations are increasing their investments in AI as they look to improve efficiency, accuracy, and service quality. AI copilots play a growing role in this shift by helping agents work faster and more consistently.
• Unlike customer-facing chatbots, copilots primarily assist agents behind the scenes by drafting replies, retrieving information, and guiding workflows.
• This guide evaluates six AI copilots using criteria such as integration depth, ease of use, scalability, reliability, and workflow support.
• Copilots are generally most effective for improving agent productivity, while fully automated AI systems are designed to handle customer conversations directly and may resolve many inquiries end to end.
• You will learn how copilots differ, the strengths they offer, and how to choose one that aligns with your support model and existing tools.

Introduction

AI copilots are becoming an important part of modern customer support operations as teams look for ways to improve speed, consistency, and response quality.

Industry surveys indicate that many customer experience leaders are increasing their investments in AI. Copilots help agents by drafting responses, surfacing relevant content, and guiding procedural steps in real time.

Copilots differ from customer-facing chatbots in a key way:

• Chatbots interact directly with customers.
• Copilots support the human agent behind the scenes.

This guide reviews six widely used AI copilot and agent-assistance tools, evaluating them based on integrations, usability, scalability, accuracy, and their fit for different types of support teams.

What Makes a Great AI Copilot for Customer Support?

A strong AI copilot enhances agent productivity, improves accuracy, and helps maintain consistent service quality.

Integration capabilities

Effective copilots integrate with help desks, CRMs, knowledge bases, and internal systems to surface more accurate, contextually relevant suggestions.

Ease of use

Copilots should feel natural within the agent workflow, require minimal training, and reduce effort rather than add friction.

Automation and workflow support

Some copilots may surface policies, guide steps, or help agents complete procedural tasks—offering more than basic drafting support.

Accuracy and reliability

High-quality copilots use trusted sources and often allow agents to inspect or preview those sources.

When to use copilots vs. other AI tools

• Copilots are most effective for agent assistance, improving consistency and speed.
• Fully automated AI systems may be more suitable for handling customer conversations directly and resolving many inquiries end to end.

1. Fin Copilot

Fin Copilot provides agent-facing AI support that helps teammates respond faster and more consistently during live customer conversations. Powered by Fin, Copilot surfaces trusted, context-aware answers grounded in your support knowledge and past cases, assisting agents without disrupting how teams work.

Copilot is available within Fin and can also be embedded directly into agent tools like Salesforce, giving agents the same AI assistance inside the systems they already use.

Standout features

• AI-drafted responses grounded in Fin’s training, including help center content, internal documentation, and historical conversations
• The ability to reference multiple content types and systems, including PDFs and synced tools such as Notion, Guru, Confluence, Zendesk, and Salesforce case history
• In-context refinement tools, allowing agents to adjust tone, clarify language, or rewrite responses before sending
• Centralized control over grounding sources, ensuring Copilot uses only approved content and maintains consistent answers across teams and tools

2. Tidio Lyro Copilot

Tidio’s Lyro Copilot provides real-time suggestions within active conversations and is commonly used by smaller support teams due to its accessible design.

Standout Features

• Real-time drafting support
• Chrome extension compatible with Zendesk, Intercom, Gorgias, Gmail, and more
• Knowledge base integration for improved accuracy
• Pricing structured for SMB budgets

3. Assembled Assist

Assembled Assist emphasizes performance insights and coaching tools to help teams operate more consistently.

Performance Enhancement Features

• Real-time coaching recommendations
• Sentiment-based signals that may help indicate when escalation is needed
• Productivity and performance metrics
• Integrations through Assembled’s workforce management platform

4. Microsoft Copilot for Service

Microsoft Copilot for Service works across familiar Microsoft tools, helping agents stay productive in their existing ecosystem.

Enterprise Advantages

• Integration with Outlook, Teams, Dynamics 365, and SharePoint
• Enterprise-grade security and compliance features
• Case summaries, draft responses, and knowledge article creation
• A scalable design that can support larger teams

5. Salesforce Einstein Copilot

Einstein Copilot uses Salesforce CRM data to generate draft responses and streamline case workflows within Service Cloud.

CRM Integration Benefits

• Access to account history and context
• Routing and prioritization based on CRM rules
• Draft responses generated using available Salesforce data
• Support for Salesforce-native workflows

6. Zendesk AI Copilot

Zendesk AI Copilot supports agents within the Zendesk Agent Workspace.

Native Platform Benefits

• Drafted responses and knowledge suggestions
• Conversation summarization
• Improved ticket classification through Intelligent Triage
• Typically offers quick setup for teams using Zendesk’s workspace, depending on configuration needs

How to Choose the Right AI Copilot for Your Team

Integration depth

Check that the copilot connects cleanly with your help desk, CRM, and knowledge systems.

Scalability and performance

Growing teams benefit from copilots that maintain responsiveness and accuracy at higher volumes.

Ease of use and adoption

A copilot that feels native to the workflow tends to achieve higher adoption and better ROI.

Accuracy and governance

Look for copilots that cite grounding sources and offer controls for auditing and reviewing responses.

Workflow support

Teams may benefit from tools that support both simple tasks and multi-step processes.

Implementation Best Practices

Training

Offer brief onboarding so agents understand when and how to use the copilot.

Gradual rollout

Begin with a pilot group to validate quality and gather early feedback.

Performance monitoring

Track handle time, consistency, and output quality.

Continuous optimization

Keep knowledge sources updated as policies and processes evolve.

FAQ

What is an AI copilot for customer service?A copilot assists agents by drafting replies, retrieving content, summarizing conversations, and guiding workflows.

How do AI copilots differ from chatbots?Chatbots interact directly with customers, while copilots primarily assist human agents behind the scenes.

What are the benefits of AI copilots?They can help reduce handle time, improve consistency, and support accuracy in many workflows.

Can AI copilots handle complex issues?Most copilots assist by surfacing policies and guiding steps, rather than executing actions independently.

What features should teams prioritize?Integration depth, accuracy, ease of use, workflow support, and governance.

How do AI copilots integrate with help desks?Most offer native integrations or APIs for platforms such as Zendesk, Salesforce, and Intercom.

Conclusion

AI copilots can help support teams work more efficiently, improve accuracy, and deliver consistent customer experiences. When selected carefully and supported with high-quality knowledge and workflows, they can become a valuable component of a modern support organization.