Operating Excellent

Copilot (in-app chat)

The chat dock inside Excellent that can operate your workspace — and, if you let it, develop the app itself.


Copilot is the chat surface built into the shell — the "Search or ask anything" bar at the bottom of the window. It isn't a canned help bot: it's a real agent session that can actually do things in your workspace.

Two things it can do

  • Operate. Copilot can drive the same tools your agents use — create a task, move a deal, add a note, look something up — through the MCP server. Every "chat about this" affordance in the app routes here.
  • Develop. With a second switch turned on, Copilot can also work on Excellent itself: edit source, run tests, and ship a change through the ship/verify gate.

Guardrails

One permission broker arbitrates every tool call. Read actions are allowed; changes are either auto-approved or held for your confirmation; a set of destructive actions is always denied. And Copilot is a gated identity — like any agent, its work goes to review and can't be marked done by itself.

Develop mode edits your live copy of the app, so every turn takes an automatic checkpoint you can roll back to.

Off by default

Copilot is off until you enable it, and develop mode is a separate switch from operate mode — so you can let it run your workspace without letting it touch code, or neither, or both. You control it from Settings → Agents → Copilot.