Copilot sign-in in Zendesk

Plans and permissions:

• Add-on: Copilot, billed separately
• Use Copilot in Zendesk: Admin role, or a custom role with Copilot access set to Can access Copilot on the AI support tab
• Admins can also turn on Copilot for individual people in Manage team > People management. If you can’t use Copilot after signing in, ask your Assembled admin for Copilot access.

Use this guide to sign in to Copilot for the first time, so you can use it on your Zendesk tickets. Copilot runs in the Assembled app in Zendesk’s ticket sidebar. After you sign in once, you stay signed in.

To learn what Copilot can do once you’re in, see Copilot in Zendesk.

Set up your Assembled account

1. Find your invitation email from Assembled. Its subject is Welcome to Assembled.
2. Select the link in the email.
3. Create your password.
4. If you’re asked to, verify your email address.

If you can’t find the invitation, check your spam folder. If it isn’t there, ask your admin or team lead to check that you’ve been invited.

Find the Assembled app in Zendesk

1. Sign in to Zendesk as usual, and open any ticket.
2. In the right sidebar, find the Assembled app, which has the Assembled logo. If you don’t see it, select More and scroll down the sidebar.
3. Optional: select the pin icon to keep the app open by default.

Sign in to Copilot

1. Select inside the Assembled app.
2. When you’re asked to sign in, enter your work email address in Email. Use the address that received the invitation.
3. Enter the password you created in Password.
4. Select Sign in.

Copilot opens in the sidebar. You stay signed in from now on.

If your company runs email workflows in Agent review, Copilot also shows the actions and replies those workflows prepare, such as a Suggested action to confirm, or a drafted reply to move to the editor. See How Agent review works in Copilot.

Common issues

• The Assembled app doesn’t appear in Zendesk: Refresh your browser with Cmd + R on a Mac or Ctrl + R on Windows, check the ticket sidebar and Zendesk’s top bar, or open a different ticket.
• The app says you’re not authorized, or won’t let you sign in: Check that you can sign in to Assembled in your browser, at app.assembledhq.com, and if you can’t, select Forgot password? on the sign-in page to reset your password. Then clear your browser’s cache and cookies, and try again.
• Your invitation link has expired: Select Forgot password? on the Assembled sign-in page to set a password, or ask your admin or team lead to send the invitation again.
• You’re signed in, but nothing loads: Check your internet connection, refresh the Zendesk page and wait 10–15 seconds for the app to load, or try a different browser.