Planner Copilot
Ask plain-language questions about your event and get specific, data-grounded answers — registrations, sessions without speakers, what to fix before doors open. Pro feature.
Overview
The planner copilot is a floating chat panel available on every event page in your dashboard. Ask it plain-language questions about your event — registrations, sessions, what to fix — and it responds with specific, data-grounded answers drawn from your live event data. Powered by Claude (Anthropic). Available on Pro.
Opening the Copilot
Look for the sparkle button (✦) in the bottom-right corner of any event page in your dashboard. Click it to open the copilot panel. It slides in from the right and stays open as you navigate between tabs — sessions, check-in, analytics, and so on.
The panel closes when you click the × button, click outside it, or navigate away from the event. Your conversation is not saved between sessions — it starts fresh each time you open the panel.
What You Can Ask
The copilot has access to your current event data every time you send a message:
- Registration counts by status — confirmed, waitlisted, cancelled, checked in
- New registrations in the last 24 hours
- Session counts — total, published, draft, unscheduled
- Sessions without a speaker assigned
- Survey average rating (if surveys have been submitted)
- Other events in your organization
Good questions to start with:
- "What changed since yesterday?"
- "Which sessions still need speakers?"
- "What should I fix before the event?"
- "How are registrations tracking?"
Tap any of the four suggested prompts that appear when you first open the panel to use them directly.
How Answers Are Generated
Each time you send a message, the copilot queries your event data fresh — it does not rely on a snapshot from when you opened the panel. Answers cite the actual numbers from your event. If data is unavailable (for example, no survey responses yet), the copilot says so directly rather than guessing.
Answers are kept under 150 words unless the question requires more. The copilot does not take actions — it cannot send emails, edit sessions, or change registrations. It only answers questions.
Plan Requirements
The planner copilot is available on Pro. If your organization is on Free or Starter, opening the panel shows an upgrade prompt. Go to Organization Settings → Billing to upgrade.
Privacy
Your event data — registration counts, session status, survey averages — is sent to Anthropic's Claude API to generate responses. No personally identifiable attendee information (names, email addresses) is included. Attendee feedback text entered in surveys is not sent to the copilot.
Need more help?
Contact us at support@completeevent.app and we'll get back to you within one business day.
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