Capabilities

Every area the Copilot reaches, grouped the way you run a membership: your business, your members and money, growth, and operations. For each area, what runs at once (reads and new things), what waits for your confirmation (changes, removals, sends and payments), and requests you can type as they are.

The Copilot works through the same operations the dashboard, the REST API and the MCP server expose: around two hundred of them, every one bounded by your permissions. They come in three kinds, and the kind decides whether the Copilot asks you first.

Reads run at once

Lists, lookups, figures: members, a plan, revenue this week, a link's funnel. The Copilot calls them and answers; nothing changes.

New things run at once

A project, a plan, a coupon, a Smart Link, a sequence, a canned reply, a reply in the inbox, a team invitation. They add to your account and take nothing away, so the Copilot makes them and tells you, with a button to open the result.

Changes wait for your confirmation

Edit, publish, pause, cancel, ban, archive, delete, send a broadcast, pay out, rotate a secret: anything that changes or removes what exists, sends to members or moves money shows a card with the exact arguments and waits for Confirm.

In the tables below, Asks first marks the operations that show a card. Everything else runs the moment you ask.

Your business

Projects

Runs at onceAsks first
The project list, one project, its support settings; create a projectRename or edit a project, change its support settings, archive, restore, delete
Create a new project named Christmas GiveawaysWhich of my projects has no payment method?Archive the Spring Cohort projectTurn on the support inbox for Research Premium

Plans, passes and series

Runs at onceAsks first
Plans and one plan's detail, pass windows; create a plan, start the next season of a series, create a pass window, remind a window's queueEdit, publish or unpublish, reorder or delete a plan; cancel a pass window
Add a monthly Gold plan at $12 with a 7-day trialWhich plan sells best?Unpublish the Silver planStart the next season of the Match Day series

Coupons and access codes

Runs at onceAsks first
Coupons, access codes, what a batch of codes would cost; create a coupon, generate a batch of codesEdit, activate, deactivate or delete a coupon
Make a 20% coupon for three months, one use, for JaneHow many access codes are left unredeemed?Deactivate the WELCOME10 coupon

Resources and connectors

Runs at onceAsks first
Resources, connectors and installations, an uninstall preview; a manual resource, a request to link a place (the connector asks you to pick it), install a connector, verify it, run its doctor, restore access, change its settingsEdit, activate, deactivate, unlink or delete a resource; disconnect or uninstall a connector
Which channels are linked to the Gold plan?Run the connector doctor on Research PremiumUnlink the old announcements channel

Members and money

Members and subscriptions

Runs at onceAsks first
Members and subscribers with their status, one member in full, a member found by their connected account or their ID, their linked accounts, grants, recent payments, transactions, open creator tasks; remind a pass holderBan, kick, unban, unlink an account; pause, unpause, cancel or reactivate a subscription; reissue a member's access links; complete a creator task
Who joined this week?Find the member whose connected account is 900700Pause Tom Ray's subscriptionReissue Ada's invite linksWhich members are past due?

Money and figures

Runs at onceAsks first
Headline metrics, the earnings timeline, revenue by plan and by composition, subscriber analytics, transaction breakdowns, connector analytics, your Transaction Fees and their monthly summaryNothing here changes anything
Why did revenue dip this week?What did I earn in September, by plan?How much did Subscriby charge me in fees this month, and on which invoice?

Support inbox

Runs at onceAsks first
Conversations and one conversation's thread, canned replies; reply to a conversation, create a canned replyResolve, reopen or assign a conversation; block or unblock a contact; edit or delete a canned reply

The ✨ button in the inbox's own composer is a different thing from these: a reply drafted for you to read and send yourself, written from the thread, for $0.05 rather than a turn. Copilot in Your Inbox covers it. Both that draft and a member's automated answer read the project's Knowledge: the passages that match the member's message travel with the prompt.

Show me the unread conversationsReply to Ada: her new link is on its way, with the canned reply about invite linksResolve the three conversations about the outage

Broadcasts

Runs at onceAsks first
Who a broadcast would reachSend it
How many members would a broadcast to Gold reach?Send everyone on a trial: your trial ends this week, here is 20% off

Growth

Runs at onceAsks first
Links, one link with its funnel, Revenue Recovery settings and stats, cancellation feedback, the activity ledger, open and stalled checkouts, win-back sequences and their enrolments; a Smart Link, a sequence, editing a link, changing a Revenue Recovery settingArchive a link, edit or delete a sequence
What did the YouTube link bring this month?Make a Smart Link for the spring flyer that opens the Gold planSet the grace window to 10 daysWhy do members cancel?

Referral Program and Partner Program

Runs at onceAsks first
The programme and its figures, affiliates, referrals, rewards and payouts; your Partner Program standing, referrals, commissions and payouts; add an affiliate, accept the partner termsChange, pause, resume or delete the programme; approve or suspend an affiliate; record a payout; change your partner payout details
How is the referral programme doing?Approve the two pending affiliatesWhat do I earn as a partner this month?

Operations and account

Disaster Recovery

Runs at onceAsks first
Readiness, allowances, settings, the roll call, standbys, incidents and operations; request a standby or a replacement, withdraw a request, set mirroring, change the settings, nudge members waiting to be re-admittedUse a standby, remove a standby, notify members of a recovery, revert an operation
Is Research Premium ready for an outage?Who has not rejoined since the switch?Switch the lounge to its standby

Team

Runs at onceAsks first
Teams, members, roles, groups; create a team, a role, a group; invite a memberRename or delete a team, change a member's role, remove a member, cancel an invitation, edit or delete a role, edit, sync or delete a group
Who is on my team and what can they do?Invite ada@example.com as an editorRemove Tom from the team

Webhooks, tokens and your account

Runs at onceAsks first
Endpoints, deliveries, personal access tokens, your notifications, your account export, your own profile; create or test an endpoint, retry failed deliveries, mark notifications read, request an account exportPause, resume or delete an endpoint, rotate its secret, revoke a token
Which webhook deliveries failed today?Retry the dead deliveriesRevoke the token I made for the old Zapier account

What it cannot do

  • Anything your role does not allow. A tool refuses, and the Copilot says so.
  • Spend your money on Subscriby. It cannot buy a plan, an addon or a Copilot Credits pack, and it cannot touch your payment methods at Subscriby.
  • Reach another account's data, or act for a member.
  • Answer for Subscriby itself. A question about your Subscriby invoice, a bug or a feature is handed to a person (Dashboard Panel).

New things run at once, by design

Creating something adds to your account and takes nothing away, so a new coupon or plan appears without a card and the Copilot tells you what it made with a button to open it. Anything that edits, removes, sends to members or moves money is shown first, because that is where a mistake costs something.

Questions

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