Why This Step?

1 min read

🧐 Why this step?

Building a copilot is half the job:

🎯 You also need to know: is it actually working?

📤 Your docs + popups are the outputs your copilot triggers.

🧪 Evaluation = making sure those outputs are accurate, timely, relevant per user.

Primary signal:

  • Is the workflow completion rate increasing over time?
  • Higher rates on key workflows = your copilot is working

🤔 How to evaluate

Track at 2 levels:

  • By workflow → Golden Path → completion rates across users
  • By user → Golden Path filtered by email, or User Lifecycle for individual view

🚧 Coming soon: side-by-side view of user actions + copilot conversations → evaluate right context, right moment.

🗂️ How to use filters

2 filters that matter most:

  • Product section → scope sessions to a specific area
  • Task filter + completion rate → find users who have/haven’t done specific workflows, and at what rate

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