Live Copilot
Real-time AI assistance during active interviews. The Live Copilot listens to your interview audio, generates a live transcript, suggests follow-up questions, and monitors for compliance risks — all while the conversation is happening.
Overview
The Live Copilot captures audio from your computer and streams it to InsightAgent for real-time analysis. While an interview is in progress, you see:
Live transcript in the main panel with speaker identification
AI-suggested questions in the Copilot sidebar tab
Compliance alerts when sensitive topics (e.g., MNPI) are detected
Prerequisites
An interview in your account (any status except COMPLETED)
The Status Bar App installed and signed in on your Mac
Audio device configured to capture both sides of the call (see Audio Setup)
Live Copilot enabled for your account (see Feature Toggle)
Starting a Copilot Session
Navigate to the interview detail page
Click the purple Start Copilot button in the header
Audio capture begins automatically
The button changes to Stop Copilot (red) while the session is active
The Copilot sidebar tab shows a green pulse indicator while streaming.
Live Transcript
Once audio is streaming, the live transcript appears in the main panel:
Speaker identification — each turn is labeled as Expert or Analyst
Real-time updates — new messages appear with a fade-in animation and auto-scroll
Speaker correction — initial speaker detection uses heuristics, then AI verification corrects labels retroactively if needed
Late Joiners
If you open the interview while a copilot session is already running:
The full conversation history loads immediately (backfill)
New messages continue appearing in real-time
Multiple users can observe the same interview simultaneously
AI Suggestions
The Copilot sidebar tab displays AI-generated follow-up questions based on the conversation context:
Suggestions refresh as the conversation progresses
Pin a suggestion to keep it visible across refreshes
Mark as asked to track which questions you've covered
Suggestions are generated using a lightweight model (gpt-4o-mini) for low latency.
Compliance Monitoring
The copilot scans the transcript for potential compliance risks in real-time:
MNPI detection — flags when material non-public information may be discussed
Alerts appear inline in the Copilot sidebar
35+ built-in patterns for sensitive topics
Stopping the Session
Click the red Stop Copilot button in the header
Audio capture stops
The transcript is saved as a copilot session
The interview data reloads to reflect the new session
Copilot Sessions
Copilot sessions are recorded alongside regular interview sessions:
Visible in the Sessions tab with a purple headphones icon
Platform shows as copilot (distinct from phone or web sessions)
Transcript is available for review after the session ends
Speaker labels show Analyst instead of InsightAgent in copilot transcripts
Feature Toggle
The Live Copilot can be enabled or disabled at the account level by an administrator.
Enabling or Disabling
Navigate to Settings
Find the Copilot section (visible to administrators only)
Toggle Live Copilot on or off
When disabled:
The Start Copilot button is hidden on all interview pages
The Copilot tab is hidden from the right sidebar
Existing copilot session data remains accessible in the Sessions tab
The setting applies to all users in the account. It is enabled by default.
Troubleshooting
Copilot Won't Start
Check that your account status is Active
Ensure the Live Copilot feature is enabled in Settings
No Transcript Appearing
Verify audio is being captured by your device
Ensure your audio device is configured to capture both sides of the call
Check your internet connection — audio is streamed to the server for transcription
Speaker Labels Are Wrong
Speaker detection starts with a heuristic guess and is corrected by AI verification within a few seconds. If labels remain incorrect, the AI model may need more conversation context to distinguish speakers.
Session Shows as Failed
The audio capture may have disconnected unexpectedly
Try starting a new copilot session
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