Copilot

Copilot is your in-editor assistant that helps you build and edit workflows. It can:

  • Explain: Answer questions about Recall and your current workflow
  • Guide: Suggest edits and best practices
  • Build: Add blocks, wire connections, and configure settings
  • Debug: Analyze execution issues and optimize performance

Copilot is included with all Recall plans. Self-hosted deployments require an Enterprise subscription — contact sales@tryrecall.com for details.

Modes

Switch between modes using the mode selector at the bottom of the input area.

Ask

Q&A mode for explanations, guidance, and suggestions without making changes to your workflow.

Build

Workflow building mode. Copilot can add blocks, wire connections, edit configurations, and debug issues.

Plan

Creates a step-by-step implementation plan for your workflow without making any changes. Helps you think through the approach before building.

Models

Select your preferred AI model using the model selector at the bottom right of the input area.

Available Models:

  • Claude 4.6 Opus (default), 4.5 Opus, Sonnet, Haiku
  • GPT 5.2 Codex, Pro
  • Gemini 3 Pro

Choose based on your needs: faster models for simple tasks, more capable models for complex workflows.

Context Menu (@)

Use the @ symbol to reference resources and give Copilot more context:

ReferenceDescription
ChatsPrevious copilot conversations
WorkflowsAny workflow in your workspace
Workflow BlocksBlocks in the current workflow
BlocksBlock types and templates
KnowledgeUploaded documents and knowledge bases
DocsRecall documentation
TemplatesWorkflow templates
LogsExecution logs and results

Type @ in the input field to open the context menu, then search or browse to find what you need.

Slash Commands (/)

Use slash commands for quick actions:

CommandDescription
/fastFast mode execution
/researchResearch and exploration mode
/actionsExecute agent actions

Web Commands:

CommandDescription
/searchSearch the web
/readRead a specific URL
/scrapeScrape web page content
/crawlCrawl multiple pages

Type / in the input field to see available commands.

Chat Management

Starting a New Chat

Click the + button in the Copilot header to start a fresh conversation.

Chat History

Click History to view previous conversations grouped by date. You can:

  • Click a chat to resume it
  • Delete chats you no longer need

Editing Messages

Hover over any of your messages and click Edit to modify and resend it. This is useful for refining your prompts.

Message Queue

If you send a message while Copilot is still responding, it gets queued. You can:

  • View queued messages in the expandable queue panel
  • Send a queued message immediately (aborts current response)
  • Remove messages from the queue

Folders

Group chats into folders to keep the sidebar tidy.

Create a folder — Click the + menu next to "All chats" in the sidebar, then Create folder. Give it a name and (optionally) a color.

Move a chat into a folder — Drag the chat from the root list onto a folder, or right-click the chat and choose Move to folder.

Move a chat back to the root — Drag it onto the empty space below the chat list (the root drop zone), or right-click and choose Move to root.

Reorder — Drag chats inside a folder to reorder them. Drag folders themselves to reorder the tree.

Rename / recolor / delete — Right-click a folder for the context menu. Deleting a folder cascades: every chat inside it (and any nested folders) is deleted along with it. The dialog warns you and asks for confirmation.

Expand / collapse — Click a folder header to toggle it open or closed. Expansion state is saved per browser, so refreshing keeps your sidebar layout.

Folders are scoped to a workspace — chats can only live in folders inside the same workspace. Switching workspaces shows that workspace's folder tree from scratch. Power users can drive the same actions through /api/chat-folders (create, move, reorder, recursive-delete) — see the API reference.

File Attachments

Click the attachment icon to upload files with your message. Supported file types include:

  • Images (preview thumbnails shown)
  • PDFs
  • Text files, JSON, XML
  • Other document formats

Files are displayed as clickable thumbnails that open in a new tab.

Checkpoints & Changes

When Copilot makes changes to your workflow, it saves checkpoints so you can revert if needed.

Viewing Checkpoints

Hover over a Copilot message and click the checkpoints icon to see saved workflow states for that message.

Reverting Changes

Click Revert on any checkpoint to restore your workflow to that state. A confirmation dialog will warn that this action cannot be undone.

Accepting Changes

When Copilot proposes changes, you can:

  • Accept: Apply the proposed changes (Mod+Shift+Enter)
  • Reject: Dismiss the changes and keep your current workflow

Thinking Blocks

For complex requests, Copilot may show its reasoning process in expandable thinking blocks:

  • Blocks auto-expand while Copilot is thinking
  • Click to manually expand/collapse
  • Shows duration of the thinking process
  • Helps you understand how Copilot arrived at its solution

Options Selection

When Copilot presents multiple options, you can select using:

ControlAction
1-9Select option by number
Arrow Up/DownNavigate between options
EnterSelect highlighted option

Selected options are highlighted; unselected options appear struck through.

Keyboard Shortcuts

ShortcutAction
@Open context menu
/Open slash commands
Arrow Up/DownNavigate menu items
EnterSelect menu item
EscClose menus
Mod+Shift+EnterAccept Copilot changes

Usage Limits

Copilot usage is billed per token from the underlying LLM and counts toward your plan's credit usage. If you reach your usage limit, enable on-demand billing from Settings → Subscription to continue using Copilot beyond your plan's included credits.

See the Cost Calculation page for billing and plan details.

Copilot MCP

You can use Copilot as an MCP server in your favorite editor or AI client. This lets you build, test, deploy, and manage Recall workflows directly from tools like Cursor, Claude Code, Claude Desktop, and VS Code.

Generating a Copilot API Key

To connect to the Copilot MCP server, you need a Copilot API key:

  1. Go to tryrecall.com and sign in
  2. Navigate to SettingsCopilot
  3. Click Generate API Key
  4. Copy the key — it is only shown once

The key will look like sk-recall-.... You will use this in the configuration below.

Cursor

Add the following to your .cursor/mcp.json (project-level) or global Cursor MCP settings:

{
  "mcpServers": {
    "recall-copilot": {
      "url": "https://tryrecall.com/api/mcp/copilot",
      "headers": {
        "X-API-Key": "YOUR_COPILOT_API_KEY"
      }
    }
  }
}

Replace YOUR_COPILOT_API_KEY with the key you generated above.

Claude Code

Run the following command to add the Copilot MCP server:

claude mcp add recall-copilot \
  --transport http \
  https://tryrecall.com/api/mcp/copilot \
  --header "X-API-Key: YOUR_COPILOT_API_KEY"

Replace YOUR_COPILOT_API_KEY with your key.

Claude Desktop

Claude Desktop requires mcp-remote to connect to HTTP-based MCP servers. Add the following to your Claude Desktop config file (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "recall-copilot": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://tryrecall.com/api/mcp/copilot",
        "--header",
        "X-API-Key: YOUR_COPILOT_API_KEY"
      ]
    }
  }
}

Replace YOUR_COPILOT_API_KEY with your key.

VS Code

Add the following to your VS Code settings.json or workspace .vscode/settings.json:

{
  "mcp": {
    "servers": {
      "recall-copilot": {
        "type": "http",
        "url": "https://tryrecall.com/api/mcp/copilot",
        "headers": {
          "X-API-Key": "YOUR_COPILOT_API_KEY"
        }
      }
    }
  }
}

Replace YOUR_COPILOT_API_KEY with your key.

For self-hosted deployments, replace {{APP_URL}} with your self-hosted Recall URL.

Common Questions

Copilot has three modes. Ask mode is a read-only Q&A mode for explanations, guidance, and suggestions without making any changes to your workflow. Build mode allows Copilot to actively modify your workflow by adding blocks, wiring connections, editing configurations, and debugging issues. Plan mode creates a step-by-step implementation plan for your request without making any changes, so you can review the approach before committing. Use Ask when you want to learn or explore ideas, Plan when you want to see a proposed approach first, and Build when you want Copilot to make changes directly.
Copilot has access to the workflow you are currently editing as context. You can also use the @ context menu to reference other workflows, previous chats, execution logs, knowledge bases, documentation, and templates to give Copilot additional context for your request.
You can use Copilot as an MCP server from external editors. First, generate a Copilot API key from Settings > Copilot on tryrecall.com. Then add the MCP server configuration to your editor using the endpoint {{APP_URL}}/api/mcp/copilot with your API key in the X-API-Key header. Configuration examples are available for Cursor, Claude Code, Claude Desktop, and VS Code.
Yes. When Copilot makes changes in Build mode, it saves checkpoints of your workflow state. You can hover over a Copilot message and click the checkpoints icon to see saved states, then click Revert on any checkpoint to restore your workflow. Note that reverting cannot be undone, so review the checkpoint before confirming.
Copilot usage is billed per token from the underlying LLM and counts toward your plan's credit usage. More capable models like Claude Opus cost more per token than lighter models like Haiku. If you reach your usage limit, you can enable on-demand billing from Settings > Subscription to continue using Copilot.
Slash commands trigger specialized behaviors. /fast enables fast mode execution, /research activates a research and exploration mode, and /actions executes agent actions. Web commands like /search, /read, /scrape, and /crawl let Copilot interact with the web to search for information, read URLs, scrape page content, or crawl multiple pages to gather context for your request.
Self-hosted deployments require an Enterprise subscription. Contact sales@tryrecall.com for self-hosted Copilot setup.

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