Copilot

The SegOps dashboard copilot is a ReAct agent powered by Claude. It can query your data, render inline charts and tables, and help you create and analyze segments — all from a conversational interface on the dashboard.

What You Can Ask#

Data questions#

"Show me my top 5 events by volume this week" "How many users are in the High LTV segment?" "What's the membership trend for Churn Risk over the last 30 days?"

Segment work#

"Create a segment for users who purchased in the last 7 days but never added to a wishlist" "Which segments are the largest?" "Show me the conditions for the VIP Buyers segment"

Platform overview#

"What connectors are active?" "List my event schemas" "What events have been ingested today?"

Inline UI Components#

The copilot emits structured UI components alongside its text responses:

Component	When it appears
MetricCard	Single KPI values (member count, event volume)
SegmentTable	Lists of segments with member counts and status
EventVolumeChart	Bar chart of daily event or membership counts
CreateSegmentCTA	One-click button to open a pre-loaded segment builder

Creating Segments from the Copilot#

When you ask the copilot to suggest or create a segment:

It generates the segment DSL and shows a preview
Click Create segment — the definition is passed to /segments/new via sessionStorage
The segment builder opens pre-populated with the AI-generated conditions
Give it a name and click Save

Tools Available to the Copilot#

The copilot has 12 tools it can call:

Tool	Data Source	What It Returns
`list_segments`	Postgres	All segments with name, type, member count
`get_segment_detail`	Postgres	Full segment definition + conditions
`list_activations`	Postgres	All active connectors with status
`list_event_schemas`	Postgres	Registered event schemas with property counts
`list_recent_events`	Postgres	Last N ingested events
`query_top_events`	ClickHouse	Event type frequency ranking
`query_event_volume`	ClickHouse	Daily event counts over a time range
`query_segment_membership_trend`	ClickHouse	Daily membership counts for a segment
`display_segment_table`	—	Emit `SegmentTable` inline component
`display_metric_card`	—	Emit `MetricCard` inline component
`display_event_chart`	—	Emit `EventVolumeChart` inline component
`display_create_segment_cta`	—	Emit `CreateSegmentCTA` inline component

SSE Streaming Protocol#

For integrations, the copilot endpoint streams Server-Sent Events:

http

POST /api/ai/copilot/
Authorization: Bearer <token>
Content-Type: application/json

{ "message": "show me my top events" }

Event types:

data: {"type": "thinking",  "content": "Looking up event data..."}
data: {"type": "computing", "content": "Querying ClickHouse..."}
data: {"type": "text",      "content": "Here are your top events"}
data: {"type": "ui",        "component": "EventVolumeChart", "data": {...}}
data: {"type": "done"}

Quality & Evals#

The copilot is evaluated using an LLM-as-judge pipeline across 4 dimensions: helpfulness, accuracy, tool use, and conciseness. Current score: 4.47 / 5.0 across 15 golden test cases.

Run evals locally:

bash

docker compose exec api python manage.py run_copilot_evals --tenant-slug retailcorp

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