Overview
The Voyager 2 AI Super Agent is Coevera’s unified AI assistant, accessible from the top-right corner of the application. It replaces the previous collection of separate AI widgets with a single, context-aware agent that understands what you are looking at, draws on your CRM data, and can delegate to specialized agents for records, reports, automatizer processes, and online forms — all from one persistent chat interface.
Clicking on the AI Assistant icon opens the Super Agent in a sidebar panel on the right side of the screen without covering the main content. It includes a menu for accessing Chat History, Saved Prompts, and starting a new conversation. Previous conversations are automatically saved so users can return to any earlier session. Simply closing the panel preserves the ongoing conversation — reopening it resumes exactly where you left off. A toggle button switches the panel to Full Screen mode for longer working sessions.
Clicking on the three dots opens options to review previous chat history or access previous and suggested prompts
Saved prompts are organised by category
Full Screen Mode expands the AI Super Agent to occupy the full application window, ideal for extended or complex conversations. The left sidebar in full screen mode shows Saved Prompts and Chat History, both fully searchable. Users can return to the normal sidebar mode at any point. Conversation Topics and Favorite Prompts remain available in full screen.
Prompt Component
The prompt input area supports up to 2,000 characters per message. Users can use the speech-to-text button to dictate prompts instead of typing. Keyboard shortcuts: Ctrl+Enter (or Cmd+Enter on Mac) submits the prompt; Alt+Enter adds a new line.
Once a prompt is submitted, a Stop button appears, allowing users to cancel the ongoing response at any time. Cancelled requests display the message: "You stopped this response."
If no response is received within 10 minutes, the session times out with the message: "Oops! Your session timed out unexpectedly. Please try again."
A context selector in the prompt area lets users choose what data the AI uses when answering.
Auto — the AI decides the most relevant context based on the current screen.
Opened Record — focuses the AI on the record currently open in full detail view, including all fields, change log, and feed.
Selected Record(s) — uses the records currently selected in list, board, or other views (single or multiple).
Context is fixed for the lifetime of a conversation. To change context, users need to start a new chat. Note that the available context options vary by screen: list views, record details, reports, automatizer processes, online forms, and home screen each offer a relevant subset.
Conversation Starter Topics & Examples
When opening a new conversation, the AI presents screen-specific suggested topics to help users get started quickly, grouping these suggested topics into categories such as Examples, Analysis, Suggestions, Win-Loss Prediction, and others, depending on which screen is active.
Clicking Show Examples expands a set of predefined prompt examples tailored to the current view. Clicking any example copies it into the prompt input, ready to submit or edit.
Clicking Show Suggestions asks the AI to generate context-aware recommendations based on the currently loaded data
After the AI responds, it automatically generates follow-up conversation topic suggestions based on the last answer and current context, following a pattern of three varied intents: data-focused, action/strategy-focused, and risk/insight-focused.
Any conversation started from an example or topic immediately becomes a regular chat and appears in the Chat History.
Screen Agent & On-Demand Suggestions
The Screen Agent analyzes the data currently loaded on the active screen — including applied filters, visible records, and selected items — and surfaces relevant insights without requiring a typed prompt.
Suggestions are generated on demand: clicking the suggestions trigger causes the Screen Agent to produce up to five recommendations. Three types of suggestions are available: Required Actions (urgent next steps), Record News (notable recent activity), and Record Updates (field or status changes of interest).
All suggestion types and data sources adapt to the screen: record detail views, navigator, reports, online forms, and automatizer processes each deliver relevant, context-appropriate insights and clicking a suggestion opens the AI Super Agent chat with that suggestion already in context, ready for follow-up questions.
Unified Intelligence
The Super Agent acts as an orchestrator, combining CRM data, specialized sub-agents, and live web search to answer questions.
It selects the best approach automatically: using existing knowledge, querying your CRM data, delegating to a specialized agent, or performing a live web search for current information.
When a question cannot be answered, the agent responds clearly: "I'm not able to resolve your question."
The Super Agent takes full responsibility for all information it provides, regardless of whether it came from a sub-agent, a previous conversation turn, or a web search result.
Specialized Sub-Agents
When working in the context of a specific CRM area, the Super Agent automatically routes the request to the appropriate specialist:
Record Agent — answers questions about record details, relationships, activity history, and field values.
Report Agent — analyzes report data and answers questions about pipeline performance, trends, and metrics.
Automatizer Agent — explains and provides guidance on automation processes and their configuration.
Online Form Agent — provides guidance and analysis within online form contexts.
Users interact with the Super Agent naturally — routing to the right specialist happens transparently in the background.
Changes to Existing Modules
With the introduction of the AI Super Agent, several existing AI entry points have been consolidated:
Record Detail
The standalone AI chat button has been removed from Record Detail views. The AI Super Agent in the top-right corner is now the single entry point for all AI interactions on records.
The "Show all suggestions" button has been removed. Suggestions are now accessed directly through the Super Agent sidebar.
Clicking any suggestion from a record detail view opens the Super Agent chat with that suggestion in context.
The standalone AI buttons in the Automatizer process editor, Report Details views and the Online Form editor have been removed. AI assistance in Automatizer, Reports and Online Forms is now provided through the Super Agent.
Automatizer
When the Super Agent is open, the Automatizer editor adjusts its layout to remain fully visible alongside the AI panel. Suggestions from the Automatizer context are surfaced through the Super Agent's Screen Agent, with the same click-to-expand behavior.
Reports
Report suggestions are delivered via the Screen Agent with the same quality and insight depth as the former AI Report widget.
Dashboard views use the Screen Agent by default to surface relevant insights.
AI Coach
AI Coach functionality has been integrated into the Super Agent as part of the unified AI experience.
Chat History & Saved Prompts
The Chat History shows all previous conversations for the current user in the current space, organized chronologically and fully searchable. Each user can only see their own conversation history — conversations are private. Saved Prompts stores favorite prompts organized by entity-specific categories, making frequently used prompts easy to find and reuse. Both Chat History and Saved Prompts are available in both normal sidebar and full screen modes.
AI Credit Tracking
A coin icon appears below each AI response showing how many AI credits that interaction consumed and hovering over the icon displays a tooltip: "Used [n] AI credits." Free responses show "0" credits. Clicking a suggestion also deducts credits, displayed the same way.
When all AI credits have been used, the system displays: "Your request cannot be processed, all AI credits have been used." Subscription administrators receive an email notification when the credit limit is reached (once per day maximum).
Administration & Access
Administrators can control which user roles have access to the AI Super Agent through the User Roles settings. All Super Agent capabilities are available by default for new spaces and new roles
Voyager 2 appears as a separate, named item in the Automation Hub, visible to Administrators. In the AI Configuration panel, the Super Agent and Record Assistant are both visible and configurable.
Super Agent usage is tracked in AI Statistics, accessible to Subscription Admins.