UX Best Practices for SaaS Copilot Design
Greg Nudelman, Daria Kempka · 2025
This chapter reviews the UX design best practices critical for anyone attempting to design a functional and helpful Copilot for their product, using Microsoft Security Copilot as a primary example. Microsoft Security Copilot has many features common to SaaS copilots, plus a few new features that is critical for success. One of the most consistent pieces of feedback from our research is that the best way to implement this type of a Copilot is by moving the rest of the page over to the left (e.g., not using the side panel as a pop-up that obscures the page content). This is because this type of Copilot is meant to directly interact with the information on the page. The information architecture for this artificial intelligence product is relatively straightforward. SaaS is serious work, and SaaS Copilots are now a serious business.