CRM copilot.
Next steps, call summaries and follow-up drafts on every account and deal.
Lives in · Salesforce, HubSpot, DynamicsAssistants built into your CRM, helpdesk and internal tools that draft, find and fill in, with the person in charge approving every change.
Free 30-minute scoping call. Written estimate within 5 working days.
Inside your tools · Cited suggestions · You approve · Your cloud
Illustrative interface. Values are sample data.
* Sample figures for layout review. Replace with audited numbers from engagement reports before launch.
AI copilot development is building assistants that work inside the software people already use, suggesting the next step while the person stays in charge.
Which roles and tasks a copilot should help with first, and how you'll measure it.
Where suggestions appear, how people accept or edit them, and how the copilot explains itself.
Retrieval, actions and prompts built around one team's daily work.
Embedded in your CRM, helpdesk, intranet, IDE or product through their APIs.
Models tuned on your examples when a general model doesn't match your tone or format.
Acceptance, edits and feedback reviewed monthly to improve suggestions.
A copilot works best inside the tool where the work already happens, not in another tab.
Next steps, call summaries and follow-up drafts on every account and deal.
Lives in · Salesforce, HubSpot, DynamicsSuggested replies with sources, ticket summaries and one-click macros for agents.
Lives in · Zendesk, ServiceNow, IntercomClause checks, summaries and redlines inside the documents your team already edits.
Lives in · Word, Google Docs, contract toolsQuestions in plain language turned into charts and numbers from your own data.
Lives in · BI tools, internal dashboardsCode suggestions, reviews and test drafts that follow your team's conventions.
Lives in · IDE, code review, CIStep-by-step guidance from manuals and past jobs, on the technician's phone.
Lives in · mobile apps, tablets* Previews are illustrative. Product names belong to their owners; no partnership is implied.
Sixteen features in four groups. Each one is tested with the people who will use it.
A copilot nobody accepts is a cost, not a feature. We report what happened to every suggestion.
A copilot suggests; people decide. These controls make that true in practice, not just in the pitch.
Nothing is sent, saved or changed until a person accepts it, unless you've agreed otherwise for a task.
Every suggestion shows why it was made and which records or documents it drew on.
The copilot only sees what the person using it can see, enforced by your identity provider.
Built in your cloud, with providers set to zero retention. Your data never trains a public model.
Built to support GDPR, HIPAA and SOC 2 controls, with your security team and counsel signing off.
Illustrative interface. Values are sample data.
Named case studies publish here with the client's sign-off, real numbers and the honest limits. Want to be one of them?
Talk to us →Every industry has its own tools and rules. Suggest-first design, evaluation and adoption tracking stay the same.
Dispatch, ETA and rider-support agents for ride-hailing and fleet platforms.
ETA models · Demand forecasting · Support agentsRoute optimisation, document extraction and exception handling across the shipment lifecycle.
Route optimisation · Document AI · Exception triageKYC document extraction, fraud signals and customer assistants that stay inside compliance rules.
KYC extraction · Fraud signals · Compliance copilotsListing enrichment, valuation models and lead-qualifying agents for brokerages and proptech.
Valuation · Listing enrichment · Lead agentsDemand forecasting, visual inspection and inventory copilots on the shop and factory floor.
Forecasting · Visual inspection · Inventory copilotsProduct search, personalisation and post-purchase support agents that cite the order.
Semantic search · Personalisation · Support agentsItinerary assistants, dynamic pricing and disruption-handling agents for OTAs and operators.
Itinerary agents · Pricing · Disruption handlingIf the data is messy and the stakes are real, the method still applies. Bring the workflow; we'll bring the evaluation set.
Start a project →Discovery starts by watching the work. The evaluation set comes from real tasks, and early users shape every release.
We map the process, pull a sample of real data, and check what is usable, missing or sensitive.
We build the test set from your real examples, so “done” has a number before any product code exists.
Model choice, retrieval design and integration plan, proven against the eval set.
Your repository, your cloud. A weekly demo with accuracy, latency and cost on one screen.
A staged rollout behind a feature flag, with runbooks, monitoring and a rollback path.
Drift alerts, model upgrades run through your evals, and a monthly cost and quality review.
Any model, retrieval over your data, and the extension SDKs of the tools your team already uses.
* Tools we build with. No vendor partnership or endorsement is implied.
Short answers here. Longer ones on the scoping call.
Message us on WhatsApp. An engineer replies within one working day.
An AI copilot is an assistant built into software people already use. It understands the current task, suggests drafts, answers and next steps, and leaves the decision to the person.
Through the tool's API or extension system: a side panel in the CRM, a button in the helpdesk, a command in Slack or Teams. The copilot reads the current context and writes back only what the person accepts.
Projects start with a fixed-fee discovery sprint, quoted on the scoping call. The build is priced per milestone, and every quote is written and fixed for its scope.
After a two-week discovery sprint, a first copilot for one team usually takes four to ten weeks, including a pilot with real users.
A chatbot answers questions in its own window. A copilot works inside the tool you're using, knows the record or document in front of you, and helps complete the task there.
Acceptance and edit rates, time per task before and after, and user feedback, reviewed monthly against the cost per active user.
Only where you choose. By default it suggests and a person accepts. For low-risk, repetitive steps you can let it act within set limits, with every action logged.
Yes. The copilot runs in your cloud, sees only what each user is allowed to see, and model providers are configured for zero data retention.
Three steps from first message to kickoff. No deck, no commitment until you sign.
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