AI copilots & assistants
Assistants grounded in your own knowledge that draft, answer, and act - inside the tools your team already uses.
A useful copilot isn't a chatbot bolted onto a page - it's an assistant that knows your data, lives where work happens, and can actually do things: draft the reply, summarize the thread, update the record.
We build copilots grounded in your knowledge with the right guardrails, so they're helpful and trustworthy rather than confidently wrong.
How we deliver this
- Define the specific tasks the copilot should own
- Ground it in your data with retrieval
- Embed it where the work already happens
- Add guardrails and a human fallback
Key deliverables
- A working AI copilot
- Grounding on your knowledge base
- Integration into your tools
Expected outcomes
- Faster drafting and answers
- Less context-switching
- Consistent, on-brand output
Ready to implement AI copilots & assistants?
Talk with our team and get a tailored roadmap for this feature in your growth stack.
Ideal for
- Support and sales teams
- Knowledge-heavy workflows
- Teams drowning in repetitive drafting
Frequently asked questions
Will it make things up?
We ground it in your data with retrieval and citations, and add confidence thresholds so it escalates to a human when unsure - which is how you keep it trustworthy.
Related features
View all in AI Agents & AutomationRetrieval (RAG)
Answers pulled from your docs, tickets, and data - with citations - so responses are accurate and verifiable, not hallucinated.
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Multi-step automations that triage, route, summarize, and update records - removing the repetitive work between your tools.
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Pipelines and integrations that connect your CRM, inbox, database, and docs so the automation has the context it needs.
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