AI Copilot & Assist
An in-app assistant that works where your team already works — drafting the reply, summarising the record and answering questions from your own data, right inside the CRM, the inbox and chat. It proposes; the person approves.
Help in the flow of work
People do not want another tab to switch to; they want help on the record they are already looking at. The copilot lives on the deal, the ticket and the conversation — so the assistance comes to the work, not the other way round.
It summarises what happened, drafts what comes next, suggests the best action and answers questions grounded in your own data. Every output is a proposal the person can accept, edit or reject, and every action is logged.
Explore AI Intelligence Layer →- ✓ Inline drafting in your tone
- ✓ One-click record summaries
- ✓ Next-step suggestions
- ✓ Ask anything over your data
- ✓ Works in CRM, inbox & chat
- ✓ Governed — you approve
Draft, summarise, answer
The copilot earns its place by doing the work people do dozens of times a day.
Drafts
Writes the email, reply, note or next message in your tone, from the record in front of you — ready to review and send.
Summarises
Turns a long record or a sprawling thread into the few lines that matter — what happened, where it stands, what is next.
Answers from your data
Answers a plain-language question using grounded retrieval over your own records and documents, with the sources shown.
What the copilot does
Inline drafting
Draft the email, reply or note in your tone, in place, ready to send.
Record summaries
Summarise a long record or thread into what matters, in a click.
Next-step suggestions
Suggest the best next action on the deal, ticket or account.
Ask anything
Answer questions grounded in your own data, with sources cited.
In the flow of work
Lives in the CRM, the inbox and chat — no extra tab to open.
You stay in control
Every suggestion is yours to accept, edit or reject, and it is logged.
On the record, in the conversation
The copilot shows up inside the tools your team is already in.
In the CRM
On the deal, contact and account — summarise the history and draft the follow-up without leaving the record.
In the inbox
On an email thread — catch up on what was said and draft the reply in your tone, in place.
In chat & tickets
On a conversation or ticket — summarise the issue and suggest the answer, grounded in your knowledge base.
Live in four steps
Open a record
Work on the deal, ticket or thread as you normally would.
Ask or accept
Ask the copilot a question, or accept a suggestion it offers.
It drafts or answers
It drafts the reply or returns a grounded answer with sources.
You approve
You review, edit if needed and send — always in control.
How the agent works with AI Copilot
The Flow-Cognition Agent runs a real loop on your data — grounded in your records, governed and logged.
Sense
Reads the record, the thread and the data you are allowed to see.
Decide
Decides what to summarise, draft or suggest, and what to retrieve.
Act
Drafts and proposes — you approve, and it logs the action.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Where teams put it to work
For reps
Draft follow-ups and summarise a deal’s history without leaving the record, so more of the day goes on selling.
For agents
Summarise a ticket and draft the reply in seconds, grounded in the knowledge base, so resolution is faster.
For managers
Ask questions across the team and get an answer from the data, with no report to request or wait on.
Helpful, under your control
Human in the loop
The copilot proposes; a person accepts, edits or rejects. Nothing is sent or changed without a decision.
Permission-aware
It reads and answers only within the permissions of the person using it, so it never surfaces data they may not see.
Logged & auditable
Every draft, summary and answer is written to the audit trail, under ISO 27001 controls and India data residency.
Questions, answered
An inline assistant that drafts, summarises, suggests the next step and answers questions — in the flow of work, on the record you are already looking at, rather than in a separate tool.
On the record and in the conversation — the CRM, the inbox, chat and tickets — so the help comes to the work your team is already doing.
It proposes; you approve. Every draft and suggestion is yours to accept, edit or reject before anything is sent or changed, and each action is logged.
With grounded retrieval over your own records and documents, showing the sources it used, so the answer can be checked rather than taken on trust.
Yes. It runs under the same field-level permissions, guardrails and audit trail as every agent, with data in India residency under ISO 27001 controls and DPDP alignment.
Put the copilot to work
Start free, or get a guided walkthrough — drafting, summaries and grounded answers in the flow of your team’s work.