AI Agent
GenAI Copilot
The GenAI Copilot is a custom AI copilot embedded in the tools your team already uses — drafting, summarizing, and surfacing the right information in context, grounded in your own data, with a human always in control.
The problem it solves
Knowledge work is full of drafting, summarizing, and context-switching. Generic AI lives in a separate tab, does not know your business, and breaks focus instead of keeping it. Teams end up copy-pasting between tools and re-explaining context every time, so the productivity promise of AI never quite lands in the daily workflow.
How it works
- Embeds directly in the tools your team already uses — no new tab, no context loss.
- Drafts, summarizes, and surfaces the right information in the flow of work.
- Grounds every output in your own data, not the open internet.
- Keeps a human in control of what ships.
What you get
- Hours saved per person each week on repetitive work
- No context-switching — AI in the flow of work
- Outputs grounded in your business, not generic
- Faster output with a human in control
Where it fits
- Sales & CS — draft follow-ups and summaries in the CRM.
- Ops & analysts — summarize and surface data in context.
- Marketing — on-brand drafting grounded in your material.
- Any knowledge team — AI inside the existing workflow.
Frequently asked questions
What is a GenAI copilot?
A GenAI copilot is an AI assistant embedded inside the software a team already uses, helping draft, summarize, and find information in context — grounded in the organization's own data, with a human reviewing outputs.
How is it different from using ChatGPT in a browser?
A browser assistant is generic and separate from your work. A GenAI copilot lives inside your tools, knows your data, and keeps you in the flow instead of context-switching.
Is our data safe?
Yes — it is built with your security posture in mind and grounded in your data under your controls, with a human in control of outputs.
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See what an agent could do for your process
Book a working session. We pick one process, size what an AI agent could genuinely do for it, and advise honestly whether it is worth building.
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