Co-Pilot & Agents
The operational agent that runs your business.
The Co-Pilot is built into every desk and every screen. It can open any record, read the ledgers you are authorized to see, and carry out complex end-to-end tasks. External AI agents can connect over standard interfaces to run back-office operations autonomously.
Ask, and it executes across the ERP & CRM.
State what needs to happen in plain words. The Co-Pilot pulls data across your ledger and CRM, completes forms, drafts communications, schedules workflows, or compiles financial statements—and shows you the work.
- Find invoices that are 30+ days overdue and draft personalized reminders for each client in the CRM.
- Process new vendor bills against purchase orders and queue them for payment approval.
- Send standard onboarding agreements to new hires and file the signed contracts in their HR profile.
- Build a live revenue forecast by customer segment directly from historical sales and order history.
Use it natively from the web desk, or connect your existing autonomous agents via API/MCP so your external agents can operate the business directly.
A person approves what matters.
Autonomous business operations must remain under strict human control. Steps that disburse funds, alter reconciled books, send external emails to customers, or delete production records halt at human approval gates. The agent prepares the full context and explanation; a named person authorizes execution.
Build autonomous routines together.
Describe an operational routine—such as weekly accounts payable intake, recurring client billing, or automated inventory restocking alerts. The Co-Pilot drafts the workflow, tests it against strict validation checks, and activates it only upon your confirmation. See how workflows are verified.