AI & Agentic Software · AI assistants & chat
AI Copilot
An AI assistant built into a specific application, such as a CRM, spreadsheet or design tool, that suggests, drafts and automates work in context.
Also searched as: embedded AI assistant · in-app AI
What it does
- Drafts emails, reports and records in place
- Answers questions about the data on screen
- Suggests next steps
- Automates repetitive clicks
Who uses it
Anyone using modern business software; vendors are adding copilots to nearly every product.
Well-known examples
GitHub Copilot · Microsoft 365 Copilot · Salesforce Agentforce · HubSpot Breeze · Notion AI
Buy, build or connect?
We add copilots to your own software and dashboards so your team can ask questions of your data in plain English.
Ask-Your-Data AI Dashboards
Dashboards you can talk to: ask "which customers ordered less this quarter?" in plain English and get the answer, a chart and the numbers behind it, straight from your own systems.
Custom AI Assistant Development
An assistant built for your business: it knows your products, policies and processes, works inside your website, phone, email or internal tools, and stays within the guardrails you set.
Add AI to Your Website
Add AI features that help visitors buy and book (smart search, product finders, quote assistants and chat), trained on your content and connected to your systems.
Questions about AI copilots
What is an AI copilot?
An AI assistant built into a specific application, such as a CRM, spreadsheet or design tool, that suggests, drafts and automates work in context.
How is AI changing AI copilots?
Copilots are moving from suggestions to agents that carry out multi-step work inside the app, with a person approving the important steps.
Should we buy an AI copilot or have it built?
We add copilots to your own software and dashboards so your team can ask questions of your data in plain English.
Need an AI copilot set up, connected or built?
Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide