Agent copilot

Copilot pulls the order from Shopify

The copilot sits beside every conversation. It looks up the customer's orders, payments and CRM record, summarises the thread and drafts a reply your agent can send or edit.

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The copilot beside Hiro Tanaka's conversation: Check order status looked up order #3209 in Shopify, shipped via UPS, ready to insert into the reply.

What it does

Your agent's research assistant

Look up

Orders and shipments, payment and refund status, CRM contact and deal, open tickets.

Summarise

A short summary of long threads, and of what the AI agent already did.

Draft

A suggested reply using what it found, in your workspace tone.

Navigate

Ask it to open settings, templates or a contact by name.

Confirm before changing

Write actions (for example a refund) are never run without a person confirming.

Cite sources

Each fact shows which integration it came from.

FAQ

Questions, answered

Does the copilot send messages to customers?

No. It drafts; your agent decides whether to insert, edit or ignore the draft.

Which systems can the copilot check?

Whatever you connect: for example Shopify or WooCommerce orders, Razorpay payments, and HubSpot, Zoho CRM, Salesforce, LeadSquared, Zendesk or Freshdesk records.

How is the copilot different from an AI agent?

An AI agent talks to customers. The copilot only helps your team, inside the inbox.