Ask anything. Get answers, insights, and the next action.
The AI Copilot is built into every workflow. Type a question in plain English and get a role-scoped answer — with the "why it matters" and what to do next.
Insights, not just numbers
Every answer comes back with 2–3 "why it matters" bullets, 1–2 risks, and 2–3 data-driven next actions.
Natural-language queries
English today, Hinglish coming.
- "Top 5 doctors by Rx this month"
- "Why is North zone down?"
- "Forecast Q3 for CardioMax"
Smart entity resolution
Understands fuzzy, human phrasing.
- "my team", "last quarter"
- "the new brand"
- "Devang's territory"
Forecasting built-in
Models you can trust.
- Linear + seasonal models
- Weather-adjusted
- MAPE-tracked accuracy
Recommendations
2–3 next actions per answer.
- Concrete, data-driven steps
- Prioritised by impact
- One-click to the workflow
Typed follow-up chips
Drill in without typing.
- Drilldown · trend · comparison
- Why · action · simulation
- Context carried between turns
Role-aware & PII-safe
Secure by construction.
- Auto-scoped to your hierarchy (RLS)
- Masks sensitive customer names
- Per-tenant masking policy
A 25-step deterministic pipeline
Not a black box. Every answer follows the same auditable path — so results are reproducible and safe.
1 · Pattern matching
The query is matched against known intents and reusable patterns learned over time.
2 · SQL generation
A parameterised, role-scoped query is generated against your schema — never raw, never unscoped.
3 · Role-scoped execution
Row-Level Security applies automatically; you only ever see what your hierarchy allows.
4 · Insight extraction
Results are summarised into why-it-matters bullets, risks, and recommended next actions.
Meet your team where they are
In-app chat
Web & mobile, with typed follow-up chips.
Morning brief
Yesterday's actuals, today's plan, alerts.
Weekly strategic brief
Trends, anomalies, focus recommendations.
WhatsApp & webhooks
Push answers to chat or your warehouse.
See the Copilot answer your data
Bring a question. We'll point it at a sandbox tenant and show you the answer, the insight, and the next action.