Case 01
Law and consulting firms where seniors get interrupted hourly.
Juniors ask the copilot first. The senior's calendar stops being a help desk. Knowledge stops being trapped in one partner's head.
02/Copilots·Internal
Internal Copilots.
A search bar your team can ask anything — grounded in your real files, not the open web.
02/What's Included
- Indexed search across your SOPs, contracts, case files, and CRM notes
- Plain-English Q&A grounded in your actual documents
- Source citations on every answer — no black-box responses
- Role-based access so juniors only see what they're allowed to
- Slack or Teams integration so it lives where your team already is
- Self-service training — add documents without coming back to us
03/Built For
Case 02
Operations-heavy SMEs with SOPs nobody reads.
Instead of digging through a Drive folder, your floor manager asks the copilot and gets the answer in seconds — with the exact SOP attached for proof.
Case 03
Sales teams that lose deals to slow internal lookups.
Mid-call, your rep asks the copilot for the latest pricing or the contract terms for a returning client. Answer lands before the silence gets awkward.
04/How It Slots In
The copilot is the inward-facing twin of the AI Receptionist — same training pipeline, different audience. It draws on the same knowledge base, which means updates to one improve the other. Pairs with Automation Agents when a question turns into a task ('schedule the follow-up' or 'create the proposal').
05/Honest Answers
- 01
Is my data sent to OpenAI?
Your files stay in your database. Only the question and the relevant snippets are sent to the model — never the full document set. We use zero-retention API tiers.
- 02
Can it handle scanned PDFs and Excel?
Yes. We run OCR on scanned documents and structured extraction on spreadsheets. It works on the messy real-world files your team actually has.
- 03
Will it make things up?
Every answer is grounded in retrieved sources with citations. When the copilot can't find an answer in your documents, it tells you — instead of inventing one.
Talk to us about internal copilots