Copilot
AI agents that work the way your team does.
Copilot lets anyone in Sales, Marketing, Finance, or HR create and deploy AI agents — connected to your tools, governed by your IT admins.
3 agents running now
No-code
Agent builder
50+
App connectors
Any team
Sales · HR · Ops
Platform screenshot
Six features
Six ways Copilot works
for your team.
Each feature is a complete module. Together they take your team from manual work to autonomous, governed AI agents.
No-Code Agent Builder
Build production-grade agents on a visual canvas — no prompting expertise, no YAML, no developer required. Set goals in plain language, pick tools from your connected apps, configure guardrails, and define triggers. Your operations team can build what used to require a machine learning engineer.
- Visual canvas — goal, tools, guardrails, and trigger in four steps
- No code, no YAML, no prompting expertise required
- Immediate test run with preview before going live
- Guardrails and model policies pre-configured by your IT admin
Churn Risk Analyst
No-code agent · Salesforce · Notion
Agent Prompt
You are a churn risk analyst. Each morning, pull the last 30 days of activity from Salesforce for all accounts with ARR > $20k. Identify accounts with declining engagement…
Built-in tools
Resources mapping
App Connections
Connect to every tool your team already uses. 1,200+ native integrations via MCP, OpenAPI, and direct connectors — Salesforce, Slack, HubSpot, Notion, Google Drive, Microsoft 365, Jira, and hundreds more. Each connection takes under two minutes. Copilot handles the OAuth; you never touch an API key.
- 1,200+ native integrations across CRM, productivity, data, and comms
- MCP and OpenAPI for custom internal tools and APIs
- Two-minute OAuth connection — no API keys exposed to users
- IT admin controls which apps each team is allowed to connect
App Connections
MCP · OpenAPI · Native
Every tool your team already uses
Autonomous Runs
Set agents to run on a schedule, trigger from an event, or kick off from a Slack message. Agents research, write, analyze, synthesize, and act — fully autonomously, without a human in the loop for routine steps. Human approval gates available for any step that requires sign-off.
- Schedule, event, Slack, webhook, or calendar trigger
- Multi-step autonomous execution with tool chaining
- Human approval gates configurable per step
- Retry and error handling built in — no babysitting required
Autonomous Run
Copilot Agent · Mon 09:00 UTC · recurring
Every Monday, scan renewal pipeline, flag accounts below health score 60, draft a risk brief, and post it to #cs-leadership.
Pulling renewal pipeline
Salesforce · 312 accounts
Scoring account health
AI model · usage + support data
Flagging at-risk accounts
11 accounts below threshold
Drafting risk brief
GPT-4o · executive format
Posting to #cs-leadership
Slack · 8 recipients notified
Artifact Generation
Agents produce real, shareable outputs: reports, proposals, summaries, data extracts, spreadsheets, and drafts. Every artifact is saved to your workspace, versioned, and shareable with the team. Export to PowerPoint, Word, Notion, Sheets, or Slack in one click.
- Reports, proposals, summaries, spreadsheets, and polished drafts
- Saved, versioned, and shareable in the Team Canvas
- One-click export to Notion, Drive, Sheets, Slack, or PowerPoint
- Generated in your house style and preferred format
Artifact Builder
Copilot · Documenting your work
Generate a sprint handoff doc for our Alchemi integration work.
Team Collaboration Canvases
Shared workspaces where your team and agents work side by side. Review, comment on, and edit agent outputs in real time. Multiple teammates can annotate the same artifact simultaneously. Comments, approvals, and edits live in the Canvas next to the work — no switching to Slack.
- Real-time collaboration — multiple teammates on one canvas
- Inline comments, edits, and approvals next to agent output
- Full revision history — see exactly what the agent changed
- Share externally with a link or export to any format
Team Canvas · Live
Shared · 3 contributors · Live editing
Governed by Admin
Every agent built in Copilot runs inside the governance framework your IT admins configured in Cockpit: model allowlists, budget caps, guardrail pipelines, and audit logs. Teams move fast without worrying about compliance. IT has full visibility without being a bottleneck.
- Model access restricted to the IT-approved list
- Budget caps enforced per team and per agent
- Guardrail pipelines run automatically on every agent output
- Full audit trail in Cockpit — every run logged tamper-proof
Admin Policy Manager
Governed by Admin · 4 policies
PII Redaction
Auto-mask sensitive data
Spend Caps
$500 / agent / month
Audit Trails
Immutable · 90-day retention
Model Access
GPT-4o, Claude only
Onboarding Tour
Build your first agent
in fifteen minutes.
No IT ticket. No developer needed. No prompting expertise required. Here is the exact path from first login to running agent.
Log in with your company account
Copilot uses your organization's SSO. No new password, no new account. You're inside in seconds, and your IT admins have already configured which tools and models your team can access.
Connect your apps
Click to connect Salesforce, Slack, HubSpot, Notion, Google Drive, or any of the 50+ native integrations. Each connection takes under two minutes. Copilot handles the OAuth — you never touch an API key.
Build your agent on the visual canvas
Choose a goal. Pick the tools your agent needs. Set guardrails — e.g., 'never send an email without my approval.' Configure a trigger — a schedule, a Slack message, or a webhook. Done. No code, no YAML, no prompting PhD required.
Run, review, and share
Your agent runs autonomously and produces artifacts: reports, summaries, proposals, spreadsheets, drafts. Review outputs in your shared Team Canvas. Comment, edit, approve, and share — all without leaving Copilot.
Use Cases
Every team has their use case.
Real-world scenarios where each Copilot feature saves your team hours every week.
Account research agent built in 15 minutes
Sales ops builds a morning briefing agent on the visual canvas — no code. It pulls CRM history, scans recent news on each account, and drops a structured brief in Slack before the first meeting. Built and deployed in 15 minutes.
- Visual canvas — no developer needed
- Connected to Salesforce and web in two clicks
- Runs automatically on a morning schedule
All 8 marketing tools connected, zero API keys
Marketing connects HubSpot, Notion, Google Drive, LinkedIn, Slack, Airtable, Google Analytics, and a custom webhook in under 20 minutes. Copilot handles every OAuth — the team never sees an API key.
- Each connection under 2 minutes via OAuth
- IT admin controls which apps are available per team
- Custom internal tools via MCP or OpenAPI spec
First-round candidate screening on autopilot
The HR team uploads a job description. The Copilot agent reads every incoming CV, scores each against the rubric, and surfaces the top ten with structured summaries — before the recruiter opens their inbox.
- Reads CVs from email or ATS automatically
- Outputs scored shortlist with rationale per candidate
- Escalates edge cases for human review
Monthly board report in hours, not days
The Copilot agent pulls actuals from the ERP, builds variance analysis against budget, and generates a board-ready narrative draft in the company's house style. Finance reviews and approves; the agent exports to PowerPoint.
- Pulls live data from ERP and spreadsheets
- Generates narrative in your house style automatically
- One-click export to PowerPoint or Notion
Cross-functional review without Slack threads
Three teams need to review the same agent output — a contract proposal. In the Team Canvas, each reviewer comments inline on the artifact, suggests edits, and approves in real time. No email threads, no version confusion.
- Real-time multi-user collaboration on one artifact
- Inline comments next to the agent output
- Full revision history — every agent change tracked
Enabling all teams without a compliance risk
The IT team enables Copilot for all 20 business teams simultaneously. Because every agent runs inside Cockpit's guardrails and budget caps, there is no shadow AI risk — IT has full visibility without being a bottleneck.
- Every agent inherits IT-configured guardrails
- Budget caps prevent spend surprises per team
- Full audit trail in Cockpit for every run
Full Capability List
Everything Copilot can do.
Visual canvas with goal-setting, tool picker, guardrail config, and trigger setup. Works like a workflow builder your ops team already understands.
Native integrations with Salesforce, Slack, HubSpot, Notion, Google Drive, Microsoft 365, and 50+ more. MCP and OpenAPI for custom tools.
Schedule agents or trigger them from events — a Slack message, a webhook, a calendar entry. Agents run, produce outputs, and report back.
Agents produce real outputs: reports, proposals, summaries, spreadsheets, and drafts. Saved to your workspace and shareable with the team.
Shared workspace where your team and agents work side by side. Review, comment on, edit, and approve agent outputs without switching apps.
Every agent runs inside budgets and guardrails set by your Cockpit admins. Teams have autonomy; IT has control. No shadow AI risk.
The Platform
Copilot is powered by the full platform.
Every Copilot agent is governed by Cockpit policies, deployed through Console APIs, and runs in Compute's isolated sandboxes. It is one experience backed by a complete platform.
Admins set guardrails, budget caps, and model allowlists in Cockpit. Every Copilot agent inherits these automatically.
See Cockpit →The integrations and tool registry that Copilot agents use are managed by developers in Console — enterprise grade from day one.
See Console →Every Copilot agent run executes in an isolated Compute sandbox. No agent can access data it shouldn't see.
See Compute →