Controlled Natural-Language AI Copilot

Permission & Action Guarded

Natural language CRM search, draft communications, and high-risk action confirmation previews.

Copilot Action History
Copilot History Threads
Q3 High-Value Deals Analysis
Active Thread • Today
AI Copilot• 11:20 AM
Hello Rahul! I am your AI Copilot. Ask me anything about your CRM, search deals, summarize customers, or ask me to draft emails and update deal stages.
Rahul Sharma• 11:21 AM
Show deals above ₹5L with no activity for 7 days.
AI Copilot• 11:21 AM
I found 2 commercial deals matching your natural language query: Deals > ₹5,00,000 AND Inactive > 7 days.
ACTION PREVIEW & CONFIRMATION REQUIRED (HIGH RISK)
Update Deal Stage
Target Record: Acme Tech — 100 Enterprise Licenses (₹7,50,000)
Stage:ProposalNegotiation

Customer CTO confirmed readiness to move stage upon 10% volume discount approval.

Active Context Scope:
Deal: Acme Tech — 100 Enterprise Licenses
Evidence Sources Used:
Deal Record: dl-101

Last activity 9 days ago • Stage: Proposal