AI Assistant
Copilot
Ask about any client’s data or support history — it searches the database, call transcripts, and email conversations, read-only. Comparisons, baselines, lookups, concerns.
What would you like to know?
Pull webinar registration & attendance for a client over the last 90 days
Compare a client's show-up rate to the average across all clients
Which active clients have the highest cost per registrant this month?
How many leads did we capture per event type last month?
What were the main concerns from the last call with a client?
Find recent emails from a client about billing or cancellation
How would Chris respond to a client asking to pause their ads for the summer?
How would Chris handle a client unhappy about their lead volume this month?
Read-only · sees all companies · can’t access secrets or change data