Intelligent Assistants for Everyday Work Across Business Functions

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AksharAI Copilots are built to support users as they complete tasks, make decisions, or access structured information. These copilots are not general chatbots. They are function-specific assistants embedded inside your applications, designed to understand your workflows, data, and rules.

Whether used for sales, legal, HR, finance, or research, each copilot is configured with the prompts, logic, and safeguards needed to perform its role responsibly and reliably. Copilots reduce friction, improve accuracy, and help teams work faster without having to navigate complex systems.

About

How Copilots Work

Copilots operate as embedded assistants within any application built on the AksharAI Platform. You can place a copilot panel or prompt in forms, dashboards, approval workflows, or any user interface where guidance is needed.

They respond to structured prompts, pull information from allowed data sources, and return responses based on rules you define. Their behavior is shaped by the underlying application context, user permissions, and available inputs.

Copilots can offer:

  • Suggestions and recommendations
  • Auto-filled inputs and summaries
  • Navigation guidance for multistep processes
  • Context-aware responses based on workflows
  • Internal policy assistance and document retrieval

Copilot Types

Assists sales teams with deal updates, proposal generation, pricing logic, client data reference, and communication drafting.

  • Pulls customer details from CRM
  • Suggests deal structures based on logic
  • Prepares summary emails or quote drafts
  • Tracks task progress and handoffs within the team
  • Guides users through documentation, compliance tasks, or internal approvals. Offers structured help with policy application and form filling.

  • Suggests relevant legal templates
  • Supports document intake and verification
  • Applies logic for risk, jurisdiction, or policy requirements
  • Maintains logs of actions and decisions for auditability
  • Helps with leave management, policy navigation, onboarding tasks, and team communications. Empowers employees to self-serve without confusion.

  • Provides responses to internal HR questions
  • Assists in filling onboarding forms
  • Tracks training completions or HR task statuses
  • Suggests policy actions based on role or seniority
  • Supports data collection, summary generation, and report preparation for internal research tasks.

  • Pulls structured insights from approved databases
  • Summarizes knowledge inputs or past records
  • Prepares basic report outlines for business teams
  • Ensures traceability of sources and referenced material
  • Supports budgeting, reporting, forecasting, and approval navigation. Makes finance-related actions simpler for non-specialist users.

  • Helps fill finance forms with validated inputs
  • Connects with accounting systems to pull real-time values
  • Explains categories, thresholds, or policy constraints
  • Guides users through multistep approval logic
  • Key Advantages

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    Purpose Built

    Each copilot is tailored for a specific business function. It knows what to focus on and how to assist without overwhelming the user.

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    Easy to Embed

    Copilots can be added to forms, dashboards, panels, and flows. No separate interface or system switch is needed.

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    Controlled by You

    Copilots do not use unverified data or unpredictable language generation. Their logic, content, and access are all defined by your team.

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    Reusable and Configurable

    You can reuse copilot setups across multiple applications and departments. Configuration is managed through the Agent Studio.

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    Non-Intrusive Support

    Copilots are available when needed but do not interrupt the user. They offer help in context, at the right moment.

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    Practical Use Examples

    • A Sales Copilot embedded in your lead management app helping a salesperson prepare an offer letter based on client details
    • A Legal Copilot inside a procurement form recommending the right contract template based on vendor type and order value
    • An HR Copilot in an internal portal answering employee questions about remote work policy
    • A Finance Copilot inside an expense request tool validating expense category selection
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