Ground the copilot
Connect approved knowledge and playbooks to suggestions, retain source context, and review outputs before use.
Guide · AI authorization
Review AI suggestions and account reply permissions.
Give AI Agents approved knowledge and clear rules. Review suggestions and keep your team in control of replies, publishing, and follow-ups.
A practical starting point.
Work through each topic with your team before making a rollout decision.
Separate suggestion from execution
AI can recommend a reply, content change, or next step. It cannot publish, send outreach, or alter a case outside an authorized and audited action.
Find your next step.
Explore a supported connection or talk through your workflow with the team.