Can an AI co-pilot really save advisors time on a daily basis?
Yes. Smart Copilot assists advisors in real time while they are processing requests. It offers ready-to-use responses, helps structure messages, and reduces the time spent searching for information or rephrasing. The result: faster, more fluid, and more consistent responses.
Can Smart Copilot help write clearer and more personalized emails?
Yes. Smart Copilot helps generate email responses tailored to the context, your brand's tone, and the expected level of detail. It also allows you to quickly adjust the wording (shorter, more educational, more empathetic) to improve perceived quality without increasing processing time.
Can Smart Copilot use customer context from my CRM/support tool?
Yes. Smart Copilot can use the information available in your CRM and ticketing tools to personalize responses based on customer status, history, product, contract, case context, and more. The goal is to avoid generic responses and improve relevance from the very first interaction.
How can we ensure that AI remains reliable and does not "drift"?
Smart Copilot is based on trusted AI: it draws on your knowledge base and validated content to produce consistent, compliant responses. You retain control over the information used, ensuring that responses are secure and minimizing the risk of inaccuracy.
Does Smart Copilot replace advisors or help them do their job better?
Smart Copilot is designed to augment advisors, not replace them. It handles repetitive tasks (rewording, summarizing, suggesting responses) and assists at critical moments (complex cases, consistency, tone). Advisors remain in control, but with AI assistance that improves productivity and quality.
