AI MODULE
One copilot for questions and safe actions.
The PlotonIQ Copilot is the central AI assistant inside the app: on its own /copilot page and everywhere via ⌘K or Ctrl-K. It works with 18 tools, turns write actions into proposals first, and executes nothing without your confirmation.
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Next action: Quote #0851 pending for 5 days
- ✗Jump between clients, quotes, jobs, and appointments
- ✗Search prices and sevDesk records manually
- ✗Trigger actions in several separate modules
- ✗No central command bar for quick questions
- ✗Too many clicks for simple answers
- ✓One question or instruction is enough
- ✓18 tools pull the right data into context
- ✓Write actions stop at a confirmation card first
- ✓Replies come back in the user language
- ✓Roles, rights, and tenant isolation remain unchanged
THE PROBLEM
The information exists. It is just spread across too many places.
You want to know which quote is still open, which job should be handed to accounting, or which payment is already visible in sevDesk. Today that means jumping between clients, quotes, jobs, appointments, prices, and records. It slows you down in the middle of the working day.
Actions are even more sensitive. Creating an appointment, setting a job status, or sending a quote should be fast, but never blind. That is where you need assistance with control, not automation without a brake.
THE SOLUTION
Ask, review the proposal, then confirm.
The Copilot uses 11 read tools for clients, quotes, jobs, appointments, prices, plus sevDesk records and payments.
For 7 write actions it always creates a confirmation card first. Nothing is executed before your click.
- 11 read tools for search and detail lookups
- 7 write actions only after confirmation
- Open from /copilot and via ⌘K or Ctrl-K
- Replies in 17 languages
- Roles, rights, and tenant isolation stay intact
How it works
Open Copilot
From /copilot or via ⌘K / Ctrl-K
Type a question or request
For quotes, appointments, jobs, prices, or sevDesk
Review the answer or proposal
Read instantly, write only through a card
Confirm
Your click is required before any write action runs
The AI Copilot is the central assistant inside PlotonIQ. Instead of digging through menus, you ask a question or enter a request. It pulls together clients, quotes, jobs, appointments, prices, and sevDesk data for you, while staying deliberately strict on write actions: proposal first, confirmation second.
How the Copilot works inside the app
You open Copilot on its dedicated /copilot page or anywhere via ⌘K or Ctrl-K.
A fast model first decides which of the 18 tools should be used and fetches the right data or prepares the right action.
A top-tier model then writes the final answer in the language of the signed-in user.
Write actions like sending a quote, creating an appointment, or handing off an invoice to accounting always appear as a confirmation card first.
YOUR BENEFITS
- ✓One central entry point instead of searching through multiple modules
- ✓Reads clients, quotes, jobs, appointments, prices, and sevDesk data
- ✓Write actions stay controlled and reviewable
- ✓Replies automatically in the user language
- ✓Inherits the exact role, rights, and tenant isolation of the signed-in user
Frequently Asked Questions
Can the Copilot execute something without me?
No. Every write action starts as a proposal and only runs after you click the confirmation card.
Can the Copilot see data outside my role or tenant?
No. It inherits the exact role and rights of the signed-in user and stays strictly tenant-isolated.
Which language does the Copilot answer in?
It answers in the language of the user. Right now the Copilot supports 17 languages.
Use the AI Copilot in daily work
€9/month · Beta tester · 10 seats per country
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