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Copilot

Know what to look at first

Conversations, sales opportunities, and tasks in a single briefing. Review next steps recommended by Copilot; keep final decisions firmly in your hands.

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By your team’s side

Understand the data, clarify the next move

Copilot synthesises data across connected modules to highlight what happened and what to review next.

CREATO / CopilotExample view
End-of-Day BriefingPlatform-wide
New Sales Opportunities: 4 itemsCRM pipeline
Pending Follow-ups: 6 tasksTasks & Calendar
Suggestion: Prioritise records with due dates today.Prioritised
Daily Briefing Ready
Natural Language SearchExample view
Which opportunities should we follow up on today?Query analysis
Records with due dates today listed:Source: CRM and tasks
Elif Arslan / Proposal sent / DenizLast contact: 2 days ago
Filter: Today Result: 3 Opportunities
Recommendation ReviewExample view
Proposed ActionAwaiting approval
Create follow-up task for Elif?Rationale: Awaiting response after proposal
Approve / RejectHuman decision
Approved Task created
Audit LogExample view
Audit Trail & HistoryTransparent process
Follow-up task / Approved by Deniz / ExecutedToday 10:14
Stage proposal / Rejected / No action takenToday 09:30
Logged in audit trail
CREATO / CopilotExample view
End-of-Day BriefingPlatform-wide
New Sales Opportunities: 4 itemsCRM pipeline
Pending Follow-ups: 6 tasksTasks & Calendar
Suggestion: Prioritise records with due dates today.Prioritised
Daily Briefing Ready
From decision to action

Review proposals, track outcomes

A four-step decision flow that keeps you in complete control.

End-of-day briefing
Pending follow-ups

01 — See the status

Examine today’s priorities from summaries and connected records.

Suggestion
Rationale

02 — Evaluate recommendation

Review which customer records and facts ground each suggested action.

Approve
Reject

03 — Make the decision

Approve relevant actions and dismiss unwanted proposals.

Executed
Audit log

04 — Monitor action

View outcomes immediately after approval in the audit log.

Shared context

Never base decisions on a single screen

Customer conversations, CRM stages, store activity, and follow-up tasks gain meaning together.

Place visitor questions and conversation summaries at the core of evaluation.

Copilot suggestions are grounded in accessible records; human approval is required before action is taken.
CREATO / Copilot

Frequently asked questions

The CREATO Platform

There is more to the customer journey than one channel.

AI Employees
AI Employees3 employees on duty
Order SupportShipping, returns and order statusOn duty
Sales AssistantProduct advice and stock checksOn duty
Is there a size chart for this blouse?
For a size 38 the chest is 88 cm and the waist 70 cm. Chart sent.AI Employee · answered in 8 seconds
Return policy question, conversation handed to Elif
Define clear roles and specialized knowledgeConfigure channels, brand voice, and capabilities; review autonomous outputs with audit trails.CRM
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Clear next steps for every sales opportunityTrack pipeline stages, rep ownership, and customer context right inside the deal record.Tasks & Calendar
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Complete visibility over who does what, and whenLink tasks to customer profiles; schedule assignees, priorities, and calendar deadlines.Automations
AutomationProposal follow-up · Example flow
New lead receivedMeta form → CRM
Proposal sentCRM stage updated
Wait 3 daysStop if the customer replies
Send a reminderContinue the proposal conversation
Put structured workflows on autopilotCombine events, granular conditions, scheduled delays, and actions in one reliable visual builder.

Clarify today’s priorities together

Instead of searching across separate tools, see the summary and evaluate recommended next steps.

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