- Copilot Chat – A global chat assistant that can answer questions about suppliers, contracts, onboarding etc. It should also be able to carry out certain simple actions (with confirmation), e.g. adding a note or requesting a document. - This is similar to a chatbot where you can ask it anything of your data.
- Today / “What should I do?” – A view that pulls together all tasks and deadlines across the system, groups them into “Do now / Next / Later”, and gives the user a clear plan. The AI’s role here is just to summarise and prioritise the list – the tasks themselves come from our data. - This is similar to the function that you built for another client and shared with us.
- Record Summary Panel – A sidebar on supplier and contract pages that shows a natural-language summary of the record and suggests a couple of next steps. Suggested actions should always come from the record’s actual data.
Still in discover however initial scope will be creation of an AI assistant that will offer users next best actions