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Copilot

AI agents already working inside Einsys.

Copilot is the AI automation layer built into Einsys to analyse work, decide next steps, execute approved workflows, and keep business operations moving across planning, administration, finance, marketplace, assets, procurement, warehouse, support, reporting, sales, and management.

Studies have shown 2.3x to 5x increased productivity in selected workflows, with up to 5x productivity in high-repeat work such as admin, sales preparation, planning, transport planning, project management, and management reporting.

2.3x Productivity lift in selected workflows.
Up to 5x Productivity in high-repeat planning and admin work.
24/7 Monitoring, action, and escalation across operations.
Application Apply to activate Copilot.

Copilot is live and ready to support planning, operations, procurement, marketplace, finance, assets, voice workflows, and management. Applications are reviewed before access is enabled.

Apply for Copilot access. We review each business before activation.

Operating modes

Control the balance between approval and autonomy.

Copilot can work beside your team or operate with very high autonomy where your company rules allow it.

Supervised Mode

Copilot analyses, decides, prepares actions, explains risks, and waits for approval before changes are made.

  • Best for sensitive financial, customer, and approval workflows.
  • Shows exactly what will change before anything is saved or sent.
  • Useful for training teams to trust automation step by step.

Independent Mode

Copilot works with maximum autonomy inside company rules. It can monitor activity, detect exceptions, update records, assign work, prepare documents, schedule tasks, send reminders, escalate issues, communicate, and complete approved workflows automatically.

  • Best for repeatable work with clear company rules.
  • Runs approved actions without waiting for manual admin.
  • Escalates anything outside policy, timing, or confidence limits.
Configurable by workflow, role, and company policy
Capabilities grid

AI automation across the operating system.

Copilot works across the Einsys modules where business work already happens, so actions can be tied to real records, permissions, and company rules.

Area
Functions
Capabilities
Why it matters for your business
OSOperations and Scheduler
Planning, scheduling, lane allocation, resource checks, transport planning, service planning.
Plan work, assign users, monitor progress, rebalance workload, reassign delayed work, and escalate exceptions.
Operations keep moving because Copilot can see issues early and act inside company rules.
PMProject Management
Tasks, files, updates, teams, deadlines, blockers, dependencies.
Scan work 24/7, detect delays, identify missing inputs, prepare plans, assign work, and trigger reassignment.
Managers get earlier visibility into flat operations, stalled work, and team overload.
WIWork Items
Create, classify, assign, prioritize, update, monitor, and complete work.
Turn emails or messages into work items, route actions, assign owners, update records, and escalate overdue tasks.
Daily execution becomes structured instead of scattered across inboxes and conversations.
ALAssets and Asset Lanes
Asset usage, lane planning, assignee rules, status, dates, files.
Assign assets, monitor lifecycle dates, flag missing files, free up assets, and keep asset work aligned to lanes.
Vehicles, equipment, and tools stay visible, available, and accountable.
PRProcurement and Sourcing
Supplier emails, bills of materials, document extraction, pricing, awards.
Read supplier emails, extract procurement lists, source on Stock Exchange, publish to Marketplace, compare offers, and award approved options.
Procurement teams move from request to supplier decision faster.
MPMarketplace and Commercial
Buy requests, sell requests, publishing, pricing collection, bidder comparison.
Create and publish requests, collect pricing, compare suppliers or buyers, prepare summaries, and execute approved follow-ups.
Sales and sourcing teams quote, compare, and follow up with less manual admin.
SEStock Exchange
Supplier search, stock availability, pricing and contact context.
Find supplier options, detect price and availability gaps, recommend contacts, and prepare next commercial action.
Teams move faster from stock search to source, quote, or purchase.
FAFinance, AP, and AR
Invoices, purchase orders, accounts payable, accounts receivable, collections.
Create customer invoices, support POs, monitor overdue payments, chase suppliers or customers, and flag payment risk.
Finance teams get earlier warning on missing cash, late payments, and document exceptions.
WHWarehouse
Receiving, shipping, stock movements, discrepancy checks.
Compare expected and received goods, flag missing files, create follow-up work, and update approved warehouse actions.
Warehouse exceptions are easier to find before they affect customers or finance.
APApprovals
Policy checks, approver routing, document summaries, risk notes.
Explain what changed, detect duplicates, prepare approve/reject context, and escalate anything outside policy.
Approvers spend less time searching and more time deciding.
VAVoice Agent and Calls
Inbound calls, outbound calls, complaints, appointments, supplier calls, urgent escalation.
Answer calls as a business assistant, make outbound calls with a defined goal, check Einsys records during calls, log outcomes, and create follow-up tasks.
Phone work becomes connected to operational records instead of being lost after the call.
COCommunications
Email, message intake, summaries, routing, phone calls, follow-up.
Read emails, draft and send emails, email suppliers and customers, summarize conversations, make or receive calls, and route actions to the right people.
Customers and suppliers get faster responses while internal actions stay connected.
CSCRM and Sales
Customer prep, deal notes, follow-ups, account summaries.
Prepare sales briefs, draft or send follow-ups, summarize account activity, and trigger next commercial actions.
Sales preparation becomes repeatable and less dependent on memory.
SPSupport and Help
Inbox triage, answer drafts, help article suggestions, escalation.
Classify requests, propose or send replies, detect recurring issues, and escalate urgent support cases.
Support quality improves while reducing repetitive admin.
DFDocuments and Files
File checks, summaries, attachment handoff, missing-document detection.
Read files, summarize documents, connect attachments to records, and flag missing evidence before submission.
Documents move with the workflow instead of getting lost.
AMAnalytics and Management
KPI summaries, exception reports, operational briefs, trend monitoring.
Monitor operations continuously, highlight issues early, produce summaries, and keep teams focused on action.
Managers get visibility across teams, work, procurement, assets, finance, and commercial activity.
Productivity

Up to 5x productivity in selected workflows.

Based on our studies, companies using Copilot have seen 2.3x to 5x increased productivity in selected workflows across Admin work, Sales preparation, Management, Planning, Transport planning, and Project management.

Admin work Reduce repeated typing, searching, checking, and status chasing.
Sales preparation Prepare account context, supplier options, quotes, and follow-ups faster.
Management Summarize exceptions, blockers, approvals, and performance in one view.
Planning Turn unplanned work into schedules, assignments, and next steps.
Transport planning Match work, assets, lanes, assignees, timing, and exceptions.
Project management Track ownership, overdue work, documents, dependencies, and decisions.
Procurement and finance checks Review PO, invoice, receiving, supplier, VAT, and document consistency.
Customer support Classify tickets, draft replies, and identify recurring product issues.
Marketplace preparation Create clearer requests and compare supplier bids with less manual work.
Copilot takes action

Copilot does not only draft. It can complete actions.

Copilot can analyse, decide, prepare, and execute workflows across emails, tasks, documents, marketplace, procurement, finance, and operations.

Create Create work items, marketplace requests, customer invoices, supplier follow-ups, and operational plans.
Assign Assign work to teams, users, lanes, assets, or managers based on policy and workload.
Publish Publish buy requests, sell requests, sourcing needs, and approved marketplace actions.
Compare Compare suppliers, buyers, bids, documents, prices, risks, and payment exposure.
Award Prepare or execute awards after company approval rules are satisfied.
Invoice Create customer invoices and connect finance actions to work, procurement, and delivery records.
Follow up Send supplier, customer, sales, support, and collections follow-ups.
Chase payments Monitor AP and AR, flag overdue payment risks, and trigger collection actions.
Escalate Escalate missing files, blocked tasks, late work, payment risk, and policy exceptions.
Communicate Read emails, draft or send responses, email suppliers and customers, summarize conversations, and coordinate phone follow-up.
Plan Prepare daily and weekly operational plans for transport, service, projects, and administration.
Monitor and reassign Watch progress 24/7 and reassign delayed work when company rules allow.
Phone and communication agents

Voice workflows can be configured around the goals your business sets.

Copilot can answer and make phone calls as an AI business assistant, with controlled goals and rules for each workflow.

Copilot can receive customer calls, check Einsys records while speaking, confirm progress, call suppliers for ETA or pricing, make appointments, chase overdue payments, and escalate urgent issues to the right team members.

Solve Confirm Source Collect Remind Book Update Escalate Report
Answer calls Answer phone calls as a business assistant, receive customer complaint calls, check Einsys records while speaking, and log call outcomes back into Einsys.
Outbound goals Make outbound phone calls with a defined goal: solve, confirm, source, collect, remind, book, update, escalate, or report.
Progress checks Confirm order, job, appointment, delivery, project, payment, or work progress during customer and supplier calls.
Delay updates Call customers if there is a delay and call reception or internal teams with updates.
Supplier sourcing Call suppliers to ask for ETA, request stock availability or pricing, and compare the answers against records.
Bookings Call customers or suppliers to confirm appointments, make appointments, and make reservations.
Finance follow-up Chase overdue payments from customers and follow up accounts payable and receivable issues.
Urgent escalation Call team members with urgent requests, escalate operational issues by calling responsible people, contact multiple people or teams during emergency situations, and coordinate a whole team or company during critical events.
Follow-up tasks Create follow-up tasks from calls so the agreed action is assigned, visible, and tracked.
Project management / operations

Continuous control over work, teams, blockers, and deadlines.

Copilot helps managers see ahead, detect flat operations, rebalance workload, and keep projects, service plans, transport plans, and daily operations moving.

24/7 operational scanning Copilot scans work items, tasks, files, documents, teams, updates, and deadlines continuously.
Delay detection It detects delays before they become bigger problems and alerts managers early.
Blocker discovery It identifies missing inputs, missing files, missing dependencies, and stalled decisions.
Team plans It creates daily and weekly operational plans for teams, projects, service work, and transport planning.
Work assignment It assigns work items to teams or users and can trigger reassignment when work is delayed.
Workload rebalance It monitors load across people and lanes, then recommends or executes rebalancing inside policy.
Business areas

From procurement to collections, Copilot keeps work moving.

Copilot can work across commercial, operational, communication, finance, and management workflows, then execute the actions your company has approved.

Procurement and sourcing Copilot reads supplier emails, extracts procurement lists and bills of materials, reads files, sources inventory, finds suppliers on Stock Exchange, publishes Marketplace requests for further pricing, collects prices, compares offers, and prepares or executes approved awards.
Marketplace, sales, and commercial Copilot creates buy requests, creates sell requests, publishes requests, collects pricing, compares suppliers or buyers, prepares commercial summaries, and accelerates quoting and follow-up.
Finance, AP, and AR Copilot can create and send customer invoices, support purchase orders, monitor accounts payable and receivable, check overdue payments, follow up suppliers and customers, flag exceptions, track payment risks, and help collections.
Communications Copilot can read emails, draft and send emails, email suppliers and customers, summarize conversations, route actions to the right people, make phone calls, receive phone calls, and coordinate supplier or customer follow-up.
Management and executive support Copilot produces summaries, highlights issues early, monitors operations continuously, gives managers visibility across teams, work, procurement, assets, and finance, reduces manual admin, and increases response speed.
Apply for access

Apply to activate Copilot in your business.

Copilot is functional today and ready to support planning, finance, marketplace, assets, procurement, voice workflows, operations, sales, support, and management. Applications are reviewed before access is enabled.

Apply for Copilot access. We review each business before activation.