An AI assistant that asks before it writes.
NG Copilot searches your data and the help centre and tells you where each answer comes from. When something needs to change, it shows the old and new value and waits for your confirmation. Your company decides what it may do and which model it uses.
- Answers with a source
- Writes only on confirmation
- Second person for sensitive actions
- Your company’s key
What Copilot does — and how it is limited
Copilot can never do more than the user working with it. Company policy and the personal “My AI” setting can only narrow it.
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Answers labelled with their source
Every answer is labelled: from your data, from the help centre, from the internet or from general knowledge (unverified). When data is missing, Copilot says so instead of inventing it.
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Writes only on confirmation
Every change is shown as a card with the old and new value. Sensitive actions require retyping the amount or number, or a TOTP code. Proposals expire.
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A second person for sensitive actions
Marking a deal lost, merging lead duplicates and e-mailing a quote need approval from another person with a sufficient limit. The proposer never approves their own request.
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The server writes the outcome, not the model
The “Action outcome” block is written by the server after checking the database — not by the model. What it says was written, was written.
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Your company’s AI key
An administrator enters the key of the AI provider the company chooses, under “AI providers and models”. Model usage is not included in NG CRM.
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Internet search, when you enable it
Off by default. When enabled, tax ID, company registration number, e-mail and phone are masked before a query leaves the system, and results are shown as citations.
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Voice on the web
Dictation with a preview before sending, answers read aloud and hands-free mode. Voice can request an action, but cannot confirm it.
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Company AI policy
Allowed operations per area, data classes per provider, risk-based confirmation, kill switches and a full AI trail. Secrets never go to a provider.
All capabilities listed are part of NG CRM. Anything that depends on your external accounts, such as a Microsoft 365 or Google calendar, is enabled during onboarding.
One action, from question to write
Action suggestions are off by default. Once an administrator turns them on, the flow looks like this.
- 01
You ask
Typing or by voice, for example: “Move this deal’s expected close date to the end of the month.”
- 02
Copilot proposes
A card shows what will change — old and new value — and on which record.
- 03
You confirm
With a click, and for sensitive actions by retyping the amount or with a TOTP code. There is no voice confirmation.
- 04
A second person approves (when needed)
For actions under the four-eyes rule, the request goes to a person with a sufficient approval limit.
- 05
The server writes and records
The server writes the outcome and the action stays in the AI trail. A repeated request does not create a duplicate.
Why this way, not “autonomous”
Sales data is people’s responsibility
A quote amount, a deal status and a customer contact are the data you earn on. Copilot saves typing, but the decision and its sign-off stay with a person.
You choose the model and the cost
Because the company uses its own key, it knows which provider receives queries and what they cost. Data classes per provider decide what may leave the system.
A trail you can check
Every proposed, confirmed, declined and approved action is recorded. An auditor sees who asked for what and who approved it.
Frequently asked questions
Can Copilot change data on its own?
No. Action suggestions are off by default. Once an administrator enables them, every change is shown with its old and new value and waits for your confirmation, and sensitive actions also need a second person.
Which AI model does NG Copilot use?
The one your company chooses. An administrator enters the AI provider key in settings, and company policy decides which data classes may go to which provider.
What does Copilot send to the internet?
Nothing, until you enable internet search. When enabled, tax ID, registration number, e-mail and phone are masked before the query is sent, and results are shown as citations.
Can Copilot see more than I can?
No. Copilot works with the rights of the user working with it and cannot see other people’s personal mailboxes. Company policy and “My AI” can only restrict it further.
Related
- SecurityWho may do what, on which data and with whose approval — and a trail of every change.
- SalesLeads, pipeline, quotes by link and working-day forecasts — in one flow.
- InboxE-mail, Viber and website chat — every conversation tied to a customer and one owner.
- AI3 min read
An AI assistant that writes nothing without your confirmation
By default NG Copilot only reads and answers. When it may propose actions, every write goes through a card, a confirmation and, for sensitive steps, a colleague's approval.
Want to see how this looks in NG CRM?
We will show you in a demo, on examples from your own sales. No obligation.
- office@konissoftware.com
- Phone
- +381 66 000 977