Copilot Assistant

Ask in plain English. Copilot looks things up, drafts replies, and updates records — across your whole CRM.

Ask in plain English

"Find the Smith job from last week" or "text Maria a confirmation" — Copilot does it.

Acts across your data

Searches contacts, jobs, notes, calls, and texts in one shot — no tab-jumping.

Drafts, doesn't dictate

Copilot prepares texts, emails, and updates for you to approve. You stay in control.

An operator in your sidebar

Copilot lives next to your work. Ask it to look up a client, add a note, schedule a follow-up, or draft a reply. It uses your real data — names, numbers, addresses, history — so the answer is always grounded in your business.

  • Searches contacts, companies, jobs, notes, and conversations
  • Drafts SMS, email, and notes with full context
  • Updates records and creates tasks on command

Same brain as your phone assistant

Copilot uses the same agents that answer your phone and texts. Everything it knows about a client — preferences, past jobs, recent calls — is consistent across channels.

  • Shared context with the call & text assistant
  • Grounded in your live data — no made-up clients or prices
  • Available on the dashboard and in the mobile app

Ready to try copilot assistant?

See how FieldStone handles it in a live demo.

See live demo now