Custom AI Copilot

A Custom AI Copilot is a bespoke internal assistant trained on your business — your documents, data, and processes — that your team queries to work faster. It’s private, grounded in your real material, and role-aware, so everyone gets accurate answers without digging through systems.

What it does

• Built on Anthropic’s Claude and shaped around one specific internal workflow — sales-call summarisation, proposal generation, contract review, lead enrichment, or whatever moves your business.
• Grounds every answer in your own knowledge — docs, data, and procedures — so responses reflect how your company actually works.
• Role-aware: it respects who should see what, surfacing the right information for each team member.
• Private by design — it works on your material for your team, not the public.
• Integrates with your existing stack and improves over time with ongoing tuning.

Use cases

• A sales copilot that summarises call notes and drafts the follow-up and proposal in your house style.
• A legal/ops copilot that reviews contracts against your standard clauses and flags what’s off.
• An onboarding copilot that answers new hires’ “how do we do X here?” questions from your real handbook.
• A support copilot that gives agents instant, grounded answers from product docs and past tickets.

Who it’s for

Small and mid-sized teams whose knowledge is scattered across docs, drives, and people’s heads — and who want every team member to work with the speed and accuracy of your most experienced colleague.

What’s included

This is a custom build, not a generic chatbot. Pricing is scoped per project after a discovery call (engagements typically start from around €4,500, depending on data sources, integrations, and the workflow). You get discovery, build, integration with your existing stack, role-aware access, and ongoing tuning. Built on Anthropic’s Claude with senior human oversight — our specialists architect, fact-check, and own the result.

Is our data kept private?

Yes. The copilot is built for your team on your material, with access controls so people only see what their role allows. We confirm data-handling specifics during discovery.

How is this different from using a public AI tool?

A public tool guesses from general knowledge. Your copilot answers from your documents and processes, in your context — grounded, role-aware, and far more reliable for real work.

How long does it take to build?

It depends on the workflow and data sources. We give you a clear timeline as part of the scoped quote after the discovery call.

Want a copilot that knows your business? Book a discovery call, or explore how we build on the Claude AI agency page.

Related

Part of our AI capabilities suite. New to AI for business? Read AI chatbots for small business — or pair this with Knowledge Base RAG and AI Agents (tool use).