AI Copilot

AI Copilot is an optional advanced module. It is available by request for teams that want AI help inside Vigdis, but it is not part of the default free core CRM.

Copilot is built to help with practical CRM work: finding records, shaping views, creating tasks, and preparing changes you can review before they run.

What Copilot can help with

Copilot understands where you are in the app and can use that context when answering.

Common use cases:

• Find records that match a question, filter, or customer description.
• Build a temporary record view from a prompt.
• Create follow-up tasks from customer context.
• Help configure stats panels and dashboard queries.
• Suggest next steps when a list, record, task page, or dashboard is open.

It is meant to remove small bits of CRM friction. It is not a replacement for judgment, and it should not be treated as an unattended automation system.

Open Copilot

When the module is enabled, open Copilot from the sidebar.

Copilot keeps conversation threads, so you can return to earlier work. The current page context is included when relevant, such as:

• The record list you are viewing.
• The active filters and search query.
• The record detail page you have open.
• The stats view or dashboard you are editing.
• The task or inbox page you are working from.

Review actions before they run

Some Copilot responses are just answers. Others prepare actions.

Actions that change workspace data require review before they execute. For example, Copilot can prepare a task or a record update, but you still approve or reject the action.

Examples of reviewable actions:

• Create a task.
• Update selected records.
• Save a stats panel.

Use Copilot with record lists

On a record list, Copilot can help turn natural-language questions into working views.

Examples:

• "Show me open deals over 50,000 sorted by last update."
• "Find contacts with no owner and a phone number."
• "Create a list of companies in Oslo that have active deals."

When Copilot creates a temporary view, you can inspect the filters and detach the result when you are done.

Use Copilot with tasks

Copilot can help draft follow-up tasks from context.

Examples:

• "Create a follow-up task for this deal next Friday."
• "Make a task for the owner to call these selected records."
• "Summarize what needs follow-up from this record."

Use Copilot with stats

Copilot can help build dashboard panels from a question.

Examples:

• "Show deal value by stage."
• "Create a number card for open deals."
• "Show orders by month for this year."

You can preview and adjust the panel before saving it.

Permissions

Workspace admins control who can use Copilot through roles.

The relevant permission is:

• Use AI Copilot - allows a user to open Copilot and use AI-powered workspace actions.

If a user cannot see Copilot, check both:

• The AI module is enabled for the workspace.
• The user's role includes Use AI Copilot.

Data and safety notes

Copilot works from the permissions and context available to the signed-in user. It should not give users a shortcut around workspace access rules.

Copilot also blocks destructive custom-field keys such as delete or archive fields in generated record updates. That does not replace review; it is just one guardrail.

Availability

AI Copilot is available by request while we shape the right packaging. Contact us if you want it enabled for your workspace.