Co-Pilot — Netomi

The Difference

Every agent, at their best,
in every interaction.

Netomi Co-Pilot works silently alongside your human agents in every live interaction, monitoring the conversation in real time and surfacing exactly what they need, exactly when they need it. The right answer, the right resource, the right next move. All of it, without your agents ever having to search, switch tools, or second-guess themselves.

Capabilities

Everything your agents need,
right when they need it.

Four tools working in real time, so every agent has what they need before they have to ask for it.

Marcus Robinson

Live chat · 2m 14s

Conversation

Hi, I've been waiting three weeks for my order and still nothing. This is really frustrating.

I completely understand, Marcus, and I'm sorry for the wait. Let me pull up your order right now and figure out exactly what happened.

Order #7812-B. I need it by Friday or I'd like a refund.

Co-Pilot Active

2m 14s

Marcus Robinson

Customer since 2016

Sentiment: Negative

m.robinson@acmecorp.com

Phone

+1 (312) 555-0182

Account

ACC-884921

Order

#7812-B

Payment

Visa ···4821

Shipping

Delayed

Summary

Frustrated about 21-day delay on order #7812-B. Requesting delivery by Friday or full refund.

Suggested response

Your order shipped Mar 12 but was flagged. I've escalated for priority delivery by Thursday. You'll receive a tracking update within the hour.

Use response

Relevant policy

Delayed Shipment: Expedite Protocol

Orders delayed 14+ days qualify for free overnight expedite or full refund. No manager approval required under $100.

Fulfillment Policy v4.2

Next best action

Initiate priority reship

One-click in fulfillment portal

The right reply, ready to go.

Suggested responses generated from approved knowledge sources, pre-formatted and ready to send. Accurate, on-brand, and fast.

The answer, before they go looking.

Relevant knowledge, policies, and content surface automatically as the conversation unfolds before the agent has to search for it.

Always know the next move.

The right next step — follow-up actions, resolution paths, proactive moves — recommended in real time and executable directly from the agent's workspace.

Every conversation, automatically documented.

Structured summaries and tags generated automatically when a conversation ends, capturing issue type, resolution, sentiment, and other key details.

Handoffs

Every handoff,
perfectly informed.

When Netomi Autopilot hands off to a human agent, Co-Pilot makes sure they hit the ground running. A structured conversation summary, customer sentiment, key entities, and full interaction history arrive in the agent's workspace the moment the handoff occurs. No reading back through transcripts, no asking the customer to repeat themselves. Just an informed agent ready to resolve.

See how Autopilot handles what never reaches your team

Netomi

Autopilot

Handles the interaction autonomously until escalation threshold is reached

Handoff package delivered instantly

Context transfer

Conversation summary

Customer sentiment

Key entities

Full interaction history

Escalation reason

Netomi

Co-Pilot + Human Agent

Agent picks up fully informed, Co-Pilot continues assisting in real time

Integrations

Works inside the tools
your team already uses.

Co-Pilot integrates directly within your existing agent desk, whether that is Salesforce, Genesys, LivePerson, or any other platform your team runs on. Your agents get all the intelligence of Co-Pilot without switching tabs, learning new tools, or changing how they work. It just shows up where they already are.

+ more

Salesforce Service Cloud

Active Case

#7812-B

Escalated

Marcus Robinson

Order delayed 21 days · Refund or reship requested

Shipping

High priority

Return window open

Case history

Mar 12 — Order shipped

Mar 14 — Address flag raised

Mar 30 — Customer contact

Co-Pilot

Suggested reply

Your order shipped Mar 12 but was flagged. I've escalated for priority delivery by Thursday with a tracking update within the hour.

Policy match

21-day delay qualifies for free overnight reship or full refund. No approval needed.

Initiate priority reship

One-click action available

Make every agent
your best agent.

Every agent, at their best,
in every interaction.

Everything your agents need,
right when they need it.

Every handoff,
perfectly informed.

Works inside the tools
your team already uses.

Full visibility into every
assisted interaction.

See what your agents
are capable of.

Make every agentyour best agent.

Every agent, at their best,in every interaction.

Everything your agents need,right when they need it.

Every handoff,perfectly informed.

Works inside the toolsyour team already uses.

Full visibility into everyassisted interaction.

See what your agentsare capable of.

Make every agent
your best agent.

Every agent, at their best,
in every interaction.

Everything your agents need,
right when they need it.

Every handoff,
perfectly informed.

Works inside the tools
your team already uses.

Full visibility into every
assisted interaction.

See what your agents
are capable of.