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Assist Engine

AI-powered request management

Understand
the request.
Move the work
forward.

Bring intake, conversations, approvals, and AI assistance into one workspace shaped around your team.

30-day Pro trial · No credit card required
Inside Assist Engine01 / IT SUPPORT
Real product view: AI summarizes a support request and its business impact
Actual product · fictional demo data
ONE CONNECTED WORKFLOWCollect Understand Coordinate Complete

Shaped around your team

What comes
through your door?

A support issue. A creative brief. A purchasing request. Same connected workspace, with the right questions and context for each team.

MSPs & IT support

See the impact behind the ticket.

A label printer is down. Thirty-two orders are waiting. Give your technicians the context, suggested next steps, and shared workspace to respond.

  • Client context and SLA tracking
  • Saved views, assignment, and private notes
  • Configured routing and response rules
Explore this workflow
Assist Engine AI workup highlighting the business impact of a fictional shipping issueReal application capture · configured demo

From request to resolution

The next step
starts with
understanding.

Follow one request through the real product. The AI helps with the context. Your team brings the judgment.

MSP demo · fictional records · sequences shortened

01

Arrive with context.

Email and portal requests bring the conversation, files, and requester into a shared queue.

Shared request queue with client, owner, and status
02

Understand what matters.

Configured AI analysis highlights the impact, suggests next steps, and gives your team a reply to review.

AI summary identifying the business impact of a shipping issue
03

Keep what you learned.

Record the resolution and turn useful notes into a knowledge-base draft. Review it once; keep it for the next request.

Knowledge-base article marked as an AI-generated draft
REAL PRODUCT FILM / CREATIVE INTAKE

Ask better questions

The brief changes.
The form
keeps up.

Print or digital? New idea or urgent fix? Show the questions that matter. Bring references, files, and requested dates along with the answer.

  • Conditional fields and required answers
  • Your branding and request types
  • Dates and calendar visibility
Try a sample brief

Your process, with a front door

Start with your form.
Build a working portal.

Give Copilot the document you already use. Review the proposed fields, layout, and access. Confirm the build, then open your portal.

Copilot requires workspace activation and the appropriate permissions. Contact us to discuss access.

Real purchasing portal created by Copilot from an uploaded form in a fictional demo workspace
01 Bring your document02 Review the proposal03 Confirm the actionDiscuss Copilot access

Work happens between the updates

Keep the conversation
and the decision
together.

One place for customer replies, private notes, ownership, approvals, and what happens next. Give the next person the context to pick up where you left off.

See the team workspace
A technician reviewing and sending a reply in the real Assist Engine demo
Shared conversationPrivate notesHuman review

Access follows the person.

Workspace and record permissions shape what people and Copilot can use.

A proposal before a change.

Copilot actions require review and confirmation. Separate automations follow configured rules.

Knowledge that keeps growing.

Build reviewed articles from completed work. Use reports to understand the workload.

Explore trust & controls

Room to start. Room to grow.

Start with your team.
Grow with the work.

Compare plans and limits
Start here

Free

$0USD / month

For a small queue and a first look at the workflow.

  • 50 requests / month
  • 1 team member
  • 5 client records
  • 25 AI analyses / month
Start free
30-day trial included

Pro

$49USD / month

For a team handling the work together.

  • Unlimited requests
  • 5 team members
  • 50 client records
  • 500 AI analyses / month
Start free
More room to work

Enterprise

$149USD / month

For larger teams and a broader operation.

  • Unlimited requests
  • Unlimited team members
  • Unlimited client records
  • Unlimited AI analyses
Discuss your rollout

Prices are per workspace, billed monthly in USD. New workspaces receive a 30-day Pro trial, then return to Free unless upgraded. Copilot requires workspace activation. Voice setup and usage are separate.

Good questions

Before you
make it yours.

Ask us about your team
Is Assist Engine only for IT teams?

No. Work profiles adapt the vocabulary, request types, tracking, and AI guidance for MSP/IT, creative, internal services, product development, finance/procurement, and custom workflows.

Can we try it without a credit card?

Yes. New workspaces start with a 30-day Pro trial. When it ends, the workspace returns to Free unless you choose a paid plan. You can also try the sample intake playground without an account.

What happens before AI takes an action?

Copilot proposes changes for review and confirmation, then checks permissions again. Separately configured ticket automations and automatic responses follow your workspace rules and thresholds.

How do we get Copilot?

Copilot requires workspace activation and the appropriate permissions. Contact us to discuss access. It is not automatically enabled for every new workspace.

Can we keep using email?

Yes. Configured email channels and branded portals can feed the same workspace. Your team keeps the conversation, owner, files, and status with the request.

Are the demos real?

The films and screenshots show Assist Engine in isolated demo workspaces with fictional records. Some sequences are shortened. The playground is a browser-only example and does not submit a request.

BUILT AROUND REAL WORK

Good support starts with understanding.
So does good software.

Assist Engine brings the request, the context, and the next step together—so your team can spend more time doing the work and less time reconstructing it.

Tell us what your team needs

A better way to start

Make your next request
the start of better work.

Start free

30-day Pro trial. No credit card required.

Talk through your workflow