A chatbot explains the work. Pexpy does it.
Tell the copilot what happened — by voice or text — and it updates the CRM, the pipeline and the calendar in one go. Within the person's role, with every step logged.
“Met Lakeside Foods today — they want 40 units a week. Move the deal to proposal, log the visit and book a call with Maya on Thursday at 10:00.”
- ✓ Visit logged on Lakeside FoodsCRM timeline
- ✓ Deal moved to ProposalPipeline
- ✓ Call with Maya booked, Thursday 10:00Calendar
- ✓ Follow-up task createdTasks
Real actions across your modules
- Chase an overdue invoice with the next reminder
- Move a deal to another stage
- Log a visit, call, meeting or note on a deal or contact
- Book or reschedule a meeting
- Draft a quote from a deal for you to review
- Open a return for an order
- Create a task, a contact or a support ticket
Agents your compliance team can say yes to
Your role decides
The copilot checks the person's role — custom roles included — before it proposes, carries out or undoes anything. If you cannot do it yourself, it says so.
You choose the autonomy
Per action: confirm in the chat (the default), carry out at once, send to Approvals, or switch off.
Guardrails first
Every action passes the same guardrails as your automations: the kill switch, daily caps and value ceilings.
Logged and undoable
Each step lands in the audit log and on the record's timeline, and can be undone while the record is still as the action left it.
Speak or type
Dictate after a visit, in English or Turkish, straight into the copilot. Nothing is sent until you press Send.
Honest with customers
The website assistant says it is an AI, answers from your own knowledge base with sources, and hands over to a person with the conversation.
What your team gets back
Put in your own numbers for one kind of admin work — retyping notes, chasing invoices, updating deals.
An estimate from what you entered, not a promise. How much of it an agent takes over depends on the work.
See it on your own data
A trial workspace comes with the copilot, the website assistant and every module. Start with one process; decide from what it did.
Request a free trial