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Why do we call ourselves a CRM Copilot?

In the realm of AI-based technology solutions, terms like AI Assistant, AI Agent, and AI Copilot are frequently used by organizations, each carrying its own unique implications. Understanding these differences requires examining them through specific perspectives such as Focus and Interaction.  


Focus pertains to the method these systems employ to deliver answers. It questions whether they operate as basic query-response mechanisms, can parse through multiple documents to generate a response, or go beyond by proactively identifying potential inquiries and directing users' attention accordingly.   


Interaction examines the depth of engagement between the system and the user. This can range from Reactive, where the system only responds upon direct prompting, to Collaborative, which involves considering various factors in its responses, and Proactive, where the system anticipates needs and acts as an on-demand expert. These distinctions are crucial for understanding the functionalities and potential applications of AI-driven systems in professional settings. 


Ascendo AI CRM Copilot
Ascendo AI CRM Copilot

  

Let us now look at various AI Solutions: 


AI Assistant:  

  • Focus: Task automation and execution.  

  • Interaction: Reactive — Responds to specific user requests or commands.  


Typically used in the following scenarios: 

  • Scope: Narrow — Excels in specific tasks within a defined domain.  

  • Purpose: “Execute this task for me.”  


In Customer Service, using a Conversational AI bot to get answers to a question, is an AI assistant. It will execute the task and understand it but does not have the overall importance of a interaction. It provides value to that question and answer but does not offer to improve the customer experience for the customer or provide insights to improve the customer experience to a leader or a support engineer.   


AI Agent:  

  • Focus: Autonomous task completion, often remotely from the user.  

  • Interaction: Typically, proactive in specific contexts or workflows. Proactive behavior is context-specific and revolves around predefined actions or triggers, rather than general proactive assistance like AI Copilots. 

     

Typically used in the following scenarios: 

  • Scope: Narrow — Specializes in executing predefined tasks within a defined domain. While narrow like AI Assistants, AI Agents stand out for their autonomy and ability to complete tasks independently once initiated and remember the history in making the suggestions. 

  • Purpose: “Perform this task autonomously as instructed.”  


AI Copilot:  

  • Focus: Augmenting human intelligence and decision-making.  

  • Interaction: Proactive-Anticipates needs, provides suggestions, and collaborates on solutions.


Typically used in the following scenarios: 

  • Scope: Broader — Offers insights and recommendations across multiple aspects of a workflow within a defined domain or role.  Think of this as multiple AI agents working with each other to create a co-pilot-like experience for the customer journey.

  • Purpose: “Let’s work together to solve this. 


Let us use an example to show the differences.   


To illustrate the varying levels of technological assistance, consider the following scenario:  Consider a high-tech company trying to determine the settings for a specific part of its system. A simple AI assistant could merely retrieve information from a manual. But what if the company sought to understand how the system would behave if they modified something?  


A more advanced AI agent could recall past interactions and offer a more customized response. 


Now, envision an AI copilot. It doesn't just provide information; it assists the company in determining the optimal solution. It suggests steps, furnishes specific instructions, and even aids the company in making changes. That's what Ascendo AI does. It can act like an AI copilot, engage in conversations like a human, and actively guide the company through the process.  


Ascendo behaves like a copilot as it can help end users in multiple types of roles like IT, support, and engineering, along with managers and leaders. 


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