An AI (artificial intelligence) co-pilot is a tool that assists you while you work. You ask it to do something using natural language—such as a question, a summary, or a draft—and it provides a response that you review and use. The word says it all: the co-pilot helps, but you’re still in charge.

Why does it matter?

Many business questions go unanswered because it takes too long to get the data. You have to ask another department for it, cross-reference spreadsheets, or learn how to use a complex report. A copilot cuts through that process. You ask a question, get the answer, and make decisions faster.

Its value depends on what it knows. A generic co-pilot has a general understanding of the world. A co-pilot connected to your data can tell you how many customers made a purchase last month or which category grew the most.

Co-pilot vs. agent. The difference lies in autonomy. The co-pilot responds and makes suggestions, and you carry them out. The agent is given a goal and takes several steps on its own to achieve it. Many companies start with a co-pilot because control always remains in the hands of the team.

Story mode

Martín is the head of e-commerce at an online home decor store. Before a meeting, he asks his assistant, “What was the average order value for new customers this quarter compared to the previous one?” Within seconds, he has the answer and a brief summary. He arrives at the meeting with the data, without having opened a spreadsheet.

How to Use It with Data4Sales

• Orbis Copilot lets you ask questions about your data using natural language and receive automatic reports.
• Orbis Audiences builds audiences based on your description and explains each filter so you can understand and validate what it did.
• With AI Reporting, you request a report using natural language, and you automatically receive it by email.

Related terms

• Orbis
• AI Agent
• Context-Aware AI
• Generative AI