AI Agents

Customer Service Co-pilot

The client 'Delta Industries' just signed. Can you prepare the Sales handoff for Customer Success?

I'm compiling all meeting notes and emails from the sales process to generate a context summary and accelerate the client's time-to-value.

I identified that the main pain point registered by the salesperson was 'ERP integration,' but the contracted package does not include the necessary technical consulting hours for this configuration.

I generated the handoff summary highlighting this expectation gap. I suggested an initial contact cadence focused on aligning the technical scope before the kick-off meeting to avoid frustration.

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What this Agent solves for you

What it does

It compiles information obtained during the sales process and prepares automated handoffs to accelerate the customer's time-to-value.

Automated activities

Analyzes previous interactions and generates context summaries
Suggests the best contact cadence according to the client's profile
Automatically records observations and next steps in the pipeline.

Agent Subfunction

Kick-off and Welcome
Planning and Setup
Validation and Handoff for Customer Success

Results and impact

67%

less onboarding time

+60%

engagement during onboarding

90%

fewer errors in handoffs between sales and customer success.

Your life gets faster with Pipefy AI Agents

67% faster

Traditional path

1–2 weeks

With Pipefy AI Agent

2+ days

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Service Copilot and how does it work?

The Service Copilot is a specialized AI Worker within Pipefy's AI-Powered Client Onboarding solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Service Copilot in Pipefy?

The cost of the Service Copilot in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Service Copilot and manual processes?

While manual processes rely on manual intervention at every step, the Service Copilot executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best automation agent for my company?

To choose the right automation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.