Gati Copilot
Stop Searching for Answers. Just Ask GatiDoc.
Ask questions about your customers, quotations, invoices and sales activity — and get answers from the business information already inside GatiDoc.
Gati Copilot
Which quotations are still pending?
Ask3 quotations found
ABC Industries
Sent 3 days ago
₹48,500PendingShree Engineering
Sent 5 days ago
₹72,000PendingXYZ Trading
Sent yesterday
₹31,250Pending
3 pending quotations totalling ₹1,51,750. The oldest was sent 5 days ago.
The daily search
The Answer Is Usually There. Finding It Is the Problem.
Sales information gets spread across customers, quotations, invoices and activity records. A simple question turns into a trail of screens.
- 01Open customer records
- 02Check quotations
- 03Check status
- 04Compare dates
- 05Check invoices
- 06Find the answer
With Gati Copilot: ask the question → get the answer.
Real business questions
Ask the Questions You Already Ask Your Team.
- 01
“Which quotations are still pending?”
- 02
“What quotations did we send to ABC Industries?”
- 03
“Which invoices are overdue?”
- 04
“How much business have we done with ABC Industries?”
Question → business answer
Ask in Business Language.
You shouldn't need to remember where a field lives or which screen contains the answer. Ask the question the way you'd ask a colleague.
What quotations did we send to ABC Industries?
AskQT-2104 · ABC Industries
Sent 3 days ago
₹48,500PendingQT-2091 · ABC Industries
Sent 2 weeks ago
₹22,400Accepted
Contextual answers
An Answer Should Come With Context.
A useful answer is more than a single number. Copilot shows the answer together with the business records behind it, so you can see exactly what it refers to.
Question
Asked in plain words.
Answer
A clear summary of what was found.
Relevant business records
The customers, quotations or invoices behind it.
Which invoices are overdue?
Ask3 overdue invoices
ABC Industries
Invoice INV-1042
₹24,5007 days overdueXYZ Engineering
Invoice INV-1051
₹18,7503 days overdueShree Traders
Invoice INV-1056
₹9,8001 day overdue
Open the invoice records behind this answer
One business, connected information
Customers. Quotations. Invoices. One Conversation With Your Business.
Copilot works across the business information inside GatiDoc — it is part of the platform, not a separate chatbot.
- Customers
- Quotations
- Invoices
- Sales activity
Gati Copilot
Your question, answered from your business information.
Want GatiDoc to tell you what changed without asking? Gati Insight brings meaningful changes to your attention. Copilot answers when you ask.
Your business, not the internet
It Knows the Business You're Working On.
Gati Copilot is designed to answer questions using the relevant business information available inside GatiDoc. It is not a general-purpose internet chatbot.
Useful From the Sales Desk to the Owner's Desk.
Salesperson
Find customer and quotation information without manually searching.
Sales manager
Ask questions across the sales activity available to them.
Business owner
Get quicker answers about quotations, customers and invoices.
How it works
Ask. Get the Answer.
- 01
Ask
Type a business question.
- 02
Understand
GatiDoc interprets what you're asking.
- 03
Find
Relevant business information is identified.
- 04
Answer
Copilot presents the answer with useful context.
Human control
Ask for Answers. Keep the Decisions Human.
Gati Copilot helps surface business information. Your team decides what to do with it.
Outcomes
Spend Less Time Looking. More Time Acting.
- 01
Less manual record searching
- 02
Faster access to business information
- 03
Fewer screen-to-screen checks
- 04
Better context before customer conversations
- 05
Quicker answers to everyday sales questions
Part of one platform
Gati Copilot works alongside the other GatiDoc teammates.
FAQ
Gati Copilot questions.
Your Business Has the Answer. Ask GatiDoc.
See how Gati Copilot can help your team find answers without searching through records.