AI Copilot
AI Copilot: you describe the business, it sets up the CRM
No manuals, no flowcharts, no week-long onboarding. Tell the Copilot how your business works, by text, by voice note or by sending a PDF, and it prepares everything inside atendIA. You review the card with the changes and apply it with one click.
- 7-day free trial
- No credit card
- Cancel anytime
The short answer
The AI Copilot is an assistant inside the atendIA dashboard that reads your operation and does what would take hours of setup: departments, staff, services with price and duration, business hours, pipelines, stages, quick replies and the AI that answers your customers. It shows every change on a card and only applies it when you click Apply. It comes included in Essential and Professional.
What the Copilot does for you
- Builds departments, staff and services with price and duration from your description
- Sets your business hours and calendar
- Creates sales pipelines with the stages of your process
- Writes the instructions for your customer service AI, turns tools on and picks the model
- Creates quick replies and invites your team
- Explains why the AI answered a certain way or stayed silent in a conversation
- Shows the AI reply with the change and runs simulated conversations before you apply it
- Prepares WhatsApp templates for Meta approval and exports contacts to a spreadsheet
- Understands voice notes and reads the PDF of your price list
How it works in practice
- 1Tell it how the business worksType, record a voice note or send the PDF with your services and prices, the way you would explain it to a new hire.
- 2Review the cardThe Copilot reads your operation, shows each step it took and builds a card with everything that will change, item by item.
- 3Apply with one clickThe change only takes effect after your click. The history keeps every version of your AI to compare.
Manual setup or the Copilot
| Task | Traditional setup | With the Copilot |
|---|---|---|
| Add services and prices | Screen by screen, one at a time | One message or the PDF of your price list |
| Write the AI instructions | Learn prompt writing | Say what you want, in plain English |
| Understand an AI reply | Read the whole conversation and guess | Ask the Copilot |
| Test a change | Wait for a real customer | Preview and simulated chat before applying |
| Build the sales pipeline | Draw it stage by stage | Describe your process |
Internal chat, changes only with you
The Copilot is an internal team chat: nothing you write to it is sent to your customers. It only changes the CRM when you approve the card, and what it created stays in the history.
Plans and pricing
The AI Copilot comes included in Essential ($99 a month) and Professional ($199 a month), together with the AI that answers your customers around the clock.
See all plansFrequently asked questions
Does the Copilot change anything without my approval?
No. It prepares the changes on a card, shows item by item what will change and only saves them when you click Apply.
Do I need to know how to write prompts?
No. Say what you want the way you would tell a person, and the Copilot writes and tunes the AI instructions for you to review.
Which plans include the Copilot?
Essential and Professional, together with the AI that answers your customers. The AI cost is already in the plan.
Do I need a credit card to try it?
No. Signing up only asks for your company details, phone, email and password. The 7 days are free, and billing only starts if you decide to continue. You cancel from the dashboard itself.
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