What this agent can do for your business
- Summarizes the record with dateIncluded
- Highlights open topics and milestonesIncluded
- Never mixes accountsIncluded
- CONFIG_REQUIRED without a sourceIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Summarizes the account's authorized record before your meeting: business context, products purchased, recent history, open topics...
Account Briefing Copilot
Arrive at every meeting with an account briefing based on its authorized record, with date and gaps made clear.
Built for: B2B account management teams
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Executives arriving at meetings without context
- Pending topics forgotten between meetings
Try Account Briefing Copilot
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Account Briefing Copilot. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Summarizes the record with date
- Highlights open topics and milestones
- Never mixes accounts
- CONFIG_REQUIRED without a source
What the agent can do
- Website chat
- Answers with sources
- Human handoff
- Knowledge search
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Authorized account records (knowledge base or configured connector); authenticated access
Before you buy
Where does the information come from?
From the authorized account records you load or connect; without a configured source it answers that configuration is required.
Can it see other executives' accounts?
Only those the user is authorized to see per your access configuration.
What do I need to configure?
Load your authorized account records as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
Works well with
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Guides every employee through the right purchase flow by amount, citing your policy.
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Account Briefing Copilot
Install the plugin with access for your authenticated team only, load your authorized account records, set who receives routed cases, connect your AI key and test a real question.
Full product description
Summarizes the account's authorized record before your meeting: business context, products purchased, recent history, open topics and next milestones, citing the record and its date. It states what is missing and never mixes accounts. Without your accounts source configured it answers that configuration is required.