Copilot
Panel assistant; approved writes.
CRM, Field Service, ERP
AI Agents
Agents stay inside the workflow and move with approval.
PureField AI agents propose inside the workflow; writes move forward with approval. Copilot, lead discovery, site enrichment, email drafts, sales simulation, call analysis, and technician routing are live. There is no public voice-agent surface.
Copilot
In-panel questions and approved write proposals in CRM, field service, and ERP context.
- 01
Propose
The agent proposes in record or queue context.
- 02
Approve
Writes are confirmed in the panel.
- 03
Record
The panel record updates; a credit is used.
Agent catalog
Lead discovery
ICP-fit candidate lists.
CRM
Site enrichment
Field fill from the web.
CRM
Ideal customer profile
ICP discovery and revision.
CRM
Email agent
AI drafts; send is approved.
CRM
Sales simulation
Role-play and coaching.
CRM
Call analysis
Transcript summary.
CRM
Technician routing
Rule score; assignment confirmed.
Field Service
PureAgent
I am PureAgent: I explain the product on this site and route you to a demo. I cannot access your panel records.
Copilot runs in the signed-in panel with your account data; it proposes writes, and you approve them.
Credits
Every customer receives 30 free AI credits each month. Extra pack: 100 credits = 50 USD. 1 credit = 1 successful AI operation. Agent surfaces depend on plan and feature enablement.
What is Copilot?+−
Copilot runs in the signed-in panel with your account data; it proposes writes, and you approve them.
How is it different from the site bot?+−
I am PureAgent: I explain the product on this site and route you to a demo. I cannot access your panel records. Copilot runs in the signed-in panel with your account data; it proposes writes, and you approve them.
Which agents are live?+−
Copilot, site enrichment, ICP, lead discovery, email agent, sales simulation, call analysis, and technician routing. Voice agents are not shown publicly.
How do credits work?+−
30 free credits each month. 100 credits = 50 USD. 1 credit = 1 successful AI operation (enrich, lead, chat, draft).
The same platform includes the customer card, document store (DMS), regions, support tickets, and billing. Projects can open when needed and are not a separate mega-menu product. Copilot proposes on the agent surfaces that are enabled.