Meet the Copilot
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One chat, every action — no tab switching or digging for data
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Purpose-built agents for payments, orders, customers, and more
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Agents use tools to take real actions, not just give suggestions
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UI components turn AI probabilities into certainties — you confirm or tweak before anything happens
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Tool responses feed into the chat, keeping the assistant fully informed
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Seamlessly blends automation with your workflow, not around it
Smart Payments & Refunds
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Take payments or issue refunds via chat, in seconds
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Automatically detects context — no need to specify customer or amount twice
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Inline components let you confirm amounts, select methods, or approve refunds before submission
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View payment status, history, and summaries in one tap
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Refund logic adapts to policies and exceptions
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Compatible with payment links, virtual terminal, and more
Orders & Customers, Unified
Easily manage customer and order details in one place — with AI that connects the dots and helps you take action.
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Instantly access customer profiles, order history, and recent activity
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Add notes, edit details, or trigger actions without leaving the chat
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Inline UI panels let you confirm edits before they go live
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Copilot cross-links orders with payment activity and customer interactions
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AI provides summaries to answer customer queries fast
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See top customers, order trends, and churn risk in seconds


Invoicing & Links Made Easy
Create and send invoices or payment links in seconds, with everything you need surfaced at the right time.
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Create and send branded invoices with a few words
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Reusable or single-use payment links at your fingertips
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Preview and confirm before anything is sent
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Track open rates, click-throughs, and payments live
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Set reminders or automate follow-ups via simple prompts