AI that works in your data
every suggestion uses live CRM, HR and accounts context, not generic answers
COPS 360
AI Capabilities: Complete Feature Guide
COPS 360 is an AI-first Comprehensive Organisation Management System: AI is built into every module, not added on as a separate tool. It writes, listens, analyses, schedules and recommends across sales, communication, people, operations and finance.
Writes
Listens
Analyses
Schedules
Recommends
Call scored 86%
Rahul Verma · Vikram Deshpande
Rahul Verma · Vikram Deshpande
Daily briefing ready
7 overdue tasks · 3 risks flagged
7 overdue tasks · 3 risks flagged
AI activity · 16 Oct 2026, 10:15
Sahyadri Industrial Supplies
Recorded in the AI audit log0 of 5 done
COPS 360 AI
Overview
AI that acts
creates tasks, updates records, sends follow-ups and flags risks automatically
AI that reports
turns calls, chats and numbers into summaries and decisions for managers
AI you control
custom instructions, approval modes and a full log of every AI action
7 modules
What AI does
| Module | What AI does |
|---|---|
| Sales & CRM | Scores leads, predicts deal wins, recommends next actions, forecasts revenue |
| Email & WhatsApp | Drafts, replies, summarises, translates and runs chatbots |
| Calls & meetings | Transcribes, summarises, scores and extracts action items |
| Tasks | Creates tasks from conversations, prioritises and follows up |
| HR & recruitment | Screens CVs, conducts AI interviews, analyses candidates and performance |
| Management | Daily briefings, team insights, risk alerts and natural-language reports |
| Accounting | Reads bills, categorises expenses, predicts cash flow and flags anomalies |
8 sections · 77 capabilities
Complete Feature Guide
1AI for Sales & CRM10 features
2AI Communications4 areas · 19 features
3AI Tasks & Productivity8 features
4AI for HR & Recruitment3 areas · 15 features
5AI Management & Decision Support7 features
6AI for Accounts & Operations7 features
7COPS 360 AI Assistant & Custom AI6 features
8Trust, Control & Security5 features
vsThe COPS 360 AI Advantage6-point comparison
1 Sales
AI for Sales & CRM
Key Features · 10
- AI lead capture: reads incoming emails, WhatsApp messages, website forms and business cards, and creates leads with every field filled in
- Lead enrichment: completes company details, industry and size from the web
- AI lead scoring: ranks leads by likelihood to buy, using engagement, fit and conversation signals
- Duplicate detection: finds and merges duplicate contacts and companies
- Next-best action: tells each salesperson whom to call today and what to say
- Deal win prediction: probability score for every deal, with reasons and risk flags (no reply in 10 days, competitor mentioned, budget concern)
- Revenue forecasting: month and quarter forecasts by team and salesperson, compared with targets
- AI proposals and quotes: drafts quotations and proposals from the deal details and your price list
- Churn and upsell signals: spots unhappy customers early and identifies cross-sell opportunities
- Win/loss analysis: finds patterns in deals won and lost across sources, products and reps
Sales AI · 16 Oct 2026
Sahyadri Industrial Supplies · Sales team
Source:
AI reads it and fills the lead
Rahul Verma · whom to call today
Tap a leadOpen deals · win probability
Tap a dealTeam target
AI forecast
Gap
AI note
2 Communications
AI Communications
4 areas · 19 features
AI communications · 16 Oct 2026
Rahul Verma · Sales
One-line instruction
follow up on the quote sent last week
ToArjun Menon · Deccan Agro Foods
SubjectClick Write
AI will draft the email from the deal, the quote and the conversation history.
Deal DL-2026-0347
QT-2026-0224 · sent 8 Oct
Opened 13 Oct
Rewrite:
FS
Farhan Shaikh · Orbit TextilesAI chatbot on +91 20 6718 4400 · 24/7
AI chatbot
Tap a reply as the customer would.
Rahul Verma → Vikram Deshpande
14 Oct · 11:40 · 6 min 12 s · Hinglish · recorded
Sentiment
Positive
Talk to listen
46 : 54
CRM updated2 follow-up tasks created
Site review · Apex Engineering Works
15 Oct · 16:00 · 28 min · 4 attendees · AI joined, recorded and transcribed
MinutesReviewed the Chakan plant layout for 4 new 5 HP pumps. Foundation work finishes by 24 Oct, so delivery on 28 Oct works. Apex wants an AMC quote after installation.
DecisionsDelivery and installation on 28 Oct. Pumps go on the existing header line, no new piping.
Action items
Not sent yet
AI Email
5- Writes complete emails from a one-line instruction, using CRM context ("follow up on the quote sent last week")
- Suggests replies to incoming emails; rewrites for tone, length or language
- Summarises long email threads and highlights what needs a response
- Sorts the inbox by priority and detects intent: enquiry, complaint, payment, urgent
- Personalised bulk campaigns, with AI-written subject lines and send-time optimisation
AI WhatsApp
5- AI chatbot answers customer questions 24/7 from your catalogue, prices and FAQs
- Qualifies leads, books meetings, shares brochures and sends payment links in the chat
- Suggested replies for agents, in English, Hindi and regional languages
- Hands over to a human when needed, with a summary of the chat so far
- Understands voice notes by transcribing and replying to them
AI Call Analysis
6- Transcribes every recorded call (English, Hindi, Hinglish)
- Call summary: purpose, key points, objections, commitments and next steps
- Sentiment and talk-to-listen ratio; detects pricing, competitor and escalation mentions
- Scores each call against your sales or support script
- Coaching tips for each salesperson, based on their calls
- Updates the CRM and creates follow-up tasks automatically
AI Meetings
3- Joins meetings to record, transcribe and write minutes
- Captures decisions and action items, with owners and due dates
- Emails the summary to attendees and logs it on the client's record
3 Productivity
AI Tasks & Productivity
Key Features · 8
- Auto-task creation: turns promises in emails, WhatsApp chats, calls and meetings into tasks ("I'll send the revised quote by Friday" → task with due date)
- Tasks from plain language: type or speak "remind Rahul to collect payment from ABC on Monday" and AI creates and assigns it
- Smart prioritisation: orders each person's to-do list by urgency, deal value and deadlines
- Workload balancing: suggests reassigning tasks when someone is overloaded or on leave
- Auto follow-up: chases overdue tasks with the owner and escalates to the manager
- Project planning: breaks a project brief into tasks, milestones and timelines
- Daily plan: each employee gets a morning summary of meetings, tasks and follow-ups
- Voice assistant: create notes, tasks and updates by voice from the mobile app
AI tasks · Thu 16 Oct 2026
Sahyadri Industrial Supplies · Sales & support
Type or speak a task…
Pick an example or tap the microphone. AI works out the task, the person, the customer and the due date.
Created today
- Call back Orbit Textiles with stockRahul Verma · spoken on the mobile appToday 16:00
Promises found in today's conversations
4 foundGood morning, Rahul
2 meetings, 6 tasks and 3 follow-ups today. Your first call is at 10:30.
Your order
Open tasks this week · capacity 12 each
AI suggestion
Rahul has 14 open tasks and Sneha is on leave on Friday. Move 3 of Rahul's support follow-ups and Sneha's 2 Friday tasks to Karan Mehta, who has 5.
Auto follow-up "Send delivery update to Kaveri Retail" is 2 days overdue. Reminder sent to Pooja Nair; escalates to Kavita Rao at 5 pm.
4 People
AI for HR & Recruitment
3 areas · 15 features
AI hiring · Sales Executive, Pune
Sahyadri Industrial Supplies · 214 applicants
CVs read
214
Match 70%+
18
Time taken
6 min
RD
8.7/10
Ritika Deshmukh
AI video interview · 15 Oct, 19:40 · 24 min · 9 questions
Questions:
Competency score card
StrengthsClear needs discovery, strong technical recall on pump sizing, fluent in Marathi, Hindi and English.
ConcernsHas not used a CRM daily; answer on handling a delayed delivery lacked a follow-up plan.
AI recommends: Hire
Your decision:
Shortlist · same criteria for everyone
CriteriaRitika D.Imran Q.Sanket P.
CV match91%87%82%
Relevance9.08.67.4
Depth8.28.86.9
Communication8.87.28.4
Confidence8.58.77.8
Language fluency9.17.68.9
Notice period30 days15 days30 days
AI rank1 · Hire2 · Hire3 · Hold
Every candidate answered the same 9 questions and was scored on the same 5 criteria. Kavita Rao makes the final call.
AI Hiring
3- Job descriptions: writes a JD from the role title and requirements
- CV screening: reads hundreds of CVs, matches them to the JD and ranks candidates with reasons
- Candidate summaries: one-paragraph profile with skills, experience, gaps and red flags
AI Interviews & Analysis
7- AI-conducted interviews: candidates take a video or voice interview at any time; AI asks role-specific questions and adapts follow-ups to their answers
- Question bank: AI generates technical, behavioural and situational questions per role
- Answer analysis: scores relevance, depth, communication, confidence and language fluency
- Interview report: strengths, concerns, a competency score card and a hire / hold / reject recommendation
- Human interviews: records and transcribes panel interviews and produces the same structured report
- Candidate comparison: side-by-side ranking of shortlisted candidates
- Fairness controls: structured scoring on the same criteria for everyone; final decisions stay with your team
AI for Employees
5- Onboarding assistant: answers new joiners' questions on policies, leave and processes
- HR helpdesk bot: handles leave balance, payslip and policy queries on chat or WhatsApp
- Performance insights: summarises each employee's output, attendance, targets and feedback for reviews
- Attrition risk: flags employees showing signs of disengagement
- Training suggestions: recommends skills training based on call scores and performance gaps
5 Management
AI Management & Decision Support
Key Features · 7
- Daily management briefing: a morning summary of yesterday's sales, collections, calls, attendance, overdue tasks and risks
- Ask in plain language: "Which salesperson closed the most deals this month?" or "Show customers with dues above ₹1 lakh" returns the answer, chart or report instantly
- Team performance insights: compares people and teams on activity, conversion, response time and call quality
- Risk alerts: deals at risk, unhappy clients, delayed projects, overdue payments and missed SLAs
- Goal tracking: predicts whether monthly targets will be met and what it will take to close the gap
- Meeting prep: a one-page brief on a client before any meeting
- Workforce analytics: attendance patterns, field-visit coverage and productivity trends
Management AI · Thu 16 Oct 2026, 8:00
Kavita Rao · Sales & operations head
Yesterday, Wed 15 Oct
Sales
₹4,86,200
3 orders
Collections
₹2,12,400
5 receipts
Calls
64
Avg score 78%
Attendance
46/48
2 on leave
Overdue tasks
7
3 escalated
Risks
3
Tap one below
Risk alerts
Ask anything about your sales, people, accounts or operations. Try one of the questions above.
Ask a question in plain language…
October 2026 target · as of 16 Oct
₹40,00,000
Achieved
₹27,80,000
AI prediction
Gap
What it will take · tick what your team commits to
Rahul Verma closed the most deals in October so far: 9 deals worth ₹11,84,000.
From 21 won deals, 1 to 16 Oct. Sneha has the best conversion rate (34%).
3 customers owe more than ₹1 lakh, ₹3,72,800 in total.
CustomerDueStatus
Malabar Cold Chain₹1,42,00018 days late
Kaveri Retail₹1,26,500Due 24 Oct
Deccan Agro Foods₹1,04,3006 days late
Open as a report, or send reminders to all three.
Apex Engineering Works · Bhosari, Pune
- Customer since 2022, Gold tier, ₹18,40,000 billed in the last 12 months
- Open deal DL-2026-0352: 4 x 5 HP pumps, ₹2,73,760, 82% win chance
- Invoice INV/26-27/0461 for ₹29,600 is due on 20 Oct, not yet paid
- Last call (14 Oct): needs delivery by 28 Oct, asked about an AMC
Talking points: confirm the 28 Oct delivery, offer the AMC quote, mention the invoice due on 20 Oct.
6 Finance
AI for Accounts & Operations
Key Features · 7
- Bill and receipt reading: photograph a bill; AI extracts vendor, GSTIN, items, tax and amount into a draft entry
- Expense categorisation: auto-codes expenses and bank transactions to the right ledger
- Bank reconciliation: matches bank lines to invoices and payments
- Cash-flow forecast: predicts inflows and outflows for the next 30, 60 and 90 days
- Collection prediction: estimates which customers will pay late and prioritises follow-ups
- Anomaly detection: flags duplicate bills, unusual expenses and GST mismatches
- Inventory forecasting: predicts demand and suggests reorder quantities
Accounts AI · 16 Oct 2026
Sahyadri Industrial Supplies · Accounts
SHREE GANESH STEEL
Plot 41, MIDC Bhosari, Pune · GSTIN 27AABFS••••1ZK
Tax invoice SGS/2026/121214/10/2026
MS round bar 25 mm · 300 kg20,400.00
MS flat 50 x 6 · 200 kg13,200.00
CGST 9% + SGST 9%6,048.00
Total39,648.00
Draft entry
LedgerDebitCredit
Raw material purchases33,600
Input CGST 9%3,024
Input SGST 9%3,024
Shree Ganesh Steel39,648
Next:
Bank balance today
₹18,42,600
Expected inflows
Expected outflows
Closing balance
AI note
Chance of paying late
Bank lines matched
142 / 148
to invoices and payments
Expenses auto-coded
96%
to the right ledger this month
Flagged for review
7 Assistant
COPS 360 AI Assistant & Custom AI
Key Features · 6
- AI assistant everywhere: a chat panel on every screen that can search, summarise, create and update records
- Custom AI agents: build agents for specific jobs (lead qualifier, collections assistant, support bot, HR helpdesk) without coding
- Company knowledge base: train AI on your products, prices, policies, SOPs and past conversations
- Brand voice and custom instructions: set tone, language, approved claims and topics to avoid
- AI document generation: proposals, letters, offer letters, SOPs and reports from templates
- Multilingual: works in English, Hindi and major Indian languages
COPS 360 AI · 16 Oct 2026
Sahyadri Industrial Supplies
Deal
DL-2026-0352
Apex Engineering Works
- Value
- ₹2,73,760
- Stage
- Negotiation
- Owner
- Rahul Verma
- Close
- 24 Oct
Tasks
- Confirm stock for 4 pumps
COPS 360 AI
I can search, summarise, create and update records on this screen. What do you need?
Job
Knowledge base
Brand voice and instructions
Test chat
Built without coding · live on WhatsApp and chat
8 Control
Trust, Control & Security
Key Features · 5
- Approval modes: choose suggest-only, approve-before-send or fully automatic for each AI feature
- Human hand-off: AI escalates to a person when it is unsure or the customer asks
- Guardrails: limits on discounts, prices and commitments AI can make
- Full AI audit log: every AI-generated message, summary and action is recorded
- Data privacy: your data stays in your account, protected by role-based access, and is not used to train public models
AI settings · Admin
Sahyadri Industrial Supplies
Stays in your account
Role-based access
Not used to train public models
Limits for AI replies
Discount up to 5% without a personLimit
Price never below the current price listLimit
Delivery dates only from live stock and dispatch planLimit
Never promise warranty extensions or penalty waiversBlocked
Test a customer message
Can you give 15% off on 6 pumps and deliver tomorrow?
10:20
Advantage
The COPS 360 AI Advantage
| Without COPS 360 | With COPS 360 AI |
|---|---|
| Staff type every email and WhatsApp reply | AI drafts in seconds with full client context |
| Calls are forgotten after they end | Every call is transcribed, summarised and scored |
| Follow-ups depend on memory | AI creates and chases tasks automatically |
| Hours spent screening CVs and interviewing | AI screens, interviews and ranks candidates |
| Managers wait for month-end reports | Live answers and daily AI briefings |
| Separate AI tools with no business data | One AI that knows your sales, people and accounts |
COPS 360 AI