COPS 360
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COPS 360 AI Assistant

AI-Powered Business Intelligence & Operations Assistant

Ask Anything. Get Answers. Manage Your Entire Business with AI.

COPS 360 is an intelligent AI-powered assistant integrated across your business management platform. It helps employees, managers, HR teams, finance teams, and business owners find answers, access reports, identify pending actions, and manage daily operations using simple natural-language questions.

See Example Questions
Authorized business data
Answers follow your permissions
Ask a follow-up
No need to start from scratch

COPS 360 AI

Ask anything about your business

Sample data
Ask a question in everyday language…
  • Customers & CRM
  • HR & Attendance
  • Payroll
  • Recruitment
  • Field Tracking
  • Tasks & Projects
  • Finance
  • Documents & Knowledge
How it works

Business Intelligence in One Conversational Interface

Instead of opening multiple modules, searching through records, or preparing manual reports, simply ask COPS 360 a question and get a clear answer based on your authorized business data.

From pending customer invoices and absent employees to recruitment progress, field team activity, pending tasks, payroll summaries, and upcoming contract renewals, COPS 360 brings business intelligence into one conversational interface.

Instead of

Opening multiple modules
Searching through records
Preparing manual reports

With COPS 360

Simply ask a question
Get a clear answer
Based on your authorized business data
Pending customer invoices Absent employees Recruitment progress Field team activity Pending tasks Payroll summaries Upcoming contract renewals
12 capabilities

Key Features

01Ask Questions Across All Business Modules 02AI-Powered Customer & CRM Intelligence 03HR, Attendance & Payroll Intelligence 04Recruitment & Hiring Intelligence 05Field Tracking & Sales Force Intelligence 06Task & Project Management Intelligence 07Finance & Business Transaction Intelligence 08Document, Contract & Knowledge Intelligence 09Natural-Language Reports & Analytics 10AI-Powered Alerts & Proactive Insights 11Conversational Follow-Up Questions 12AI-Powered Actions Across Modules
01 Ask Anything

Ask Questions Across All Business Modules

Key Features

  • Ask questions in everyday language without navigating multiple dashboards.
  • Retrieve relevant information from connected and authorized business modules.
  • Get concise answers, summaries, lists, and relevant record references.
  • Ask follow-up questions to explore the same business topic in greater detail.
  • Filter results by employee, customer, department, date, status, or other available fields.
  • Help authorized users access business information faster.

Try the example questions in the assistant.

Ask COPS 360

Example questions

Sample data

Example questions

Ask a question…
02 Customers & CRM

AI-Powered Customer & CRM Intelligence

Get customer-related answers directly from your CRM data.

Key Features

  • Find customers with outstanding or overdue invoices.
  • View customer-wise payment status and account balances.
  • Identify pending proposals, quotations, orders, and contracts.
  • Retrieve recent emails, WhatsApp interactions, meetings, and follow-up activities where connected.
  • Identify customers who require follow-up.
  • Summarize customer history and recent interactions.
  • Find upcoming contract renewals and pending customer commitments.
  • Retrieve order and transaction information according to user permissions.

Example“Show me the customers with overdue payments and their outstanding amounts.”

COPS 360 AI · CRM

Overdue payments

Sample data
Show me the customers with overdue payments and their outstanding amounts.

4 customers have overdue payments totalling ₹1,12,350. Select a customer to see a summary.

CustomerOverdue forOverdueBalance
Apex Engineering WorksPune6 days₹29,600₹29,600
Meridian LogisticsMumbai25 days₹42,750₹68,900
Sri Lakshmi TradersNashik14 days₹21,600₹21,600
Greenfield FoodsNagpur11 days₹18,400₹33,400
SourcesInvoicesPaymentsCustomersAuthorized data only
03 HR, Attendance & Payroll

HR, Attendance & Payroll Intelligence

Help HR teams and managers retrieve workforce information quickly.

Key Features

  • Identify employees recorded as present, absent, on leave, or working remotely, based on available attendance records.
  • View attendance summaries for selected dates or departments.
  • Find employees with missing check-ins or attendance corrections awaiting approval.
  • Summarize pending leave requests.
  • Retrieve approved overtime and timesheet information.
  • View payroll processing status and approved salary summaries according to permissions.
  • Identify incomplete employee records or payroll exceptions.
  • Generate department-wise attendance and workforce reports.

Example“Who is absent today in the sales department?”

COPS 360 AI · HR

Attendance today · Tue 13 Oct

Sample data

Present

221

of 248

Remote

12

working remotely

On leave

9

approved leave

Absent

6

recorded absent

Who is absent today in the sales department?

Pending leave requests

4 awaiting approval

Attendance corrections

2 awaiting approval

Payroll exceptions

2 records to review

04 Recruitment & Hiring

Recruitment & Hiring Intelligence

Get a quick overview of recruitment activities and hiring progress.

Key Features

  • Count candidates at each recruitment stage.
  • Find pending interviews and overdue hiring tasks.
  • View shortlisted candidates for a job opening.
  • Summarize candidate pipelines by position or department.
  • Identify vacancies with no recent recruitment activity.
  • Retrieve interview feedback and hiring status for authorized users.
  • Summarize recruitment performance across selected periods.

Example“Which open positions have candidates waiting for interviews?”

COPS 360 AI · Recruitment

Hiring pipeline · all open positions

Sample data

Candidates at each stage

Applied
186
Screened
64
Interview
23
Final interview
7
Offer
3
Which open positions have candidates waiting for interviews?

3 open positions have 9 candidates waiting for interviews.

  • Sales Executive, Pune4 waiting
  • Field Service Engineer3 waiting
  • Accounts Associate2 waiting

HR Executive (Mumbai) has no recruitment activity in the last 21 days.

SourcesRecruitmentInterviewsAuthorized data only
05 Field & Sales Force

Field Tracking & Sales Force Intelligence

Understand field activity and customer coverage using available tracking records.

Key Features

  • View the latest available field team locations, subject to location permissions and data freshness.
  • Summarize completed, pending, and missed customer visits.
  • Retrieve kilometers covered and approved field expense summaries.
  • Identify field assignments that remain incomplete.
  • Compare planned and completed visits.
  • Find customers who have not been visited within a specified period.
  • Retrieve sales activity and target summaries where supported.

Example“Which sales representatives have pending customer visits today?”

COPS 360 AI · Field teams

Customer visits today

Sample data

Planned

42

Completed

29

Pending

11

Missed

2

Which sales representatives have pending customer visits today?

4 sales representatives have 11 pending customer visits today.

  • RP
    Rohit Patil4 pending
    3/7 visits

    Last location update 12:40

  • AK
    Amit Kulkarni3 pending
    3/6 visits

    Last location update 12:52

  • SS
    Sana Shaikh2 pending
    3/5 visits

    Last location update 12:31

  • MI
    Meera Iyer2 pending
    3/5 visits

    Last location update 12:47

Also: 6 customers in the West region have not been visited in the last 30 days.

SourcesField TrackingVisitsCustomersAuthorized data only
06 Tasks & Projects

Task & Project Management Intelligence

Find out what needs to be done and who is responsible.

Key Features

  • Retrieve pending, overdue, and completed tasks.
  • Identify tasks assigned to specific employees or teams.
  • Summarize task progress by project or department.
  • Find overdue checklist items and tasks awaiting verification.
  • Identify upcoming deadlines and workload bottlenecks.
  • Summarize meeting action items and follow-up commitments where recorded.
  • Help managers prioritize outstanding work.

Example“Show all overdue tasks assigned to my team.”

COPS 360 AI · Tasks

My team · Sales Operations

Sample data
Show all overdue tasks assigned to my team.

3 tasks assigned to your team are overdue.

SourcesTasksChecklistsMeetingsAuthorized data only
  • Send revised quotation to Nova PharmaSneha K. · Due 10 Oct
  • Verify Q3 asset audit checklistArjun N. · Due 11 Oct
  • Follow up Apex Engineering paymentDeepa Nair · Due 12 Oct
  • Prepare October payroll inputsVikram Singh · Due 15 Oct
  • Schedule interviews · Sales ExecutiveSneha K. · Due 16 Oct
  • Share meeting action items · Meridian reviewArjun N. · Due 17 Oct
  • Update customer price listDeepa Nair · Done 12 Oct
  • Submit field expense reportVikram Singh · Done 11 Oct

Workload this week

Sneha K.
11 tasks
Arjun N.
7 tasks
Deepa N.
5 tasks
07 Finance & Transactions

Finance & Business Transaction Intelligence

Bring financial and transaction information together for faster reviews.

Key Features

  • Retrieve invoice totals, outstanding amounts, and payment statuses.
  • Summarize customer statements and recorded payments.
  • Find pending proforma invoices and orders.
  • Retrieve credit note and wallet transaction summaries where enabled.
  • Summarize approved expense claims and pending approvals.
  • Compare available transaction totals across selected periods.
  • Prepare authorized financial summaries for review.

Example“How much is outstanding from customers this month?”

COPS 360 AI · Finance

Receivables · October 2026

Sample data
How much is outstanding from customers this month?

₹3,84,200 is outstanding from 5 customers this month. ₹1,12,350 of it is overdue.

Invoiced

₹10,26,200

Collected

₹6,42,000

Outstanding

₹3,84,200

Overdue

₹1,12,350

Outstanding by customer

Nova Pharma
₹2,71,850
Meridian Logistics
₹42,750
Apex Engineering
₹29,600
Sri Lakshmi Traders
₹21,600
Greenfield Foods
₹18,400
2 proforma invoices pending Credit notes ₹5,900 3 expense claims awaiting approval
SourcesInvoicesPaymentsCredit notesExpensesAuthorized data only
08 Documents & Knowledge

Document, Contract & Knowledge Intelligence

Find business information without manually searching through folders.

Key Features

  • Search authorized documents, contracts, and knowledge articles.
  • Summarize relevant content from accessible files.
  • Retrieve contract expiry dates and document review reminders.
  • Find internal SOPs, FAQs, training guides, and company policies.
  • Answer employee questions using approved knowledge base content.
  • Identify missing or outdated documentation where metadata supports it.
  • Provide references to the source documents used for answers where supported.

Example“Find the latest approved leave policy and summarize it.”

COPS 360 AI · Knowledge

Documents, contracts and policies

Sample data
Find the latest approved leave policy and summarize it.

The latest approved version is Leave Policy v3.2, approved on 02 Sep 2026. Here is a summary:

  • 18 days of annual leave per year, credited monthly.
  • Planned leave is requested at least 3 working days in advance.
  • Up to 6 unused days carry forward to the next year.
  • Sick leave beyond 2 days needs a medical certificate.
HR-POL-007 Leave Policy v3.2.pdfSource · pages 2 to 4
KB · How to apply for leaveKnowledge article

Travel Policy v2.0 is past its review date (01 Oct 2026).

SourcesDocumentsKnowledge baseAuthorized data only
09 Reports & Analytics

Natural-Language Reports & Analytics

Turn business questions into structured reports and summaries.

Key Features

  • Generate summaries by date, department, customer, employee, or status.
  • Compare business activity across selected periods.
  • Present results in tables or supported visualizations.
  • Summarize important trends and operational exceptions.
  • Generate report drafts using available business records.
  • Export reports where permitted by user permissions and system capabilities.

Example“Compare this month's completed sales visits with last month.”

COPS 360 AI · Reports

Completed sales visits

Sample data
Compare this month's completed sales visits with last month.

Completed sales visits are up 12.5%: 198 from 1 to 13 Oct, against 176 in the same days of September. West grew the most.

SourcesField TrackingVisitsAuthorized data only
1 to 13 Sep 1 to 13 Oct
NorthWestSouth
Report draft ready Export (if permitted)
10 Alerts & Insights

AI-Powered Alerts & Proactive Insights

Help users identify important issues before they are overlooked.

Key Features

  • Highlight overdue customer invoices and pending payments.
  • Flag missed follow-ups and overdue tasks.
  • Identify contracts approaching their renewal dates.
  • Surface pending approvals and incomplete records.
  • Highlight attendance discrepancies and payroll exceptions.
  • Notify authorized users about selected business events.
  • Support configurable alerts based on business rules and available data.

Example“Tell me which important items need my attention today.”

COPS 360 AI · Today

Needs your attention · 6 items

Sample data
  • 4 overdue customer invoices₹1,12,350 · oldest since 18 Sep (Meridian Logistics)
    High
  • 3 missed follow-upsGreenfield Foods, Meridian Logistics, Sri Lakshmi Traders
    Medium
  • Contract renewal in 15 daysMeridian Logistics · annual maintenance · 28 Oct
    Medium
  • 5 approvals waiting for you2 leave · 2 expense claims · 1 attendance correction
    Medium
  • 3 missing check-insSales and Operations · today
    High
  • 2 payroll exceptionsIncomplete bank details before October run
    Medium

Alert rules

Notify

Sales ManagerHR ManagerFinance Head
11 Follow-up Questions

Conversational Follow-Up Questions

Allow users to continue exploring a result without starting from scratch.

For example:

User

Which customers have overdue invoices?

COPS 360

Displays the matching customers and their available invoice information.

User

Which of these customers have not been contacted recently?

COPS 360

Checks available communication history and identifies matching records, subject to data availability.

User

Create follow-up tasks for my team.

COPS 360

Prepares the proposed tasks and asks for confirmation before creating them, if task creation is enabled.

COPS 360 AI · Follow-up

One conversation, three questions

Sample data
Question 1 of 3
12 AI Actions

AI-Powered Actions Across Modules

Where supported, COPS 360 can go beyond answering questions and help users initiate approved business actions.

Key Features

  • Create or assign tasks.
  • Prepare email and WhatsApp message drafts.
  • Schedule follow-up reminders.
  • Prepare customer summaries and report drafts.
  • Initiate supported approval workflows.

COPS 360 AI · Actions

Prepared actions · confirmation required

Sample data

New task

Prepared by AI
TaskShare revised quotation with Nova Pharma
Assign toSneha K.
DueWed 14 Oct, 5:00 PM
Linked toNova Pharma · QT-2026-0144
PriorityHigh

Nothing is created or sent until you confirm.

Ask Anything. Get Answers. Manage Your Entire Business with AI.

Simply ask COPS 360 a question and get a clear answer based on your authorized business data.

See Example Questions
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