Ask anything about an account.
Get an answer you can trust.

Plain-language questions, grounded answers. Copilot is an analyst for your entire book — it reads the same evidence-backed context your team does and answers traced to real fields and real quotes, with its confidence shown. Never a hallucinated number. Copilot is how you interrogate the Success Agent.

Copilot · Vertex Analyticsanswering
Why is Vertex's consumption down this quarter?
Consumption is down 31% QoQ1. The primary cause is a champion reorg — two teams stopped onboarding after their sponsor moved2. Adoption breadth held; the drop is concentrated in seats she owned.
1usage history · −31% QoQ
2QBR transcript §4 · "we've paused rollout"

Grounded answers, in the shape the question needs.

Two modes · one contract23 chat agents
Analyst
The number

Answers from the agent's freshly-computed finding — states, metrics, diagnoses.

"What's Vertex's health?"
Research
The quote

Retrieves the raw evidence — quotes and events — via RAG over 16 entity types.

"What did they say on the call?"

Analyst for the number. Research for the quote.

Some questions want a computed answer; others want the source. Copilot runs both on one uniform question framework — 23 chat agents, ~230 questions — and picks the right mode for what you asked.

  • Analyst — grounded on a live finding, computed on demand.
  • Research — quote-backed retrieval over calls, emails and docs.
  • "What are they saying about a competitor?" → the actual snippets.
Faithfulness checkper claim
"consumption −31%"bound to the usage record
grounded
"champion reorg"bound to QBR transcript §4
grounded
"seats she owned"bound to stakeholder roles + usage
grounded
Unsupported claimsblocked before they render
0

Every claim binds to a real field.

Copilot answers only on the fields projected for the question — it can't reference a number it wasn't handed. A faithfulness evaluation machine-checks every claim against its source, so groundedness is measured, not hoped for. Hallucinated figures are structurally impossible.

  • Answers projected strictly from required fields — no free-hand numbers.
  • A faithfulness eval verifies each claim against its evidence.
  • Confidence shown on every answer — the same one from the finding.
Question archetypes11 · routed
state · metric lookup→ analyst · templated
diagnosis · recommendation→ analyst · reasoned
trajectory · forecast · comparison→ analyst + trends
evidence · enumeration→ research · quote-backed

Eleven archetypes, one right route.

A question isn't just words — it has a shape. Copilot classifies each into one of 11 archetypes — state, metric, diagnosis, trajectory, forecast, comparison, recommendation and more — and routes it to the right template and mode.

  • Each archetype picks its template and analyst-vs-research mode.
  • The NLU pipeline turns intent into the exact node that can answer it.
  • Consistent behavior across every agent in the platform.
NLU pipeline · tracelive
clean the questionclean the ask
ok
NLU · intentintent + entities
diagnosis
planner → the right noderoute & execute
consumption
SYNTHESISfield-bound · faithfulness-checked
answered

An analyst on every account.

Account research that once spanned six tabs returns as one grounded answer, in seconds, on any account in the book. The point was never a chatbot — it was an answer you can stake a renewal on.

  • Normalize → intent → plan → node → synthesize — the core query path.
  • Reads the same Context360 truth — no separate store to drift.
  • Turn any answer into a document through Compose, grounded end to end.

Part of one platform — explore Context360 · Signals · Plays · Revenue · Analytics · Compose.

The point was never a chatbot.
It was an answer you can act on.

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