Embedded Operational Copilots

Embed intelligent copilots directly into enterprise tools to help users complete high-friction tasks—faster, smarter, and with less training.

ERPs, HR portals, finance tools, procurement dashboards—are complex, outdated, or unintuitive. Employees spend hours navigating them, asking coworkers for help, or escalating support tickets just to get through basic workflows.

GLIK’s Embedded Operational Copilots change that.

These agents sit inside the tools people already use. They guide users step-by-step through policies, approvals, configurations, and data inputs—offering clarification, surface-level reasoning, and proactive suggestions as the user works.

Implementation Support & Expert Guidance

Need assistance deploying or customizing this GLIK template for your organization?

Our team offers dedicated coaching and technical walkthrough sessions to ensure successful adoption and alignment with enterprise requirements.

Typical areas of support include:

• Template onboarding and orchestration strategy

• Workflow configuration and logic review

• Memory variable setup and session handling

• Custom integration guidance (e.g. plugins, APIs)

• Request a Session

What Are Copilots?

Unlike standalone agents that act independently to complete tasks behind the scenes, copilots are collaborative—they assist the user in completing a task, but don’t take over ownership.

They are:

• Context-aware: understand what the user is doing

• Interface-embedded: run inside the application

• Instructional: suggest, explain, and support user decisions

• Persistent: remain available across workflows, without needing relaunch

Copilots vs Agents

Copilot: A collaborative AI assistant embedded into enterprise tools that helps users complete tasks by offering real-time guidance, clarification, and policy interpretation.

• Requires user input

• Embedded directly into UI

• Guides users without replacing them

Agent: An autonomous AI worker that independently executes steps, applies logic, and resolves workflows—often across systems or without user prompting.

• Executes tasks on its own

• Operates in the background or via workflows

• Designed to reduce or replace human labor for routine steps

GLIK Rule of Thumb: Use a copilot when the user is completing the task and needs help. Use an agent when the system can (and should) complete the task independently.

How Copilots Differ from Agents

Embedded Operational Copilots	Autonomous Agents (e.g. Task Resolution, Policy)
Work alongside users in real time	Act independently and execute tasks on behalf of users
Appear inside enterprise UIs (e.g. SAP, Workday)	Often work in the background or across tools
Provide help, clarification, and suggestions	Apply logic and enforce rules autonomously
Great for training, support, and step-by-step actions	Great for decision enforcement, routing, and automation
Analogy: an intelligent assistant in the passenger seat	Analogy: a self-driving service completing the trip for you

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Enterprise Value

• Reduce Support Ticket Volume Copilots help users help themselves—reducing IT, HR, and ops escalations.

• Accelerate Task Completion Inside Legacy Tools Provide intelligent assistance for navigating complex systems like SAP, Oracle, or ServiceNow.

• Lower Training and Onboarding Costs New hires get live guidance instead of PDFs and long ramp-up cycles.

• Improve Policy Adherence Through In-Context Guidance Copilots explain rules and thresholds in real time—before users make mistakes.

• Agentify UX Without Rebuilding the UI Drop copilots into portals, dashboards, or apps without redesigning the entire system.

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When to Use This Template Genre

Use Case	Copilot Solution
Employee struggles to submit travel reimbursement	Embedded Finance Copilot walks through policy and form steps
New manager navigating HR approval workflows	HR Ops Copilot explains thresholds and escalates edge cases
Field agent needs help entering sales orders correctly	ERP Copilot checks logic and alerts about invalid input
Employee using a confusing internal procurement portal	Procurement Copilot suggests categories and flags missing data
User unsure how to request time off under new policy	Leave Request Copilot interprets policy and walks through options

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Why Copilots Are the Next Layer of UX Agentification

Most enterprise UX problems don’t require new interfaces—they require supportive intelligence inside the existing ones.

GLIK copilots provide that: always-on, user-aligned, enterprise-aware guidance that sits where the friction is.

You don’t need smarter forms. You need a smarter guide sitting inside the form.

With Embedded Operational Copilots, GLIK becomes the layer that turns friction into flow.

📣 Try GLIK

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