Saarthi Copilot
A tool-aware copilot that can retrieve context, guide workflows, and draft actions inside the IMRTechnologies platform.
Saarthi is not positioned as a generic chat bot. It sits on top of live tools, supports host-aware context across portal, admin, and platform-admin surfaces, performs knowledge-base retrieval, and uses confirmation gates before write actions.
Best fit
ops leads • tenant users • platform admins • multi-tool teams
Commercial model
Custom deployment or bundle add-on
What is already live
- Runs across client portal, admin dashboard, and platform-admin with host-scoped context.
- Supports action confirmation flows rather than hidden write behavior.
- Autofill support already exists for cloud, marketing, ticketing, accounting, and admin support forms.
- Knowledge-base retrieval and deployment-driven model routing are already wired into the stack.
Included In This Module
What teams actually get
These are the modules already reflected in the implemented workflow, not speculative roadmap cards.
Tool-aware assistance
Operate with route context instead of acting like a detached assistant window.
Knowledge retrieval
Pull answers from deployment knowledge bases before generating a response.
Structured autofill
Draft field updates for supported forms and require confirm or reject decisions.
Operational observability
Track usage, model routing, fallback behavior, actions, and pending confirmations.
Deployment Fit
Where this fits best
Portal productivity
Help users move faster through cloud, accounting, or support workflows without extra training.
Operational triage
Surface pending work like cloud change requests or support/admin follow-up in context.
Guided action execution
Let teams use AI assistance while keeping final control over writes and submissions.
Related Modules
Common bundle paths
Accounting Suite
Run invoicing, expenses, reports, tax workflows, and AI-assisted finance operations in one portal.
AI Marketing Studio
Generate campaign-ready content using tenant brand rules, reusable prompts, and history-aware review.
Helpdesk & Ticketing
Structured support with SLA logic, public widget intake, and AI-assisted agent workflows.
Security & Compliance
Run policies, evidence, privacy, and audit-prep workflows for framework readiness inside one workspace.
Need this scoped as part of a broader IMRTechnologies rollout?
Most deployments are stronger when they are connected to the rest of the stack: cloud, CRM, support, analytics, documents, governance, and AI assistance. We can scope this as a standalone module or as part of a larger client portal build.