We built this for Copilot
This isn't a slide deck. It's a working AI agent that handles user questions about budgeting, bank connections, subscriptions, investments, and account management. Try it.
Try the Chat Agent
Ask about budgeting features, connecting bank accounts, subscription tracking, pricing, investment monitoring, or anything a Copilot user might need help with.
In production, the widget's appearance and behavior are fully customizable to match your brand.
Try the Voice Agent
Same AI, same knowledge -- just over the phone. Call to experience what your users would hear.
(641) 614-4711US number • Available 24/7
In production, voice connects to a number of your choice with custom hold music and routing.
What Lorikeet Can Deliver for Copilot
Built around real user scenarios -- budgeting, bank connections, subscriptions, investments, and getting started with the app.
Budgeting & Spending
Explains Adaptive Budgets, Rollovers, Copilot Intelligence categorization, Name Rules, Tags, the Spending Line, and how to set up budget limits by category.
Bank Connections & Sync
Troubleshoots Plaid connection failures, missing transactions, credential errors, unsupported institutions, and guides users through re-linking accounts.
Getting Started
Walks new users through account setup, connecting their first bank accounts, sharing with a partner via Magic Link, and platform availability across Apple devices.
Investments & Net Worth
Answers questions about portfolio tracking across stocks, crypto, and real estate, net worth calculations, cash flow analysis, and recurring expense detection.
Pricing & Billing
Explains free trial, monthly and annual plans, cancellation process for App Store and direct purchases, refund policies, and account deletion.
All Channels Available
Same AI brain across chat, voice, email, and SMS. Users get consistent answers whether they're asking about budgets, connections, or billing.
How we built this for you
This demo was built from scratch for Copilot Money. Real logic for real user scenarios.
Mapped Your Scenarios
Budgeting, bank connections, getting started, investments, pricing -- all handled with dedicated workflows for your users.
Added Your Knowledge
Adaptive Budgets, Copilot Intelligence, Plaid connections, subscription detection, pricing plans -- all instantly searchable by the AI when users ask.
Set the Safety Controls
No financial advice given. No fabricated account data. Adversarial input handling. Every response stays on-brand and within compliance guidelines.
Ready to Connect
Chat and voice are working right now. Ready to connect to your user data, APIs, and backend systems.
Ready to Add the World's Best CX AI?
Connected to your actual user data. Handling real support volume across your platform. This sandbox is just the start.
Finish Setting Up Your Sandbox