AI assistants
Claude. Copilot. ChatGPT. Connected to the work you need done.
Proceptio.AI can work with Claude, Microsoft Copilot and ChatGPT. Understand your business data, review and save approved changes, and follow up on work through configured workflows. Your team uses its chosen assistant; we connect the systems and actions it needs.
Use the assistant your team already knows. Give it the business context and actions the work requires.
During onboarding, we configure the connection, sign-in, permissions and enabled workflows for your chosen assistant. Features depend on the assistant, its plan and your organization's settings. We verify the agreed workflow with your team before it goes into use.
Your choice
Three assistants. A setup that fits your environment.
Each assistant has its own connection and administration options. We configure the route that fits your organization and check the actions you need, including any approval steps.
| Assistant | How your team works | What we configure together |
|---|---|---|
| Claudeyour connected workspace | Ask about your data, review proposed changes and run enabled actions from Claude. | Connect your workspace, configure sign-in and validate the tools your team will use. |
| ChatGPTyour connected workspace | Work with your connected business data and enabled actions from ChatGPT. | Confirm your plan and workspace settings, configure the connection and test the agreed workflow. |
 Microsoft Copilotthrough Copilot Studio |
Bring business workflows into Microsoft Copilot through an agent configured in Copilot Studio. | Configure the agent, tenant authentication, tools and publishing for your Microsoft environment. |
Available actions and notification channels vary by integration. A reminder can be delivered through the channel configured for the workflow; it does not have to wait for someone to open a chat. The trigger, timing, recipients and escalation rules are agreed with your team.
From question to outcome
Understand. Act. Follow through.
Start with the job. We connect the data, enabled actions and follow-up rules needed to complete it, then test that workflow in your chosen assistant.
What your team can ask for
- Understand: "Why did this forecast change?"
- Act: "Validate this template and show me the changes before saving."
- Follow through: "Remind owners who have not submitted by Thursday."
What we agree before enabling it
- The source and target, including the environment and permitted records.
- The approval step for important source updates, with a preview of the changes.
- The follow-up rules, including who receives a nudge and when.
- The result to verify, from the saved values to the status of the next task.
A connection you can keep
Your systems and rules outlast the chat window.
Proceptio.AI uses the Model Context Protocol to connect assistants to business tools. Permissions and the record of tool use live in the connection layer, so you can reuse that foundation when your assistant choice changes.
A different assistant may need a new sign-in registration, configuration and workflow check. We confirm those differences with you. Your existing assistant agreement stays yours; Proceptio.AI does not sell an inference model or replace that contract.