Your team speaks Hindi, Marathi, or Hinglish. The Copilot creates the record.
A workflow agent, not a chatbot. Your field technician says “DMart Koregaon monthly pest control twelve thousand” and a real quotation appears — right customer, right price, right GST. Offline voice capture works in basements and warehouses. Tailored-pricing addon — quoted on the demo.
Three scenarios that describe the real change.
Your field technician dictates a quotation from a customer site
Your tech is standing in a DMart godown in Koregaon. They open Upgear on their phone, hold the mic, and say: “DMart Koregaon monthly pest control twelve thousand rupees for twelve months starting first April.” Six seconds later, a complete quotation — with the right customer, service, price, GST, and period — is ready to send. The customer receives it on WhatsApp before your tech has left the building.
The owner asks for the month’s picture without opening a dashboard
You’re in a taxi on the way to a meeting. You hold your phone to your mouth: “How many new AMCs this month and what’s total outstanding.” The Copilot answers with numbers, not a dashboard link. When you ask a follow-up — “of those new AMCs, which are above fifty thousand?” — it continues the thread. You arrive at the meeting knowing your month.
A sales rep creates a record by voice instead of typing
Your sales rep has just closed a phone call. They speak the contract details into the Copilot: “Renewal for Sahyadri Hospital, three lakh per year, same terms as last year, start first June.” The contract is drafted. The rep reviews, corrects one field, saves. What used to be a ten-minute typing exercise is a forty-second voice note.
Six things the Copilot does differently from a chatbot.
Most AI tools on the market answer questions. The Copilot creates records — quotations, contracts, invoices, payment entries, visit completions. It does the work, not the explanation of the work.
Your field team speaks in their own language. “DMart में monthly pest control बारह हज़ार” becomes a real quotation without anyone translating. Hinglish code-switching is handled natively — you don’t pick a language; the Copilot handles the mixed input.
Voice recognition runs on the device, not a cloud API. A technician in a basement, a warehouse, or a village with patchy 3G can still speak into the Copilot. The record syncs when signal returns. No dependency on data connection for the capture step.
The Copilot is trained on your master data: your service catalogue, your customer list, your pricing rules, your tax structure. When you say “monthly pest control twelve thousand,” it applies your master rate, your GST, your rounding rules. It doesn’t need to look anything up.
The Copilot drafts; you save. Every record it generates appears on a review screen where you can adjust fields before committing. The speed-of-voice is paired with the discipline of a human sign-off. Nothing hits your database unreviewed.
Beyond record creation, the Copilot answers natural-language queries over your live data. “How many AMC renewals in the next thirty days?” “Which five customers have the highest outstanding?” “What was last month’s revenue for the Mumbai branch?” The answers are computed against your own database, not a canned response.
Four steps. Live in one week; fluent in two.
Subscribe to the AI Copilot addon
From Settings, enable the Copilot. Your tenant is configured for the language packs you need (Hindi, Marathi, Hinglish, English). First-time activation takes under ten minutes.
Review your master data quality
The Copilot is only as good as the data it draws from. We walk through your customer list, service catalogue, and pricing rules with you on onboarding — spot inconsistencies, merge duplicates, fix spellings. Most tenants find 20–40 clean-up items; the Copilot quality improves immediately after.
Train your team with five real examples
We record five of your team’s real workflows as voice examples — the kinds of quotations or contracts they create weekly. The Copilot learns your phrasing patterns. After one week your team is fluent.
Roll out by role
Start with one role — usually field technicians or sales reps — before expanding to the whole team. Each role has a slightly different voice vocabulary; expanding one at a time lets you tune per-role before going wider.
Optional addon on top of Upgear Core. Pricing tailored to your operation. Book a demo first — we run the Copilot on your actual workflow before any subscription commitment.
Typical ROI in 2–3 months for field-technician-heavy operations; faster for sales teams with high quotation volume.
AI Copilot is the voice layer on top of the entire product.
It touches Sales (voice-to-quotation, voice-to-contract), Field Operations (voice-to-visit-completion), Finance & Compliance (voice-to-payment-entry), and Intelligence & Reporting (voice-to-answer). Anywhere you create records or ask questions about your business, the Copilot can be the input method.
Three honest constraints before you enable it.
Voice is a different input method, not a magic button. Here’s where the boundaries sit.
Quality depends on microphone and ambient noise
The Copilot’s recognition is strong on a normal phone microphone in a normal environment. In a loud generator room or with a cracked phone mic, accuracy drops. For consistently high-noise environments (industrial fumigation sites), we recommend a ₹300–500 Bluetooth mic for the technician — pays back in a week of faster quotations.
Not a general-purpose chatbot
The Copilot is domain-trained for Upgear workflows — creating records, answering questions about your data. It is not a general chatbot; asking it to write poetry or help with an unrelated task will confuse it. This is deliberate. A narrow, reliable workflow agent is more useful than a broad, unreliable chatbot for your operation.
One device-session at a time
A user speaking into the Copilot on their phone is a single session. If they open the browser on a desktop at the same time, the two sessions don’t share state. This almost never matters in practice — most users are on one device at a time — but it’s worth knowing if you expect a single user to be speaking on two devices simultaneously.
What teams ask before turning on the Copilot.
See the Copilot create a real quotation from your voice.
30-minute demo, founder-led. Bring a typical quotation scenario in Hindi, Marathi, or Hinglish. We’ll record your voice live and watch the Copilot turn it into a draft. The demo also lands your tailored quote — so you can decide if the addon line-item makes sense on your P&L.