Our AI Co-Pilots help your teams think faster, serve smarter, and stay compliant – across communication, sales, service, and decision-making.
What Are Leobrix AI Co-Pilots?
Leobrix AI Co-Pilots are intelligent agents built to work alongside your teams – across voice, chat, email, and apps. They combine enterprise-grade LLMs, domain knowledge, real-time data, and reasoning to:
Automate repetitive tasks
Enhance decision-making
Ensure compliance and quality
Personalize interactions at scale
Powered by a robust orchestration layer, proprietary prompts, and real-time context – our Co-Pilots go beyond chatbots.
Use Case Gallery – AI Co-Pilots
Communication Intelligence and Surveillance Agent
Monitors enterprise communications (email, chat, voice transcripts) to detect violations, anomalies, and risks in real-time or post-facto.
Key Capabilities:
- Detects regulatory/policy violations in communications.
- Flags tone deviations, aggressive language, or sensitive data leaks.
- Identifies patterns of insider threats or collusion
- Works across Slack, Teams, Email, and CRM systems.
- Generates compliance heatmaps and audit trails.
- Classifies conversation into appropriate categories.
Who it’s for:
Risk ● Compliance ● Legal ● HR ● Internal Audit Teams
Conversational Insights Bot
Let’s business users chat with their internal systems – CRM, MIS, BI dashboards – using plain language to get answers and visualizations instantly.
Key Capabilities:
- Converts natural language into structured queries
- Fetches KPIs, charts, tables, and summaries from data warehouses
- Understands follow-up questions and filters
- Works with Snowflake, BigQuery, Redshift, and more
- Can summarize dashboards and reports in English
Who it’s for:
CXOs ● Product Managers ● Sales Heads ● MIS Analysts
Agent Assist Bot
Provides real-time assistance to human agents across call centres and chat support – with summaries, rebuttals, and compliance reminders.
Key Capabilities:
- Summarizes previous customer conversations instantly
- Suggests rebuttals, offers, and escalation options
- Provides compliance scripts and tone guidance
- Works across voice and chat channels
- Can auto-log call/chat summaries to CRM
Who it’s for:
Customer Service ● Telesales ● Collections ● Contact Centres
Marketing Hyper-Personalization Bot
Generates hyper-personalized marketing content across email, WhatsApp, and SMS using transaction and behaviour data.
Key Capabilities:
- Crafts personalized campaign message at scale
- Segments users using RFM/ML driven scoring
- A/B tests creatives and tracks engagement
- Connects with CRM/CDP systems and channels
- Ensures tone. Language, and regulatory fit.
Who it’s for:
Marketing Teams ● Growth Teams ● CRM Managers
Personalized Customer Profile Generator
Creates detailed, AI-generated customer personas from fragmented data sources – useful for RM, sales, and personalization.
Key Capabilities:
- Combines demographics, transactions, support history.
- Infers goals, preferences, risk appetite, tone profile
- Auto-generates a narrative persona or 360-degree profile
- Flags potential cross-sell/upsell products
- Integrates with CRM or sales dashboards
Who it’s for:
Sales Teams ● Relationship Managers ● Product Teams
Document Analyzer Bot
Reads, classifies, and extracts insights from structured and unstructured documents like KYC forms, contracts, and applications.
Key Capabilities:
- Parses scanned documents or PDFs with OCR + NLP.
- Classifies document type, status, parties, and terms
- Flags missing or invalid fields
- Integrates with DMS, LOS, and claim systems
- Works in multiple languages
Who it’s for:
Operations ● Legal ● Claims ● Loan Processing
Underwriter Bot
Supports credit and insurance underwriters by summarizing inputs, scoring risks , and explaining eligibility.
Key Capabilities:
- Extracts key details from applications and attachments
- Assigns risk scores based on rules and ML models
- Flags exceptions, missing info, or fraud signals
- Provides plain English rationales for decisions
- Connects to core underwriting or LOS systems
Who it’s for:
Credit Risk ● Insurance Underwriting ● Loan Ops
Collection Assist Bot
Improves outbound collections and recovery workflows with smart prioritization and personalized messaging.
Key Capabilities:
- Scores delinquent accounts by risk and recovery potential
- Suggests optimal communication scripts based on behaviour
- Detects borrower sentiment and tailors’ tone accordingly
- Works with IVR, dialler, and WhatsApp bots.
- Auto-generates call summaries and nudges
Who it’s for:
Collections ●, Recovery ● Legal ● Tele-calling teams
How we build it differently
Deep Domain Understanding
Financial services-focused agents built with regulatory, operational, and risk context.
LLM Orchestration + Memory
Use of RAG pipelines, tools, embeddings, and prompt engineering – not just raw LLMs.
Secure & Compliant by Design
Data Masking, Read Teaming, PII handling, and enterprise-grade security practices.
Multi-Modal Capabilities
Voice + Chat + Document Understanding - integrated into business tools (CRM, Email, MIS)
Feedback Loops & Governance
Human-in-the-loop workflows, feedback scoring, and fine-tuning pipelines.
Industries We Serve
Bankin
Insurance
Micro Finance
Housing Finance
NBFCs
FinTech
Trusted by Enterprises
Ready to deploy AI Agents across your enterprise?
Talk to us to explore use cases or co-create a pilot.