# What the copilot can do

Every action the Easerix AI copilot can take across Links, CronCrunch, Sign, Notes, and CRM — and how destructive actions are confirmed.

Canonical: https://easerix.com/docs/platform/copilot

<Answer label="What the Easerix copilot can do">
The copilot in the Easerix portal takes real actions across your tools: it
creates short links, tracks time, drafts and sends documents for signature,
searches your notes, and manages CRM deals. It acts with your permissions,
and anything destructive only happens after you click an explicit
confirmation button.
</Answer>

The copilot lives at [app.easerix.com](https://app.easerix.com). You ask in
plain language; it picks from a fixed catalog of actions — nothing outside
this list — and pulls live numbers before quoting any figure.

## Across the suite

| Action | What it does |
|---|---|
| Portal summary | Fetches your live cross-tool numbers: total link clicks, documents awaiting signature, hours tracked this week (total, billable, and amount), and any running timer |
| Open an app | Surfaces a button that takes you straight into the right tool |

## Links

| Action | What it does |
|---|---|
| Create a short link | New `esrx.ly` link, with an optional custom code and title |
| List your links | Your links with click counts |
| Get a link's stats | Click history for one link |
| Update a link | Change a link's destination or title |
| Delete a link | Permanently removes a short link — **confirmation required** |

## CronCrunch

| Action | What it does |
|---|---|
| Create a project | New time-tracking project |
| Start a timer | Starts the clock on a project (offers to create the project if none exist) |
| Stop the timer | Stops whatever is running |
| Log time | Records a past time entry |
| List projects | Your projects |

## Sign

| Action | What it does |
|---|---|
| List documents | Your documents and their signing status |
| Get a document | Status and recipients for one document, found by name |
| Draft an agreement | Writes a new agreement as a prepared draft with signing slots |
| Send for signature | Emails real signature requests to named recipients — **confirmation required** |
| Remind signers | Re-emails everyone still holding up a pending document |
| Void a document | Cancels a draft or pending document; signing links stop working — **confirmation required** |

## Notes

| Action | What it does |
|---|---|
| Search notes | Finds pages in your knowledge base |
| Read a page | Reads one page's content |
| Create a page | New page with a title and content |
| Append to a page | Adds to the end of an existing page |

## CRM

| Action | What it does |
|---|---|
| Pipeline summary | Your deals by stage, with values |
| Create a contact | New contact (name, email, title…) |
| Create a company | New company |
| Create a deal | New deal, e.g. "Acme — annual plan" |
| Move a deal | Advances a deal to another pipeline stage |
| Log an activity | Records a note, call, email, or meeting on a contact, company, or deal's timeline |
| Delete a deal | Permanently removes a deal — **confirmation required** |

## How destructive actions are confirmed

The copilot never deletes, sends, or voids anything on its own. For the four
actions marked above, it prepares the action and shows you a button naming
the exact target — *Delete esrx.ly/launch*, *Send "NDA" to jane@acme.com*,
*Void "Office lease"* — and nothing happens until you click it.

Under the hood the button carries a signed token bound to that exact action
and target, so a click can only ever do precisely what the button says. The
button expires after 10 minutes; after that the copilot has to prepare the
action again.

## The honest scope

Today the copilot **acts** inside Links, CronCrunch, Sign, Notes, and CRM,
plus the cross-tool portal summary. For **Tasks** and **Forms** it can open
the app for you, but it has no read or write actions in them yet.

## Frequently asked questions

### Can the copilot delete something without asking?

No. Destructive actions (deleting links or deals, sending documents for
signature, voiding documents) always end in a confirmation button that you
must click — the copilot cannot press it for you, and it's told not to claim
the action is done until you do.

### Whose data does the copilot see?

Yours. Every action runs with your own sign-in, so the copilot can only read
and change what you could read and change yourself in the apps.

### Can it manage my tasks or forms?

Not yet — for Tasks and Forms it can only take you into the app. Its action
catalog covers Links, CronCrunch, Sign, Notes, and CRM today.

### Does it make up numbers?

It's built not to: before quoting clicks, hours, or pending signatures it
fetches your live numbers, and if the numbers don't come back it points you
at the app instead of guessing.