Capture & Ingest
Records land in CEDX Copilot already linked to the canonical customer, employee, or vendor ID.
Ask AI, ⌘J, sits on every screen of every CEDX app. This is the console behind it: prompts versioned like code, every run traced, answers scored against eval gates, and spend watched against a budget.
"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production dat..."
| AI Engine / Agent Runbook | Grounded Schema Scope | Caller & Policy Guardrail | Token / Latency Budget | Deterministic Write Gate | Audit Trace |
|---|---|---|---|---|---|
| Deal Desk Margin CopilotCEDX Copilot · Record #1040 | CRM + Quotes + Books AR | RBAC: Account Executive | 180ms · $0.004 / Run | ● Human-in-the-Loop Signoff | Trace #99412 |
| Autonomous AR Collections AgentCEDX Copilot · Record #1041 | Books Overdue + Mail + Sign | RBAC: Finance Controller | 310ms · Zero Hallucination | ● Leashed to Approved Tiers | Trace #99418 |
| AI Gateway Model RouterCEDX Copilot · Record #1042 | Zero-Retention Enterprise LLM | PII Redaction Active | 99.98% Cache Hit Rate | ● Strict Cost Cap Enforced | Trace #99425 |
| Voice & Call Floor IntelligenceCEDX Copilot · Record #1043 | Live Speech-to-CRM Extraction | 100% Call Transcription | Real-Time Sentiment + Next Step | ● Auto-Logged to Deal Record | Trace #99431 |
Every answer in these captures ends the same way: “Cite handbook §Billing/double-charge.” An assistant that shows its sources is one you can check. That is the whole design.
Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.
The Playground's system prompt is on screen: “Answer only from retrieved context. Cite sources.” The demo transcript does exactly that, finding order NL-48291, naming invoices INV-9912 and INV-9913, applying refund policy §4.2 and ending by citing the handbook section it relied on.
The registry carries VER, project, model, runs, score and cost per run on every row: docs.rag.answer is on 4.0.0 with 22,110 runs at $0.0142 each. Tag chips filter the list by what you are actually tuning: grounded, latency, policy, cost.
320 runs with run id, prompt, model, status, latency, in and out tokens, cost and score. The failures are as legible as the successes: Error rows sit at 30.0s with zero output tokens, a timeout, not a mystery.
Every figure below is directly inspectable in the running CEDX Copilot application workspace with zero synthetic projections.
Click any screen below to inspect how CEDX Copilot moves from initial intake to verified cross-estate completion.
Docs RAG citation quality slipped after the Jul 30 traffic spike: citation F1 fell to 0.79 against the 0.82 gate. Reasoning-model spend is up 38% week over week. Each alert arrives root-caused and priced: symptom, cause, fix, and the dollar figure next to it.
CEDX AI never guesses from stale vector dumps: it queries the live canonical Postgres record under the exact RBAC token of the signed-in operator.
Records land in CEDX Copilot already linked to the canonical customer, employee, or vendor ID.
Deterministic rules and auditable Copilot signals rank every item by financial and SLA impact.
Operators resolve work in one click with role-based guardrails and instant cross-app writeback.
Every completed action updates live executive dashboards and the immutable audit log automatically.
Role-based views and permissions are enforced at the database row level so executives, managers, and frontline operators share one source of truth.
Owns the registry: versions prompts, watches score and cost per run, and promotes 4.0.0 over 3.0.8 only when the evals say so.
Keeps the handbook the assistant is allowed to cite. Retrieval quality is their scoreboard: citation F1 against the 0.82 gate.
Reads the traces when an answer goes wrong, and works the review queue before a template ships to production.
CEDX Copilot is not an isolated point tool. It reads and writes the exact same customer, ledger, and identity records as the rest of the CEDX software estate.
The retrieved context the system prompt restricts answers to is the handbook Knowledge maintains, which is why citation F1 has a gate.
The support.triage.v3 template in the captures answers exactly what Desk hears: invoice disputes, refunds, order lookups.
Six models in use on the registry. The gateway is where each model's card, price and quality bias live.
The review queue and the frontier are where scored runs become supervised, longer-running work.
"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production data with zero synthetic clutter."
"Having identity, least-privilege access, audit trails, and business applications on one kernel cut our security review and provisioning time by 82%."
"We started with one application to fix our most painful bottleneck, and added five more modules on the same login without a single migration project."
Drag the seat slider to compare your current stitched stack (Glean Enterprise + Salesforce Einstein + Sierra AI + Custom RAG Stack) against running CEDX Copilot natively on the unified CEDX estate.
Explore the live CEDX Copilot workspace on canonical demo data at /app/copilot, or book a 30-minute architecture session to map your first entity rollout.
Instant browser access to CEDX Copilot pre-loaded with canonical demo records and connected across the 132-application CEDX estate.