The copilot that ships with your tenant
Not a chatbot bolted onto a help page. The LoyaltyGrid copilot is grounded in your program configuration and the API contract — so operations gets ledger answers and engineers get working requests, inside the dashboard they already use.
What it does today
Grounded means the copilot answers from your tenant's actual configuration and the actual API specification — not from a generic model's guess about how loyalty software usually works.
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Explain any balance, entry, or tier decision
"Why did this member's balance change?" gets the ledger answer: which entries, which campaign, which expiry lot — with the reconciliation math shown.
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Draft campaigns and earn rules in plain language
Describe the campaign you want — audience, multiplier, cap, duration — and review a structured draft before anything goes live.
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Generate integration calls against the real contract
Engineers ask for "the call to credit a wallet idempotently" and get a working request with correct fields, auth, and error handling — generated from the same API specification the platform enforces.
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Answer operational questions without a support ticket
Configuration lookups, "how do I" questions, and report explanations — answered in context, with links into the relevant dashboard pages and manual sections.
Grounded and governed
AI near a financial ledger has to be held to the same standard as everything else near a financial ledger.
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Tenant-scoped, always
The copilot sees your organization's data and nothing else — the same isolation guarantees as every other part of the platform.
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It never mutates value on its own
Drafts are drafts. Every value-changing action goes through the same authorization, review, and audit trail as a human doing it in the dashboard.
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Answers you can check
Ledger explanations cite the underlying entries. If the copilot says a balance reconciles, you can click through to the entries and verify it.
Agentic workflows — design partner preview
The next layer: workflows that act, not just answer. Rolling out with design partners now.
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Reconciliation watchdog
Continuously checks ledger-to-balance conservation and opens an investigation with the relevant entries attached — before drift becomes a dispute.
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Campaign operations
Monitors live campaigns against their caps and budgets, flags anomalies, and proposes adjustments for human approval.
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Expiry communications
Identifies members with expiring lots and drafts the notification flow through your existing channels via webhooks.