No workflow expertise?
No problem. Co-Pilot learns your process, suggests improvements, and executes tasks with you.
AI recommends ideal workflow steps based on industry patterns
Choose from ready factory templates (PO flow, GRN, QC, Job cards etc)
AI suggests required fields, approvals, documents
SOPs + video work instructions attached automatically to each step
Guides users on what to do next, in real time
Flags delays, missing steps, deviations instantly
Suggests who should approve based on activity & threshold
Auto explains SOPs & checks at each workflow stage
Highlights stuck stages, late approvals, idle tasks
Recommends faster task sequences
Copies best workflows from successful runs
Operators can train the workflow back
Auto-trigger steps based on task events or data
AI assigns tasks to right people automatically
Auto-create POs, GRNs, invoices from workflow data
Replicate “winning workflows” across plants in one click
Operators see what to do now, what’s next, and why—complete with SOPs, checks, and smart alerts for misses or delays.
Operators see what to do now, what’s next, and why—complete with SOPs, checks, and smart alerts for misses or delays
Co-Pilot highlights stuck stages, late approvals, and idle tasks—then recommends a faster sequence to cut cycle time.
Turn proven flows into reusable templates, auto-trigger actions from events, and replicate best practices across sites in one click
| Feature | Optiwise | TranZact | Odoo | SAP B1 |
|---|---|---|---|---|
| AI Agent Automation | ✅ | ❌ | ❌ | ⚪ |
| Custom Workflows (No-Code) | ✅ | ⚪ | ⚪ | ❌ |
| IoT Integration | ✅ | ❌ | ⚪ | ⚪ |
| Shopfloor SOP Assistant | ✅ | ⚪ | ⚪ | ✅ |
| Operator-Friendly UI | ✅ | ⚪ | ⚪ | ✅ |
| Mobile App Included | ✅ | ✅ | ⚪ | ⚪ |
| Learning-Based Improvements | ✅ | ❌ | ❌ | ⚪ |
| 24×7 Cloud Support | ✅ | ⚪ | ✅ | ✅ |
Start by identifying the systems and applications your team relies on, such as CRM, email, social media, or team.
Use Teamhelp’s intuitive integration setup to securely connect your selected tools. With just a few clicks.
Once your integrations are in place, customize your workflows to maximize efficiency.
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