AI agent, AI-powered CRM and task tracking: ELPO Cortex
ELPO Cortex is ELPO Bilişim's company management platform: CRM, project and task tracking, support tickets, communication (email, WhatsApp, messaging) and AI agents in one product, with every account running on its own database.
An AI agent is software that reads data, chooses the next step and uses tools to get work done in order to reach a goal it has been given. Unlike a chatbot, it does not just answer, it does the work: it opens the record, assigns the task, prepares the report, sends the alert.
Unlike classic automation, its steps are not written out one by one in advance; the agent looks at the situation and chooses the next step within its authority limits.
A good agent has four parts:
Goal
What it is expected to achieve, in measurable terms.
Tools
Which records it can read and which actions it can take.
Memory
Remembering its past decisions and their results.
Authority limit
What it cannot do and whose approval it needs.
Before using one in a company, ask these questions:
What data does the agent base its suggestion on?
Can the work it does be undone?
Can it go beyond its authority?
Can I stop it whenever I want?
Are suggestions that did not work out recorded and learned from?
An agent that cannot answer these questions should not be allowed near company data, however smart it looks.
In ELPO Cortex, agents work on the company's own data, and the system itself answers these questions. Every suggestion shows which record, which measure and which value it is based on; the system does not accept a suggestion without evidence. Work that cannot be undone does not go ahead without a manager's approval. Every agent has a defined identity, scope of authority and scope of work; the user can stop an agent at any time.
The outcome of the suggestion is recorded later: did it work out, what was the observed value, and why was there a gap between plan and reality. The lesson learned shows up in the next suggestion of the same kind. The AI model is not embedded in the product; it is called from ELPO's shared AI layer, so when the model changes, the product does not.
AI-powered CRM
An AI-powered CRM does not just store customer records; it tells the sales team, from the data, whom to talk to, when and about what. The real difference is being able to show where a suggestion comes from.
A system that says "this opportunity is going cold" should be able to answer which opportunity, how many days without activity, and who made the last contact. If it cannot, it is a guess, not decision support.
In ELPO Cortex, CRM and AI work on the same data. Leads, opportunities, calls, appointments, emails and WhatsApp conversations come together in a single customer record. For WhatsApp, multiple numbers are collected in one inbox; the reply goes out from the number the conversation started on. AI suggestions are linked to these records with evidence: the suggestion card states the basis, the assumptions and the counter-scenario. The sales manager applies or rejects the suggestion and records the outcome later. This way the system learns which kinds of suggestions work and adjusts its confidence rate accordingly.
The visibility rule is the same in the CRM: if your name is not on a record, that record does not exist for you. A sales rep sees their own customers, a manager sees the whole team; the AI also only makes suggestions from data it is authorized to see. ELPO uses this in its own products: every user who signs up for the e-Belge, payment and remote desktop products automatically becomes a lead in Cortex CRM, and the sales team does not open a single record by hand.
AI task tracking
Work tracking is used for two different things: monitoring employees' screens and hours, or monitoring the work itself. ELPO Cortex does the second.
Tasks, projects, tickets and processes live in one place; the AI works out from the tasks themselves where work is getting stuck, whose workload is overflowing and which deliverable is at risk. There is no tool that secretly monitors employees: no background screenshots are taken, no keystrokes are logged, working hours are not counted. There is a screen recorder and a focus counter; the employee starts them for their own work.
Overdue work escalates automatically. An alert schedule is set up counting back from each task's due date:
1Assignee
2Project manager
3Senior management
The chain is derived from the company org chart, so no separate list is kept; if the same person sits at two levels, the level is skipped. Alerts go out as in-app, email or mobile notifications according to the user's preference; escalation itself cannot be turned off. Every morning the manager gets one summary of the delays, completions and risks that built up overnight.
Views are Kanban, list, Gantt and timeline. Everything related to a project (sprints, dependencies, budget, files, messages) is a tab on the project's own page; there is no jumping between separate screens. The weekly scorecard shows deliveries, delays and workload distribution per team and per person; the burnout signal is calculated from the distribution of task load, not from working hours.
AI in ERP
An ERP is the company's ledger of transactions: stock, orders, invoices, cash. The job of AI in ERP is not to change this ledger but to draw decisions from it.
Which product's stock will not last the season, which customer has changed their payment habits, where will cash get tight in the coming weeks? These questions are answered not inside the ERP but in a decision layer that reads the ERP.
ELPO Cortex is this layer. Cortex is not an ERP; it works alongside the ERP, reads its data and makes suggestions on top of it. It has a ready-made connection to SmartERP, ELPO's own ERP; a general connector for other ERPs is being prepared. When no ERP is connected, Cortex says so clearly and does not make suggestions from made-up data. The stock and S&OP screen and the weekly scorecard are fed by this connection.
The basis of a suggestion is always visible. A suggestion that says "place an order for this product" states which stock movement, which sales velocity and which lead time it looked at. After the suggestion is applied, the outcome is measured and recorded; the lesson from a suggestion that did not work out is carried over to the next one. AI does not run your ERP; it helps the manager who reads your ERP make better decisions.
Frequently asked questions
What is ELPO Cortex?
It is ELPO Bilişim's company management platform: CRM, project and task tracking, support tickets, communication (email, WhatsApp, messaging) and AI agents in one product, with every account running on its own database.
Is Cortex an ERP?
No. Cortex is a management and decision layer that works alongside the ERP; it reads ERP data and makes suggestions. ELPO's ERP is SmartERP.
Where is my data stored?
Each account's data sits in a database that belongs only to that account; no tables are shared with other accounts. Cortex runs in the cloud or on the company's own server; the product is the same with both options.
What happens if the AI makes a wrong decision?
Every suggestion shows its basis, work that cannot be undone requires approval, the agent can be stopped at any time, the outcome is recorded, and the lesson from a suggestion that did not work out is carried over to the next one.
Does the AI learn from other companies' data?
Suggestions are generated only from your own account's data; data does not mix between accounts.
How many languages does Cortex support?
It is available in 62 languages; only the selected language is downloaded, so the number of languages does not affect speed.
How much does it cost?
Current prices and plans are published in one place at pay.elpo.com.tr.
