Specialized advisors
Strategy, finance, fundraising, GTM — pick the role you need for the question.
An AI advisory board that knows your company's numbers
Your AI advisory board for the startup. Pick a specialized advisor (each tuned to a different part of running a company), then chat like you would with an expert — it has context from the relevant Nautis modules.
- AdvisorsSpecialized roles
- ContextModule-grounded
- InputsType + Voice + Slash
app.nautis.io/ai-copilot
What is AI Co-Pilot?
An AI advisory board is a set of specialist AI advisors you can question the way you'd question a real board. In Nautis each advisor covers one area, such as Anchor for finance or Keel for startup legal, and reads the modules tied to that area. Advisors consult each other, meet together in a board room, and you can build custom advisors with their own instructions and files.
Most early founders don't have a board yet, or have one that meets four times a year. The questions don't wait for the meeting. Is this SAFE clause normal? Can we afford a second engineer before the raise? The AI Advisory Board gives each of those questions a specialist who has already read your business plan, financials or pitch deck, depending on its area. Hover a card on the board and the tooltip lists exactly which modules that advisor pulls from.
Three things make it different from typing into a general chatbot. Advisors know who else is on the board, so a finance advisor that hits a legal question says "That's outside my area" and asks Keel, and Keel's answer shows up as a Consulted card before you get one combined reply. A board room seats 2 to 6 advisors in one conversation, each answering in turn and reacting to what the others said. And owners and admins can create custom advisors or tune the built-in ones, with instructions, a tone, module permissions and up to 50 knowledge files each.
This is the advice layer, not the operations layer. Running the company's day, with the 7:00 am briefing and the Approval Center, belongs to the AI Chief of Staff. The two share the same approval rules, which the Chief of Staff guide explains.
Built for
- Solo founders without a built-in board
- Teams stress-testing strategy
- Operators getting fast second opinions on a call
Capabilities
What you can do with AI Co-Pilot
Everything ships out of the box. No setup, no plugins, no extra tools.
Grounded in your modules
Each advisor pulls from the relevant Nautis modules tied to your account.
Slash commands
Type / for quick actions inside any conversation.
Voice input
Dictate instead of typing with the microphone.
Conversation history
Every chat is saved, so you can switch advisors and come back to an old conversation later.
Board rooms & consultations
Advisors consult each other, and a board room seats 2 to 6 advisors in one conversation.
Custom advisors
Owners and admins can build advisors with their own instructions, permissions and knowledge files, where the plan allows.
Use cases
How startups use AI Co-Pilot
Pressure-testing a term sheet before you call your lawyer
Attach the PDF with the paperclip and ask: "Get Anchor and Keel's view on this term sheet." Both are consulted, and you get one reply that credits each by name. You walk into the lawyer's call with sharper questions, not a substitute for the lawyer.
Running a mock board meeting before the real one
Click the Board room card, name it "Q3 board prep" and seat your finance, fundraising and GTM advisors. Ask @all whether the plan to double ad spend holds up. Each one sees the others' answers, so you get disagreement instead of three versions of the same point.
Building a compliance advisor for your market
An admin clicks Create advisor, names it "GST & Compliance Advisor", writes what it should check under What should this advisor do?, adds a Never do rule such as "never give final legal advice", and uploads your policy documents on the Knowledge tab. It answers from those files first and names the ones it used.
Giving a built-in advisor your house rules
Open a built-in advisor's ⋯ menu, choose Edit advisor and add your pricing policy under Expertise & company context. Your text sits on top of the built-in instructions and wins where they conflict. Reset to default undoes it.
Keeping fundraising chats apart from product chats
Every conversation stays in the left list. Pin the live ones, archive the stale ones and group the rest into folders from the conversation menu, so a month of fundraising questions doesn't bury the pricing thread.
Quick start
From zero to using AI Co-Pilot
- 1
Pick an advisor
Each card shows the role and which modules it pulls from.
- 2
Ask your question
Type, dictate, or use a slash command.
- 3
Follow the suggestions
Some replies offer follow-ups you can click to send.
- 4
Switch advisors
Open a new chat with a different advisor as the topic shifts.
What advisors can do, and what they ask before doing
In a board room, advisors look things up in your workspace but don't create, change or send anything. A consulted advisor only advises too. To act on a decision, open a one-on-one chat with that advisor. What it may do there depends on its Module permissions (View, Create, Edit or Delete per module), and it can never do more than the person chatting with it. If your role can't edit invoices, no advisor edits them for you.
Changes an advisor proposes go through the usual approval cards, the same pipeline the Chief of Staff uses, unless an owner or admin has set that capability to Run without asking under Agent Autonomy. Tools you've connected through Integrations only become available to the copilot once an admin enables them for agents, and writes in them ask for approval by default.
An AI advisory board vs a general chatbot vs human advisors
None of these replaces the others completely. The real question is which one you reach for at 11 pm with a decision due in the morning.
| Question | General AI chatbot | Nautis AI Advisory Board | Human advisors or board |
|---|---|---|---|
| Knows your numbers | Only what you paste in | Reads the modules tied to each advisor | What you send them before a meeting |
| Specialist areas | One assistant for everything | Separate advisors that consult each other | Depends on who you recruited |
| Several views at once | You prompt for each view | Board room with 2 to 6 advisors | A real board meeting |
| Your own rules and documents | Depends on the product | Custom advisors with instructions and up to 50 files | You brief them yourself |
| Can act in your workspace | No | In one-on-one chats, within permissions and approvals | No |
| Accountability and judgment | None | None. It advises, you decide | Real, and the reason to have them |
Plans and limits
- The AI Advisory Board must be enabled on your plan, and every message uses AI credits: 1,000 a month on Launch, 2,000 on Voyage and 2,600 on Fleet. Each consultation between advisors, and each advisor's reply in a board room, is a separate call that uses extra credits.
- When credits run out, sending is blocked until the period resets or an admin buys a top-up pack. Bought credits don't expire. See pricing for current plans.
- Whether you can create custom advisors, how many, and whether you can customize the built-in ones all depend on your plan. When you're at the limit, the Create advisor card is greyed out.
What AI Co-Pilot doesn't do
- It doesn't replace a lawyer, an accountant or a real board. Advisors give a fast first read, and decisions with legal or financial consequences still need a qualified person.
- Board rooms are discussion only. Nobody in a board room creates or changes anything, so you'll switch to a one-on-one chat to act.
- Credits go faster than you'd expect when advisors consult each other or six of them answer in a board room. Watch the AI Usage tab on a busy week.
- Scanned PDFs without selectable text can't be read as knowledge files. Upload a text-based version.
- Only owners and admins can create, edit or delete custom advisors. Everyone else uses the ones they're given.
AI Co-Pilot questions
What is an AI advisory board for a startup?+
It's a group of AI advisors, each focused on one part of running a company, such as finance, legal, fundraising or go-to-market. In Nautis they read the relevant parts of your workspace, so answers start from your real numbers instead of generic advice. You can talk to one at a time or seat several in a board room.
What can I give a custom advisor as knowledge?+
Upload PDF, Word, Excel, CSV, text, Markdown or JSON files up to 15 MB each, and up to 50 per advisor. You can also link data rooms, which it searches first. Only that advisor learns from its files, and it names the documents it used in its answers.
Do the advisors talk to each other?+
Yes. Every advisor knows who else is on the board. When a question falls outside its area, it asks the right advisor, shows that answer as a Consulted card and then gives you one combined reply. You can also ask directly, for example "Ask Keel whether this SAFE clause is standard", or name up to three advisors at once.
Can a custom advisor see data I can't see?+
No. Every read and action is limited by both the advisor's module permissions and your own role. Files in linked data rooms are only used if you can open them yourself.
Is the AI Advisory Board the same as the AI Chief of Staff?+
No. The advisory board is for specialist advice and focused conversations. The Chief of Staff runs the company's day, with a morning briefing, routines and the Approval Center. They follow the same permission and approval rules.
Who can see my conversations with an advisor?+
Conversations are private to you within your organization unless you share them. Private custom advisors set to Only me are visible only to the person who created them, and other advisors can't consult them on someone else's behalf.
How many AI credits does one message use?+
It depends on the length of your message and the advisor's reply, plus how much context (your data) is included. There's no fixed 'per message' cost. The picker disables sending once credits run out.
What if I run out of credits?+
Sending is paused until the monthly cycle resets, or your admin can purchase an add-on credit pack from billing.
Which advisor should I pick?+
Hover over each card to see its description and the modules it works with. Pick the one whose role title best matches your question. You can always start a new chat with a different advisor.
Does the AI see my actual Nautis data?+
Yes. Each advisor is connected to specific modules (shown in the tooltip), so it can reference your business plan, financials, contacts, and more when answering. It does not share your data outside your organization.
Can I export a conversation?+
Yes. Open the conversation menu and use the export option to save the chat.
Can I use voice instead of typing?+
Yes — click the microphone icon to dictate, then confirm to send the transcribed text.
How are credits charged?+
Each message uses AI credits from your organization's monthly balance. Top-ups are available.
Can I bring in a custom advisor?+
Yes. Owners and admins can create custom advisors with their own instructions, tone, module permissions and knowledge files, and can customize the built-in ones. Your plan decides whether you can create them and how many.
Your first hire, before your first hire
Hire your Chief of Staff today.
Full business context from the first conversation. Daily operations, fundraising, revenue and finance, run with you. You approve every move. It handles the rest.
Nothing leaves your workspace without your yes.