AI Reporting Copilot
All Roadmap Features Slated for FY 2026

Feature Overview
All Roadmap features are currently in development. Early access available to select clinic partners!
Docovia Reporting Copilot turns natural-language questions into on-demand reports across locations, campaigns, lead sources, and provider performance.
It generates metrics, summaries, and exportable outputs while keeping access controlled by role and tenant. Reports can be scheduled or produced on demand.
The goal is faster answers with fewer manual pulls—without losing trust. Copilot is designed to keep outputs grounded in the underlying data and auditable for operators.