Works with Microsoft Teams & Copilot

Government Software
for the Agentic AI Era

One unified platform for AI copilots, automated workflows, and intelligent request management. Built for local governments, utilities, transportation, and energy providers.

Microsoft Teams
Copilot App

Bot automation meets human oversight

Watch how requests flow through automated steps with human-in-the-loop approval when needed.

Request Submitted

Via Teams Copilot

Bot Processing

Data gathered automatically

Human Approval

Manager review & sign-off

Completed

Full audit trail

Meet your teams where they work

Gerald integrates with your existing tools. Requests come in from any channel—all managed in one unified system.

External Portal

A branded portal for external stakeholders—contractors, vendors, or citizens—to submit and track requests without Teams access.

Powered by Jetdocs

Create Any AI Template

Build specialized AI templates that work with Gerald—define workflow steps, information to collect, and automated bot actions for any department need.

Powered by Jetdocs

From request to resolution, intelligently

Requests submitted in Teams are automatically routed, processed, and tracked—with full accountability.

1

Natural Language Input

Team members type requests naturally in Microsoft Teams via the Copilot app. "I need IT to set up a new laptop" or "Request budget approval for Q2 project."

2

AI Understands & Routes

Gerald's AI parses intent, asks clarifying questions if needed, and automatically routes to the correct department, team, or agentic bot.

3

Automated + Human Steps

Bot steps auto-complete data gathering and integrations. Human-in-the-loop steps ensure oversight where needed. All tracked with full audit logs.

4

Resolved & Documented

Complete resolution with full accountability. Export to Excel, PDF, or DOCX. Every action tracked, every decision logged.

Powered by Jetdocs

Enterprise-grade capabilities included

Gerald is built on the Jetdocs platform—giving you powerful automation and control out of the box.

Human-in-the-Loop

AI handles routine work, but humans stay in control. Approval workflows, escalation paths, and oversight built into every process. Configurable review points ensure quality.

Approval chains Escalation rules Override controls

Fully Automated Bot Steps

AI agents execute tasks autonomously—gathering data from external systems, filling forms, triggering integrations, and updating records without human intervention.

API integrations Data extraction Auto-completion

Complete Audit Trail

Every action logged with timestamps, user attribution, and full context. Meet compliance requirements automatically. Export audit reports instantly.

Timestamped logs User attribution Compliance ready

Export Anywhere

Generate professional reports in Excel, PDF, or Word with one click. Share insights across departments. Data portability when you need it.

Excel / XLSX PDF reports Word / DOCX

Everything you need for intelligent operations

Gerald brings together AI agents, workflow automation, and unified data management.

Centralized Hub

All tickets, requests, and workflows in one place. Different views for contributors and managers. Ask the Ticket Hub AI anything about your data.

Smart Notifications

AI-generated summaries delivered alongside your daily work. Stay informed without information overload. Customizable by role and preference.

AI-Powered Insights

Unique insights from your operational data. Beautiful graphs, trend analysis, and actionable intelligence. Spot patterns before they become problems.

Enterprise Security

Role-based access control, SSO integration, and data encryption at rest and in transit. Built for government and enterprise compliance requirements.

Collaborative Comments

Team discussions attached directly to tickets. @mention colleagues, share context, and keep all communication in one place with full history.

Standardized Records

Every request becomes an actionable record with consistent structure. No more scattered spreadsheets or lost email threads. Everything trackable and accountable.

Your unified operations hub

See everything at a glance. Drill into details when needed. Full visibility across departments.

All Requests
Pending
My Team
AI Insights
Export
Request Status Assigned Updated
IT equipment request - Finance Dept In Progress
JD MK
2 min ago
Budget approval Q2 - Operations AI Processing
AI
8 min ago
Conference room booking - HR Completed
RS
25 min ago
Vendor onboarding - Procurement Awaiting Review
TN AL +2
1 hour ago
73%
Faster resolution times
5x
More requests handled
100%
Audit compliance
24/7
AI-powered triage
Schedule a demo with our team

Ready to transform your operations?

Schedule a personalized demo with our team. See how Gerald can streamline your inter-departmental workflows.

Schedule Your Demo