Find the Right Data Without Filters

Just type what you need. Our AI understands your query and instantly applies the right filters. No clicks. No clutter. Just results.

Project Management
Trusted by value delivery teams at

What Is AI Filtering?

Filtering just got smarter in CogniSaaS. Instead of clicking through dropdowns and toggles, simply type what you're looking for. Our AI understands your intent and applies the right filters automatically.

How It Works

  • Launch the Copilot chat.

  • Ask questions in plain English

  • Get answers, reports, or alerts

  • Act on suggestions by reassigning tasks, updating plans, or investigating further

Why Choose Cognisaas for Project & Task Management?

Who Benefits from Cognisaas Project Management?

Customer Success Managers

Quickly segment accounts by region, lifecycle stage, or health to prioritize outreach and reduce churn risk.

Executives and Leadership

Access high-level overviews of client health or performance without needing to configure complex filters.

Operations Teams

Generate precise client or project lists for audits, follow-ups, or workflow automation with minimal effort.

Sales and Growth Teams

Analyze customer segments for upsell opportunities, expansion planning, or strategic targeting.

Why AI Filtering in CogniSaaS

Trusted by project-driven teams to save time, reduce errors, and move faster

Actionable Insights from Customer Onboarding
Work up to 40% faster
Instantly apply filters using natural language and save time on everyday tasks.
Personalized dashboards for customer onboarding
No need to remember exact field names
The AI understands your intent and matches the right fields automatically.
Dedicated Portal for Customers in Customer Onboarding
Easy for anyone to use
Even non-technical users can segment data confidently without training.
Automation of reporting, templates, resources for client onboarding
Reduce reporting errors by 30%
Eliminate manual mistakes with accurate, AI-powered filtering.
Automation of reporting, templates, resources for client onboarding
Unlock better visibility across teams
Customer Success, Sales, and Operations can access the right data when they need it.

Our Awards

Best Customer Onboarding tool awardBest PSA Software awardBest PMO Software awardBest Customer onboarding solution awardBest Customer Onboarding software awardClient Onboarding solution award

What our customers are saying

We selected CogniSaaS after evaluating multiple customer onboarding and project management tools. Unlike other tools which are just a system of record for task tracking, CogniSaaS helps track, prioritize, and deliver customer requirements on time at scale with intelligence. What I liked most about CogniSaaS compared to other project management tools, was that it was very practical and you can tell it was made keeping real world problems in mind (i.e. customer and partner pain points, while keeping in mind that there are project managers too). The team is very helpful and I look forward to a great relationship with them going forward.

Rohan Raj BaruaCo-Founder and COO
customer onboarding at capillary

We have undergone a transformative experience with CogniSaaS. This tool has been instrumental in accelerating our project execution, elevating team productivity, and generating significant value through the direct derivation of dashboard insights from the platform. The flexibility of the tool and the actionable insights it generates contributes to a quicker time-to-value for our clients and an accelerated recognition of revenue on our end. The redesigned interface not only offers intuitiveness but is also customizable, fostering widespread adoption throughout all levels of our team. The approachability and openness to diverse viewpoints of the CogniSaaS team have seamlessly facilitated collaboration.

Dr. Kaviraj Singh Managing Director
customer onboarding at capillary

"As part of PeopleStrong's ongoing initiatives to accelerate value delivery for our customers, we evaluated many tools and selected CogniSaaS based on clear product differentiators to track value delivery and, more importantly, because the team understood our challenges in-depth with their strong domain experience in customer success. In the last 12 months, the CogniSaaS team not only provided excellent support for our numerous requests under aggressive timelines but also helped us implement the best practices from their experience. It's been a very successful partnership!"

Ritu Bhardwaj Head, India Delivery and Client Success
customer onboarding at capillary

"CogniSaaS team listens to the customer onboarding challenges and brings the right solution in the product. Getting the value delivery faster is the key for any SaaS business and this tool helps in scaling the project execution, improving productivity within your team and finally it creates a wow experience to the customer by making the first value delivery quicker."

Sridhar Bollam Chief Customer Officer, North America
customer onboarding at capillary

"We selected CogniSaaS after evaluating other customer onboarding tools as the CogniSaaS team truly understands the pain points of the Implementation Team and brings best practices and gives clarity to the customer success team. CogniSaaS has enabled us to have a single source of truth for collaboration with customers as well as tracking internal cross-functional dependencies. Now we can track the RAG status for each business outcome/module within a project instead of just the task status. More interestingly, we also get system-generated actionable insights for prioritization, saving us tons of manual tracking. The result is faster time-to-value for our customers and faster revenue recognition to us at scale."

Jobin Jose Co-founder & CEO
customer onboarding at capillary

"CogniSaaS is truly helping us obtain meaningful insights into our operational model & its deliverables, thereby allowing us to focus on our customer and taking proactive measures to ensure customer delight. The refreshed interface is truly intuitive and the options to customize are very helpful in ensuring good adoption at all levels. With the CogniSaaS team being very approachable to diverse viewpoints, we hope to co-create a whole new way of working for ourselves and the industry."

Rohan Menon Vice President, Customer Onboarding
customer onboarding at capillary

"CogniSaaS provides a single window to both customers & service providers for tracking their ‘Quote to Bill to BAU journey’, while integrating seamlessly with the existing tools.This solves an industry wide problem for not only end users but also influencers and decision makers. Kudos to the CogniSaaS team for this vision and solving the age-old industry problem"

Daryl Mathew Senior Director, Global Service Delivery
customer onboarding at capillary

"For HR tech companies customer implementations can involve significant complexity due to local regulations, company-specific HR policy customizations, multiple integrations, and long implementation cycles.
We evaluated multiple tools for customer onboarding and selected CogniSaaS because of their track record of solving these challenges for many HR tech companies and their domain knowledge of complex enterprise implementations.
CogniSaaS enabled our CS team to streamline the end-to-end project planning and execution with not only standardization, automation, and custom dashboards for actionable insights, but also with best practices from our industry for driving customer success."

Keerthi KariappaChief Customer Officer
customer onboarding at capillary
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Frequently Asked Questions

Do I need to follow a specific format when typing a query?

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No. You can use plain English. The AI understands natural language, including variations and synonyms.

What kind of fields can I filter with AI?

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You can filter by any standard or custom field, such as client type, owner, region, status, and health.

Can I combine multiple conditions in one query?

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Yes. You can ask things like "Show enterprise clients in North America with red health status" in one step.

Will AI Filtering respect user roles and permissions?

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Yes. The system only shows data based on your access rights within CogniSaaS.

What happens if the AI doesn't understand my query?

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You’ll receive suggestions or prompts to clarify. You can rephrase your question without starting over.

Want to manage projects smarter, not harder?

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