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eSIM Copilot
Business automation

Business automation
for company mobile

Send usage, orders, installs and support events into the systems you already run, from Slack to Xero to your CRM, for automation, reporting and compliance. eSIM Copilot handles the mobile side; your rules decide what happens next.

Automation flow

Ready to automate

Trigger

Usage threshold

Notify

Slack approval

Ask for top-up approval

Spend controlled before overage

Finance

Monthly close

Export

Xero report

Sync orders and usage

Line-level costs reconciled

Support

Install failed

Route

Zendesk ticket

Attach eSIM diagnostics

Support starts with context

Events

orders, usage, installs

Controls

approve, top up, disable

Reports

teams, customers, costs

What you can automate

Automate mobile operations

When something happens on a mobile line, the right system hears about it: finance, support, HR, or your own product.

  • Set people up automatically

    Create orders, assign plans and send install links when someone joins, a customer onboards, or a trip is approved.

  • Keep spend under control

    Watch usage and renewals, and trigger approvals, top-ups or caps before costs surprise anyone.

  • Keep finance and support in sync

    Send line-level costs, plan status and diagnostics into Xero, Zendesk, your CRM or your data warehouse.

  • Give AI assistants safe controls

    Let Claude or an internal assistant check usage, prepare orders, and pass anything sensitive to a human.

Business automations

Example automations

Start with a moment your team already handles by hand. These are the patterns teams set up first.

Spend controls
Live workflow

Alert the team before an overage

Rising usage lands as an approval in the channel your team already watches, with an audit trail built in.

Trigger

eSIM Copilot

Action / destination

SlackTeams
When
Data or spend passes the agreed threshold
Do
Post an approval with plan, employee, cost centre, and recommended action.
Result
Approved top-up, denied spend, or access held before overage.
Finance export

Send line-level mobile costs into Xero

Orders, renewals and usage export with the account, plan and cost-centre detail finance needs.

Trigger

eSIM Copilot

Action / destination

XeroDrive
When
Monthly invoice is ready or a plan renews
Do
Create a draft bill, attach the report, and reconcile usage by team.
Result
No spreadsheet chase at month end.
Customer onboarding

Provision plans when a customer moves to onboarding

A CRM stage change sets up the account, issues the first plans, and writes activation status back.

Trigger

HubSpotSalesforce

Action / destination

eSIM Copilot
When
A customer reaches onboarding
Do
Create account, assign plans, send install links, sync status.
Result
Customer success sees connectivity live inside the CRM.
Support routing

Open support tickets with the mobile context already attached

Failed installs and network issues open tickets with the device, plan and usage context already attached.

Trigger

eSIM Copilot

Action / destination

ZendeskJira
When
An install fails or a line is not active
Do
Create a ticket and attach diagnostics from the management console.
Result
Support starts with context instead of asking the same questions.
Ops reporting

Publish a daily mobile estate report

Scheduled exports keep a daily view of usage, spend and issues in the tools ops already reads.

Trigger

eSIM Copilot

Action / destination

AirtableNotion
When
The daily operating report is due
Do
Group records by team, region, customer, and plan type.
Result
A live operating view for people who do not live in the API.
AI operations

Let an agent run routine mobile operations

An assistant can search plans, check usage, create orders, and hand off anything that needs judgment.

Trigger

Claude

Action / destination

eSIM CopilotZapier
When
An approved admin asks Claude to handle a mobile task
Do
Call scoped eSIM Copilot tools, then log the action and source.
Result
The agent acts inside the same controls as the dashboard.
Your workflow

Build around your own event

Start with the event your team cares about and connect it with the API, webhooks, MCP, or a no-code tool.

Trigger

Your workflow

Action / destination

eSIM CopilotZapier
When
A mobile or network moment needs a business response
Do
Use the API, webhook, MCP tool, or no-code connector that fits.
Result
A workflow that matches your product and your rules.

The exact payloads live in the docs. Automations can start from eSIM Copilot or from the SaaS tool your team already treats as the system of record.

Business events

Webhook events

When something changes on a line, eSIM Copilot tells the systems that need to know. The technical event names live in the docs.

A plan is purchased

Send the install link through your channel of choice, and mark the record as connected in your CRM or portal.

An eSIM is online

Update billing or product state, or send a "you’re online" message in your own app.

Usage needs attention

Alert the owner in Slack or Teams and raise a top-up approval before a hard cap hits.

A plan renews

Log it to accounting and update spend forecasts.

Company access is stopped

Run your offboarding flow: stop access, drop the cost-centre charge, and record it in the audit log.

A plan is cancelled

Update the customer account, stop renewal messaging, and hand off to support with context.

Full event reference, signature verification, and replay tooling at docs.esimcopilot.com.

AI assistants

Let AI agents operate eSIM Copilot.

Connect Claude or your own assistant and it can do what an admin can: search plans, place orders, check usage, and guide installs, inside the permissions you set.

Customer support that can act

Your AI support agent can answer plan questions, check usage, add top-ups, guide install, and hand off to a human with the right context.

An operations agent for routine requests

Let an agent answer "who needs more data?", "which installs failed?", or "create a plan for this trip" with real actions against eSIM Copilot.

Admins managing 500 plans from Claude

Natural language replaces dashboard clicks: "stop access for everyone leaving this month", "show me plans over 80% usage". The agent does the rest.

MCP server reference, authentication scopes, and a sample agent walkthrough at docs.esimcopilot.com.

Capabilities

Everything the dashboard does is also in the API.

REST API + OpenAPI

Programmatic access to plans, orders, eSIMs, subscriptions, usage, users, reports, and webhooks. Full spec published.

Real-time webhooks

Business moments such as plan purchased, eSIM online, usage needs attention, or access stopped. Signed payloads, retries, replay.

MCP server

Expose eSIM Copilot to AI agents. Search plans, create orders, check usage, guide install, and route support in natural language.

Sub-accounts

Multi-tenant by design. Isolated users, billing, and spending controls per customer, partner, or sub-brand.

Management console

Secure admin view for orders, usage, reports, approvals, support cases, and webhook replay when someone needs to inspect the automation.

n8n / Zapier / Make

Connect eSIM Copilot to SaaS tools without writing backend code. Good for approvals, alerts, reporting, and support flows.

Auth + RBAC

API keys per environment, role-based access control, audit logging on every mutation. SAML SSO for the dashboard.

Bulk + reports

Provision in batches, export account activity, and reconcile usage by customer, team, country, or cost centre.

Pricing model

Automation is included.

API access, signed webhooks, and MCP tooling are part of paid plans. The connectivity itself is priced by the plan: country, duration, data, and business requirements.

Platform fees

0

No per-call charge. No webhook delivery fee.

Included

API + webhooks + MCP

Built into paid plans so automation can start without a separate integration meter.

Ready to automate

Build the workflow.
We’ll handle the mobile part.

Full reference, OpenAPI spec, webhook signatures, and SDK examples are live at docs.esimcopilot.com. Get a sandbox key from the dashboard, or talk to us about the workflows you want eSIM Copilot to run.

FAQ

Common questions.

Where’s the API documentation?

At docs.esimcopilot.com. REST endpoints, OpenAPI spec, webhook signatures, MCP server reference, and code samples. Generate a sandbox key from the dashboard once you sign up.

Are there client SDKs?

Available on request. Talk to us with your stack and we’ll get you set up. The OpenAPI spec also generates an SDK in any language if you prefer to self-serve.

Is this only for embedded checkout?

No. Embedded checkout is one use case. The API is also used for internal automations: provisioning from approvals, usage alerts, finance exports, support tooling, webhook replay, AI agents, and no-code workflows.

How are webhooks delivered and verified?

HTTPS POST to your endpoint, JSON payload, HMAC-SHA256 signature in a header. Retries on 5xx or timeout with exponential backoff. Replay endpoint available for debugging.

What’s the MCP server?

A Model Context Protocol server that exposes the eSIM Copilot API to AI agents. The agent (Claude, ChatGPT, your custom assistant) can read plans, create orders, manage eSIM lifecycle, and answer customer-support questions. All in natural language. Auth is per-user, per-tool.

Can we white-label the install experience?

Yes. The install URL, QR code, and one-tap install page can all carry your brand and domain. Customers never see eSIM Copilot. For deeper customisation, the API returns the LPA activation code so you can build a native install flow.

Can we self-host?

No. The platform is fully managed. Carrier integrations, BSS, and compliance all sit on our side. You can BYO carrier deal, but the platform itself is SaaS.