Table of contents

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OnePilot

Category

BPO

Use cases

KYC

Disputes & support cases

OnePilot plugs human BPO capacity and packaged AI agents into a client's back-office, under the same roles and audit trail as internal staff, without rebuilding what they already run.

About OnePilot

About OnePilot

OnePilot is BPO built on a proprietary layer: certified freelance agents matched to each ticket, AI that suggests the response before they write it, monitoring underneath both. Regulated fintechs already rely on it for customer support and KYC. Their usual blocker is the client's own back-office: every new seat or AI agent normally means an integration project the tech team has to greenlight. Forest removes that step. OnePilot's agents, human or AI, connect through the same permissions and audit trail as internal staff; nothing to rebuild, nothing new to approve each time.

Why OnePilot and Forest

Why OnePilot and Forest

OnePilot's agents are ready. The back-office is usually the blocker.

Bringing on surge capacity or a packaged AI agent normally means a new integration project, and a client's tech team greenlighting access to systems they would rather not touch. Forest is the back-office that is already open, with permissions and audit trail built in, so a new agent is a role, not a project.

Same rules for humans and for agents.

A OnePilot human covering a weekend surge and a OnePilot AI agent triaging alerts both operate under a Forest role, scoped to what they need, logged the same way. Neither gets a side door.

The client keeps what they built. OnePilot covers the rest.

A fintech that built its own KYC or AML logic in-house does not have to hand that over to add capacity. Forest lets it keep that core logic and open only what OnePilot's agents need, human or AI, without exposing the rest of the back-office.

Scaling a BPO relationship should not mean redoing the integration every time.

Once OnePilot has a role inside Forest, adding a new use case, KYC one month, transaction-monitoring triage the next, is a workflow and permission change, not a new technical project for either side.

Resources & install

OnePilot is BPO built on a proprietary layer: certified freelance agents matched to each ticket, AI that suggests the response before they write it, monitoring underneath both. Regulated fintechs already rely on it for customer support and KYC. Their usual blocker is the client's own back-office: every new seat or AI agent normally means an integration project the tech team has to greenlight. Forest removes that step. OnePilot's agents, human or AI, connect through the same permissions and audit trail as internal staff; nothing to rebuild, nothing new to approve each time.

Frequently asked questions

What does OnePilot actually do?

Customer support, KYC and KYB checks, transaction monitoring, onboarding, and claims handling, run by certified freelance agents matched to each ticket, with a proprietary AI layer suggesting responses and routing work underneath them.

Is this a software integration or a staffing one?

Both. OnePilot's agents, human and AI, need a role inside the client's back-office to actually do the work: see the case, take the action, log the decision. That role is what Forest provides.

Do OnePilot's agents get the same access as internal staff?

The same kind: scoped by role, logged on the same audit trail. An agent working level-two escalations sees what that role allows, nothing more, exactly like an internal employee in the same seat.

What happens when OnePilot's AI cannot resolve something?

It escalates inside the same workflow, to a OnePilot human agent or back to the client's own team, with the case history intact instead of restarting in a different tool.

Does the client have to build anything to onboard OnePilot?

No integration project. Granting a role and scoping what it can see and do is a permissions change, not new code, which is usually the blocker when a BPO tries to plug into an existing back-office.

Do you have more questions?
Book time with a Forest expert.

USING A TOOL YOU DON'T SEE HERE?

We regularly add new datasources, APls and tools. Well be happy to help you connect Forest Admin to your systems.

USING A TOOL YOU DON'T SEE HERE?

We regularly add new datasources, APls and tools. Well be happy to help you connect Forest Admin to your systems.

USING A TOOL YOU DON'T SEE HERE?

We regularly add new datasources, APls and tools. Well be happy to help you connect Forest Admin to your systems.

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