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Sales AI · Agent 10

A Real-Time AI Copilot
for Every Sales Rep

Copilot Agent prepares, guides, and debriefs every rep — before, during, and after every customer interaction — so no opportunity is ever missed.

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What Copilot Agent Does

Copilot Agent is the intelligent co-pilot that works alongside every field rep, every day. It prepares them before meetings, surfaces talking points during conversations, summarises what happened after, and identifies what to do next. It's the difference between a reactive rep and a proactive one.

Capabilities
Pre-meeting preparation AI briefs reps on customer history, open opportunities and recent activity
Recommended talking points Smart conversation starters and objection handlers for each account
Live visit guidance Real-time prompts during the visit based on what's being discussed
Automatic visit summarisation Copilot Agent captures and structures the call summary without manual entry
Follow-up action generation AI produces a prioritised action list after every customer interaction
Missed opportunity detection Flags accounts where potential revenue was left on the table
How It Works
01
Onboard Connect Copilot Agent to your CRM, order data and account history
02
Activate Each rep gets a personalised daily dashboard with AI-guided priorities
03
Execute Copilot Agent runs alongside every visit — briefing, guiding, capturing
04
Review Manager and rep both see AI-generated performance summaries and next actions
Impact Metrics
40%
Faster new rep ramp-up time
30%
More follow-up actions completed
Zero
Missed call summaries or action items
Real-time
Live guidance during every customer visit
Works across industries
Senior rep productivityNew rep ramp-upKey account managementTerritory expansion

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Copilot Agent
AI Sales Copilot
Copilot Agent prepares, guides, and debriefs every rep — before, during, and after every customer interaction — so no opportunity is ever missed.
Request Demo
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