Sales Copilot Sales Copilot documentation
Prepare for a conversation. Get support during it. Learn from what happened.
Sales Copilot is a desktop companion for B2B sales conversations. Organize a pursuit in a Prospect, prepare its context, use the copilot in a live Session or a text rehearsal, then review the Debrief.
About this guide
This guide describes the current development product. macOS is the active development platform; public distribution and Windows release parity are not available yet. Screenshots show the actual desktop interface with fictional example data.
Find your way around
Your first conversation
Learn the concepts
Practice before the call
Resolve a problem
Prospects is where you prepare each pursuit and start its Sessions. Debriefs collects post-session coaching. Library holds reusable files and Playbooks. Open your avatar for Account, including workspace settings, coaching language, memory, and permissions.
One pursuit, several conversations
A Prospect carries context between conversations. A Session records one live conversation or rehearsal. Materials give the copilot source information; a Playbook shapes its guidance. The Account Action Plan captures the working plan, and coaching memory carries lessons forward.
Desktop and web
Use the desktop for preparation, live assistance, rehearsals, and review. The web handles sign-in and workspace management. A Personal workspace and a Team stay separate when you switch between them.
Current development product · Reviewed September 8, 2026