Sales Copilot Sales Copilot documentation
Get on-screen answers during live sales calls. Prepare the context, practice, and learn for the next call.
Sales Copilot provides on-screen answers during live B2B sales calls. Use the live Session cockpit to follow the conversation, review suggested responses, and steer the assistance. A Prospect supplies context for those answers; text rehearsal helps you practice difficult questions, and the Debrief helps you prepare for the next call.
About this guide
This guide describes the current development product. Public desktop distribution and Windows release parity remain pending. Screenshots show the desktop interface with fictional example data; their capture dates are separate from each article's review date.
Find your way around
Your first live call
Get help during the call
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 for its answers; a Playbook shapes its guidance. The Account Action Plan captures the working plan, and coaching memory carries lessons into the next call.
Desktop and web
Use the desktop for live assistance, with preparation, rehearsals, and review in the same workspace. The website handles sign-in and workspace management. In the development product, Team owners and admins also use the web to review completed Shared Sessions and publish feedback. A Personal workspace and a Team stay separate when you switch between them.
Current development product · Reviewed September 29, 2026