Your first live call

Sales Copilot brings on-screen answers into your live call. Prepare a Prospect so the copilot has context, then use the Debrief and rehearsal to work on your next conversation. This guide covers the current development desktop, with macOS as the active development platform.

1. Check your workspace

Open the desktop and finish sign-in in your browser. Confirm the browser account before returning to the app. The workspace selector beside the logo shows where you are working. Personal and each Team keep separate content.

2. Create a Prospect

In Prospects, choose New prospect. This walkthrough uses the Selling default scenario: enter Prospect company and What you offer, then add an Opportunity brief. A next meeting is optional; when setting one, supply both its date and time. Choose Create prospect. See Prospects and Sessions for the scenario release boundary.

3. Prepare the context

Open the Prospect's Brief to review its goal and context. In Preparation, choose a Playbook, select a seller profile if useful, and use Add from Library to attach relevant materials. Check the launch dock's Effective setup.

4. Start deliberately

Choose Live for your call, or Rehearsal to practice first with a text AI counterpart. Review permissions and Session and debrief access, then choose Start live session or Start rehearsal. Personal Sessions are Private; new Team Sessions default to Shared with you and that Team's owner/admin. Starting requires session access for the selected workspace.

Read the on-screen responses in the live cockpit. Use Steer the copilot… to adjust the assistance during your Session.

5. Review for the next call

Choose End call when finished. Open Debriefs, select the session, and review its summary, coaching analysis, and transcript in the Debrief. Return to the Prospect's Memory to inspect its next focus before practicing again.