Sales Copilot Docs

Resolve common problems

Use the status and retry controls for capture, files, debriefs, and workspace access.

Start with the specific message beside the affected control. A failed read does not mean your saved content is empty, and an unavailable resource should not be treated as ready.

A Session will not start

Check the launch dock's access message first. The selected workspace needs session access; switching to an inactive Team does not grant it. Open Account → Workspace or Subscription to inspect the current state.

For capture errors, open Privacy & permissions. Grant the requested device permissions, return, and choose Check again. In Live, confirm Microphone and System audio are Ready. An active Session must end before another starts.

I cannot find the cockpit

Closing the cockpit does not end its Session. Choose Open cockpit in the Prospect's active-call dock or Open on the call indicator. With macOS Stealth mode enabled, use the menu bar to reopen the app; it is hidden from Command-Tab and the Dock.

A material is not being used

Check both attachment and status. The file must be attached in Preparation and ready. Open its Library inspector for Retry upload or Upload readable copy when offered. Clear active search and filters if the file is missing from the list.

A Debrief or memory is missing

Use Check again while a Debrief is being prepared and Try again for a retrieval failure. Sessions without usable content may have no Debrief. Memory can legitimately remain empty without sufficient evidence.

Workspace switching is incomplete

Return to the browser to finish account confirmation. Use Cancel switching to remain in the current workspace, or Reconnect account after resolving a failed sign-in.

Current development product · Reviewed September 8, 2026

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