Sales Copilot

The Sales Copilot is your AI partner for the sales process. It lives in the right-side chat panel and as inline buttons on lead, contact, account, and opportunity pages.

Who it's for

• Sales reps — daily companion for working leads and deals.
• Sales managers — pipeline and forecast intelligence.
• Sales operations — bulk insights and what-if analysis.

What it can do

The Sales Copilot ships with five core skills. They can be invoked by chatting ("Qualify this lead") or by clicking inline buttons.

1. 🔄 Live Data — the foundation

Before it qualifies a lead, drafts an email, or forecasts a number, the Sales Copilot grounds itself in live data. Every turn, it calls describe_object and query_records against the live metadata + record store — not a cached snapshot. That's why adding a field at 10:00:00 lets the Copilot answer a question about it at 10:00:05 with zero retraining.

See Live Schema (Wow #1) for the 30-second demo. Everything below composes on top of this skill.

2. 🎯 Lead Qualification

Ask the Copilot to qualify a lead and it scores them on the BANT framework:

• Budget — is there budget for what you sell?
• Authority — is this person the decision maker?
• Need — is there a clear, articulated need?
• Timeline — is there urgency?

The Copilot pulls signals from the lead record, any campaign engagement history, related accounts (if matched), and recent emails. It returns:

• A score (Hot 🔥 / Warm 🌡️ / Cold ❄️).
• A rationale citing the signals.
• A recommended next action ("schedule discovery call", "nurture", "disqualify").

Click Accept to update the lead's status and rating automatically.

3. ✍️ Email Drafting

Highlight any record (lead, contact, opportunity) and ask the Copilot to draft an email. It produces a context-aware draft using:

• The contact's name, role, and account.
• The opportunity stage and amount (if relevant).
• Past conversation history (recent emails and notes).
• The relevant product datasheet from the Product Information knowledge base.
• The sales playbook from the Sales Knowledge knowledge base.

Common email templates the Copilot handles well:

• Introduction — first outreach after a lead is captured.
• Discovery follow-up — after a discovery call.
• Proposal cover note — to accompany a quote.
• Negotiation push — to move a stuck deal.
• Renewal reminder — to a contract holder ahead of expiration.
• Win celebration — to the customer after closed-won.

You always preview and edit before sending. The Copilot never sends on its own.

4. 📈 Revenue Forecasting

Ask "What's my forecast for this quarter?" and the Copilot returns:

• Closed — committed revenue (closed-won this period).
• Commit — opportunities >80% probability in the period.
• Best case — opportunities 40-80% probability.
• Pipeline — everything else.
• Risk callouts — deals slipping, stale opportunities, missing close dates.

Forecasts respect role hierarchy — a rep sees their own number, a manager sees their team's, a director sees the rollup.

5. 🔭 Customer 360°

On any account or contact, ask "Give me a 360° view" and the Copilot summarizes:

• Relationship snapshot — account tier, customer-since date, account owner.
• Active deals — open opportunities with stage and amount.
• Recent activity — last call, meeting, email.
• Open cases — any service tickets, with priority and age.
• Contracts — active and upcoming renewals.
• Marketing engagement — recent campaigns the customer engaged with.

Perfect for prep before a meeting — "give me Customer 360 on Acme" and you walk in informed.

Tips for reps

• ✅ Use Qualify this lead the moment a new lead lands — it saves 15 minutes per lead.
• ✅ For email drafts, give the Copilot the goal in one sentence: "Push for a meeting next week" — better than a generic "draft a follow-up".
• ✅ Ask "What's at risk in my pipeline?" every Monday morning.

Tips for managers

• ✅ Use Customer 360 before every customer-facing meeting your team has.
• ✅ Run Revenue forecast mid-week to spot slipping deals before the EOQ scramble.
• ✅ Ask "Which reps need coaching?" — the Copilot flags reps with stale pipelines or unusually long stage times.

Limits

• The Copilot respects sharing — it can only reference records you can see.
• It won't auto-send emails, won't auto-update records, and won't bulk-change data without explicit confirmation.
• For sensitive customers, the Copilot redacts flagged fields (configurable by admins).

See Skills for the full skill specification and Knowledge Bases for how to keep the Copilot's answers fresh and accurate.