Copilot · Sales and channel teams
Gets a rep ready for the next meeting from the records you already keep.
The sales copilot pulls a customer's orders, open quotes and past notes into one short brief before a call or visit. It drafts follow up messages and proposals for the rep to check, edit and send.
Sales copilot
Meeting dealer D-104 in Pune at 4 pm. What should I know?
Last order 12 Aug 2026, 140 cartons. INR 2.3 lakh outstanding, 18 days past due. They asked about the festive scheme on 2 Sep. One open complaint on a damaged delivery, still with logistics.
Draft a festive scheme offer for 200 cartons.
Draft ready using the approved Diwali 2026 scheme: 4% off on 200 cartons, delivery by 20 Oct. The extra 1% they asked for last time is outside the scheme, so I have left it out.
Draft saved. Send it yourself, or ask your manager to approve a change.
- Type
- Copilot
- Team
- Sales and channel teams
- Connects to
- 6 systems, including Zoho CRM
- Limits
- 5 set, plus approvals
How it is done today
The work before the agent
Before a dealer visit, a rep scrolls through CRM notes, asks the accounts team for outstanding balances on WhatsApp and digs out last quarter's price list from email. Half of that history lives in one person's head. When the rep changes territory, the next person starts almost from zero.
What the sales copilot takes on
Meeting briefs
Before a visit, it gathers recent orders, pending payments, open complaints and the last three conversations into a one page brief the rep can read in the car.
Follow up drafts
After the meeting, the rep speaks or types a few lines and the copilot drafts the email or WhatsApp message, with the agreed quantities and dates filled in.
Proposal first drafts
It builds a quote or proposal from your approved price list, schemes and templates, and marks anything outside the standard terms for a manager to look at.
Answers about your own data
Reps can ask plain questions, such as which dealers in Nashik have not ordered since July, and get a list drawn from the CRM and ERP.
How the work moves
A typical piece of work, stage by stage
- Step 1Visit bookedCRM or calendar
- Step 2Brief gatheredOrders, dues, notes
- Step 3Rep meets the dealerDictates a summary
- Step 4Draft follow upFrom approved schemes
- Step 5Rep sendsManager approves exceptions
Where a person decides
The rep reads every brief and sends every message. Discounts, credit terms and anything outside the approved scheme go to the sales manager for approval, because those are commercial decisions the copilot should not make.
Limits it works within
- Quotes only from the price list and schemes your team has approved
- Cannot send messages or change CRM records without the rep confirming
- Each rep sees only the accounts and territories they are assigned to
- Says plainly when data is missing or out of date
- Every brief and draft is logged with the sources it used
Connects to
Works with the systems you already use
Through APIs, exports or a custom connector our team builds. The exact list depends on your versions and setup.
- Zoho CRM
- Salesforce
- Tally
- Gmail
- WhatsApp Business
- Google Sheets
Teams that use it
Questions
About the sales copilot
Does it replace our CRM?
No. It reads from the CRM and ERP you already use and writes back only when a rep confirms. Your records stay where they are.
Can reps use it on the phone?
Yes. It can run in a mobile web app or inside WhatsApp, so a rep in the field can ask for a brief or dictate notes after a visit.
What if our price list is in Excel?
We connect to the sheet or import it, and agree with you who keeps it up to date so the copilot never quotes an old rate.
Keep going
Other agents and reading
Copilot
Legal copilot
Reads a contract against your own playbook and points out what needs a lawyer's eye.
Learn moreCopilot
HR copilot
Answers everyday policy questions from your handbook, in the language people ask in.
Learn moreGuide
AI agents for sales teams: CRM updates, visit briefs and follow ups
Sales agents handle the work around selling: logging visits and calls in the CRM, preparing a brief before each visit and drafting follow ups. The rep keeps the conversation, the price and the commitment.
Learn moreSee it on your work
Bring one slow, repetitive process. We will show you an agent doing it.
A working session with someone who builds these every week.
Or get a ballpark proposal in two minutesWhat happens next
- Step 1A short call about one process and the systems involved
- Step 2A demo of an agent working on a version of your task
- Step 3A clear view of fit, approvals and what it would take