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Sales copilot

Your methodology is written down — scripts, objection handling, standards for each stage of the funnel — and the conversation moves faster than anyone can open the document. The copilot reads the live thread, works out where the client stands, and hands the manager a ready reply drawn from your own playbook.

How it works

You giveYour sales methodology — scripts, communication rules, objection handling, and the standards for each stage of the funnel — plus access to the threads your managers already work in.
The system doesThe reading and writing. It merges every channel into one conversation context, classifies the client by request type, funnel stage, and readiness, selects the corporate scenario that fits, and drafts the reply that scenario calls for.
You stay in controlOver everything that reaches the client. Every suggestion arrives as a draft to review, edit, or ignore, and anything about price or availability is pulled from your live product data under strict rules, so nothing gets invented on the way out.
You getA prioritised inbox where every thread shows who the client is, where they are in the funnel, and what to say next — plus a personalised proposal in about a minute.

Inside the system

07 components
01

Unified inbox

Messages from every messenger thread merge into a single conversation context. One workspace holds every active conversation with its lead score, client context, and next action, and new messages reach the agent automatically.

02

Classification and scenario selection

The agent reads the history and classifies the client by request type, funnel stage, readiness, and whatever else your methodology defines, then selects the corporate scenario that fits — each with its own sequence of questions, arguments, and next actions.

03

Client profiling

Requirements are extracted straight from the conversation: what they want, what it is for, budget, size, location, timeline, and the qualification signals that follow from them.

04

Matching against live inventory

The profile is matched against what is actually available now, so a manager offers options that fit the brief instead of scrolling the full catalogue and guessing.

05

Proposal generation

From the profile and the selected options, a personalised proposal is produced in about a minute, built to your approved templates and brand style.

06

Accuracy rules on real data

Prices, sizes, and availability come from your live feed under strict retrieval rules.

07

Inside the CRM

A browser extension brings the prioritised conversations, the suggested replies, and the structured client card into the CRM the manager already works in, so none of it requires a second window.

Who it's for

Good fit
Sales teams handling hundreds or thousands of chats a day
Considered purchases that close over a long conversation
Teams where proposals are assembled by hand from CRM data
Businesses selling from a live inventory with changing prices
Not a fit
Self-serve checkout with no human in the loop
Teams of a few sellers with time to answer each thread carefully

What you can configure

01
Your scenariosThe classifications, the scripts, and the next best action for each funnel stage are yours.
02
How much it draftsA full reply, only the next move, or just the client context with the writing left to the manager.
03
What it may stateWhich fields come from the live feed under strict rules, and which the assistant is free to phrase itself.
04
Where the manager worksA dedicated workspace, your CRM through the extension, or both at once.

What we need from you

Your methodologyScripts, communication rules, objection handling, and the standards for each stage.
Product dataA live feed of what you sell, with the prices and availability a proposal has to be correct about.
Channel accessPermission to read and reply in the messenger threads your managers already use.
One senior sellerSomeone who can say whether a suggested reply is one they would send, a few hours a week during the build.

Example use cases

Cutting proposal turnaround from two weeks to one minute

At 3,000 chats a day, a real estate sales team couldn't follow its playbook, and a tailored proposal took two weeks. An AI copilot now classifies each client, drafts the next reply from company scripts, and builds a proposal in about a minute.

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Answer every client the way your best seller would.

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