The Copilot works your pipeline and your records

What moves

The platform Copilot reads and changes CRM records on your behalf, and a sparkle button on each record summarises it, drafts a reply or suggests the next action.

Before you start

• CRM and AI Copilot in your plan
• An AI provider set up for your company
• The person holds the CRM permissions for what they ask
• Both modules in your plan

Step by step

1. Account executiveAI Copilot

   Asks which leads to call first today.

   You see:The Copilot reads the leads and returns a prioritised list with reasons.

2. Account executiveAI Copilot

   Asks to move the Gulf Logistics deal to the negotiation stage.

   You see:A card shows the change and waits for Run.

3. Account executiveCRM & Sales Pipeline

   Presses Run.

   You see:The opportunity moves stage in CRM and the change is recorded in its history.

4. Account executiveCRM & Sales Pipeline

   Opens a lead and presses the sparkle button to summarise it or draft a reply in Arabic.

   You see:A streaming panel writes the text from the record without changing it.

Related

• AI Copilot
• CRM & Sales Pipeline
• Turn an answer into a chart in Diagram Studio
• Add an app to your workspace by conversation
• Agents and Copilot share one tool catalogue
• A manager assigns work through the Copilot and the colleague is told
• A manager clears every queue waiting on them in one pass
• Connections between modules