Sales Copilot
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Real-time AI sales copilot

Answers on screen.
While the call is live.

Turn live questions into talking points, informed by your conversation, materials and Playbook.

Download appSee a live example
45-second product demo. Illustrative conversations and fictional prospect data.

For the questions
you didn’t see coming.

Pricing. Competitors. Technical details. Get something useful to work with while the conversation is still live.

Grounded in your context.
Answers draw on the live conversation, your attached materials and your selected Playbook.
Always your call.
Ask for help, stop a response, or steer the copilot. You choose what to say.
Alongside your meeting app.
Microphone and system audio bring in both sides of the conversation. No meeting bot joins.
How live assistance works
The prospect asks
“Your competitor quoted us 30% less. Why would we pay more?”
Talking points to work with
  • Acknowledge“Fair question. Price matters.”
  • ReframeCompare rollout effort and total cost, alongside the license price.
  • Find the evidenceUse an attached case study if it supports the comparison.
  • Ask back“What would a one-quarter delay cost your team?”
Illustrative response for a fictional prospect. Check the facts and choose what to say.

Bring more to the conversation.

Prepare your context. Practise the difficult questions. Carry both into your next live call.

Preparation for Aster Labs: manual handoffs cost the team time; the call goal is to find the decision owner. Product overview and Pilot outline materials sit alongside the Discovery essentials Playbook.

Your context, ready to use.

Give your Prospect a brief. Attach useful materials from your Library and choose a Playbook for the conversation ahead.

What goes into your preparation
Prospect brief
Keep account context and the purpose of the conversation together, across sessions.
Materials from your Library
Attach relevant documents and check that they are ready to use. Personal and explicitly shared Team materials keep their own boundaries.
A selected Playbook
Set the approach that guides the copilot, then carry it into practice and live conversations.
Rehearsal for Aster Labs with the Economic buyer persona at Realistic difficulty. The AI counterpart asks what makes the investment worthwhile; the rep explores costs, revealing time lost between teams.

Hear the hardest questions first.

Practise with a text AI buyer using the same Prospect, materials and Playbook. Choose a persona and difficulty for the conversation.

Inside a rehearsal
A customer to practise with
Explore different perspectives, including Economic buyer and Procurement.
The right level of challenge
Choose Cooperative, Realistic, or Challenging difficulty for the conversation.
You speak. The counterpart replies in text.
Work through questions and objections with your microphone, then review the conversation and its debrief.
Debrief for Aster Labs: the transcript mentions finance approval, but the decision owner remains unconfirmed. The next conversation should confirm that owner.

Make the next call better.

Turn the conversation into a useful next step, with feedback you can trace to the transcript.

Feedback with evidence.
Review strengths and practice opportunities alongside evidence from the conversation.
A next step you can act on.
Keep the Account Action Plan and next actions connected to the same Prospect.
A focus for your next call.
Inspect coaching memory and carry a useful focus into your next rehearsal and your next call.

Work independently.
Or with your team.

Your calls live on desktop. Your workspaces, members and subscriptions are managed on the web.

Open workspaces

Personal

One independent workspace, private to you. Joining a Team does not move your personal data.

Team

Bring explicitly shared materials and Playbooks into a separate workspace. A valid Team subscription covers admitted members.

Explore AI roleplay for teams

Clear about your call data.

A tool that listens should be upfront about what it captures, processes and keeps.

No meeting bot.
The app captures microphone and system audio without joining as a meeting bot. Live audio is sent to the backend and speech-recognition provider.
No stored recordings.
The product does not store raw audio, recordings, screenshots, or screen video. It does not read your screen.
Structured history, stated plainly.
Transcripts, debriefs, and derived memory have no automatic expiry by default. Current deletion controls do not yet cover the entire structured-data lifecycle.
What happens to your call data, item by item

Before your
first call.

The practical details, in one place.

Read the docs
Does it really answer in real time?

Yes. The app listens to both sides of the call and surfaces suggestions as the conversation moves. Your Playbook controls whether help is automatic or on request. You can also ask for help on demand.

Which meeting apps does it work with?

Sales Copilot uses your microphone and desktop system audio, rather than joining through a meeting bot. Capture support depends on your operating system, permissions and meeting app. Check the audio permissions guide before your first call.

Can I practise before the call?

Yes. Rehearse with a text AI counterpart using your Prospect context, materials, and Playbook. Work through questions and objections before the real conversation.

Does a bot join the meeting?

No. Sales Copilot runs as a desktop app and captures microphone and system audio. You stay in your meeting app while the copilot provides guidance on your desktop.

What happens to the conversation data?

Live audio is sent to the backend and speech-recognition provider. The product does not store raw audio, recordings, screenshots, or screen video. Structured data, including transcripts and debriefs, has no automatic expiry by default. Current deletion controls do not yet cover the entire structured-data lifecycle.

Who handles notice and consent?

The user and their organization are responsible for satisfying the notice and consent obligations that apply to each call. The product does not collect participant consent.

How do I get started?

Download app to get started. Choose your platform, install the app and sign in.

Where can I find pricing?

Visit Pricing for published subscription prices and availability. Existing workspace subscriptions can be managed in Workspaces.

A little preparation goes a long way.

Practical reading for your next sales conversation.

What is an AI sales copilot?

Learn how an AI sales copilot suggests answers during live calls, what context supports its guidance, and what to check before using it with a buyer.

Explore all guides

Your next call.
With a copilot.

Bring your context. Keep your voice. Have answers to work with.

Download app