
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.


