to first response
Manual routing can turn a high-intent inquiry into a cold follow-up.
Enterprise automation platform for sales + support
AI agents that qualify leads, support customers, and keep enterprise data under control
Sales Copilot handles conversations 24/7, recommends products and services, answers from your knowledge base, creates leads and deals in CRM, and can run in the cloud or inside your own infrastructure.
ChannelsCRMKnowledge baseCatalogAnalytics
Messaging channels, CRM, knowledge base, catalog, and analytics operate as one governed automation layer.
24/7first-line handling
12-30%conversion in typical pilots
privateenterprise deployment
Problem
Manual handling is too slow for modern customer intent
When a first response takes hours and the journey starts with a static form, companies lose demand before a real conversation begins.
do not complete forms
Traditional web forms are a poor fit for buyers who expect a natural conversation in their preferred channel.
standard funnel conversion
Disconnected channels and manual qualification make sales automation difficult to scale.
These figures are framed as typical scenario and pilot indicators, not unconditional legal guarantees.
Solution
Sales Copilot turns every conversation into structured CRM-ready context
The AI agent accepts the inquiry, clarifies need, budget and timeline, recommends catalog items, answers from approved knowledge, and escalates complex cases with a concise manager summary.
Natural 24/7 conversations
Customers write in a familiar channel and receive an immediate answer without waiting for an operator or filling a form.
Lead qualification and recommendation
The agent captures context, identifies need, budget and timeline, then recommends relevant products or services.
Knowledge base and documents
Answers are grounded in FAQ, instructions, documents, and approved company playbooks.
Human handoff with AI summary
When a person is needed, Sales Copilot transfers the conversation, key facts, history, and next best action.
Communication channels
One AI agent can work across the channels customers already use
For international English-speaking markets, Sales Copilot connects major messaging platforms and web chat while keeping scenarios and reporting centralized.
- Messenger
- Apple Messages
- Telegram
- Web Chat
Channels are configured by market, brand policy, and the company's customer communication model.
Use cases
Sales and support share one platform while following different operating logic
Sales
- Inbound inquiry handling
- Lead qualification
- Product question answers
- Solution matching
- Product and service recommendations
- Lead or deal creation in CRM
Support
- FAQ responses
- Knowledge-base answers
- Standard service requests
- Context collection before escalation
- Specialist handoff
- Lower first-line workload
How it works
From first message to CRM and manager handoff without manual data transfer
- 01
Customer writes in a preferred channel
- 02
AI agent responds instantly
- 03
Agent uses knowledge base, catalog, and scripts
- 04
Inquiry is qualified
- 05
CRM records are created
- 06
Manager receives an AI summary when needed
Platform functionality
This is a governed enterprise platform, not a single chatbot
Teams control AI agents, channels, scenarios, knowledge, catalog data, answer quality, and workload from a unified dashboard.
Multiple AI agents
Unified dashboard
Scenario builder
Knowledge base
Product and service catalog
AI customer summary
Channel management
Agent performance control
Fast launch
Integrations
Sales Copilot fits into the enterprise IT landscape you already run
The platform creates leads, contacts, and deals automatically, synchronizes statuses, and gives sales teams structured context without manual copy-paste.
The CRM set is oriented to global and English-speaking markets. Additional integrations can be mapped to each enterprise stack.
SalesforceHubSpotMicrosoft Dynamics 365Zoho CRMSAPOracle CX
Security and deployment
Customer-side deployment with governed AI data flows
Sales Copilot runs on customer-controlled servers, private cloud, or a dedicated enterprise perimeter. Data is minimised before LLM use, while legal setup is adapted for European requirements.
- Software and data under customer control
- Anonymisation before LLM processing
- Role, access, and audit controls
- European GDPR and transfer review
Analytics and control
91%dialogues resolved by AI
1,284messages this week
5active agents
76%frontline workload reduction
AgentsChannelsPeriodsStatusesLLM budget
Analytics and control
Leaders can see where AI resolved the work and where humans are needed
The dashboard tracks conversations, messages, channels, agents, time periods, team workload, token usage, and LLM budget in real time.
Business outcomes
Manual handling compared with Sales Copilot in typical deployments
These numbers should be read as pilot and typical scenario indicators. Actual impact depends on industry, channels, knowledge-base quality, and the current funnel.
| Manual handling / forms | Sales Copilot | |
|---|---|---|
| Conversion | 3-5% | 12-30% |
| First response | 17 hours | Instant |
| Dialogue completion | 21% | 70-90% |
| Processing cost | 100% baseline | about 5% |
| Qualification | Manual | Automatic |
| 24/7 coverage | No | Yes |
60-80% cost reduction
up to 77% CAC reduction
150-200% first-year ROI
Scale without headcount growth
Best fit
Sales Copilot is built for companies with high inquiry volume and serious data-control requirements
- High volume of inbound requests
- Multiple communication channels
- Sales and/or support teams
- First response speed matters
- CRM is already in place
- Quality control is required
- Data security requirements are important
- Private or controlled enterprise deployment is needed
Implementation
The rollout is controlled, measurable, and easy to govern
- 1
Demo and funnel analysis
- 2
Scenario design
- 3
Agent setup for the product
- 4
Channel and website connection
- 5
CRM integration
- 6
Pilot and launch
Ready to test the scenario on your funnel?
Request a Sales Copilot demo and discuss a secure pilot deployment
We will identify the first channels, CRM flows, and scenarios to automate, define where private infrastructure deployment is needed, and decide how to measure pilot results.
Chat with an LLM agent
Try the agent right now: ask a question and learn the details about scenarios, channels, CRM, and pilot rollout.
Personal consultant
Ready to answer questions about scenarios, channels, CRM, and pilot rollout.
FAQQuestion / Answer
Question / Answer
What is Sales Copilot?
Sales Copilot is an AI platform for sales automation and customer support automation in mid-market and enterprise companies. It holds conversations, qualifies leads, answers from knowledge, and creates CRM records.
Can Sales Copilot be deployed inside our infrastructure?
Yes. The platform supports cloud and private AI deployment, including deployment on company servers and operation inside the enterprise perimeter.
Which data does the platform protect?
Customer data, conversations, knowledge-base content, commercial information, handling scenarios, and CRM integration data can remain under company control.
How is Sales Copilot different from a chatbot?
It is a governed enterprise automation platform with multiple AI agents, a dashboard, analytics, CRM integrations, knowledge grounding, and deployment controls.
Which channels can be connected to Sales Copilot?
The platform can receive inquiries from messengers, web chat, websites, and other digital channels so the company can handle inbound demand through one scenario.
How does Sales Copilot work with CRM?
Sales Copilot can create leads, deals, contacts, and tasks, pass conversation history, store qualification data, and update CRM records according to configured rules.
Can Sales Copilot use the company knowledge base?
Yes. AI agents answer using approved knowledge-base content, product catalogs, playbooks, policies, and commercial materials to reduce unsupported responses.
What happens when a customer needs a human manager?
The platform hands the inquiry to an employee with conversation history, an AI summary, the detected need, and the recommended next best action.
Which companies is Sales Copilot built for?
Sales Copilot is built for companies with high inquiry volume, several communication channels, CRM workflows, and serious customer-data control requirements.
Which sales scenarios can be automated?
Teams can automate lead qualification, product or service selection, contact capture, budget and timeline clarification, deal creation, and manager preparation.
Which customer support scenarios can be automated?
The platform can answer common questions, search the knowledge base, collect case details, classify requests, and escalate complex issues to a specialist.
How is implementation success measured?
A pilot usually tracks first response time, share of handled inquiries, conversion to lead or deal, first-line workload, and quality of handoff to the manager.
How long does a Sales Copilot pilot take?
Timing depends on channels, CRM complexity, and knowledge-base readiness. A typical pilot starts with a limited scenario to prove value before scaling.
Can AI agent actions be limited?
Yes. Teams can define scenarios, permissions, knowledge sources, handoff rules, and restrictions for customer data, commercial data, and CRM operations.
Does Sales Copilot reduce the cost of handling customer inquiries?
Yes. First-line automation, knowledge-base answers, and AI lead qualification can reduce manual workload, speed up inquiry handling, and lower the cost per contact.
Is Sales Copilot suitable for omnichannel customer support?
Yes. Sales Copilot connects messengers, web chat, websites, and CRM so inquiries from different channels follow common rules and appear in shared analytics.
Can an AI agent be implemented without replacing the current CRM?
Yes. Sales Copilot fits into the existing CRM process, creates leads, deals, and tasks, passes conversation history, and preserves the team's operating model.
How does Sales Copilot improve lead conversion?
The AI agent responds immediately, clarifies need, budget, and timeline, recommends the right product or service, and hands the manager a structured qualified lead.
Is Sales Copilot suitable for B2B sales and enterprise customers?
Yes. The solution is designed for long sales cycles, multiple buying stakeholders, high question volume, and enterprise requirements for data governance.
How is AI answer quality controlled?
Answers are grounded in approved sources, scenarios, and limits. Teams can review dialogues, update the knowledge base, and track handling quality in analytics.
Can product and service catalogs be connected?
Yes. Catalog data can support recommendations, product selection, order clarification, and manager preparation for the next step in the sales process.
What should be prepared before launching Sales Copilot?
Teams usually prepare the channel list, CRM process description, knowledge base, common customer questions, handoff rules, and pilot success criteria.
Does Sales Copilot support secure LLM integration?
Yes. The architecture can include anonymisation, controlled context sent to the LLM, audit logs, and deployment of components inside customer infrastructure.
Does Sales Copilot provide analytics for channels, managers, and inquiries?
Yes. The dashboard shows dialogues, channels, statuses, agents, team workload, handling quality, conversion, and other implementation metrics.