Copilot

Ask & act

"Who should I focus on today?" comes back as ranked cards — risk score, next meeting, what's overdue — so a rep opens their day already knowing where to start instead of scrolling a pipeline view deciding for themselves.

Cited, not invented

Every answer quotes the exact call it came from, with a link back to the transcript. This is the same principle behind Ask Your Meetings — if Copilot can't cite it, it doesn't claim it.

Takes the next step, on your confirmation

Ask for a follow-up email, a status change, or a CRM sync, and Copilot shows exactly what it's about to do — the fields, the values, the destination — before it does it. Nothing writes to your CRM without a confirm.

Global or scoped, same brain

Reps ask about a specific deal. Managers ask about the whole team. Global chat reasons across your entire pipeline; drop into one customer and the same Copilot answers only from that account's history.