Frequently asked questions

CopilotGTM is an AI RevOps platform with a built-in deal workspace and meeting intelligence. It includes everything you need to manage deals and capture conversations, plus an intelligence layer that helps your team understand what is happening in every deal and what to do next.

No. CopilotGTM includes a built-in deal workspace. Teams can fully manage deals, contacts, stakeholders, and tasks inside CopilotGTM without a separate CRM. You can also run it alongside your existing CRM if preferred.

No. CopilotGTM includes built-in meeting recording and notes. Calls are recorded automatically, summaries are generated, and key signals are extracted. No separate tool needed.

Most teams are up and running within a 15-minute setup call. CopilotGTM connects to your existing tools and begins building deal context immediately. You will start seeing actionable insights within the first week.

CopilotGTM evaluates deal health across multiple dimensions: stakeholder coverage, engagement momentum, stage alignment, qualification completeness, and sentiment trends. Each deal gets a real-time health score based on actual signals, not rep estimates.

Guided Actions are AI-generated recommendations backed by evidence from your historical win patterns. Instead of generic task lists, CopilotGTM tells you exactly what to do next and why, based on what has worked in similar deals.

CopilotGTM monitors engagement velocity across all channels: call frequency, email response times, meeting cadence, and stakeholder activity. When engagement drops below expected levels, the system flags drift before deals stall.

Yes. Teams typically start in parallel with their existing CRM and other tools. There is no immediate migration required. As usage grows, workflows naturally move into CopilotGTM, making the transition gradual and low-risk.

Yes. Teams typically start in parallel with their existing CRM and other tools. There is no immediate migration required. As usage grows, workflows naturally move into CopilotGTM, making the transition gradual and low-risk.

The CopilotGTM AI teammate is embedded directly into Slack, Microsoft Teams, Google Chat, and Discord. It provides proactive guidance, meeting prep, and deal alerts where your team already works.

CopilotGTM is built with a responsive design that works perfectly on mobile browsers. Additionally, our AI teammate integrations with Slack and Teams provide a powerful mobile-first experience for field teams.

We prioritize security and privacy. All data is encrypted at rest and in transit. We are SOC2 Type II compliant and provide granular permission controls to ensure only authorized team members can access deal information.

No. Your data is yours alone. We do not use customer deal data or private conversations to train the foundation models that power CopilotGTM.