Communication
Sales Copilot
Review calls with summaries, key points, and coaching context
Sales Copilot converts available call activity into a reviewable resource for understanding the conversation and preparing follow-up
What this workspace includes
- Recent call list
- Call context and recording when available
- Summary and key points
- Coaching and follow-up guidance
Complete workflow
- 1
Choose a call
Open the conversation to review
- 2
Read the source context
Understand participant and record links
- 3
Review the analysis
Compare summary and guidance with the call
- 4
Create follow-up
Track the next action in CRM
How records and settings behave
- Output uses the call information available
- The original call remains the source activity
- Follow-up changes happen through CRM records and tasks
Working effectively
- Use coaching as review support
- Verify commitments against call context
- Turn advice into one measurable practice
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Sales Copilot?
Open the conversation to review
When is my work saved?
Output uses the call information available
How do I confirm the result?
Return to the related list or detail view and review its current status. Follow-up changes happen through CRM records and tasks