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CoPilot AI Features

What are the features of CoPilot AI?

Lead Facilitation

  • Lead Follow-up

Lead Monitoring

  • Features
  • Performance

Data Capture

  • Websites
  • Social Media
  • Data

Customization

  • Forms
  • Personalization
  • Templates
  • Integration

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Filter for Features

Lead Facilitation

Customer-facing Chatbot

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Not enough data

Lead Qualification

Automatically calculates which leads are the most likely to become a customer.

Not enough data

Lead Follow-up

Based on 10 CoPilot AI reviews and verified by the G2 Product R&D team. Automatically contacts all leads.
85%
(Based on 10 reviews)

Meeting Scheduling

Utilizes natural language processing to set up meetings.

Not enough data

Organization

Opportunity and Pipeline Management

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Not enough data

Data Entry

Automates the entry of collected data.

Not enough data

Integrations / APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Not enough data

Performance Analysis

Coaching

Provides real-time coaching to sales representatives.

Not enough data

Peformance Tracking

Tracks and analyzes sales representative performance.

Not enough data

Sales Analysis

ROI Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Not enough data

Sales Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Not enough data

Lead Monitoring

Features

Based on 22 CoPilot AI reviews and verified by the G2 Product R&D team. Provides features to create and manage lists of potential customers
78%
(Based on 22 reviews)

Performance

Based on 21 CoPilot AI reviews and verified by the G2 Product R&D team. Monitors form’s performance and contribution to the sales pipeline
79%
(Based on 21 reviews)

Data Capture

Websites

Based on 12 CoPilot AI reviews and verified by the G2 Product R&D team. Captures form submissions from existing forms on websites or landing pages
65%
(Based on 12 reviews)

Social Media

Based on 13 CoPilot AI reviews and verified by the G2 Product R&D team. Captures leads across social media channels
64%
(Based on 13 reviews)

Data

Based on 17 CoPilot AI reviews and verified by the G2 Product R&D team. Captures measurable, real customer data gathered directly from a website
73%
(Based on 17 reviews)

Customization

Forms

Based on 12 CoPilot AI reviews and verified by the G2 Product R&D team. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
67%
(Based on 12 reviews)

Personalization

Based on 18 CoPilot AI reviews and verified by the G2 Product R&D team. Changes colors, calls to action, or form length to personalize lead capture
76%
(Based on 18 reviews)

Templates

Based on 21 CoPilot AI reviews and verified by the G2 Product R&D team. Provides pre-configured templates that can be customized by users
79%
(Based on 21 reviews)

Integration

Based on 13 CoPilot AI reviews and verified by the G2 Product R&D team. Integrates with sales and marketing software solutions to transfer lead data between them
68%
(Based on 13 reviews)

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

Agentic AI - Lead Capture

Cross-system Integration

Works across multiple software systems or databases

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Agentic AI - AI Sales Assistant

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Not enough data

Multi-step Planning

Ability to break down and plan multi-step processes

Not enough data

Cross-system Integration

Works across multiple software systems or databases

Not enough data

Adaptive Learning

Improves performance based on feedback and experience

Not enough data

Natural Language Interaction

Engages in human-like conversation for task delegation

Not enough data

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Not enough data

Decision Making

Makes informed choices based on available data and objectives

Not enough data

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