AI Sales Copilot for Sales Teams

Ask about your sales, get the answer in seconds

A sales director wants to know which accounts are at risk of churning before Monday's meeting. Today that means asking the analyst, waiting for a free slot and getting a spreadsheet after the meeting is over. Or opening a dashboard full of filters and never quite finding that exact view.

Sales Copilot is our conversational analytics AI agent built for sales teams. It connects to your data warehouse and answers questions in natural language in seconds: no SQL, no complicated dashboards, no waiting for the analyst. We configure it with your data model, your metrics and the words your team actually uses, so “active customer” or “margin” mean exactly what they mean in your company.

Questions sales teams ask their AI sales copilot

Which 10 accounts are most at risk of churning this quarter?

So you know who to call this week, before the customer walks away.

Show me pipeline by rep compared with last month

Ready for the team meeting, with no slides to prepare.

Which deals are most likely to close this month?

So effort goes where the revenue is.

How is my pipeline tracking against target?

So you know mid-month whether you need to change course.

Which customers have cut their spending over the last 3 months?

To spot accounts cooling off before they stop buying.

Which region has the highest margin?

So management decides where to invest based on data, not hunches.

AI for sales teams with privacy and role-based access

Privacy by design

Server-side architecture inside your company's own Google Cloud. Your data never leaves your environment, is never sent to third parties and is never used to train models. Designed to comply with GDPR and Spain's ENS security framework.

Role-based permissions

Every user sees only what they should: a rep can't see another team's data, while a director sees everything they need. Like your CRM, but for AI.

Your source of truth

Runs on BigQuery and your data warehouse, with no data replication and no new silos. Answers come from the same source that feeds your dashboards.

Speaks your business

Configured with your data model, your metrics and your terminology.

Which data sources it works with

Anything that can live in your data warehouse: your CRM (HubSpot, Salesforce, Pipedrive), your ERP, Google Analytics, Google Ads, Meta Ads, e-commerce platforms and whatever you already centralize.

Does your data need to be in perfect shape first? Not necessarily. If you already have a data warehouse, we connect to it. If you don't, we help you build one as part of the same project, and that foundation can feed your dashboards later on too.

Rollout in 4 to 6 weeks, in four steps

1
Define use cases
We collect the 10-15 questions your sales team asks every week. They decide which data and metrics are needed.
2
Connect the data
We connect Sales Copilot to your data warehouse, or help you build one if it doesn't exist yet.
3
Build and configure
Data model, role-based permissions and your company's terminology, so every answer uses your definitions.
4
Feedback and iteration
Your team uses it, tells us which answers miss the mark, and we refine until the answers are exactly what they need.

AI sales copilot: common questions

How is this different from asking ChatGPT?

Sales Copilot runs in your own Google Cloud, on your data warehouse, with role-based permissions. Nobody pastes data into an outside tool, and answers come from your source of truth.

How long does it take to go live?

Four to six weeks from defining the use cases to your team using it in production.

Is our data used to train AI models?

No. Your data stays in your environment, is never sent to third parties and is never used to train models.

What if our data isn't organized yet?

It doesn't need to be. If you have a data warehouse we connect to it; if not, we help you build one within the project.

Can we see it before deciding?

Yes. We run a personalized 30-minute demo so you can see how it would answer your team.

Conversational Analytics Generative AI for Sales Data Strategy

Book your Sales Copilot demo

Give us 30 minutes: we'll show you Sales Copilot in a personalized demo and see whether it fits your data. If it doesn't, we'll tell you that too.

Book a 30-minute call