AI Agents

Sales Co-pilot Agent

I'm going to call the lead from 'Tech Solutions'. How should I start the conversation?

I'm generating a summary of the contact history, analyzing which pages of our website they visited and suggesting a customized script based on the common pain points in their industry.

I identified that the lead opened our last pricing email five times today, but never responded to invitations for a technical demo, suggesting an immediate budgetary barrier.

I suggested an approach focused on 'Return on Investment (ROI)' and plan flexibility. I've already pre-filled the CRM fields with a summary of our last interaction to save you time after the call.

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What this Agent solves for you

What it does

It assists the SDR with context and suggestions based on historical data and ICP.

Automated activities

Generation of contact history summaries
Suggestion of approach and customized script
Automatic filling of CRM fields.

Agent Subfunction

Contact Attempt
Contact Successful

Results and impact

Lead qualification 75%

faster

+40%

increase in qualified lead conversion

100%

visibility into the qualification funnel.

Your life gets faster with Pipefy AI Agents

75% faster

Traditional path

30–60 min

With Pipefy AI Agent

~10 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Sales Copilot Agent and how does it work?

The Sales Copilot Agent is a specialized AI Worker within Pipefy's AI-Powered Lead Qualification solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Sales Copilot Agent in Pipefy?

The cost of the Sales Copilot Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Sales Copilot Agent and manual processes?

While manual processes rely on manual intervention at every step, the Sales Copilot Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best automation agent for my company?

To choose the right automation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.