AI Agents

Sales Co-pilot

I have a follow-up meeting with 'Logistics Inc.' in 15 minutes. What do I need to know?

Sales Co-pilot

I'm reviewing all previous interactions in the pipeline, including exchanged emails and notes from past meetings, to generate a context summary.

I identified that the decision-maker mentioned a budget constraint in the last conversation, but our next recorded step is still the Premium package offer, which could cause friction.

I suggested a contact cadence focused on the intermediate package with an optional module. I've already recorded the client's pain points in the pipeline and prepared an ROI-focused approach script for their meeting.

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What this Agent solves for you

What it does

It acts as an intelligent assistant to the salesperson, analyzing history, suggesting approaches, and automating follow-ups to ensure smooth negotiations.

Automated activities

Analyzes previous interactions and generates context summaries
Suggests the best contact cadence according to the client's profile
Automatically records observations and next steps in the pipeline.

Agent Subfunction

Initial meeting

Results and impact

53%

reduction in sales cycle

300%

growth in sales

+95%

adoption by sales teams.

Your life gets faster with Pipefy AI Agents

53% faster

Traditional path

30–60 min

With Pipefy AI Agent

15–30 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Sales Copilot and how does it work?

The Sales Copilot is a specialized AI Worker within Pipefy's Funil de Vendas Automatizado with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual commercial 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 in Pipefy?

The cost of the Sales Copilot 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 and manual commercial processes?

While manual commercial processes rely on manual intervention at every step, the Sales Copilot 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.