Integrations

• Export Leads To Supermove
• Export Leads to Smart Moving

Reporting & Analytics

• Sales Dashboard: Booking & Activity Metrics
• CoPilot Company Dashboard: Activity & Feature

Calls & Operations

• Managing and Using Call Tags
• Copilot Live Call Page View
• How to Edit Your Post-Call Summary
• Copilot Post-Call Page View
• Calls Page Overview

Playbooks & Battle Cards

• Creating and Using Custom Playbook Tasks for Post-Call Information
• How to Set Up Playbooks
• How to Use Playbooks
• How to Create, Edit, and Use Battle Cards in Copilot

Getting Started

• How to Add New Team Members
• Understanding the AI Sales Copilot
• Log-in to Copilot