Dan Rosato
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Articles
Recent activity by Dan Rosato-
Copilot Post-Call Page View
OverviewThis article explains how to use the post-call view in CoPilot to review your completed calls and access important information. The screen automatically shows customer details like names, p...
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Export Leads To Supermove
OverviewThis article shows you how to connect your CoPilot and Supermove accounts so customer information can be exported to Core. The simple guide walks you through the setup process, which saves ...
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Setting Up Live Call Transfers for Voice Agents in Copilot
OverviewThis guide will walk you through the process of setting up live call transfers for your AI Voice Agents in Copilot, allowing callers to be connected with specific team members or representa...
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Creating and Optimizing Voice Agents in Copilot: A Complete Guide
OverviewVoice agents in Copilot can handle calls after hours, during overflow periods, or whenever you need automated assistance for your customers. This guide will walk you through setting up effe...
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How to Navigate the Copilot Home Page and Manage Call Logs
OverviewThis guide will help you effectively navigate the Copilot home page, view your call logs, and use the filtering and tagging features to organize your calls.Video WalkthroughAccessing Your C...
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How to Make an Outbound Call Using Copilot
OverviewMaking outbound calls through Copilot is a straightforward process that allows you to connect with customers while utilizing all of Copilot's helpful features. This guide will walk you thro...
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How to Set Up Playbooks in Copilot
OverviewPlaybooks in Copilot function as sales scripts that guide your team through customer interactions, ensuring they ask consistent questions and gather the right information on every call. Thi...
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How to Use Playbooks in Copilot
OverviewPlaybooks in Copilot function as sales scripts that guide your team through customer interactions, ensuring consistency in questioning and information gathering. This guide will walk you th...
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Copilot: A Comprehensive Overview
OverviewCopilot is a powerful tool designed to streamline your sales process, enhance customer interactions, and provide valuable analytics. This guide will walk you through the main features and f...
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How to Create, Edit, and Use Battle Cards in Copilot
What are Battle Cards?Battle cards are rebuttals that appear on your salesperson's call screen when specific trigger words or phrases are said by the customer. These provide your sales team with im...