AI Agents

Sales Co-pilot Agent

The 'Global Tech' lead has advanced to the Negotiation stage. How should I conduct the next call?

I'm reviewing all the email history and meeting notes to summarize the main pain points and the discussed budget, ensuring the approach aligns with our Ideal Customer Profile (ICP) for large accounts.

I identified that, despite the lead demonstrating high interest, the tone of their last messages changed to 'Cautious' after mentioning the 6-month implementation timeline, which may indicate an unmet urgency.

I generated a strategic summary highlighting the risk of churn in the funnel. I suggested an approach script focused on 'Accelerated Implementation' and automatically filled in the closing probability in the CRM to 60%, alerting the sales manager about the need for a priority onboarding offer.

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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

Sales Funnel

Results and impact

Lead qualification 75%

faster

53%

reduction in sales cycle

Up to 300%

more sales.

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 CRM AI Studio Pipefy 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 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.