Copilot is Salesgear's built-in AI assistant. Ask it how to do something, and it answers right inside the app.
👉 How to open it
Click the Copilot icon in the top header, from anywhere in Salesgear. A panel opens where you can type your question.
👉 What you can ask
Copilot answers "how do I" and navigation questions, for example:
"How do I create a sequence?"
"How do I integrate with Salesforce?"
"How do I connect my email inbox?"
"What are credits, and how are they used?"
When it can, Copilot's answer takes you straight to the right page instead of just describing it.
👉 Still need a person?
If Copilot can't answer your question, click Talk to a human in the panel to start a live chat with our support team.
📌 Copilot handles quick how-to and navigation questions. For account-specific or billing questions, talk to a human.