Copilot, account-aware help setting up and running your CRM
Setup is included and you can do it yourself from the checklist. Copilot is the optional paid AI that knows your actual account: it walks your configuration through with you, checks each step against what is really there, works beside you afterwards, and stays on for the day something stops working. It is unlocked for everyone, charged by usage, from AI credits you top up.
Who this is for
Anyone who configures the CRM or works in it all day, an owner or ops manager setting the account up, and producers who want the AI pulling up leads and writing notes beside them. It is one seat, so you do not have to pick.
One tool
Copilot covers setting the account up and working beside a producer, one thing, not a back-office assistant and a separate sales-side one to choose between. There is no seat to hold: it is unlocked for everyone.
Manual setup is included. Copilot is the optional upgrade
Every account can complete setup for free from the Getting Started checklist, which reads your real account state and flips to Help once you're done. Copilot is for people who'd rather be walked through it, and it doesn't unlock anything the manual path can't reach.
It reads your account, not the manual
Copilot knows YOUR account (your numbers, your calendars, your A2P registration, your workflows) so it can tell you what is actually wrong with your configuration rather than what usually goes wrong. That is the difference between it and the in-app help, which answers how-to questions out of this documentation and is free for everyone.
It configures, it doesn't just answer
Copilot guides your configuration and sets things up with you, checking each step against your live account as it goes, and it can jump to whatever part of setup you're stuck on rather than forcing a fixed wizard order.
It doesn't stop when setup does
The same seat stays on afterwards, for both halves of the job. Carrier registration bounced, a calendar stopped syncing, a workflow isn't firing, you need to add a producer and get their number provisioned, and, on the sales side, pulling up a lead, writing the note, setting the follow-up and moving a disposition while you're on the phone. Same subscription. There is no separate 'setup' product that expires.
Sensitive details stay in secure inputs
Carrier credentials, API keys and the like are entered into the app's secure fields or a vendor's own login prompt. Never pasted into a chat. Copilot points you at the right secure input; it does not ask you to type a secret into the conversation.
What it costs, and what happens if you run out
There is no subscription. Copilot is unlocked for everyone and you are charged for what it actually runs, from your AI credits, so a month you don't use it costs nothing. A lot of what it does costs nothing even when you do use it: the quick answers run no model at all. Setup is included and there is no separate one-time setup purchase. If your credits run out Copilot tells you and points you at the top-up; nothing is lost and nothing is deleted, and credits you buy don't expire or reset. One balance covers every AI tool, so a heavy underwriting week and a heavy Copilot week draw on the same credits instead of stranding you with the wrong kind left over.
Related
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.