What is Coach Pilot?

Coach Pilot is an AI-powered sales coaching and enablement platform designed to help sales teams perform at their best. It combines real-time coaching, intelligent pipeline management, and AI-driven insights into a single unified experience that wraps around every stage of the sales process.

The Four Pillars

Coach Pilot is built around four core pillars that guide every feature and interaction on the platform:

Capture

Coach Pilot automatically captures critical information from your sales conversations, meetings, and CRM data. From call recordings and transcripts to deal health signals and key moments, the platform ensures nothing falls through the cracks. Your CRM stays up to date with AI-suggested updates that you review and approve before anything is written.

Coach

Every interaction is an opportunity to improve. Coach Pilot provides real-time coaching during live calls with a sidebar that only you can see, delivering call vitals, playbook tracking, objection handling prompts, and smart nudges. After each call, you receive a comprehensive coaching scorecard and can start an AI coaching conversation to refine your skills further.

Win

Coach Pilot's Workspace gives you access to six AI skill categories — Write, Build, Research, Strategize, Respond, and Lead — each packed with specific objectives that help you execute sales tasks faster and more effectively. From drafting outreach emails to building business cases and preparing for discovery calls, the AI works alongside you to produce high-quality outputs.

Forecast

With a 9-category deal health scoring model and AI-powered forecasting, Coach Pilot provides an honest, data-driven view of your pipeline. Compare your forecast against the AI's prediction, identify at-risk deals early, and take action before it's too late. Managers get team-level views with forecast deltas and coaching opportunities built in.

How It All Fits Together

Coach Pilot is designed to be your daily companion throughout the entire sales cycle. Start your day on the Dashboard with a personalised summary of what needs your attention. Prepare for calls with Pre-Call Briefs that auto-populate from your CRM. Get coached in real time during meetings. After each call, review your Coaching Scorecard, approve CRM updates, and let the Action Hub surface your next best moves.

Your Workspace is always available for AI-assisted tasks and open-ended coaching conversations. And behind everything, Pipeline Intelligence and Analytics ensure you and your team are always improving.

Getting Started

Ready to dive in? Head to the Authentication & Login page to learn how to access the platform, then follow the Onboarding guide to complete your initial setup in under five minutes.