Co-Pilot In App Guidance
Co- Pilot
Our cutting-edge In App Guidance revolutionizes the way businesses navigate training, implement new processes or functionality and onboard new Salesforce users. With Co-Pilot In App Guidance, companies can effortlessly build custom workflow rules (on any object), that deliver “next steps”, “salesforce training”, “record alerts” “tips” or “step-by-step guidance” right to the user, based on Role, Profile, Permission Set, etc . Deploy it only to the employees, and at the time that it’s needed - ensuring users are equipped with the right information at the right time, enhancing productivity and efficiency across the board. If you’re a trainer, or you manage a Sales Team or Customer Service/Support team, this app will help you get more value from Salesforce.
Guides can be delivered in multiple formats, including videos, text, or text with images, providing flexibility to match different learning styles. In an age where users prefer quick, easily digestible training moments—without sitting in a room or enduring a 60-minute screen share—this is the platform that eliminates that frustration, making training seamless, efficient, and instantly accessible.
The Training Platform
For Process Leaders, Change Management and the Training Team !
Imagine implementing a new Salesforce process without pulling users into a one-hour training session just to introduce new objects, processes, and functionality. With our Co-Pilot In-App Guidance, that’s entirely possible. Deploy video instructions, step-by-step click paths, or contextual prompts based on the record condition your user is working on. No more unnecessary meetings—just real-time, role-based guidance that helps your team stay productive, without disrupting their workflow.
Co-Pilot enables our clients to customize Salesforce onboarding, training, and guidance based on their organization’s needs. Workflow rules first identify the specific record conditions that require guidance or step-by-step instructions. Then, permissions (role, profile, group, or permission set) determine who the message is for, ensuring that each user sees guidance tailored to their role and purpose. For example, a sales user and a operations or support user might view the same record but receive different “next best action” messaging based on their unique tasks.
Co-Pilot delivers guides, tips, and alerts in the form of scripts, images, or videos—ensuring that the right support reaches the right people at the right time. Whether it's launching a new process, reinforcing compliance, or helping users master Salesforce faster, Co-Pilot is the intuitive, embedded training solution that transforms how your team learns and executes. Start your Free Trial today!
The Best Salesforce training platform on the AppExchange
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Picture this: A bank or credit union has a strict policy regarding the viewing of employee accounts to ensure confidentiality and compliance. The customer service director creates a Co-Pilot to enforce this policy. A workflow rule is created to identify "employee accounts," and when a Bank Employee enters their fellow employees account number to access their records, an action is triggered to blur the employees account details. Before proceeding, the Bank Employee must acknowledge the company's confidentiality policy. Once the policy is acknowledged, access is granted to view the full account details. An audit record is then generated, tracking who viewed the employee record, and when it was accessed. This process ensures compliance, provides a transparent audit trail for verification, and strengthens data security by minimizing the risk of unauthorized access or oversight.
Thrust yourself into a new realm of user engagement, training, and guidance. The only limit is your imagination. Deliver real-time guidance for everything from script updates to new sales incentive programs, seamlessly bringing what once required a staff meeting directly to your users, without disruption. With Co-Pilot, you’re not just providing information—you’re empowering your teams to act faster, more accurately, and with confidence, right when they need it.
Leverage Co-Pilot to capture and scale Salesforce best practices by defining conditional workflows with precise criteria for any process. No more static alerts or emails—Co-Pilot turns your workflows actions into dynamic, actionable guidance, reducing errors, saving time, and driving efficiency. Whether you're enforcing company policy or guiding users through complex tasks, Co-Pilot ensures they stay on track and performing at their best.
From lead management in sales teams to customer inquiries in banking, or regulatory submissions in medical device teams, Co-Pilot transforms how your teams interact with Salesforce. By embedding intelligent guidance directly into record updates, we enhance productivity, ensure compliance, and unlock the full potential of your Salesforce investment.
This alert is one of several delivery methods you can use to inform your users that special instructions apply to this record.
Below is a sample alert suited for a compliance situation. In this example, the system blurs the background and requires the User to confirm they have read the organization’s Employee Account Policy.
Once the User clicks “I Confirm,” an audit record is created in the background, capturing the date, time, and user details, ensuring transparency, accountability, and compliance with the bank’s guidelines.
This alert is passive and displays within an LWC wherever you place it. It’s also an excellent way to offer optional tips, guides, and other supportive information for your users.
“Train your people well enough so they can leave, treat them well enough so they don’t want to.”
How Co-Pilot Works
You Create the Content: Whether it’s a new tip, process guide, policy reminder, or training video, Co-Pilot helps you deliver what you create.
Define Workflow Rules: Identify the specific record conditions or process that require guidance.
Restrict Visibility: Target delivery to users based on Roles, Profiles, Permission Sets, or Groups.
Define Publishing Go Live and Expire Dates: Schedule your guidance to go live at the right moment, such as when new policies or procedures are implemented. Set expiration dates to automatically remove outdated or no-longer-relevant guidance.
Deliver Guidance: Your content appears as users interact with Salesforce records, ensuring timely and relevant support.
Collect Feedback: Users can provide thumbs-up/thumbs-down feedback, along with comments, on the guidance they receive, giving content creators a simple mechanism to continuously improve.
Why Co-Pilot
Personalized Support: Tailor the experience to your organization’s needs and deliver guidance specific to each role or task.
Real-Time Updates: Quickly deploy new Tips, Guides, Scripts, Procedures, Updates, Next Steps, and more without interrupting your teams.
Content Flexibility: Use the formats that work best for your team—text, images, or videos.
Employee Empowerment: Equip users with the exact tools and information they need to excel, right when they need it.
Empowering Industries Accross the Board
Sales: Deliver targeted “next best action” recommendations or updates about new incentives.
Sales to Sales Support Handoff: Ensure seamless transitions by providing real-time context, key deal details, and next steps, reducing miscommunication and accelerating response times.
Customer Service: Update scripts instantly for call centers or provide detailed troubleshooting guides.
Compliance: Guide users through regulated processes with step-by-step instructions.
Why Co-Pilot is a Game-Changer
Co-Pilot doesn’t create the content—you do. It’s your business’s expertise, knowledge, and vision that drive the messaging. Co-Pilot simply makes sure that guidance reaches your users at the moment it matters most.
From training new hires to enforcing policies, Co-Pilot ensures that the right information is delivered to the right people, in the right context, at the right time.
Additional Features
Co-Pilot Knowledge Base
This feature empowers clients to build an organized library of internal content that employees rely on to excel in their roles. From vacation and PTO policies to schedules and SOPs, any document typically stored in SharePoint or similar platforms can now be housed directly within Salesforce. With real-time filtering, users can quickly search for and access documents, videos, or other resources without ever leaving the platform, ensuring a seamless and efficient experience. Click Here to see what it looks like!
Training Videos
SOP’s
Organizational Charts
Troubleshooting Guides
Technical Whitepapers
Case Studies
Reference Checklists
Event Planning Templates
Financial Policies and Procedures
Industry Best Practices
Additional Features
Co-Pilot Home Page Announcements
Key Features:
Create “customizable broadcast messages” as targeted announcements for Salesforce users based on Profile, Groups, Permission Set, or Role to ensure relevant communication.
Real-Time Updates
Instantly deploy important updates or reminders visible to users the moment they log in.
Alternative to Email Blasts
Cut through email overload by delivering concise, actionable messages directly within Salesforce.
Effortless Management
Simple setup and management of announcements, with scheduling options for recurring or one-time messages.
Visibility Controls
Ensure that the right teams see the right messages by assigning visibility to specific user groups.
Weather Updates
"Attention: Due to heavy snowfall in Denver, Minneapolis, and Buffalo, all employees in these cities will work from home this week. Stay safe and warm!"
Office Reminders
"Folks in the Berkeley office, today is Friday! Please remove all items from the breakroom refrigerator by 5 PM. Any remaining items, including plastic containers, will be donated to the homeless."
Birthday Announcements
"Happy Birthday to our amazing team members this week! 🎉 Please join us in celebrating Rachel on Monday, Mike on Wednesday, and Alex on Friday. Stop by the breakroom for cake and snacks!"
Holiday Reminders
"Reminder: The office will be closed on Monday for the upcoming holiday. Enjoy the extended weekend and recharge for a productive week ahead!"
Motivational Messages
"Here’s a little motivation to kick off your day: 'Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.' – Albert Schweitzer"
"Remember: ‘The best way to predict your future is to create it.’ Let’s make this week count!"
Event Announcements
"Don’t forget, our monthly All-Hands meeting is this Thursday at 10 AM PST. Tune in for company updates and recognition of our top performers!"
Team Appreciation
"A big shoutout to the Sales Team for smashing their Q1 goals ahead of schedule. Your hard work is truly inspiring. Keep it up!"
Policy Reminders
"Reminder: Please submit your Q4 expense reports by Friday at 5 PM to ensure timely reimbursement. Late submissions may delay processing.
Sample Announcment Use Cases
Additional Features
Co-Pilot Home Page Feeds
Your Salesforce home page can become a dynamic hub of insights with Co-Pilot Home Page Feeds. This feature allows you to display and highlight special records from any Salesforce object, all within a single space and component. Whether you’re managing sales, service, or projects, you can keep your team focused on what matters most—right from the moment they log in.
What Else Can We Display?
Think ….. “ALL of your best List Views” across all of your objects … but displayed within a single home page component.
Top Deals
Contest Results
Additional Features
User Feedback
Gather immediate feedback from your users through a simple thumbs-up/thumbs-down and optional comments.
View how many times each piece of content has been accessed, so you can refine and improve your training resources for maximum impact.
Your Role Elevated!
Your Role, Elevated!
Imagine Co-Pilot seamlessly delivering the guidance, alerts, training videos and corporate knowledge content your users need—exactly when they need it. Whether you’re leading a team that closes deals, drives adoption, or resolves customer inquiries, Co-Pilot is your partner in achieving peak performance. It’s the missing piece to elevate your Salesforce experience.
Curious how Co-Pilot can enhance your role? Let’s explore how it’s tailored to support your team—and why it matters to you.
Find Your Role!
Roles That Thrive with Co-Pilot
Co-Pilot delivers personalized guidance for roles that drive adoption, compliance, and performance.
Key Beneficiaries:
Leaders managing teams within Salesforce.
Professionals overseeing critical workflows and processes.
Roles focused on driving adoption, ensuring compliance, and optimizing performance.
Any user vested in outcomes.
If your role is here, “Book a Demo”!!!
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Inside Sales Manager
Field Sales Manager
Sales Operations Manager
Sales Enablement Manager
VP of Sales
Sales Director
Account Executive (AE)
Business Development Manager
Sales Development Representative (SDR) Manager
Customer Success Manager (CSM)
Renewal Specialist
Revenue Operations Director
Why your should care:
Timely guidance for reps: Alerts on lead follow-ups, missing data, pipeline updates, and workflow changes.
Proactive alerts: Helps sales teams prioritize leads or opportunities based on rules.
Sales scripts, incentives, pricing updates and guidance: Scripts for talking points when a lead meets specified criteria. Details on records that meet incentives or qualify for special pricing.
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Customer Support Manager
Service Operations Manager
Customer Experience Manager (CXM)
Call Center Manager
Support Director/VP
Escalation Manager
Knowledge Base Administrator
Why your should care:
Improved agent efficiency: Alerts for case handling, escalations, and policy updates.
Real-time changes: Notify agents when processes change, e.g., policy rejections or new procedures.
Scripted responses: Ensure agents deliver approved consistent messaging to customers.
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Training Director
Sales/Service Trainer
Change Management Consultant
Learning and Development Manager
Onboarding Specialist
Salesforce Training Administrator
Organizational Development Manager
Why your should care:
Embedded training: Deliver training manuals and process training "in the moment" as users work.
Guided workflows: Reduce the learning curve for new users with step-by-step guidance and alerts.
Change communication: Alert users to new policies, workflow changes, or role-specific updates, without having to assemble your teams into meetings to deliver the updates.
Continuous feedback: Co-Pilot enables users to provide instant feedback on each guide or alert, along with comments for improvement. This real-time feedback loop allows training teams to refine and enhance guides and alerts continuously, ensuring they meet user needs and improve overall training effectiveness.
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Salesforce Administrator
Business Process Owner
Salesforce Solution Architect
Workflow/Process Automation Manager
Business Analyst
CRM Manager/Director
Compliance Manager
Operations Director
Why your should care:
Automation & efficiency: Build and deploy custom rules to improve process adherence.
Compliance enforcement: Trigger alerts based on policy compliance criteria.
Process improvements: Monitor workflows to identify bottlenecks and adjust guidance as needed.
Reduce Data Quality Issues: Eliminate the need for excessive validation rules. Co-Pilot enables admins to create alerts that remind users to update missing or erroneous fields, prompting them every time the record is opened until the data is corrected. This ensures better data integrity while reducing user frustration.
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Product Marketing Manager
Go-To-Market Strategist
Customer Insights Manager
Campaign Manager
Field Marketing Director
Product Adoption Specialist
Why your should care:
Consistent messaging: Align sales/service teams with marketing campaigns through alerts and scripts.
Product adoption: Notify users of new product features or promotions in real-time.
Behavioral insights: Use alerts and workflows to encourage desired user actions.
Optimized lead engagement: Co-Pilot alerts users at the ideal time to add leads to campaigns, update relevant fields (such as lead source, campaign status), and select the correct email templates. This ensures timely follow-up and consistent messaging across all marketing efforts.
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Chief Revenue Officer (CRO)
Chief Operating Officer (COO)
Head of Customer Experience
VP of Customer Operations
Director of Business Strategy
Chief Sales Officer (CSO)
Why your should care:
Strategic alignment: Ensure teams are executing critical workflows at the right time.
Performance optimization: Drive productivity through proactive workflows and guidance.
Risk mitigation: Alerts that reinforce compliance and reduce process errors.
Outcome-driven leadership: Empower teams to achieve key results by aligning day-to-day actions with CEO directives, ensuring that workflows are not only efficient but also strategically focused on business priorities.
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Bank or Credit Union Branch Manager
Insurance Claims Manager
Underwriting Specialist
Loan Officer (Financial Services)
Policy Administrator (Insurance)
Healthcare Case Manager
Retail Operations Director
Field Services Manager
Why your should care:
Industry-specific workflows: Customizable alerts for policies, claims, approvals, and case types.
Decision support: Guidance for exceptions or complex workflows.
Privacy management: Co-Pilot ensures sensitive data is protected by requiring user acknowledgment of company policies before access to records. This acknowledgement not only secures privacy but also supports audit trails by tracking who has viewed specific records, ensuring compliance with industry regulations.
“When employees are guided to succeed, the entire organization thrives in productivity and efficiency!”
Find Your Use Case
Browse scenarios that align with your role or challenge and see how Co-Pilot delivers real impact.
