Sales Copilot

Let teams chat with their internal sales materials to find answers, pitch ideas, or prep for meetings.
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Launch an AI Sales Copilot for Your Sales Org

This Knolli uses a fictional platform called OrbitIQ to prove how an AI assistant can live inside any sales stack. A library of 40-plus datasets, playbooks, and collateral lets you demo lead look-ups, email drafting, and performance analysis without touching live CRM data.

Why we built the OrbitIQ demo

Stakeholders need to see real workflows before they commit. The OrbitIQ sandbox lets you:

  • Show full-flow prospecting, sequencing, and analytics in one session
  • Keep sensitive data safe by swapping in branded content only when you go live
  • Tailor answers for founders, reps, managers, RevOps, or growth teams without rewriting prompts

What’s inside the template

  • Deeply tuned system prompt anchored in outbound best practice and SMYKM email style
  • Knowledge base of more than forty assets, including
    • Enriched contact and activity tables
    • Sequence frameworks and cold-email templates
    • Objection-handling scripts, persona briefs, and battle cards
    • Deliverability guides and coaching scorecards
  • Role-aware responses that shift tone and guidance automatically
  • Guardrails and logic for lead prioritization, multi-filter searches, sequence validation, and activity-log insights

How teams use the demo

  • Enablement – onboard new reps with realistic data and guided email writing
  • RevOps – test guardrails, deliverability alerts, and CRM sync flows in a safe sandbox
  • Executive buy-in – walk leadership through an end-to-end outbound scenario without exposing production systems
  • Agency or consultancy sales – white-label the entire flow to illustrate your outbound methodology

Who this template serves

  • Product marketers showcasing AI within an existing tool
  • Sales-tech founders preparing investor demos
  • Enablement and RevOps teams prototyping before a full deployment
  • Agencies wanting a reusable sales-copilot starter kit for client projects

Make it your own

Swap the OrbitIQ name, colors, and datasets for your live environment whenever you are ready. The logic, prompts, and guardrails stay intact so you can move from demo to production in hours instead of weeks. This is more than a mock-up. It is a complete copilot template that shows how AI can power faster prospecting, sharper messaging, and smarter coaching across any B2B sales motion.