Copy.ai Product Information

GTM AI Platform Overview

GTM AI is a unified, purpose-built platform designed for go-to-market (GTM) teams to accelerate and scale AI-driven workflows. It combines data, workflows, and AI capabilities to streamline sales, marketing, operations, and enablement across the entire GTM engine. The platform emphasizes eliminating GTM bloat by providing a single, integrated solution with guardrails, templates, and cross-team collaboration.


How it Works

  • Centralized playbooks translate GTM strategies into repeatable, automatable workflows.
  • AI copilots and agents execute targeted tasks with built-in guardrails and governance.
  • Data is unified via tables and an intelligence layer to power accurate AI outputs.
  • Brand voice and content guidelines ensure consistent messaging across channels.
  • Integrations (2,000+ connectors) connect disparate systems to the GTM workflow.

Platform Components

  • Actions: Building blocks to harness AI without requiring advanced AI expertise.
  • Agents: Automate targeted tasks with AI decision-making and guardrails.
  • Tables: A queryable data foundation that consolidates sources for AI automation.
  • Chat: A prompting interface for rapid one-off tasks and to-dos.
  • Infobase: Centralized repository of company information to inform content generation.
  • Brand Voice: Definition of your brand’s personality to ensure authentic outputs.
  • 2,000+ Integrations: Broad connectivity across tools and data sources.
  • LLM Model Agnostic: Works with multiple large language models.
  • For every page in your playbook, there’s a workflow for that.

Key Platform Concepts

  • Workflows: AI-powered codifications of processes, plays, and best practices that unify teams and systems.
  • Copy Agents: Intelligent automation to support GTM tasks.
  • Intelligence Layer: Centralized reasoning to drive decision-making.
  • Tables: Unified data store powering AI automation.
  • Infobase: Central knowledge repository for content generation.
  • Brand Voice: Consistent tone and style across outputs.
  • Chat: Interactive interface for quick tasks and prompts.

Use Cases

  • Sales Prospecting Cockpit: Deep research accounts and contacts to craft high-quality outreach.
  • Inbound Lead Processing: Automatically enrich, research, and engage marketing-generated leads.
  • Account Based Marketing: Insights on accounts, industries, and personas; AI-generated assets at scale.
  • Content Creation: AI-powered content engine for SEO, thought leadership, social, and more.
  • Translation & Localization: Real-time, native-level translations across languages.
  • Deal Coaching & Forecasting: AI-driven insights from transcripts; scoring, strategy suggestions, and close date predictions.
  • Operations: Lead + Account Intelligence; CRM Enrichment; system integrations.

How to Use GTM AI

  1. Define your GTM playbook and workflows aligned to your goals.
  2. Connect your data sources via Tables and Integrations.
  3. Use Copy Agents and Actions to automate tasks and decisions.
  4. Leverage Infobase and Brand Voice to produce consistent content and outputs.
  5. Monitor results and iterate on workflows for continuous improvement.

Safety & Governance

  • Guardrails and governance are baked into agents to prevent undesirable actions.
  • SOC 2 compliance and security considerations protect data within automated GTM workflows.

Pricing & Support

  • Pricing tiers and enterprise options are available; contact sales for a demo.
  • Help Center, Changelog, and Technical Resources provide ongoing support and documentation.

Core Features

  • Unified GTM AI platform replacing multiple point solutions
  • AI-powered Workflows to codify GTM plays and best practices
  • Actions to enable AI-driven tasks without AI expertise
  • Agents for automated task execution with guardrails
  • Tables as a unified data foundation powering AI automation
  • Infobase for centralized information to inform content generation
  • Brand Voice to ensure consistent, authentic content outputs
  • 2,000+ Integrations for broad data connectivity
  • LLM-agnostic architecture for flexible model use
  • Platform designed to reduce GTM bloat and accelerate velocity