Join the Waitlist
Be the first to experience CallX Copilot
Join the Waitlist
Be the first to experience CallX Copilot
“Copilot listens, helps you stay compliant, captures everything you need, and handles the busywork so you can focus on closing.”
Why Sales Professionals Love Copilot
Copilot doesn't replace you. It makes you faster.
Close Faster
Spend less time on paperwork, more time selling
Stay Compliant
Never miss a required disclosure or step
Better Customer Experience
Give your full attention to the conversation
Everything You Need on Every Call
From transcription to compliance, Copilot has you covered
Real-Time Transcription
Everything you and the customer say is transcribed live. No replays. No guessing. No forgetting what was said.
Automatic Notes
Just say "Let me take note of that." Copilot instantly creates a clean, structured note tied to that customer.
Smart Forms That Fill Themselves
As you talk, Copilot pulls out key information and fills in your custom forms automatically.
Visual Form Designer
You decide what information matters. Build forms visually and Copilot will extract those fields during the call.
Script Compliance Checklist
Copilot tracks whether you're hitting the important parts of your script. Real-time checkoffs so nothing gets missed.
Mandatory Step Enforcement
Some steps aren't optional. Copilot can flag if a required step was skipped so you stay compliant and protected.
Smart Reminders
Say "I'll call you back Monday at 10am." Copilot automatically creates a follow-up reminder.
Smart Quote Preview
Using the info captured on the call, Copilot can preview quotes comparing the top 3 carriers based on the customer's situation.
Session Sync & Analytics
Your call sessions sync securely to the CallX cloud. This unlocks powerful capabilities:
- Call review & playback
- Performance insights
- Coaching improvements
- Smarter AI over time
You talk. You sell.
Copilot handles the rest.
Stop juggling notes, forms, and compliance checklists. Let Copilot be your silent partner on every call.
Join the Waitlist