Copy.ai
GTM AI platform that turns playbooks into automated workflows for sales and marketing, with enterprise grade controls, workflow credits and deep integrations so teams scale content and outreach with consistency.
Overview
ai focuses on revenue teams, packaging agents and workflows to standardize tasks like account plans, briefs, email sequences and SEO content. Workflows chain research, web scanning and model steps so outputs follow policy. Seats include unlimited chat words while workflow credits meter heavier runs.
Security, SSO and data controls target enterprise rollout. Public pricing highlights large seat bundles, for example Expansion and Scale tiers, with guided implementation and API access. Teams adopt it to codify best practices and cut manual content work, while keeping review in the loop for compliance and tone.
Key features
- Workflow builder for multi step research and generation
- Unlimited chat words per seat with credit metering for runs
- Brand voice tables and knowledge infusion
- Sales and marketing templates for repeatable playbooks
- Web research and scanning inside workflows
- SSO roles and audit trails for governance
- API access to trigger runs from your stack
- Guided implementation for faster time to value
Best for
- Automate account plans and one pagers
- Generate briefs and SEO first drafts with sources
- Personalize outreach at scale with guardrails
- Localize product pages and campaigns
- Standardize internal docs for launches
- Create enablement kits for partners
- Accelerate RFP responses with policy checks
- Operate multi brand content with shared libraries
Capabilities
Workflow Builder
Chain research, generation and enrichment steps so deliverables follow brand and legal policies while staying editable by humans.
Security and Roles
Control access with SSO, RBAC and audit logs so sensitive data and prompts remain compliant across teams.
APIs and Connectors
Trigger workflows from your GTM systems and push results back to CRMs, CMS and storage for one source of truth.
Templates and Voice
Codify briefs, sequences and style so every output starts closer to done and requires fewer edits.
Frequently Asked Questions
Is there a free plan or self serve tier?
The current pricing emphasizes enterprise seat bundles and credits with guided onboarding, contact sales for evaluation access and trials.
How are workflows billed?
Workflow runs consume credits based on steps and model usage, seats include unlimited chat words for lighter work.
Can we use our own models or data?
You can infuse brand voice, tables and knowledge, and use APIs to connect external systems where permitted.
What does the first paid tier include?
The Expansion tier lists large seat counts, unlimited chat words and a credits pool, suitable for piloting across departments.
How is security handled?
Copy.ai provides SSO, RBAC, audit logs and enterprise reviews to meet security requirements.
Can we start small and scale later?
Plans are designed for staged rollouts and additional credits or seats can be added as usage grows.
How do humans stay in the loop?
Workflows produce drafts that reviewers approve or edit before publishing to maintain quality and compliance.
What results do customers report?
Case studies highlight faster collateral production and cost savings when playbooks are automated with policies in place.
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