Revenue Copilot for GTM Teams
Ask. Segment. Act—with approvals.
Moved from fragmented GTM data and tool-hopping to one secure conversational copilot that answers leadership questions, generates segments, and triggers governed actions across systems.
Faster time-to-insight and campaign execution with audit trails, citations, freshness labels, and human-in-the-loop approvals—so AI output is usable in real revenue operations.
AI Agents · Cross-System Intelligence
Revenue AI
Create a single, governed AI entry point for revenue decisions across sales, marketing, and community signals.
THE CHALLENGE (TILES)Fragmented Systems
Marketing, CRM, community, and third-party intel lived across different tools—making answers slow and inconsistent.
Slow Decision Cycles
Leaders needed quick answers (segments, engagement patterns, next-best actions) but had to wait on manual analysis.
Trust & Governance Gaps
Without citations, audit trails, and approvals, AI outputs couldn’t be safely used for revenue execution.
Business Impact
≤ 6s
Time-to-answer for conversational insights (with citations + freshness labels)
≥ 95%
Enrichment completeness on mandatory fields for list outputs
1 Interface
Natural-language access across 1P + 3P + community + internal tools
Zero Blind Automation
Actions gated by approvals + stored audit trails
Scope (MVP)
Foundational Q&A + core tool integrations delivered via MCP server + MCP client UX.
Out of Scope (Phase 1)
No replacing core systems of record; no fully autonomous outreach without approval; no large-scale web crawling.
Target
MVP deadline targeted for 15 Nov 2025.
Unified Revenue Copilot (Chat + Workspaces)
Built a Custom-GPT experience that becomes the single conversational interface for leads, contacts, accounts, campaigns, opportunities, and personas.
MCP Tool-Calling to Take Action
Implemented an MCP server + MCP client so the copilot can securely call tools (TAM, list builds, enrichments, scoring) with role-based access.
Governed Generation (Segments + Briefs + Messaging)
Generated GTM artifacts (segments, briefs, email drafts, scripts) with citations, timestamps, and policy controls.
Human-in-the-Loop Controls & Audit Trails
Designed the system to assist—not replace—with approvals required for actions and artifacts stored with metadata for traceability.
