Live Copilot

This panel is private

The assistant never speaks in the meeting. It answers only you, and only from approved product knowledge, playbooks and the live conversation — never invented pricing, legal positions or customer promises.

Live meeting · Harbor Retail renewal

Bot visible to all participants

What the room just said

Buyer: “How quickly can you integrate with our existing CRM?”

I am listening privately. Nobody else in the meeting sees this panel. Ask me anything and I will answer only from approved knowledge.

Assistance ladder

Participation is never automatic. Each phase is enabled deliberately.

  • Post-meeting intelligence

    Score, timestamps, summary, coaching and a learning prescription after the call.

  • Private live chat

    You ask, privately, mid-meeting. Answers come only from approved knowledge.

  • 3

    Proactive suggestions

    Effy surfaces discreet prompts in your private panel. Off unless the tenant enables it.

  • 4

    AI colleague

    Effy speaks in the meeting. Never automatic — explicitly enabled and disclosed.

Retrieval sources

  • Approved CRM integration note

    Playbook

    approved

  • ROI proof points — H1

    Product

    approved

  • Pricing — do not invent

    Policy

    approved

  • MEDDPICC rubric v3

    Rubric

    approved