Connect your HubSpot portal to get started
Sales Copilot reads your CRM data and lets Dobby distill sales-call transcripts into logged meetings + follow-up tasks, draft at-risk-deal followups, move deals through your pipeline, and brief you on accounts before meetings — all gated by your approval.
You'll authorise Sales Copilot to read + write specific CRM objects (contacts, companies, deals, tickets, line items, owners, sales-emails) on your behalf.
Today
At-risk deals
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My tasks today
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Recent meetings
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Inbox
Paste a sales-call transcript or meeting notes here. Ask
Dobby "distill this call into HubSpot" — Dobby
pulls it via the read_inbox tool, resolves
the account, logs a meeting engagement, creates follow-up
tasks, and drafts an email.
Recent pastes
Drafts
Email drafts Dobby has prepared appear here. Ask Dobby "find my at-risk deals and draft followups for each" to populate.
Drafts
Email drafts Dobby has staged for you. Each shows the deal context + Dobby's draft. Approval for send happens in Dobby chat.
Briefs
Account briefs Dobby has generated appear here. Ask Dobby "brief me on Acme before my 2pm" to populate.
Briefs
Activity
Every Dobby-initiated CRM tool call against your portal is logged here.