AI Copilot
Your intelligent assistant for deals, auctions, and customer insights
Current Context
AI Copilot Dashboard
Copilot adapts suggestions based on your current screen and activity
Suggested Tasks
AI-prioritized for you
Follow up with Marcus Johnson on CAT 320 deal
Deal value: $142,500 • Last contact: 3 days ago • Closing probability dropped 15%
Review and approve auction lot descriptions
Nashville Equipment Sale • 23 lots pending review • Auction in 2 days
Update inventory photos for 5 units
Low-quality images detected • May affect listing performance
Send thank you to recent auction winners
12 winners from last week • Improves repeat business by 23%
Risk Alerts
3 items need attention
Payment overdue: Thompson Equipment
Invoice #4521 for $87,500 is 15 days overdue. Customer has not responded to 2 reminder emails. Consider escalation.
Deal stalled: Komatsu D65 excavator
No activity in 8 days. Customer initially showed high interest. Competitor may have engaged.
Auction reserve not met: 3 lots
Current bids are 10-15% below reserve. Consider adjusting reserves or promoting to qualified bidders.
Deal Reviews
View all deals
2022 CAT 320 Excavator - Marcus Johnson
62% Close Prob
Customer hasn't responded to pricing proposal sent 5 days ago. Based on similar deals, sending a value-focused follow-up within 48 hours increases close rate by 34%.
Fleet purchase (5 units) - Central Contractors
89% Close Prob
Strong engagement signals. Customer viewed financing options 4 times this week. Recommend scheduling final walkthrough to close.
John Deere 9620R - Davis Farms
75% Close Prob
Customer mentioned competitive quote in last call. Consider offering extended warranty or service package to differentiate.
23
Tasks Completed Today
156
AI Assists This Week
$1.2M
Pipeline Monitored
4.2h
Time Saved
Recent Call Summaries
Marcus Johnson
Today, 2:34 PM
12:45
Customer expressed concerns about financing terms. Wants 60-month option instead of 48. Mentioned competitor offering 0% for first year. Agreed to review updated proposal by Friday.
Sarah Chen - Central Contractors
Today, 11:15 AM
8:22
Confirmed interest in 5-unit fleet purchase. Requested on-site demo next Tuesday. Budget approved, ready to proceed pending inspection.
Draft Follow-ups
Follow-up Email
AI Generated
To: Marcus Johnson <marcus@jcequipment.com>
Hi Marcus,

Following up on our conversation about the CAT 320. I've worked with our finance team and we can now offer a 60-month financing option at competitive rates...
Meeting Confirmation
AI Generated
To: Sarah Chen <schen@centralcontractors.com>
Hi Sarah,

Confirming our on-site demo scheduled for Tuesday at 10:00 AM. I'll have all 5 units ready for inspection at our Nashville yard...
Recent AI Activity
Summarized call with Marcus Johnson
2 min ago
Generated follow-up email draft
5 min ago
Detected at-risk deal: Komatsu D65
23 min ago
Updated deal probability scores
1 hour ago
Analyzed auction bid patterns
2 hours ago