We trust that the following FAQs will answer your queries. However, should you require further clarification or assistance, please do not hesitate to contact us at support@techtonik.ai
What is CopilotForce?
CopilotForce, powered by Techtonik.AI, is a pre-trained Conversational AI interface, ready to interact with you using voice and chat, and pre-configured to perform actions on your existing Salesforce account. It transforms your voice or text inputs into real-time actions, enhancing your efficiency. With no need for desktop access, CopilotForce enables you to concentrate on lead nurturing and sales conversion.
Who is CopilotForce designed for?
CopilotForce is designed to be a versatile tool that caters to all Salesforce users, irrespective of their domain or industry. Whether you’re in healthcare, finance, retail, or any other sector, CopilotForce can streamline your Salesforce experience. It’s not just about making tasks easier; it’s about transforming the way you interact with Salesforce.
What key features and functionalities does CopilotForce offer?
CopilotForce serves as a dedicated Salesforce assistant, designed to understand and cater to your specific needs. With the convenience of voice commands and text inputs, CopilotForce offers the following capabilities:
- Creating, updating, and deleting Leads, Contacts, Accounts, and Opportunities
- Fetching information from your Salesforce
- Creating and attaching contextual Notes of meetings, discussions and research to Leads, Contacts, Accounts, and Opportunities
All in Real-time.
How should I go about instructing Mark?
Mark can understand your voice and text inputs across various sentence structures, allowing you the freedom to instruct with preferred tonality or word choices, as long as it conveys the primary directive. CLICK HERE to view examples of instructions for Mark.
Will i be able to get a free trial for CopilotForce?
Absolutely! As a special launch promotion, we’re thrilled to offer our first 1000 subscribers an exclusive gift of three months of complimentary access to CopilotForce. It’s our way of saying thank you for embarking on this journey with us.
How does pricing work, and what subscription plans are available?
Our subscription plans are designed with your convenience in mind, offering the flexibility of both monthly and annual subscriptions.
As we continue to enhance your experience, we’re delighted to offer three months of complimentary access.
Are there any special discounts or promotions currently available?
In an exclusive introductory offer, we are providing the first 1000 subscribers with complimentary access to CopilotForce for three months. We are confident that experiencing this innovative approach to Salesforce firsthand will truly showcase the potential of CopilotForce.
How do you ensure the security and privacy of my data with CopilotForce?
At CopilotForce, we prioritize the security and privacy of your data. We employ robust security measures and protocols to ensure your data is protected. These include encryption of sensitive data, regular security audits, and strict access controls. Even while you are in session with copilotforce, the actual Salesforce record data is accessible ONLY to you, either on your Teams, or mobile device database.
We DO NOT have access to user’s Salesforce data. Furthermore, we adhere to all relevant privacy laws and regulations. Rest assured, your data is in safe hands with CopilotForce.
What customer support options do you provide?
Should you require any assistance during your journey with us, our dedicated support team is just an email away. Please don’t hesitate to contact us at support@techtonik.ai
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Are there any integrations available with CopilotForce?
CopilotForce’s bot integrations function flawlessly with your Salesforce, Hubspot, Zoho, and Dynamic 365 systems. Additionally, its calendar integrations are fully compatible with both Calendly and Outlook. This ensures a smooth and efficient workflow, regardless of your chosen platforms.
Are there any integrations available with CopilotForce?
CopilotForce’s bot integrations function flawlessly with your Salesforce, Hubspot, Zoho, and Dynamic 365 systems. Additionally, its calendar integrations are fully compatible with both Calendly and Outlook. This ensures a smooth and efficient workflow, regardless of your chosen platforms.
Can I scale my usage of CopilotForce as my needs grow?
CopilotForce empowers you to licence roles to your team, helping you streamline task allocation. We’re currently in the process of expanding CopilotForce’s reach across multiple platforms.
What makes CopilotForce stand out from competitors?
During our development process, we conducted rigorous benchmarking exercises against some of the leading CRM chatbots in the market. Our findings highlighted several key differentiators that set us apart:
- Ease of Use: Our platform is designed with user-friendliness at its core, ensuring a smooth and intuitive user experience.
- Ease of Accessibility: Our solution is readily accessible across various devices and platforms, enabling users to stay connected and productive wherever they are.
- Seamless Integration with CRM Platforms: We offer seamless integration with major CRM platforms such as Salesforce, Hubspot, Zoho, and Dynamic 365. This ensures a unified and efficient workflow, reducing the need for manual data entry and increasing productivity.
- Functionality: Our chatbot offers a wide range of functionalities, from scheduling appointments to getting real-time insights, all within a single interface. This comprehensive feature set allows users to manage their tasks efficiently without having to switch between multiple applications.
These factors collectively contribute to an enhanced user experience, making CopilotForce a superior choice in the market.
How can I get started with CopilotForce?
In line with our philosophy of simplicity and ease of use, we’ve streamlined the onboarding process for CopilotForce into three straightforward steps:
- Step 1 - Subscription: Choose between our monthly or annual plan that best suits your needs.
- Step 2 - App Installation: Download the CopilotForce application from your preferred app store.
- Step 3 - Salesforce Integration: Initiate your login into Salesforce and embark on your transformative CRM journey.
This process ensures a smooth transition, allowing you to quickly harness the power of CopilotForce.
What is the contact information for inquiries or further assistance?
Should you require any further assistance, our dedicated support team is just an email away. Please don’t hesitate to reach out to us at support@techtonik.ai
We’re here to ensure your journey with us is as smooth as possible.
How can I delete my CopilotForce Account?
We’re sorry to hear that you’re considering deleting your account. Please note that deleting your account is a permanent action and cannot be undone. All your data will be erased and you won’t be able to retrieve it.
If you still wish to proceed, here are the steps to delete your account:
- Step 1 - Go to your profile by clicking on the user image in the settings menu.
- Step 2 - Select the 'Delete Account' button.
- Step 3 - When the confirmation appears, select the 'delete' option.
Don’t hesitate to get in touch with our support team if you need any further assistance.
