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.

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.

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.

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.

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.

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.

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.

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.

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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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.

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.

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.

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:

These factors collectively contribute to an enhanced user experience, making CopilotForce a superior choice in the market.

In line with our philosophy of simplicity and ease of use, we’ve streamlined the onboarding process for CopilotForce into three straightforward steps:

This process ensures a smooth transition, allowing you to quickly harness the power of CopilotForce.

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.

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:

Don’t hesitate to get in touch with our support team if you need any further assistance.