✳ainav.
Copy.ai screenshot
Copy.ai website preview

PRODUCT OVERVIEW

What is Copy.ai?

Copy.ai is an AI-native go-to-market platform that helps sales, marketing, and operations teams codify processes into reusable AI workflows. It combines research, content generation, and tool integrations, with an intelligence layer including Tables, Actions, Brand Voice, and Infobase for storing brand context. Teams use it for prospecting, inbound lead processing, account-based marketing, SEO content creation, translation, CRM enrichment, and deal coaching. Access is through self-serve Chat and Growth plans or enterprise tiers with guided implementation, API access, and bulk workflow runs.

How to use Copy.ai

  1. 1

    Create an account

    Sign up or log in at app.copy.ai to access the Copy.ai platform.

  2. 2

    Set up Brand Voice and Infobase

    Upload brand guidelines, value propositions, and positioning documents so generated content stays accurate and on-brand.

  3. 3

    Build a workflow

    Combine AI-powered actions to codify a repeatable process such as account planning or SEO article creation.

  4. 4

    Connect your tools

    Integrate with CRM systems like Salesforce and HubSpot to sync data and trigger workflows from field changes.

  5. 5

    Run and monitor credit usage

    Execute workflows and review the credits used per run in the side panel to manage consumption.

Copy.ai Features

AI-powered workflows that codify processes and best practices

Infobase for storing brand guidelines and positioning documents

Brand Voice to keep content consistent across platforms

Tables and Actions as intelligence-layer building blocks

CRM enrichment with Salesforce and HubSpot integrations

Access to OpenAI, Anthropic, and Gemini models in Chat

Workflow credits for usage-based pricing

SOC 2 Type II certification and enterprise security protocols

Copy.ai Use Cases

  • Prospecting and drafting personalized sales outreach

  • Inbound lead processing with automated enrichment

  • Account-based marketing asset creation

  • SEO content and thought leadership drafting

  • Translation and localization

  • CRM data enrichment and trigger-based workflows

  • Deal coaching and forecasting from sales transcripts

Copy.ai FAQs

Workflows are sets of AI-powered actions stitched together to codify a process or best practice, such as creating an account plan or writing an SEO article.

A credit represents the computational power needed to execute tasks within a workflow, such as generating content or performing internet research.

Cost depends on workflow complexity; more steps and content consume more credits. You can see credits used per run in the side panel.

Yes, Copy.ai offers flexible usage-based pricing, and you can add credits to your balance as needed.

Yes, you can upgrade or downgrade at any time. Upgrades are prorated for the rest of the month, and downgrades are credited on the next bill.

Infobase can store brand guidelines, value propositions, positioning documents, and other contextual data.

It lets Copy.ai pull from your stored context instead of relying only on public data, making generated content more relevant and accurate.

Yes, it offers native integrations and APIs for systems like Salesforce and HubSpot, enabling bi-directional data sync and trigger-based workflows.

Copy.ai Official Information

Company
CopyAI, Inc
Website
https://copy.ai/
Support
copyaisupport@fullcast.com
Documentation
https://support.copy.ai/
Contact
https://www.copy.ai/contact-us

Copy.ai Pricing

Paid

Prices shown are billed annually unless noted. Workflow credit consumption varies by task complexity.

Chat

$29USD / per month, billed monthly

For small teams starting to drive business value with AI chat.

  • 5 seats
  • Unlimited words in Chat
  • Unlimited Chat Projects
  • Access to OpenAI, Anthropic, and Gemini models

Chat (Annual)

$24USD / per month, billed annually at $288/yr

Annual billing for the Chat plan with a 20% saving.

  • 5 seats
  • Unlimited words in Chat
  • Unlimited Chat Projects
  • Access to OpenAI, Anthropic, and Gemini models

Growth

$1000USD / per month, billed annually at $12,000/yr

For businesses scaling AI usage with workflow credits.

  • 75 seats
  • Unlimited words in Chat
  • 20K workflow credits per month

Expansion

$2000USD / per month, billed annually at $24,000/yr

For enterprises expanding AI automations across teams.

  • 150 seats
  • Unlimited words in Chat
  • 45K workflow credits per month

Scale

$3000USD / per month, billed annually at $36,000/yr

For organizations deploying generative AI at scale.

  • 200 seats
  • Unlimited words in Chat
  • 75K workflow credits per month

Enterprise

Custom plan for organizations powering GTM with AI, including guided implementation.

  • Guided Jumpstart implementation
  • API access and bulk workflow runs
  • 20+ tech integrations and API access
  • Unlimited customizable workflows
  • Designated account and support team

View official pricing ↗

COMMUNITY REVIEWS

Copy.ai User Reviews

Reader reviews

No reviews yet.

Share your experience with Copy.ai

Sign in to share your experience. Your display name, rating and review will be public after approval. One review per account per tool.

Your rating