Chat
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
AI Workflow Automation Tools

PRODUCT OVERVIEW
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.
Sign up or log in at app.copy.ai to access the Copy.ai platform.
Upload brand guidelines, value propositions, and positioning documents so generated content stays accurate and on-brand.
Combine AI-powered actions to codify a repeatable process such as account planning or SEO article creation.
Integrate with CRM systems like Salesforce and HubSpot to sync data and trigger workflows from field changes.
Execute workflows and review the credits used per run in the side panel to manage consumption.
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
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.
Prices shown are billed annually unless noted. Workflow credit consumption varies by task complexity.
For small teams starting to drive business value with AI chat.
Annual billing for the Chat plan with a 20% saving.
For businesses scaling AI usage with workflow credits.
For enterprises expanding AI automations across teams.
For organizations deploying generative AI at scale.
Custom plan for organizations powering GTM with AI, including guided implementation.
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