Prerequisites
- A Sales CoPilot account with API access
- Your login credentials (email and password)
Authenticate
Start by logging in to get a session cookie:Create a deck
Create a new presentation deck with a name and optional context for AI narration:Add slides
Add slides to your deck with narration scripts. Use{{first_name}} and other tokens for personalization:
Configure branding
Set your company colors, logo, and call-to-action:Generate a presentation
Create a personalized presentation for a homeowner:Poll for status
Audio generation runs asynchronously. Poll the status endpoint until the presentation is ready:Next steps
- Add FAQs to your deck so the AI can answer common homeowner questions
- Configure notification subscriptions to get webhooks when homeowners view slides or sign contracts
- Upload your company’s knowledge base documents to improve Q&A answer quality