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Sales CoPilot by Demand IQ lets you build AI-narrated sales presentations with interactive Q&A. Upload slide images or create structured decks, and Sales CoPilot generates narration scripts, synthesizes audio, and delivers a shareable presentation link your prospects can view on any device.

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Key capabilities

  • Deck management — create structured or image-based decks with custom branding, colors, and fonts
  • AI generation — upload slide images and let GPT-4o extract content, write narration scripts, and generate FAQs automatically
  • Text-to-speech — narrate every slide with word-level timing for synchronized text highlighting
  • Live Q&A — viewers ask questions by voice or text; Sales CoPilot matches FAQs or generates answers in real time
  • Personalized presentations — create shareable links tailored to each homeowner with address validation and optional pricing inputs
  • Product pricing — configure good/better/best product tiers on slides with dynamic pricing formulas; missing inputs are deferred automatically
  • Journey-backed product slides — bind a product slide to a Demand IQ journey profile (like roofing_v1) so product names, prices, images, and highlights are populated from the live journey instead of being edited manually
  • Knowledge base — upload company documents to improve AI-generated answers with your specific product and service information
  • Contracts & e-signature — import contract templates, configure signing requirements, and collect typed signatures during the presentation
  • Automated email delivery — send the presentation link to homeowners from the deck’s configured sender, with open tracking via SendGrid
  • Notifications — subscribe to presentation events via webhooks or email to track viewer engagement in real time
  • Roof measurements — request automated roof measurements for homeowner addresses and poll for results
  • Appointment scheduling — let viewers book appointments directly from the presentation
  • Voice commands — detect navigation, audio, and CTA commands from voice or text input during playback
  • Multi-language support — present in English, Spanish, French, German, Portuguese, Italian, Chinese, or Japanese

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Authentication

Most API endpoints require a session cookie obtained from POST /api/auth/login. Presentation playback endpoints (/api/qa, /api/narration/*) also accept a presentationId for unauthenticated viewer access. Appointment and event tracking endpoints use an HMAC-signed presentation token passed via the x-presentation-token header. For portal integrations, Sales CoPilot supports SSO via GET /api/auth/sso?code={authCode}. The portal redirects users with a short-lived authorization code that is exchanged for an access token server-side. Pass embedded=1 when running inside an iframe and an optional theme parameter (light or dark) to match the portal appearance on first render. In production, set the APP_URL environment variable to the public base URL so that SSO redirects resolve correctly behind a load balancer.

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Get started

Quickstart

Create your first deck and presentation in minutes

Guides

Learn about deck types, branding, FAQs, and narration