Cockpit is one product that adapts to each company through configuration and connectors. This page explains how the pieces fit, the rules it follows, and exactly what works today.
From your data to the rep's screen
Your business
Cockpit
On the rep's screen
After the call
A company is a configuration, not a custom build
Your data model
Define the things your business talks about: sites and services, vehicles and trade-ins, or whatever your customers ask about.
Your questions and playbook
The questions Cockpit should recognise, the responses to objections and the talking points for each kind of call.
Your connectors
A documented data contract your IT team can implement, with a test kit that checks a connector behaves correctly before it goes live.
Safe to use in front of a customer
Every answer shows its source
Each fact carries the system it came from and when it was observed. Only readings from the last 30 seconds are labelled live.
It never guesses the account
If a contact is linked to more than one account, Cockpit shows nothing until the rep chooses. A name alone is not proof.
Nothing is saved without review
CRM notes and tasks are drafts until the rep approves them, and they are saved only to an opportunity on the verified account.
Failures are stated, not hidden
When a system is slow or unavailable, Cockpit says so on the card instead of showing an old or invented value as current.
What works today, and what is coming
We label every capability by its real state. Nothing here is described as operational until it has been verified.
Full conversation flow
Preparation, live answers, checklist, summary and reviewed save, running on simulated calls and demo data.
Company configuration builder
Edit a company's talking points, phrases and panels inside the app.
Data connector and reference gateway
A documented data contract and an HTTP connector a company's IT team can host to expose its own systems.
CRM: HubSpot and Salesforce
Read account and opportunity records; write reviewed notes and tasks.
Meeting capture: Zoom, Google Meet, Microsoft Teams
Join a meeting and transcribe it in real time, with the consent and disclosure controls that requires.
Desktop and browser audio
Capture for phone and in-person conversations.
Have a system you would want connected?
Tell us where your account data lives. It helps us decide what to build first.