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Platform Overview
Platform Overview

A quick overview for users new to the Copy.ai platform

Updated over a month ago

Overview

The Copy.ai GTM AI platform is designed to streamline and optimize your go-to-market processes through a variety of features:

  • Chat allows users to interact with large language models for ad-hoc tasks.

  • Brand Voice enables the platform to analyze your company’s existing content and replicate its unique tone and style in new content.

  • Infobase gives users the ability to upload documents such as style or editorial guidelines or longer form content such as whitepapers or documentation to ensure consistency in generated materials.

  • Workflows allow users to automate and scale GTM processes by creating a series of actions that integrate with existing systems. The output of one action can serve as the input for the next, ensuring a seamless and efficient operation.

  • Teamspaces facilitate effective team collaboration and governance by segmenting work and controlling access permissions for different teams or individuals.

Getting Started with Copy.ai

Teamspaces

Teamspaces are the best way for teams to organize within Copy.ai. In short, a Teamspace is like a Workspace within a Workspace. With Teamspaces, you can invite members and collaborate together on shared Workflows, Projects, and more.

There are 3 types of Teamspaces: Public, Private, and Personal.

  • Public - Anyone in the Workspace can see and join the Teamspace.

  • Private - Only users that have been invited can see and join the Teamspace.

  • Personal - Everyone in the Workspace has their own Personal Teamspace which is private and only visible to them.

Each Workspace comes with a public General Teamspace by default that every member of the Workspace will have access to. For more information on Teamspaces, see the Teamspaces section

Chat

Copy.ai’s Chat allows you to interact with large language models using natural language for quick, ad-hoc tasks. You can use Chat to summarize emails, generate social media posts, or get answers to specific questions. You can access previous Chat history by navigating to Projects.

To use Chat:

  1. Click the "+" icon next to "Chat" to start a new Chat project.

  2. Name your project and select the desired model:

    1. OpenAI’s GPT-3.5, GPT-4, GPT-4o

    2. Anthropic’s Claude 3.5 Sonnet, 3 Opus, 3 Sonnet, 3 Haiku

  3. Type your prompt or question into the Chat interface.

  4. The AI model will provide a response based on your input.

  5. You can continue the conversation by providing additional prompts or refining your previous prompts.

The "Browse Prompts" section provides pre-built prompts for common tasks, such as writing an event invite or generating ad copy, which can be a helpful starting point.

For more information on using Chat, see the Chat section.

Brand Voice

The Brand Voice feature analyzes existing content to identify the unique tone and style. Users can then reference the Brand Voice to ensure that the generated content from Chat or Workflows aligns with the brand’s voice.

To set up Brand Voice:

  1. Click "New Brand Voice" in the top navigation.

  2. Paste a sample of your company's content (e.g., website copy, blog posts) into the text field.

  3. Click "Analyze Brand Voice."

  4. Review the generated Brand Voice summary and make any necessary edits.

  5. Save the Brand Voice record.

Once set up, you can select your Brand Voice when generating content in Chat or Workflows to maintain a consistent tone across all your output.

For more information on using Brand Voice, see the Brand Voice section.

Infobase

Infobase allows you to upload and reference long-form content, such as guidelines, outlines, or whitepapers, ensuring that the generated content adheres to your established standards and best practices.

To use Infobase:

  1. Click "Add Info" in the top navigation.

  2. Choose to upload a document (Word, PDF, or text file) or enter text directly.

  3. Provide a name for your info base entry and click "Save."

  4. In Chat or Workflows, reference your info base entry using a hashtag (e.g., #guidelines).

The AI models will use the information from your Infobase to inform and guide the content generation process. You can also group content together using tags, or assigning a hashtag to multiple documents.

For more information, see the Infobase section.

Workflows

Workflows allow you to automate and scale content creation processes by chaining together a series of actions.

Each action in a workflow can leverage the output from the previous action as its input, enabling efficient and personalized content generation at scale. Each Workflow will execute the actions defined within it, generating the desired output.

Alternatively, you can browse the Workflow Library for pre-built templates and select "Try This" to install a Workflow in your workspace.

Furthermore, Workflows can be used in several ways on or outside of the platform.

Forms allows you to embed a form to trigger a Workflow on any webpage via an iFrame, and the Workflows API allows you to integrate any Workflow into any external source. Copy.ai also has several direct integrations such as Salesforce, HubSpot, Microsoft Teams, Slack, and Google Search console, with more on the way.

To dive deeper on Workflows, head to the Workflows section.

FAQs

  1. Can we use Copy.ai in different languages?
    Yes, you can use Copy.ai in different languages. There is also a translation action that allows you to translate content from English into other languages.

  2. Can we input audio and video content into Copy.ai?
    Currently, you can only leverage text as input into Copy.ai. However, you can input transcripts of the audio or URLs to the video content.

  3. Is the data persistent on the Copy.ai platform? Can we access old interactions? Yes, data is persistent on Copy.ai. You can access old Chat interactions by going to the "Projects" section, and you can view the history of past Workflow runs on the "Table View".

  4. Can we control access and permissions for different teams within Copy.ai?
    Yes, you can create separate Teamspaces for different teams (e.g., social media, events, etc.) and control who has access to each Teamspace.
    ​
    You can also assign different roles (Admin, Editor, Collaborator) to team members within each Teamspace. See the Teamspaces section for more information.
    ​

  5. Where should content be built – in Personal Teamspaces or the General Teamspace?
    The General Teamspace or other public Teamspaces should be used for production-ready content that everyone can access and edit.
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    Your Personal Teamspace is private and can be used for experimentation and ad-hoc tasks.
    ​
    Private Teamspaces should be used for smaller teams or work that is only meant to be accessed by a few individuals
    ​

  6. Can we move Workflows between Teamspaces?
    Yes, you can move Workflows, Chats, Brand Voices and Infobase assets between Teamspaces using the "Move to Teamspace" button.

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