AI Agents / Agent / CRO Copilot 8+ features

The CRO Copilot prepares your weekly pipeline review.

It reads the deals, activity and signals in graph8, flags deals at risk and stalled deals, and drafts the weekly pipeline review and the QBR notes. It suggests who to coach this week. You run the meeting and decide what to act on.

Join Demo
g8 graph8 includes CRO Copilot Works on the same data as every other part of graph8
8+ features
Agents
CRO Copilot
How you pay

You pay execution credits for what the agents run, not per seat.

CRO weekly review, Mon Apr 22 Example . drafted by CRO Copilot from 14 sources
For review
Open pipeline $42.8M 184 open deals
Closed-won QTD $28.4M 12% over last Q
At risk $8.6M 7 deals flagged
This week's three coaching priorities
Coach
Sarah Kim Discovery to demo conversion at 38%. Team average is 62%. Bring to 1:1.
Unblock
Tom Wright 3 deals stalled at MEDDIC champion stage. Multi-thread review.
Process
Maya Patel Pricing-page visitor follow-up time at 4.3h. Should be under 1h.
7 deals flagged at risk
Northwind, Q3 Expansion No exec touch in 14d
$48,000
Meridian, GTM Champion changed roles
$32,000
Cobalt, Renewal Health score dropped to 62
$24,000
Vantage, Rollout Procurement stalled 12d
$18,500
Features

What CRO Copilot includes

Each feature works in the app. Where supported, your team can also use it through the MCP server or the CLI.

Feature

Deal reports

Won, lost and open deals by count and value, win rate and average deal size, by stage and by rep.

Feature

At-risk deal flagging

Flags stalled deals: executive contacts gone quiet, a buying committee that stopped engaging, deals sitting too long in a stage.

Feature

Weekly review

Drafts the team review agenda, lists the blocked deals and suggests who to coach first.

Feature

Coaching topics

Suggests the 1:1 topics worth raising this week, from call analysis and outcomes.

Feature

Stalled-deal warnings

Warns when a deal goes quiet past your day threshold, and asks for approval to reassign it.

Feature

QBR narrative drafting

Pulls win and loss data, deal stories and pipeline trends into a draft for the board.

Feature

Compliance scoring

Scores each AE against your playbook, stage requirements and exit criteria.

Feature

Pipeline trend

Shows won, lost and open deals over time, with filters by stage and owner.

Pipeline review software

The weekly pipeline review, drafted from your deals

Pipeline review software helps a sales leader see which deals need attention before the weekly meeting. In graph8, the CRO Copilot reads the deals, calls, email and signals in graph8, flags deals at risk and stalled deals, drafts the weekly pipeline review and the QBR notes, and suggests who to coach.

  • Flag deals at risk and stalled deals from current deal and buyer activity.
  • Draft the weekly pipeline review and the QBR notes for you to edit.
  • Suggest who to coach this week.
  • Report won, lost and open deals, win rate and deal size by stage and rep.
Frequently asked questions
What is pipeline review software?

Pipeline review software prepares the weekly look at open deals: which deals are at risk, which have stalled, and what each rep has open by stage.

How is graph8 different from a spreadsheet pipeline review?

The CRO Copilot drafts the review from the same deals your reps work in graph8, so nobody copies numbers into a spreadsheet before the meeting.

Can the CRO Copilot identify at-risk deals?

Yes. It flags deals at risk and deals that have gone quiet past your day threshold, and suggests a next step or who to coach.

The Chief of Staff operator agent, a bone-white humanoid robot standing full length with a glowing gradient face screen.
13Chief of StaffPlans the work and assigns it to the other agents.
The agent

What the CRO Copilot does, and what you decide

It prepares the numbers, the risks and the agenda before the meeting. You run the meeting, decide which deals to push and who to coach. It works from the same data as the other agents, and every AI action is logged.

Pricing

Free for verified companies. Pay for what the agents run.

Every plan has unlimited users. Credits pay for sending, calling and running the agents. Three plans.

Save 20% billed annually
For verified companies Free
Free forever
No credit card

Inbound, your first campaign and the AI front desk.

  • 5,000 starter credits as you get set up
  • 250 credits a month
  • Unlimited website visitors and form capture
  • AI web chat and AI receptionist
  • Send from your own business mailbox
  • 1 credit per contact reveal
Start Free
To scale outbound Team
$99 / mo
Billed monthly

Unlimited contact data and your own sending infrastructure.

  • 10,000 credits a month
  • Unlimited contact data, fair use
  • Mailboxes, domains and LinkedIn accounts
  • Dialer and outbound calling
  • Outside-provider enrichment
  • Export, API, MCP and CRM push
Start Team
For high volume and agencies Platform
$499 / mo
Billed monthly

Everything in Team, at the lowest credit price.

  • 75,000 credits a month
  • Everything in Team
  • Lowest credit price, $0.0067
  • Agency client workspaces
  • Higher fair-use and export limits
Start Platform

Start free with no credit card, or pick Team or Platform and pay monthly or annually at signup. You can change plans inside graph8 at any time, and your setup and data stay where they are.

Every plan
  • Unlimited users
  • Free search and browse of graph8 data
  • Getting started package: company research, brand kit, first landing page
  • Bring your own AI keys

Talk to us. Qualifying teams get 12 months of unlimited contact data, free. Talk to us

What the plans include

One platform, three plans

Every plan opens the same platform for the whole org. The plans differ in monthly credits, the price of an extra credit, contact data and sending infrastructure.

What the agents run

Paid in credits
  • Campaigns and sending infrastructure Mailboxes, domains, and deliverability run for you, end to end.
  • 5-channel sequencer Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
  • Dialer and AI voice agents Reps call from the built-in dialer. AI voice answers inbound calls, makes outbound ones and books the meeting.
  • AI inbox Every inbound email, LinkedIn message and reply sorted, drafted and answered.
  • Meeting routing and booking Route leads to the right rep and book the meeting automatically.
  • CRM, pipeline, and quotes Deals, quotes, and each rep's daily list in My Desk.
  • Studio content engine Brand, newsletters, landing pages, ads, and campaign content.
  • AI agents and workflows Operator and Executor agents for RevOps, deal reviews, and SDR work.

Contact data

Unlimited on Team
  • Unlimited contact data on Team and Platform Reveals are unlimited for every user on Team and Platform, under fair use. On Free, each reveal costs 1 credit.
  • Export, API and MCP bulk Exports, API and MCP bulk pulls, CRM push and webhooks on Team and Platform, under fair use.
  • Buying signals Visitors, intent, hiring, and job-change signals on every account.
  • Waterfall enrichment Outside providers on Team and Platform, pay on match or bring your own keys.
  • Free search and browse Your whole team explores 700M+ contacts and 100M+ companies.

For the whole team

Always on
  • Unlimited users, no seat fees Invite everyone. Pricing never scales with headcount.
  • Sending infrastructure on paid plans Mailboxes, domains and phone lines at cost plus 30%, LinkedIn accounts at $10 a month, paid from your credits.
  • Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
  • Monthly or annual Pay monthly and cancel anytime, or pay annually and save 20%.
  • Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.

Credits pay for sending, calling, AI and enrichment. Monthly credits are used first, then starter credits.

Start free

Try the CRO Copilot on your pipeline

Sign up free, with no card. Verified companies get 5,000 starter credits on the Free plan, then extra credits are $0.05 each.