Copy.ai
US platform for sales and marketing that uses AI workflows, agents and chat to create content and automate go-to-market processes.
What it does
Copy.ai combines a chat with models from OpenAI, Anthropic and Google with workflows that automate recurring sales and marketing processes. These include lead research, CRM enrichment, account-based marketing, translation and content creation. You store company information in a knowledge base and set tone and style with a brand voice. Agents handle clearly defined tasks, and tables bring together data from different sources. Integrations include Salesforce, HubSpot, Gong, Outreach and Zapier.
Who it suits
Sales, marketing and RevOps teams that want to bring texts and processes around leads and customers into one system. The Chat plan works for small teams; at their prices, the workflow features are clearly aimed at larger organisations.
Data protection for businesses
According to the vendor, customer data is not used to train AI models, and agreements with model providers rule out data retention. Data is processed in the USA and the EU; the vendor does not describe a selectable EU data hosting option. For transfers, Copy.ai cites the EU-U.S. Data Privacy Framework and standard contractual clauses. The vendor does not explicitly mention a data processing agreement on its pages. A SOC 2 Type II report is available; SSO and audit logs are part of the Enterprise offering.
Limits
There is no permanent free plan. Workflows consume credits, and how many depends on the process. Copy.ai was acquired by Fullcast in 2025 and is being integrated into its platform. The interface is in English.