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
- 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
- Appointment scheduling — let homeowners self-schedule appointments directly from the presentation viewer, integrated with your CRM
- Roof measurements — automatically request roof measurements during presentation creation with polling-based status tracking
- Notifications — subscribe to presentation events via webhooks or email to track viewer engagement in real time
- Multi-language support — present in English, Spanish, French, German, Portuguese, Italian, Chinese, or Japanese
Authentication
Most API endpoints require a session cookie obtained fromPOST /api/auth/login. Presentation playback endpoints (/api/qa, /api/narration/*) also accept a presentationId for unauthenticated viewer access.
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.
Get started
Quickstart
Create your first deck and presentation in minutes
API reference
Explore the full REST API in the sidebar