The first tool that types your Gainsight fields for you. From a transcript.
Six structured artifacts, matched to your org's taxonomy, in 60 seconds. CTAs and Activities autofill directly into Gainsight. Your browser session. No API. No IT.
Install in 2 minutes. Works with Gong natively. Manual paste for Fireflies, Supernormal, Fathom, Chorus, Otter.ai, and Zoom.
Every other AI note-taker is wired for sales.
We built one for the people on the other side of the handoff.
- Sales tools tell your AE what closed the deal.
- CockpitCopilot tells you why the renewal is at risk and which three tasks to run today.
- Same call. Different question. Different audience.
One transcript in. Six Gainsight-ready artifacts out.
Post-Call TLDR, CTAs with tasks underneath, risk flags with verbatim quotes, milestones, follow-up email, Success Plan draft. Every field has its own copy button. On supported surfaces, CockpitCopilot types directly into Gainsight in your active session. No API keys, no IT ticket.
Things we built this to fix.
Click fatigue.
Twenty fields, six tabs, and a Gainsight side-panel that loads at the speed of conscience.
Where the hell is anything.
Every Gainsight has its own taxonomy. We don’t ship a generic playbook. You paste yours in once and every output gets tagged against it.
AI tools that miss the point.
Generated for sales. Pasted by CS. Helpful, the way a microwave manual is helpful.
Prompting your LLM to death.
Nobody became a CSM to write twelve-paragraph system prompts at 11pm.
Sixty-minute calls, manually deciphered.
We can think of better uses for that hour. So can our customers.
Six artifacts. From one transcript. Every call.
Every artifact has its own copy button. CTAs and Activities can autofill directly into your active Gainsight session. Success Plans and Milestones can push when your admin connects the API.
Verbatim customer quotes, attributed.
The exact words your customer said, with the speaker and role. Useful for risk flags. Useful for QBRs.
Follow-up emails in your voice.
Every commitment captured. Every action item assigned. Ready to send, not a generic template. Matched to your communication style from your org config, not a generic template.
CTAs with the tasks built underneath.
Not standalone tasks floating somewhere. The work is structurally tied to the play it serves.
Pre-categorized everything.
Call type, CTA type, CTA reason, milestone, all matched to your org’s actual taxonomy. No "Other" catch-alls.
Success Plans, populated.
Fourteen Gainsight SP fields filled from the call. Not a blank Word doc you stare at after a long day.
Top-3 opportunities, account by account
After every call, the three highest-impact moves for that account, based on what was actually said, not a static template.
Three ways to use it. All work.
Click-to-copy.
Default. Works without admin approval. Works on every Gainsight surface. Zero IT involvement.
Autofill (no admin required).
CTAs and Activities type themselves into your open Gainsight session. Live now. Your browser session. No API key.
API push.
Success Plans and Milestones push to Gainsight when your admin connects the API. Optional, not required.
Your manager will notice.
When your team runs on the same taxonomy, your QBR data is clean before you open the slide deck.
- Timeline entries that are actually complete. Lifecycle dashboards that match reality.
- Consistent CTA categorization across the whole team. No more "adoption issue" free-text entries fighting "Risk: Low Adoption" picklist values.
- Renewal reviews backed by data, not vibes. Because a CSM team that logs cleanly is a CSM team that can prove its impact.
This is what the Team plan is built for.
And while you're at it, wow your Ops and CS managers too.
Gainsight admin? Let's build this with you.
We're picking 5–10 Gainsight admins to shape how CockpitCopilot's API integration works for the people who actually configure Gainsight at scale. You bring the taxonomy expertise. We bring a direct line to the team building this, early access to the automation features, and the Team plan free for your org during the partnership window.
Use a different note-taker? Help us add it.
We're not a big tech boy with a roadmap committee. We're CSMs solving CSM problems. Native support today: Gong. Everything else (Fireflies, Supernormal, Fathom, Chorus, Otter, Zoom, and whatever your team uses) works via manual transcript paste right now. Native integrations get prioritized in the order testing partners raise their hands.
Testing partners get: free Pro for life, a direct line to the team building this, and your note-taker shipped natively before anyone else's.
Built by a CSM. For CSMs.
A Chrome extension wasn't the easy path. It was the right one. Browser-native means no IT ticket, no security review, no procurement gate. Individual CSMs install it themselves and it works in the Gainsight session they already have open.