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A deck is the starting point for everything in Sales CoPilot. It holds your slides, narration, FAQs, and branding. Once a deck is set up, you can generate as many personalized presentations from it as you need — one per homeowner.

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Create a deck

From the dashboard, click New Deck in the top right corner. A dialog will open with the following fields:
  • Deck Name — give it a clear name you’ll recognize, like “Spring Roofing Pitch” or “Solar Q4 2025”
  • Description — optional, for your own reference
  • Deck Context — describe who this deck is for and what it covers. This helps Sales CoPilot write better narration. For example: “Residential roofing replacement for storm-damage leads. Audience: homeowners aged 40–65 in the Southeast US.” The more specific, the better.
  • Use Premium Voice AI — toggle this on if you want higher quality voice generation

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Upload your slide images

Below the deck details, you’ll see an upload area. Drag your slide images in, or click to browse. PNG, JPG, GIF, and WebP are all accepted. The order you upload them is the order they’ll appear in the presentation — so make sure your slides are in the right sequence before uploading. The number of uploaded slides is shown as you add them. Once you’ve added at least one image and filled in the deck name, the Create & Generate button becomes active. Click it to start.

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While it’s generating

Sales CoPilot will analyze each image, write a narration script, and generate spoken audio. This runs in the background — you’ll see progress as it works through your slides. When it’s done, your deck opens in the editor with all slides ready to review.

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Review your slides

The Slides tab shows each slide with its generated title, narration script, and audio. Click the edit button on any slide to:
  • Update the Slide Title
  • Edit the Narration Script — or use Use AI to Generate Script to regenerate it from the image
  • Change the Hero Image (the background image for that slide)
  • Add Slide Context to give the AI more guidance for that specific slide
  • Click Regenerate Audio from Script after making edits to update the spoken audio
Slides can be reordered by dragging them into the order you want.

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Personalization tokens

Narration scripts support tokens that get replaced with the homeowner’s real information when a presentation is created. Type { in any script field to insert one:
TokenReplaced with
{{first_name}}Homeowner’s first name
{{last_name}}Homeowner’s last name
{{city}}City
{{address}}Street address
For example: "Hi {{first_name}}, I'm reaching out about your home at {{address}}..."

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Next steps

With your slides in place, set up your branding and FAQs before creating presentations:
  • Branding — your colors, logo, and the landing page homeowners see first
  • FAQs — pre-built answers to common questions