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This guide walks you through creating your first deck, setting up branding, and sending a homeowner their personalized presentation link.

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Before you start

Make sure your organization has been provisioned in Sales CoPilot. If you’re not sure, contact your Demand IQ account manager.

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Step 1: Create a deck

Log in and you’ll land on your deck dashboard. Click New Deck in the top right. Fill in the details:
  1. Give your deck a name — something you’ll recognize, like “Spring Solar Pitch”
  2. Add a Deck Context — describe the audience and purpose in a sentence or two. This shapes the AI-generated narration, so the more specific you are, the better.
  3. Upload your slide images by dragging them into the upload area. The order you add them is the order they’ll appear in the presentation.
  4. Click Create & Generate
Sales CoPilot will analyze each image, write narration scripts, and generate spoken audio. You’ll see progress as it works through your slides — this usually takes under a minute.

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Step 2: Review your slides

Once generation is complete, your deck opens in the editor. Click through the Slides tab to review what was created. For each slide you can:
  • Edit the narration script directly
  • Click Regenerate Audio from Script after making changes
  • Use Use AI to Generate Script to have the AI rewrite it from the image
Don’t worry about getting everything perfect before moving on — you can always come back and edit.

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Step 3: Set up branding

Open the Branding tab. This controls what homeowners see when they open their presentation. At a minimum, set:
  • Your Company Logo
  • Your Primary Color to match your brand
  • The CTA Button Text — what the “Get Started” button says on the landing page
The Live Preview on the right updates as you make changes so you can see exactly how it’ll look. Open the FAQs tab and click Add FAQ to add questions your homeowners commonly ask. Sales CoPilot matches these during live Q&A and responds with your exact wording. A few good ones to start with:
  • How long does installation take?
  • Is there a warranty?
  • What’s the pricing / financing options?

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Step 5: Send a presentation

Open the Presentations tab and click New Presentation. Enter the homeowner’s name, address, and contact details, then click Create. You’ll get a shareable link. Send it to the homeowner however you like — text, email, CRM, whatever fits your workflow. When they open it, they’ll see a branded landing page with their name and address already in the narration.

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What’s next

  • Setting Up Your First Deck — deeper dive on deck creation and slide editing
  • Branding — full walkthrough of every branding option
  • FAQs — how to get the most out of the Q&A system
  • API Reference — if you’re integrating Sales CoPilot into your own platform