Purpose
Sales Desk is the customer-facing name for the assisted sales workspace (older backend paths may still refer to copilot). It complements the lead pipeline and conversation history rather than replacing them.
Typical workflow
- Open Sales Desk from your organization Dashboard.
- Review the lead or opportunities available to your role.
- Use available sales context to identify unanswered customer questions and the next human action.
- Save authoritative updates to the lead, its notes or another purpose-built workspace.
- Check Cadence and reminders so another teammate can see the planned follow-up.
Boundaries
- AI-generated suggestions do not override backend lead permissions.
- Use SHVYA Sales for quotations, agreements and invoices rather than treating a chat draft as a final financial document.
- Use Calendar for booked appointments and Call Intelligence for synchronized call records.
Troubleshooting
If Sales Desk does not appear, check plan entitlement and login role. If its suggestions differ from a lead's actual stage or saved details, the CRM record is authoritative.