AI Agent Index
ByHeather MacAvelia·Independently reviewed·Published Mar 18, 2026·Updated Nov 4, 2026
Independently verified against live vendor data on Oct 12, 2026.

GTM AI platform that codifies sales, marketing and ops processes as AI Workflows and Agents, now part of Fullcast. Chat from $24/mo billed annually (USD), workflows under Enterprise by demo.

How we scored it

Autonomy

4/5

Integrations

3/5

Pricing clarity

3/5

Evidence

5/5

Setup

5/5

The facts

From

$24

subscription · annual ↗

GitHub

—

Stars

G2

—

Rating

MCP

No

Not compatible

Reviews

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Copy.ai is a GTM AI platform that codifies sales, marketing and operations processes as reusable AI Workflows and Agents. It began as an AI copywriting tool and is now owned by Fullcast, a revenue operations company, which presents the combination as a platform uniting GTM planning and execution. Copy.ai is still sold under its own name with its own checkout, and its help center now sits on Fullcast's support site. The platform is built from Workflows, Copy Agents, Actions, Tables, an Intelligence Layer, Infobase for brand knowledge, Brand Voice and Chat, and the vendor's use cases span prospect research, inbound lead processing, account-based marketing, content creation, translation and localization, lead and account intelligence and CRM enrichment. Copy.ai states it is trusted by 17 million users, and its pricing page shows logos including Siemens, Rubrik, Autodesk, ServiceNow, Thermo Fisher Scientific and Lenovo.

Workflows connect to Zapier, Slack, Microsoft Teams, Google Docs, Microsoft OneDrive, Notion and Coda, and the vendor's changelog and CRM enrichment pages describe Salesforce, HubSpot and Gong connections, including a Salesforce managed package. API access and bulk workflow runs are part of the Enterprise plan, which lists 20+ tech integrations. The Chat plan gives access to OpenAI, Anthropic and Gemini models.

Prices are in USD. The pricing page shows two choices to a buyer: Chat, which defaults to $29 per month billed monthly or $24 per month billed annually at $288 per year, and a demo-only Enterprise plan. Chat includes 5 seats, unlimited words in Chat and unlimited Chat projects. Enterprise adds guided jumpstart implementation, API access and bulk workflow runs, unlimited customizable workflows, a designated account and support team and enterprise security protocols. Workflows consume credits, and a run's cost depends on the number of steps and the content it generates. New users buy a plan to start, and the help center describes a 5-day money-back guarantee from the initial purchase.

The Chat plan covers 5 seats and Chat itself, and API access, bulk workflow runs and the workflow credit allocations sit in Enterprise, which has no published price. The SOC 2 report and the Trust Center are available on request.

Copy.ai suits revenue teams that want one platform to codify sales, marketing and operations workflows rather than a single-purpose writing tool. Teams whose priority is brand voice and product facts governed across many writers and channels should consider Jasper, and teams that want predicted performance scores on ad and email copy should consider Anyword.

Current state Q4 2026: Copy.ai operates as part of Fullcast, with Content Agent Studio for marketing teams released in June 2025. Its security page states "We don't train on your data" and describes SOC 2 Type II compliance, with the SOC 2 report available for download on request, and its published case studies cite $2.6M in cost savings on a $650M partner sales channel and an 80% cut in operational costs on a 100,000+ product review catalog.

Pricing

subscription · $24/mo annual

View pricing ↗

Segment

All sizes

Setup

easy

Verified

Oct 12, 2026

Transparency

Partial

Contract

Monthly or Annual

Data training

Not Trained

Human in loop

Optional

Capabilities

Content automationWorkflow builderGTMMulti channel

Pros & Limitations

Editorial assessment

Pros

  • ✓Workflows codify multi-step GTM processes such as prospect research, account-based marketing and CRM enrichment, and Agents run them with credits that scale with each run.
  • ✓Published case studies cite $2.6M in cost savings on a $650M partner sales channel and an 80% cut in operational costs across a 100,000+ product review catalog.
  • ✓The security page states that Copy.ai does not train its models on customer data, and the self-serve Chat plan includes 5 seats with OpenAI, Anthropic and Gemini models.

Limitations

  • –The pricing page publishes one self-serve plan, Chat at $24 per month billed annually, and a demo-only Enterprise plan with no listed price.
  • –API access, bulk workflow runs and workflow credit allocations are part of Enterprise, and there is no free trial, only a 5-day money-back guarantee on the first purchase.
  • –The SOC 2 report and the Trust Center are available only on request, and Copy.ai publishes no MCP server.

Technical Details

Deployment
webapi
Model architectureMulti-model. The Chat plan gives access to OpenAI, Anthropic and Gemini models.
Autonomous rateWorkflows run multi-step GTM processes such as research, content generation and CRM enrichment as configured sequences, and Agents run within workflow guardrails. Copy.ai does not publish an autonomous completion rate.
Integrations
SalesforceHubSpotGongSlackMicrosoft TeamsZapierGoogle DocsMicrosoft OneDriveNotionCoda
Security
SOC 2 Type IIGDPRCCPA

Similar agents

Rating

4.1/ 5
★★★★★

Editorial score

How we score this →

Recognition

Listed 2026
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Industries

EcommerceManufacturingHealthcare

Built for

SaaSB2BEnterpriseStartups

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