CoPilot Knowledge Base

Embed the Right Content, in the Right Place — Across Salesforce

The CoPilot Knowledge Base gives your team a powerful framework to store, organize, and deliver knowledge, training, and internal resources directly inside Salesforce — no more jumping between tabs, shared drives, or email threads.

From onboarding checklists to HR policies, sales playbooks to how-to videos — it’s all just one click away.

Add It Anywhere

The CoPilot Knowledge Base is a modular Lightning Web Component that can be dropped into:

• Salesforce Home Page

• Standard and Custom Object record pages (e.g., Lead, Account, Opportunity, Case, Project__c)

• Console side panels

• Utility bars or tabbed layouts

Drag and drop with the Lightning App Builder — no dev work required.

 Find Anything Fast

Users can easily search by keyword, browse by category, or filter by topic — all without leaving the page they’re on.

Supported Content Types

The Knowledge Base supports:

• Plain text and HTML articles

• Embedded images (infographics, screenshots, charts)

• Videos (hosted links or embedded)

• File attachments (PDFs, Word docs, spreadsheets)

• Checklists with interactive steps

• Quick links to email templates, records, or external sites

Sample Use Cases by Department

- Sales

• Opportunity qualification checklist

• Competitive comparison sheets

• Pricing strategy overview

• Deal desk submission guidelines

• Demo script videos

  - HR & People Operations

• Vacation request policy and form

• Employee handbook PDF

• Onboarding checklist

• DEI resource hub

• Internal announcements and Q&A

  -  IT & Salesforce Admins

• MFA enrollment guide

• Data entry standards

• Field-level help and picklist explanations

• User provisioning steps

• Rollout documentation for new automations

  -  Customer Support

• Troubleshooting flowcharts

• Escalation SOPs

• How-to videos for common cases

• Call scripts and macros

• SLA definitions

  - Project & Implementation Teams

• Project kickoff checklist

• Data migration playbooks

• Weekly standup templates

• Stakeholder contact guides

• Phase-specific milestone instructions

  - Why Clients Love It

• One source of truth for all internal reference material

• No more digging through outdated shared folders or email threads

• Context-aware help — surface training based on the object being viewed

• Fully self-managed by content creators (no developer needed)

• Frees up managers and admins by enabling user self-service

  -  Optional Enhancements

• Content targeting by Role, Profile, or Permission Set

• Version control or "Updated On" tracking

• Like/Dislike with optional feedback to continuously improve documentation

Whether you're onboarding a new hire, rolling out a new policy, or enabling your sales team for a product launch — CoPilot Knowledge Base helps you do it without email, without chaos, and without ever leaving Salesforce.