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A product tells the copilot what you sell: a description that grounds live answers, and auto-detection triggers that control which prospect questions it answers without being asked. Admins create and edit products. Everyone runs calls with them.

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Create products

From Products in the dashboard, an admin can:
  • Write one. Name it, describe what you sell, who it is for, and the capabilities that come up on calls, and set the triggers.
  • Generate with AI. Caspr scans your knowledge base and drafts products for review. Add documents or approve some battle cards first, so the scan has material to read.

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Defaults and switching

One product is the workspace default and attaches to every call automatically, so reps have nothing to set up. If your team sells several products, create one for each: a rep who usually sells a different one can set a personal default, and any call can be switched to another product from the overlay while it runs.