The Autopilot Suite - Momentum

The Autopilot Suite

Momentum’s Autopilot Suite is a collection of powerful AI tools designed to automatically populate and update your CRM with critical information from your sales conversations. By analyzing your historical conversational data, the Autopilot Suite ensures your Salesforce data is always accurate, comprehensive, and up-to-date, freeing up your sales team to focus on selling. The suite consists of three distinct products, each tailored for different automation needs:

Autopilot Classic
Real-time, Call-Based. Triggers after each sales call to extract
specific information and update Salesforce fields immediately. Best for
capturing in-the-moment data.

Retropilot

Event-Based, Historical. Triggers from a Salesforce event (like a stage
change) and analyzes all historical conversational
data to provide a comprehensive summary or
update.

Autopilot Batch
On-Demand, Bulk Process. Triggers manually to run on a large set of
records that match your defined criteria. Perfect for data cleanup,
enrichment projects, and periodic health checks.

How the Suite Works

Each tool in the Autopilot Suite uses the same core engine. You define what information you need with a natural language AI Prompt, and the system analyzes your historical conversational data to find it. You then configure the specific trigger (a call ending, a record update, or a manual batch) and the save behavior (confirm, write if empty, or fully automatic). Data types and formatting of the output will automatically adapt to your CRM fields, giving you accurate extractions without the need for upkeep when you have a changing CRM.

Core Features of the Suite

• Automated CRM Updates: Keep Salesforce fields consistently updated without manual data entry.
• Custom AI Prompts: Precisely define what information to extract from any conversation.
• Flexible Triggers: Run automations in real-time, based on CRM events, or in bulk.
• Configurable Save Behavior: Choose to write data automatically, require confirmation, or only fill empty fields.
• Analyzes Historical Conversational Data: Extracts insights from your historical conversational data.

Common Use Cases for the Autopilot Suite

• Capture MEDDPICC Fields: Automatically pull key sales qualification data from discovery calls.
• Identify Churn Risk: Flag accounts that mention competitors or express dissatisfaction in check-in calls.
• Track Feature Requests: Funnel product feedback directly from the customer’s mouth to your product team.
• Enforce Sales Methodology: Ensure reps consistently ask the right questions by automating data capture.
• Enrich Lead Data: Run a batch job to populate the “Primary Pain Point” for all new leads from a recent marketing campaign.
• Prepare for Renewals: Use a Retropilot trigger to summarize all key interactions 90 days before a renewal date.

Ready to get started? Explore the configuration guides for each product to learn how to set them up.