Cockpit AI Tutorial: Get Started in 5 Minutes [2026]

What it does:

Connects ad platform spend data directly to CRM outcomes (SQLs, opportunities, pipeline velocity, revenue) to show which campaigns actually drive qualified pipeline rather than just clicks or MQLs. Traces individual ad dollars through to their pipeline impact, giving teams visibility into true cost-per-opportunity and revenue-per-campaign metrics.

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What it does:

Goes beyond reporting by letting teams approve AI-generated recommendations and execute changes directly in connected ad platforms. Budget reallocations, audience adjustments, campaign pauses, and keyword changes happen without leaving Cockpit, eliminating the gap between insight and action that slows down most attribution workflows.

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What it does:

Surfaces clear, ranked recommendations for campaign optimization based on expected pipeline impact. Each suggestion includes context on what to scale, what to fix, and what to pause, ranked by projected lift so teams focus on highest-leverage changes first rather than guessing where to allocate effort.

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What it does:

Available on Pro plans ($199/month) and above, the AI Copilot predicts campaign performance based on historical pipeline data, recommends audiences from conversion signals, and generates copy variations informed by downstream revenue outcomes rather than surface-level engagement metrics.

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What it does:

Consolidates real-time data from multiple ad platforms and CRM systems into a single performance view. Teams see live campaign metrics alongside pipeline health indicators without switching between platforms or building manual reports.

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What it does:

Identifies campaigns, audiences, and keywords generating clicks but not producing SQLs or opportunities. Flags budget allocation to low-quality lead sources and recommends reallocation to higher-performing campaigns based on pipeline conversion data.

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