HG Copilots
HG Copilots are the applications RevOps, marketing, and sales teams open every day to size markets, score accounts, and prioritize the next best action to build pipeline that converts to revenue faster. Market Analyzer, Data Studio, and Sales Copilot put HG Fabric contextual intelligence to grow revenue and retain more customers.
HG Copilots are part of the Contextual Intelligence Platform that turns HG Fabric data into precise GTM decisions. Market Analyzer, Data Studio, and Sales Copilot cover market sizing, predictive account scoring, and signal-based selling for RevOps, marketing, and sales teams targeting enterprise B2B technology accounts.
What Problems Does HG Copilots Solve?
The CRM Only Shows What Someone Already Added
Outbound teams score and work a slice of the market already sitting in Salesforce. Best-fit accounts that match the ideal customer profile, run the right technology, or are actively researching the category go unworked because no one added them to the CRM.
Scoring Logic Lives in One Person's Head
A model built by one analyst or agency engagement becomes a black box the moment that person leaves. Scores drift, the CRM fills with outdated data, and the next owner has no way to see the reasoning behind any account's rank.
Market Sizing and Account Targeting Live in Separate Tools
When market sizing sits in a slide deck, account targeting sits in the CRM, and intent sits somewhere else, teams end up misaligned on where real opportunity exists and waste effort chasing accounts that were never a fit.
Reps Do Not Know Which Account or Play to Lead With
Without a ranked, offering-specific account list, sellers spend time guessing which accounts are worth pursuing and which motion, expansion, displacement, or new-logo, fits each one best.
What Do HG Copilots Do?
Market Analyzer
Market Analyzer turns HG’s Contextual Intelligence into a sized market (TAM, SAM, and SOM), a defined ICP, and whitespace, expansion or competitive displacement opportunity segments, traced directly against the full Fabric account universe.
A RevOps or strategy lead who asks Market Analyzer a market-sizing question in plain language gets a defined TAM, SAM, and SOM back in minutes rather than a multi-week analyst engagement, with every technographic signal behind the number visible and exportable.
Data Studio
Data Studio turns first- and third-party data into MQL, PQL, and account-level prioritization, through predictive scoring models a marketing operations team builds and manages without code.
Marketing operations teams configure a Fit model against historical conversion data without writing SQL, then route the highest-propensity leads to sales while low-fit leads stay in self-serve, keeping both teams aligned on one shared score.
Sales Copilot
Sales Copilot turns a seller's account list into a ranked next best action, complete with briefs, contacts, or outreach for a chosen motion such as expansion or competitive displacement.
A seller opens Sales Copilot to a ranked account list showing which product to lead with and why, so the same account set produces different priorities for an expansion play than for a displacement play against a named competitor.
How Do HG Copilots Work?
HG Copilots give teams access to Fabric's account universe and, optionally, their own first-party CRM data. Users define their offerings, the products they sell, the buyers for each, and the problems those products solve, so every downstream score is scoped to what the company actually sells.
Market Analyzer sizes the addressable market and surfaces whitespace, while AI Scoring builds a Fit, Need, and Intent model against the full account universe. AI Scoring evaluates the full population running any major CRM, not just the slice already inside Salesforce.
Sales Copilot turns the scored accounts into a ranked next action for each offering and motion, complete with briefs, contacts, or outreach for a rep to act on immediately. Scores and account lists sync into Salesforce, Marketo, or Snowflake, so the ranked list becomes the next action rather than a separate report to reconcile.
What Do HG Copilots Support?
Market sizing, ICP definition, whitespace and territory analysis by natural-language query
Output: TAM, SAM, and SOM figures; ranked whitespace account lists
Integration path: Exportable to Salesforce and Snowflake
No-code predictive model builder for lead and account scoring
Output: MQL, PQL, and Customer Fit scores
Integration path: Syncs to Salesforce, Marketo, Segment
Signal-based account ranking by offering and sales motion
Output: Ranked account list with a recommended next action
Integration path: Delivered in-app, exportable to Salesforce
AI-assisted Fit, Need, and Intent model configuration
Output: Point-based, deterministic, transparent and explainable score per account
Integration path: Available inside Market Analyzer, Data Studio, and Sales Copilot
How Are HG Copilots Different?
Best-fit accounts a team has never worked on can surface for the first time because HG Copilots run against HG's full Fabric account universe rather than only the accounts already sitting in a CRM. There are three modules of HG Copilots - Market Analyzer, Data Studio, and Sales Copilot. Each serve a different part of the revenue engine: Market Analyzer for market sizing and strategy, Data Studio for scoring and RevOps, and Sales Copilot for sellers working accounts day to day. Customers can start with one module and add the others as their program grows, with role-based access managed from a single admin experience.
Additionally, AI Scoring is available out-of-the-box with all three Copilots. It provides is deterministic and transparent scoring model: every point allocation explainable backed by firmographic data, unlike a one-time analyst engagement or a manually built spreadsheet model.
HG Copilots also support multiple parallel scoring models under one tenant, one per product line or competitive play, where legacy rule-based scoring applies a single generic model to the whole account universe.
HG Copilots fit RevOps, sales strategy, and marketing operations teams selling more than one product or running more than one competitive motion, where a single generic ICP score is not enough.
How Do Teams Use HG Copilots?
Hyland Software uses HG Copilots to complement analyst sources like Gartner and IDC with install-base and competitive detail, building a unified global ICP across five sales plays with an account score for every company inside it. Technographic, competitive, and IT spend data all feed the same scoring model, keeping sales and marketing aligned on one prioritized list.
It's almost like having a partner at your side. You don't need to figure out which filters to apply or how to interpret graphs. Everything is done quickly, efficiently, and accurately.
What Use Cases Does HG Copilots Support?
AI Scoring and Sales Copilot turn HG's buyer intent signals into a ranked, always-current list of in-market accounts, so marketing and sales chase the same best-fit accounts instead of a generic intent feed no one prioritizes.
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Market Analyzer defines the ICP and AI Scoring ranks it, giving ABM marketers a target account set scoped to one campaign or competitive play, refreshed automatically instead of going stale between quarters.
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Sales Copilot ranks accounts already running a named competitor's product and AI Scoring weights them by Fit, Need, and Intent, giving reps a prioritized takeout list with a reason to switch instead of a flat list of every account on that competitor's install base.
Learn MoreWhich Products Work With HG Copilots?
Fabric
Fabric is the data foundation HG Copilots run on, connecting technographics, IT spend, buyer intent, and funding and M&A signals around one company identity. Teams needing direct warehouse access can license Fabric independently by API or Direct Feed.
HG Agents
HG Agents complete defined GTM tasks, account briefs, buying committee maps, trigger analysis, and personalized outreach, returning source-cited outputs. Coordinated by HG Superagent, they extend HG Copilots' account lists into finished work delivered in Slack or Microsoft Teams.
HG MCP Server
HG MCP Server brings the same Fabric intelligence behind HG Copilots into agents and MCP clients a customer has already built, alongside SEC filings, federal contract data, and live web research, queried directly once connected.
Customer VoicePowered by TrustRadius
Customer Voice adds verified buyer-intent signals from technology buyers actively researching and comparing products, plus GEO monitoring of AI-search visibility. Its intent data feeds the Intent dimension AI Scoring uses inside HG Copilots.
Frequently Asked Questions About HG Copilots
What is included in HG Copilots?
Does HG Copilots require a CRM connection to start?
How does HG Copilots integrate with existing sales tools?
How is AI Scoring different from legacy rule-based scoring?
Is AI Scoring included with HG Copilots?
What happens if the person who built a scoring model leaves?
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