Overview
Required subscription: The Popl Copilot agent is currently available to customers (both admins and members) on an Event Lead Capture (ELC) plan. If you are not on an ELC plan and would like access, please request a demo here.
Popl enrichment credit usage: Each contact enriched through the Popl Copilot agent will use 0.25 Popl credits.
Ask Popl is a native Copilot agent that allows Copilot to securely access data from your Popl account.
Once connected, Ask Popl can help you:
Analyze event performance
Measure ROI and pipeline impact
Analyze & prioritize captured leads
Prospect contacts before an event
Compare campaigns and events
Enrich people and companies
See all Ask Popl use cases here:
https://popl.co/pages/ai-prompt-library
You can ask questions in Copilot and receive answers based on your Popl data and connected CRM data.
Connect the Ask Popl Copilot Agent
Step 1: Confirm you are a Microsoft 365 administrator
Before installing Popl for Copilot, make sure you have Microsoft 365 administrator permissions for your organization.
Step 2: Open the All Agents page
Navigate to the All Agents page in the Microsoft 365 Admin Center:
The page should look similar to this:
Step 3: Add a new agent
In the upper-right corner, click the three dots next to the Export button, then select Add agent.
Step 4: Upload the Popl for Copilot ZIP file
A window will appear allowing you to upload an agent package.
Click Choose file, then upload this zip file:
Step 5: Configure installation settings
As the administrator, you’ll have two options:
1. Pre-install Popl for Copilot for certain users
We recommend enabling Pre-install for all users across your organization.
Select: "Entire organization"
This ensures users automatically have access to Popl for Copilot.
2. Select who can install Popl for Copilot
We recommend allowing all users to install Popl for Copilot.
Select: "All users in the organization can install"
This gives everyone in your organization access to the agent.
🎉 Congrats, you team is now ready to start using Ask Popl in Copilot.
What Data Can Copilot Access?
Once Ask Popl is connected, Copilot can access:
Your Popl Data:
Events
Campaigns
Leads
Notes
Qualifying questions
Your CRM Data:
Leads
Contacts
Opportunities
Accounts
Campaigns
Enrichment & Prospecting Data
Contact enrichment
Company enrichment
Prospecting by company, title, seniority, and region
Example Use Cases
After connecting to Popl, try asking Copilot questions such as:
ROI & Reporting
"Use Popl to create an ROI report for {EVENT NAME}"
"Use Popl to tell me which events generated the most closed-won revenue this year?"
"Use Popl to create an ROI report for our events in {QUARTER}"
Lead Analysis
"Use Popl to show me leads from last week’s event that have not been followed up with."
"Use Popl to tell me which leads from {EVENT NAME} we should prioritize"
Prospecting
"Use Popl to find VP-level marketing contacts from exhibitors at {EVENT NAME}."
"Use Popl to find event managers from the companies on this exhibitor list."
Data Enrichment
"Use Popl to enrich Jane Smith at Acme."
"Use Popl to enrich this LinkedIn profile."
See full list of Ask Popl use cases here:
https://popl.co/pages/ai-prompt-library
Frequently Asked Questions
Question | Answer |
Who can use Ask Popl? | Ask Popl is currently available to any user (admin or member) who is on a team Event Lead Capture (ELC) plan. |
Do I need a connected CRM? | No. However, connecting your CRM unlocks additional reporting capabilities, including ROI analysis, pipeline reporting, and revenue attribution. |
Can Copilot access data from other Popl accounts? | No. Copilot can only access data associated with the Popl account that was authenticated during the agent setup. |
Can I change agent permissions? | Yes. You can review and modify available tool permissions at any time after connecting the Popl Copilot agent. |
Where can I learn more about how the agent works? | Review the example use cases in this article to see common workflows and use cases. For more in-depth use cases, visit our AI prompt library. |
Does Ask Popl use our Popl enrichment credits? | For certain tasks, yes. Each contact enriched through the Popl Copilot agent will use 0.25 Popl credits. |
💡 Tip
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