Crossbeam Copilot for Chrome enables you to see your partner overlap data while browsing websites on Chrome. This means you can easily view matching partners and shared Populations without having to navigate directly to Crossbeam.
In this article:
How to Install
Universal Copilot Settings in Crossbeam
✍️ Important
Configuring the Universal Copilot settings will apply to all Crossbeam Copilots attached to your Crossbeam account. This includes Copilot for Chrome, Copilot for Salesforce, Copilot for Outreach, Copilot for HubSpot, and Copilot for Gong (aka Gong Engage).
✍️ Note
Copilot for Chrome can be installed by the Admin role and/or the Partner Manager role.
Navigate to the Integrations workspace in Crossbeam. Locate the Crossbeam Copilot Chrome tile under Recommended. Click the Settings Gear icon, located next to the Install button, to open the Copilot settings drawer.
In the settings drawer, customize your data push by unchecking any of your data or your partner data you do not want pushed into the Crossbeam Copilot. Additionally, you can uncheck specific partners from the data push.
Click the Save button when you are done.
✍️ Note
Configuring Universal settings does not count towards your record export limits.
Google Chrome Web Store
From the Integration workspace, click on the Crossbeam Copilot for Chrome tile and click the Install button. This will open the Google Chrome Store, and you will be prompted to complete the installation process.
After installing the extension, sign in to your Crossbeam account and navigate to websites to get started with the Crossbeam Copilot for Chrome.
What does Crossbeam Copilot for Chrome do?
Browse the web like normal while the Copilot runs in the background. If a site you visit matches data from your Crossbeam account, a circle notification will appear on the Copilot to alert you. Click on Copilot to see more details.
Account Tab
The Account tab is the default landing page for Crossbeam Copilot. It provides key partner insights for the account you’re looking at and will even surface AI recommended plays for you to leverage based on contextual insight for your deal.
Click on Generate AI Playbook to quickly identify the best next steps, reducing time to close
Click on View Play Details for next steps to run the recommended play
🧐 Ecosystem Intelligence
Partner Scope insights are now layered into Account Highlights, distinguishing “Your Network” (your partner ecosystem) from “The Crossbeam Network” (broader ecosystem insights). This helps you quickly access relevant insights to stay focused on closing deals.
✍️ Note
Learn more about AI Recommended Plays in Copilot by clicking here.
Partners Tab
The Partners tab provides a high-level overview of the associated partners for the account you’re digging into. Ecosystem Intelligence signals are piped in to help sellers know which partners are the best ones to reach out to or prioritize for their deals.
Search for a partner or population by typing in the search bar
Filter by clicking on the View dropdown and select: All or Pick a Standard Population
Sort by clicking on the Sort By dropdown and select: Default or Partner Name
Partner Impact is denoted by High Impact or Med Impact tags when connected to a partner
Click Message Partner, to start the conversation
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Messages in Copilot
On the Partners tab in Copilot, users can click the Message button when available. After sending a message via Copilot, users will see a notification confirming delivery.
To view the full message, click on the notification to open the messages section within Crossbeam for Sales
Message previews in Copilot display as follows:
Blue with reply icon: New message
Gray: Awaiting a response
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Clicking on the Blue Reply icon or the Message icon to open Crossbeam for Sales.
If the message was sent through Slack, a clickable Slack channel will appear in the preview, allowing users to access the message directly in Slack.
✍️ Note
Partner Impact data is located within Crossbeam as a visual recommendation or value, based on partner metrics. For more insights into Partner Impact, click here.
Contacts Tab
The contact tab surfaces contacts partners are sharing that you might not have on your end. This list of contacts provides additional context based on the shared number of partners and partner activity to make them more appealing for you to reach out to. Ecosystem Intelligence signals are also piped into these contacts to help you know who the decision-maker might be, or who just recently had activity with your key partner.
Enter contact name, email, or phone into the search bar
Filter by clicking on the dropdown menu, select the name order A-Z or Z-A
Click the LinkedIn quick link to be redirected to each contact's LinkedIn profile
Click Under Quick Filters to narrow down contacts by signals
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🧐 Ecosystem Intelligence
Crossbeam applies Partner Scope insights to prioritize the most relevant contacts for you. Crossbeam highlights Ecosystem Intelligence — those signals that identify a Decision Makers or Economic Buyer — from your partner ecosystem in addition to the broader Crossbeam Network.
Contacts from your partner ecosystem, marked with filled-in signals, appear first, as they better align with your ICP. Outlined signals represent Ecosystem Intelligence from the wider Crossbeam Network.
Plays Tab
This tab provides relevant actions you can take depending on the partner status with the account and the additional data available.
Click on Generate AI Playbook to quickly identify the best next steps, reducing time to close
Click on View Play Details for next steps to run the recommended play
Learn more about Copilot AI Recommended Plays in this article.
See how AI Recommended Plays can enhance your sales process and help you leverage your ecosystem to close deals faster.
Where Does Crossbeam Copilot for Chrome Work?
Our Copilot for Chrome extension also leverages unique capabilities to dive into specific accounts while you're browsing on platforms like Microsoft Dynamics or LinkedIn. You want to see Chrome copilot working somewhere else? Talk to our support team!
Microsoft Dynamics
After installing Crossbeam Copilot for Chrome, open Microsoft Dynamics, and click on the Account tab or the Opportunity tab. Next, open the Crossbeam Copilot for Chrome to access Crossbeam Ecosystem Intelligence related to your Microsoft Dynamics account.
After installing Crossbeam Copilot for Chrome, open LinkedIn or LinkedIn Navigator. If a company or user profile you visit matches data from your Crossbeam account, a notification will appear on the Copilot icon to alert you. Click on Copilot icon to see more details and access Crossbeam Ecosystem Intelligence without leaving LinkedIn.
Salesforce
After installing Crossbeam Copilot for Chrome, open Salesforce, and click on Account or Opportunity or Contact Records. Next, open the Crossbeam Copilot for Chrome to access Crossbeam Ecosystem Intelligence related to your Salesforce account.
HubSpot
After installing Crossbeam Copilot for Chrome, open HubSpot, and click on Company or Deal or Contact Records. Next, open the Crossbeam Copilot for Chrome to access Crossbeam Ecosystem Intelligence related to your HubSpot account.
