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:

✍️ 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).

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.

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.

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.

Open Copilot to see:

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 Play for you to leverage based on contextual insight for your deal.

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.

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.

Plays Tab

This tab provides relevant actions you can take depending on the partner status with the account and the additional data available.

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!

After installing Crossbeam Copilot for Chrome, open Microsoft Dynamics, and click on the Account tab. Next, open the Crossbeam Copilot for Chrome to access Crossbeam Ecosystem Intelligence related to your Microsoft Dynamics account.