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Copper

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CRMBeta

Overview

Connect Copper to Chat Aid to make your crmdata searchable and accessible through AI-powered conversations.

How to Connect

  1. Navigate to Integrations in your Chat Aid dashboard
  2. Find Copper in the CRM category
  3. Click Connect
  4. Authenticate with your Copper credentials
  5. Select which content to train on
  6. Click Start Training

What Data is Accessed?

Chat Aid requests read-only access to your Copper content. We never modify, delete, or share your data with third parties.

View our security practices →

Auto-Retrain

Keep your Copper data up-to-date by configuring automatic retraining schedules (Daily, Weekly, or Monthly).

Learn about Auto-Retrain →

Need Help?

View troubleshooting guide →

Contact our support team at support@chataid.com