Loopio + Copilot: The Leading RFP AI Agent for GTM Teams
Table of Contents
Every time you task-switch to source content for your RFP, you lose more than time—you lose momentum.
According to Microsoft, more than 90% of the Fortune 500 are now using Copilot for support in their everyday work.
And since context switching has hidden costs, it’s natural that enterprise sellers prefer to operate within Microsoft’s ecosystem.
That’s why we developed a new Copilot agent, which helps you access trusted content for your RFPs, without ever leaving the comfort of Microsoft.
In this article, you’ll learn how to transform your RFP bottleneck into a winning go-to-market (GTM) workflow using the Loopio Copilot Agent.
What Is the Best RFP AI Agent for Sales Teams?
Uniquely built for response management, Loopio’s Copilot Agent provides sales reps direct access to trustworthy, vetted content for RFPs, without ever leaving their Microsoft apps.
It helps sales—and other GTM team members—to:
- Get more done—faster: Every teammate can find and use trusted content directly in Microsoft 365—without switching from the app they’re working in
- Work together—seamlessly: Source, share, and add new Loopio answers with your colleagues in Teams and Outlook to confidently make decisions and move forward together
- Uphold sales messaging—consistently: Reps can keep your brand story aligned and accurate with approved content that can be tailored to your buyer
- Update your trusted library—instantly: Easily update your library with entries in real time so your content is always approved and fresh
What’s the Loopio Copilot Agent?
The Loopio Copilot Agent is the first-ever Copilot agent built specifically for response management. It allows you to seamlessly access the power of your Loopio Library directly within the Microsoft 365 apps your team uses every day—without disrupting your workflows.
The Copilot-native agent transforms how your team accesses and uses Library content by meeting them exactly where they work.
You can bring your trusted information directly into your RFPs, sales decks, live chats, and more—anywhere Copilot is connected.
Loopio’s Copilot Agent helps you:
Boost your productivity without switching apps
Quickly find, transform, and use trusted content directly in Microsoft 365, so you spend less time searching and reach a confident first draft faster.
Collaborate seamlessly with your team
Look up, share, and add new answers with colleagues in Microsoft Teams and Outlook, keeping projects moving without a single task-switch.
Keep your narratives accurate and on-brand
Instantly access approved content in your Word proposals and PowerPoint decks, and let trusted AI tailor it to your buyer so your team can close high-value deals with confidence.
Capture new answers in real time
Add or update Library entries the moment new information comes in, so your content stays fresh and ready to use across every future response.
Integrating this RFP agent into your GTM workflow eliminates the friction of switching between applications.
Your Library instantly becomes more accessible to Sales teams during critical customer interactions, reducing the barriers that prevent SMEs from contributing their knowledge.
Key Benefits
Closing a deal is the ultimate GTM team sport. And whether you’re a Proposal Manager, Sales Rep, or Solutions Engineer, you know the payoff of moving quickly to keep the play momentum high.
For Proposal Teams
Scale your response capacity by giving the whole team access to consistent, compliant content exactly when they need it—while maintaining your Library as a content source of truth.
Capture new Library entries directly from your SMEs in the moment to strengthen your content library and keep answers accurate, vetted, and fresh.
For Sales Teams
Drive more wins by keeping team focus and momentum, which improves sales rep capacity to pursue more opportunities.
Never let a deal stall to search for the right information. With instant, trusted answers at your fingertips, you can spend more time learning your customer and closing the deal.
Constant task-switching eats up both time and bandwidth.
For Pre-Sales Teams
Scale your technical expertise and enable your whole team to respond to complex RFPs and deliver high-stakes presentations with compelling answers.
No more double-checking answers and fielding urgent requests, so you can focus on discovering—and solving for—your customer’s biggest challenges.
The Loopio Copilot Agent drives that focused efficiency throughout the entire GTM process.
How Does It Work?
Now that you understand the benefits, it’s time to see the different ways Loopio’s Copilot Agent provides support and scale throughout the full sales workflow.
The tutorial below walks you through several ways you can use the Loopio Copilot Agent:
- Source a new answer from an SME via Teams Chat and instantly create a new Library entry
- Look up and share a vetted Library entry with a colleague in Teams
- Source approved content for an RFP draft in Word
- Tailor an executive summary in PowerPoint
Tutorial: Get started using the Loopio Copilot Agent to keep the trusted content in your Loopio Library at your fingertips—all while improving your Library health over time.
When you book a demo with Loopio’s team, our experts will explore how to unblock the biggest challenges in your GTM workflow.
How to Use the Loopio Copilot Agent
Keep building momentum to your next closed won deal without tab-switching and answer-hunting. Here’s the step-by-step process to scale your GTM workflows using Loopio’s Copilot Agent.
| Steps | Description |
| 1. Open Copilot | Launch Copilot within your Microsoft 365 application, such as Teams, Word, Outlook, Excel, or PowerPoint. |
| 2. Engage the Loopio Copilot Agent | Activate the Loopio Copilot Agent by selecting or mentioning it within the Copilot chat window. |
| 3. Search the Library | Type a request in the chat window, instructing the Loopio Copilot Agent to search your Loopio Library for a specific topic or question. |
| 4. Select a Response | Review the relevant answers surfaced by the Loopio Copilot Agent and select the one that fits best, based on your needs. |
| 5. Summarize the Results | Post the selected entry to the chat and use the Summarize function to create a more concise version of the answer. |
| 6. Refine With Copilot | Disengage the Loopio Copilot Agent and use standard Copilot prompts to combine the answer with other documents or website data. |
| 7. Create a New Library Entry | If no Library answer exists, or you want to revise an existing entry with new information, first use Copilot to draft a response based on SME input. Then re-engage the Loopio Copilot Agent to save it. |
| 8. Polish Your Content | Copy the tailored, proposal-ready answer and paste it directly into your document, email, or slide. Make any further adjustments to the content to suit your needs. |
Already Using Loopio? Here’s How to Get Started 💡
You can get started quickly and easily interact with the Loopio Copilot Agent. You need:
- An active Loopio license (any paid tier)
- A Microsoft 365 Copilot Chat license (without Add-on)
If your organization already has a Microsoft 365 Copilot license, here’s how Loopio customers can install the Loopio Copilot Agent:
Search for Loopio® or Loopio® (EU) in the Microsoft App Marketplace Choose the right one for you based on your Loopio environment. Simply click the “Get it now” button to install.
Once installed, there are two ways to engage the RFP agent:
- Direct chat: Open a dedicated chat with the Loopio Copilot Agent in Microsoft Teams.
- Copilot Chat: Engage the Agent within an existing Microsoft 365 Copilot conversation by selecting it directly or mentioning it with @Loopio.
Note: Connector access requires a corresponding paid add-on to your current subscription. Guest user licenses do not include connector features.
Trusted Answers, Meet Powerful Workflows for GTM Teams
The right RFP AI agent can transform your GTM workflows and make the whole process a seamless experience. The Loopio Copilot Agent empowers your team to keep building momentum by:
- Surfacing your best content whenever you need it, anywhere in your Copilot-connected workspace
- Maximizing your productivity without ever leaving your everyday tools in the Microsoft 365 suite
- Seamlessly collaborating, sharing answers, and sourcing new content across your teams, business units, and workspaces
- Instantly accessing approved Library content that you can easily tailor to your buyer
- Capture net-new answers in the moment, and suggest them back into your trusted library as new entries
Each member of your GTM team can access the power of your Loopio library within the Microsoft apps your team uses every day.
Now, there’s an RFP AI agent to bring your trusted information directly into your RFPs, questionnaires, and more—whenever and wherever you need it.
Common Questions
You can use the Loopio Copilot Agent in Microsoft 365 Copilot Chat and any Copilot-enabled workspace, with integrations into Power Automate and Copilot Studio.
Absolutely. If your team would like to build a custom integration or workflow through Power Automate, you’re able to use the Loopio Copilot Agent directly within Copilot Studios in order to do so.
It sure can. New team members can ask the Agent how-to questions to learn Loopio workflows without formal training sessions. Here are just a few sample prompts you could ask the Loopio Copilot Agent:
- “How do I build my Library in Loopio?”
- “How do I edit a Library Entry?”
This can also be used as a form of self-service support. You can get answers from Loopio Help Center articles through natural conversation, reducing onboarding time and support tickets.
Need a Hand? We’ve Got You Covered.
New to Loopio? We’re here to help. Book 15 minutes to connect with our team, and we’ll explain how Loopio can help you start responding with trusted content, in the flow of your work.
If you’re an existing customer and have specific questions about the Loopio Copilot Agent, contact our Customer Success Team or your Account Manager, or you can reach out to our Support Team with any questions.