# Copy.ai — GTM AI platform with workflows, actions and constrained agents for sales and marketing teams.

> Source: The Agents Index — https://theagentsindex.com/copy-ai (structured, researched, re-verified)
> Facts last verified: 2026-10-19

Copy.ai is a go-to-market AI platform where chat, trained content agents and credit-metered workflows run sales and marketing tasks. Workflows chain AI actions, agent steps, tables and CRM integrations into automated multi-step processes.

| Fact | Value |
| --- | --- |
| Website | https://copy.ai |
| Price | from $29/month billed monthly, $24/month billed annually |
| Free tier | No |

No $0 plan and no trial offered: the vendor states the free plan was sunset and new users must buy the Chat or Agents plan. A help-centre page flagged stale still mentions 200 never-expiring bonus credits for new accounts.

## What it does

**Done-for-you service** · Partly — You run the software yourself, but the vendor sells a guided implementation in which its own AI experts onboard you, codify your processes and set up the GTM integrations.

> Guided onboarding with AI experts for fast time to value
> — https://www.copy.ai/prices · Guided implementation section, bullet list

## How much it does unattended

**Runs autonomously** · Partly — Agentic actions make goal-oriented micro-decisions inside workflows and can be event-triggered, but the vendor states plainly that its Content Agent Studio agents are not autonomous and a human always reviews output.

> No. Despite the name "agent," Content Agent Studio agents are not agentic in the autonomous sense. They do not make decisions or take actions in the background.
> — https://support.fullcast.com/copy-ai/docs/getting-started-with-content-agent-studio.md · Q&A highlights, 'Are Content Agents autonomous?'

**Multi-agent** · Yes — Several trained agents can be combined in one workflow, each handling a different output type from the same input, and agents can also be chained as workflow steps.

> Combine agents to build powerful, adaptable AI workflows
> — https://www.copy.ai/platform/copy-agents · Creative Decision-Making Agents section, bullet list

**Agent permissions** · Partly — Agents are deliberately constrained rather than open-ended: the vendor describes customizable constraints and developer-defined guardrails, but publishes no per-action permission or approval matrix.

> Copy.ai's Agentic Actions allow businesses to harness the power of constrained AI agents to automate targeted tasks within workflows. These agents can make goal-oriented micro-decisions
> — https://www.copy.ai/platform/copy-agents · Copy Agents hero paragraph

## Which models it runs on

**Claude** · Yes — Anthropic models are supported across the platform and the entry Chat plan explicitly lists Anthropic access as an included entitlement.

> Access to OpenAI, Anthropic, and Gemini models
> — https://www.copy.ai/prices · Self-Serve tab, Chat plan feature list

**GPT** · Yes — OpenAI models are an explicit entitlement from the cheapest paid Chat plan upward, and are selectable per workflow step alongside Anthropic and Gemini.

> Access to OpenAI, Anthropic, and Gemini models
> — https://www.copy.ai/prices · Self-Serve tab, Chat plan feature list

**Open models** · No — Both provider inventories the vendor publishes name only proprietary hosted vendors, with no open-weight family offered on any tier the pricing page describes.

> Access to OpenAI, Anthropic, and Gemini models
> — https://www.copy.ai/prices · Self-Serve tab, Chat plan feature list

**Model choice** · Partly — You pick the model per workflow step and switching is a single click, but Content Agent Studio gives no model control, so the choice depends on which surface you build in.

> Content Agent Studio does not currently allow you to change the underlying model, so workflows give you more control for long-form or model-sensitive tasks.
> — https://support.fullcast.com/copy-ai/docs/getting-started-with-content-agent-studio.md · Chaining Content Agents into Workflows, 'When to use Generate Text instead of an agent'

## Where you use it

**In a browser** · Yes — The whole product is a hosted web application at app.copy.ai, with Chat, Workflows, Tables and Content Agent Studio in one left-sidebar interface.

> Log in to Copy.ai (app.copy.ai).
> — https://support.fullcast.com/copy-ai/docs/getting-started-with-content-agent-studio.md · Installation section, step 1

## What it costs to run

**How it meters** · Yes — Billing combines a seat allowance per plan with monthly workflow credits consumed per run, where credit cost scales with workflow complexity rather than a flat per-task rate.

> A credit represents a specific amount of computational power necessary to execute the tasks within a given workflow (eg. generate content, perform internet research, scanning websites, etc.).
> — https://www.copy.ai/prices · Frequently asked questions, 'What are Workflow credits?'

**Free tier** · No — The vendor states the free plan was sunset and new users must buy a plan; the pricing page shows no $0 tier and no trial offer.

> Unfortunately there is no longer a free plan (we had to sunset it)
> — https://support.fullcast.com/copy-ai/docs/additional-pricing-questions.md · User Experience section, 'How do customers switch between the free plan and pro plans?'

**API access** · Yes — Any workflow can be driven over HTTP with an API key, including run triggering, run polling and completion webhooks, though key management is limited to workspace owners and admins.

> You can trigger workflow runs, get workflow run details, and register webhooks for workflow events (such as when a workflow run completes).
> — https://support.fullcast.com/apidocs/quick-start-guide.md · Quick Start Guide, opening paragraph

## Buying it for a team

**A company can buy it** · Yes — Plans are sold to organisations with seat counts, workspace billing and an enterprise track whose higher tiers route through the accounts team.

> For enterprises expanding their AI Automations
> — https://www.copy.ai/prices · Enterprise tab, Expansion plan subtitle

**Seat model** · Yes — Each plan bundles a fixed seat ceiling rather than priced per-user add-ons: five seats on the cheapest paid plan, rising to 75, 150 and 200 on the enterprise tiers.

> 5 Seat
> — https://www.copy.ai/prices · Self-Serve tab, Chat plan feature list, first bullet

**Pooled budget** · Yes — Workflow credits are a single shared workspace balance rather than a per-user allowance, so one heavy user can consume the whole month's pool.

> The credit limit is for the entire Workspace, not individual users.
> — https://support.fullcast.com/copy-ai/docs/workflow-credits.md · 'Is the credit limit for each user or for the entire team on the Workspace?'

**Admin controls** · Partly — Role-based control exists at workspace and teamspace level, including API keys that inherit a chosen user's permissions, but the vendor documents no policy engine constraining what an agent may do at runtime.

> Same permissions as the Owner but cannot manage billing.
> — https://support.fullcast.com/copy-ai/docs/user-roles-for-workspace-and-teamspace.md · Workspace User Roles list

**Audit log** · Partly — Audit logs are named only in the enterprise security pitch, bundled with DLP and SSO, with no retention period, export route or self-serve tier availability published.

> Audit logs, data loss prevention, single sign-on and much more
> — https://www.copy.ai/enterprise · Enterprise Grade Security section, third bullet

**Single sign-on** · Partly — Single sign-on is advertised as part of the enterprise security set and appears in the homepage security badges, but the vendor never states whether it is SAML, OIDC or both.

> Audit logs, data loss prevention, single sign-on and much more
> — https://www.copy.ai/enterprise · Enterprise Grade Security section, third bullet

## What happens to your code

**Opt out of training** · Yes — The vendor commits product-wide that customer data never trains models, and says it works with major LLMs under zero-retention terms so inputs are not used for training.

> Copy.ai works with every major LLM with a zero-retention data policy. Ensuring you get choice and flexibility across models, and that your inputs are never used for training.
> — https://www.copy.ai/enterprise · Zero-Retention Data Policy panel

**Data residency** · Partly — Processing happens in the US and EU with transfers to further countries at the vendor's discretion, and no customer-selectable region or EU-only option is offered.

> We use cloud-based services to store and process data in the United States and European Union and will store data at additional sites, at our discretion, in accordance with applicable laws.
> — https://www.copy.ai/privacy-notice · Section 1, A Summary of The Policy, 'Cross-border data transfer'

**Getting out** · Partly — You can delete the account and all workspace data yourself, and unused workflow credits are forfeited every month because the vendor refuses rollover; no bulk data export route is documented.

> If credits rolled over, it could complicate the platform's management and impact service quality.
> — https://support.fullcast.com/copy-ai/docs/workflow-credits.md · 'Why do the credits reset each month? Why don't they roll over?'

**Certifications** · Partly — SOC 2 certification and GDPR compliance are claimed, backed by EU-U.S. Data Privacy Framework certification, but no ISO 27001 claim appears and the Trust Center report library is access-gated.

> SOC 2 certified and GDPR compliant
> — https://www.copy.ai/enterprise · Enterprise Grade Security section, first bullet

## What changed

- 2026-10-19 — Capabilities · Free tier · Price · Terms

## Keeping it current

These facts are re-checked against Copy.ai's own pages and updated when they change. If you represent Copy.ai, sign in and update the listing from your dashboard at https://theagentsindex.com/dashboard. The operations this site accepts from an agent are listed at https://theagentsindex.com/.well-known/agents.json — that catalog needs no key to read, and each entry states its own auth.