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Copilot

An AI sales copilot that asks for approval

Ask in plain words. The Copilot looks at your workspace, answers, and prepares plans and drafts. It cannot send a message, start a campaign, delete anything or change a limit. A person approves every step.

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Does the job ofa virtual assistant for busyworkscripts and checklists

What it does

It prepares. You approve.

  1. 01

    Ask in plain words

    Open it from the Ask Copilot button on any page (Ctrl or Cmd with J) or on its own page with your past chats.

    The Copilot chat answering the question Why are replies low on Benelux CTOs with a funnel card showing stages from Added at 198 to Replied at 22, with step percentages, and two findings: four accepted leads have no first message, and the reply rate is above average.The Copilot chat answering the question Why are replies low on Benelux CTOs with a funnel card showing stages from Added at 198 to Replied at 22, with step percentages, and two findings: four accepted leads have no first message, and the reply rate is above average. Shown in the dark theme.

  2. 02

    Plans with risk and limits

    A plan card lists every step, its risk, the limits that apply and a section headed It will not. A fresh plan says Nothing has run.

    The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons.The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons. Shown in the dark theme.

  3. 03

    Approve all or one by one

    Approve and run does every step. Step by step lets you approve one at a time. A finished plan can usually be undone with Undo whole plan.

    The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons.The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons. Shown in the dark theme.

  4. 04

    Briefing and approvals

    A side area shows today's briefing, alerts, your setup score and anything waiting for your approval.

    The Copilot page with the Briefing and approvals panel open on the right. The Briefing tab lists three things to do such as Answer Anna Weber, followed by an Alerts and opportunities section and a Setup score.The Copilot page with the Briefing and approvals panel open on the right. The Briefing tab lists three things to do such as Answer Anna Weber, followed by an Alerts and opportunities section and a Setup score. Shown in the dark theme.

  5. 05

    Playbooks

    A playbook proposes next steps after events. It never sends a message or books a meeting by itself.

    The Playbooks settings page listing three playbooks: After a positive reply and Stalled deals, both switched on, and a draft one, Security review requests, created by AI with two rules to review. Columns show rules, last triggered and how many proposals are waiting for you.The Playbooks settings page listing three playbooks: After a positive reply and Stalled deals, both switched on, and a draft one, Security review requests, created by AI with two rules to review. Columns show rules, last triggered and how many proposals are waiting for you. Shown in the dark theme.

  6. 06

    How much it does on its own

    An owner or admin sets, per area, whether it works in Suggest or Ask first mode, renames it, switches it off or sets a daily budget of model calls.

    The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons.The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons. Shown in the dark theme.
The Copilot chat answering the question Why are replies low on Benelux CTOs with a funnel card showing stages from Added at 198 to Replied at 22, with step percentages, and two findings: four accepted leads have no first message, and the reply rate is above average.The Copilot chat answering the question Why are replies low on Benelux CTOs with a funnel card showing stages from Added at 198 to Replied at 22, with step percentages, and two findings: four accepted leads have no first message, and the reply rate is above average. Shown in the dark theme.

Up close

Copilot

The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons.The Copilot chat. After a request to set up outreach for finance leaders in Germany, Austria and Switzerland, the Copilot shows a metrics card for the DACH CFOs campaign and a plan card with four draft steps, each with a risk label, and Cancel, Step by step and Approve and run buttons. Shown in the dark theme.
ASteps you can read first Each step says what it creates. Nothing is sent and nothing starts until you press Start on the campaign.

How it works

Copilot

  1. Step 1 of 4

    Ask

    For example: What should I do next? or Set up outreach for a kind of buyer.

  2. Step 2 of 4

    Read the plan

    Each step says what it creates or changes. A step that imports people asks you to accept its size and limits.

  3. Step 3 of 4

    Approve

    Run all of it, or step by step. Cancel throws the plan away.

  4. Step 4 of 4

    Start it yourself

    A campaign it makes is a draft. You press Start.

Limits and guardrails

What it will not do, and what you should know before you rely on it.

  • The Copilot cannot send a message or connection request, start, pause, resume or stop a campaign, delete anything, connect an account, change a limit or touch billing. Those tools do not exist for it.
  • Everything it creates is a draft, and the campaigns, lists, messages and docs it makes can carry an AI badge.
  • It can be wrong and works from what is in your workspace. Read a plan and any drafted message as you would a colleague's work.
  • A daily budget of model calls applies. When it is used up the Copilot pauses until 00:00 UTC, and what it already made stays as it is.
  • Do not give it secrets. Anything in the Business profile, Docs or Memory can be read by the AI helpers.

Copilot

More screens

  • Ask a question and get the numbers, not a guess.

  • A briefing and everything waiting for approval.

  • Playbooks propose the next steps. A person approves.

  • Today: what needs you, and whether outreach is healthy.

FAQ

Questions

Can the Copilot send messages for me?

No. It prepares drafts and plans. A message leaves only when you press Send.

Can it start a campaign?

It can build a campaign as a draft. Starting, pausing, resuming and stopping are your clicks.

Can I switch it off?

Yes. An owner or admin can switch it off for the whole workspace, rename it or set a daily budget.

What does it know about my company?

What you have written in the Business profile, Docs you gave it access to and Memory. See Company Brain.

Keep going

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