Using the AI Copilot

The Copilot is the floating assistant inside the app. It can answer questions about your own CRM data and help you take actions (for example summarising a contact, checking your queue, or drafting a campaign), asking you to confirm before it changes anything. Each Copilot message spends AI credits. The Copilot is different from this support chat: this support chat answers how-to questions about using HuntSales.

The Copilot can run your outreach end to end. It can build contact lists (including adding leads from People Search, which spends People Search credits), create draft campaigns, write and edit sequence steps, set the sending mailbox and send window, enrol a whole contact list into a campaign, pause or resume a campaign, and launch it. It can also do live research beyond your CRM: ask about a company's background, recent news, or a market, and it looks the answer up on the spot. Research lookups are included in the normal Copilot message price (no extra charge) and are limited to 3 lookups per message. Anything that spends credits, enrols contacts, or starts real sending shows you a summary and waits for your explicit confirmation first. Draft creation and step edits are low-risk because a draft never sends anything until you launch it. One step stays manual: connecting a mailbox (the Google, Microsoft, or SMTP sign-in) is always done by you under Email Settings; the Copilot then works with whichever mailboxes are already connected.