Using the AI Copilot

The Copilot is the assistant inside the app, the sparkles button at the bottom right on a computer (in the top bar on a phone or small tablet), for members whose role includes the AI Copilot permission. It answers questions about your own CRM data and takes actions for you, asking you to confirm before it changes anything. Each message you send costs 2 AI credits. Pressing Confirm or Cancel on an action card is free; when the Copilot's reply after a Confirm proposes another action, that reply counts as a message and costs 2 AI credits (with no AI credits left, the reply comes without the new card). The Copilot is different from this support chat: this support chat answers how-to questions about using HuntSales.

What it can look up: your contacts (by name, stage, company, owner, list, email status or date added), your pipeline, your Call Queue as the Call Queue page shows it (follow-ups due or overdue, and newly assigned contacts), your tasks, and a contact's full history (details, softphone and logged calls with their summaries, meetings with their summaries and action items, recent timeline entries and campaigns). It answers call statistics for any period in plain words, such as how many calls the team made yesterday by agent, answered calls, talk time and appointments set, with the same figures as the Activities Report and the Call Log; a member without See all calls gets only their own calls. It reports your campaigns' results for any dates (sent, verified opens, clicks, replies, bounces and unsubscribes), ranks them, and names the people behind each figure. It also reads your credit balances (People Search and AI, with their reset dates), your connected mailboxes (never their credentials), deals from the Workspace Deals tab (open, won and lost, with values and close dates), your Hot Leads board, your Watchlist matches, and whether an address is suppressed and why. Every read applies the gate of the page it comes from, so the Copilot never shows you more than your role shows you in the app: listing contacts needs View All Contacts or View Assigned Contacts, as the Contacts page does, and stays within the contacts you can see, with the same visibility as search; a contact's full history opens with those, or from the Workspace (Workspace & Call Queue or View All Deals) for your own and shared contacts; your Call Queue needs Workspace & Call Queue; deals that went quiet are the Workspace's list, with its permission and its contacts; campaign results, and the people behind them, need Campaigns & Email Setup or View All Campaigns, or a campaign shared with you, and cover your own campaigns and the ones shared with you (every campaign with View All Campaigns, or for a superadmin); Watchlist matches need Watchlists & Signals and Hot Leads need the Hot Leads permission, both on the Hunter and Apex plans; suppression checks need Campaigns & Email Setup; call statistics need Calling or See all calls; and deals cover every rep's deals with View All Deals and otherwise only the deals you logged. It lists one page of contacts at a time (up to 25), as the Contacts page shows them, and never pages through every contact; downloading contacts as a file stays with Export Contacts in the app. Your pipeline is counted as the Dashboard counts it: every contact with View All Contacts, otherwise your own and the ones shared with you. Other reads, such as your connected mailboxes and your team's names and roles, need only the AI Copilot permission. It counts prospects not yet in your CRM that match job titles, countries, industries and company size, which is free. That count covers the people in our shared contact database, which is part of the market, not all of it: People Search on Discover finds more. In a workspace set up with a personal email address the count still works, but People Search and adding those prospects wait until your business is verified, so the Copilot points you to the verify page instead (see "Verifying your business"). Everything else it reads is your own CRM data, and it does not search the web.

What your role allows: the Copilot can do only what your role can do in the app. Each action needs the permission its page needs: creating a contact needs Edit Contacts, moving a stage or logging a meeting Manage Leads, logging a call Log Calls, creating a task Tasks, building lists Manage Lists, campaigns Campaigns & Email Setup, filling details Find Email & Enrich, checking emails Email Verification, and adding prospects Add Prospects, which adds up to 1,000 at a time (adding more in one go also needs Add all to list, as in People Search). When your role lacks one, the Copilot says "Your role does not allow" that action and which permission to ask a workspace admin for, instead of offering the card.

What it can do once you confirm: create a contact, create a task (for you or a teammate, optionally linked to a contact) or complete one, move a contact's stage, log a call or a meeting, build a contact list or add contacts to one, add new prospects that match a profile (2 People Search credits per contact added with an email, nothing for one without), fill a contact's missing phone number, LinkedIn profile or job title from our shared contact database (free, and never an email), check the emails in a contact list (0.5 People Search credits per address never checked before, on paid plans with the Email Verification permission; the card shows the cost first), and block addresses on the Suppression List (for anyone but the Super Admin, this sends them to the Super Admin for approval instead, and nothing changes until they approve). It runs your outreach end to end: create draft campaigns, write and edit sequence steps, set the sending mailbox and send window, enrol a contact list, pause or resume a campaign, and launch it. Its changes do what the same action in the app does: a logged call lands on the contact's timeline, and a stage move, a new contact or a launch fires your automations and webhooks. It acts only on what you could touch in the app, such as your own campaigns and the lists you created or that are shared with you.

Every action shows a card naming what it will change, and nothing happens until you press Confirm. Anything that spends credits, enrols contacts or starts real sending says so on the card. You can edit the steps of a live (active or scheduled) campaign: the card warns that the campaign is live and that the change applies to emails not yet sent. Draft creation and draft edits are low-risk because a draft never sends anything until you launch it. Some things stay with you: connecting a mailbox (Microsoft sign-in, the Gmail app-password setup, or SMTP) is always done by you under Email Setup, and the Copilot then works with whichever mailboxes are already connected. It reads deals but does not log, win or lose them, it does not edit automations, and it cannot send a one-off email or delete anything.