Copilot

Copilot is a chat interface to Outpilot. Ask it to do anything the product can do — find prospects, draft a sequence, summarize this week’s results, audit a campaign — and it executes by calling Outpilot’s actual APIs as tools. You see what it does at every step.

Getting started

Outpilot → Copilot in the sidebar.

The empty state shows a composer (“What can I help with?”) and quick- action chips you can click to prefill common prompts. The chips are just shortcuts; you can type anything.

What Copilot can do

Copilot has tool-call access to most of Outpilot. It can:

• Find prospects — run Sales Navigator searches, post-Reactor scrapes, or LinkedIn searches; ingest results into a list.
• Score prospects — rank a list against an ICP description.
• Build campaigns — generate sequence steps with copy in your tone; create the campaign in draft form.
• Audit campaigns — read your current campaigns and surface patterns (“Your Q2 campaign has 18% reply rate but stops after step 1 — leads aren’t getting message #2”).
• Summarize activity — daily/weekly/monthly digests of sends, replies, conversion.
• Draft messages / replies — same model as the Reply Agent but on-demand for any thread.
• Compare campaigns — side-by-side metrics, point at outliers.

It does not have access to:

• Your billing / Stripe (read-only at most; can’t change plan).
• Other users’ data.
• LinkedIn directly (only via your connected accounts’ permissions).
• Anything outside Outpilot — no calendar, no email, no Slack, etc.

How a turn works

When you send a message:

1. Routing — Copilot decides which tools (if any) to call.
2. Tool calls — visible inline as cards. Each shows the tool name, the input, and the result.
3. Response — Copilot writes a final answer, citing what it found and what it did.

Tool calls are streamed live — you see each one start and finish in the chat as the turn progresses.

Threads

Each conversation is a thread, persisted server-side:

• Open the left sidebar to see all your threads, sorted by last-active.
• Threads are titled by Copilot from the first user message.
• Each thread has its own context window — referring to “the campaign we discussed earlier” works within a thread, not across.

Archive threads via ⋯ → Archive to clean up the sidebar without deleting them.

Quick action chips

The empty state has chips for common prompts:

• Find Ideal Prospects — kicks off a prospect-search loop.
• Generate a Full Campaign — multi-turn flow asking for ICP, goal, then draft + create.
• Write a Sequence — sequence-only output you can copy or use to bootstrap a campaign.
• Campaign Ideas — based on your top-performing past campaigns.
• Weekly Analytics — summary of replies, accepts, top campaigns.
• Best Performing Campaigns — ranks by reply rate.
• Get Advice — open-ended sounding board.
• Health Check — audits your account for things that look off (frozen campaigns, low-quality lists, repeated errors).

Click a chip to drop the prompt into the composer; you can edit before sending.

Tips for getting good results

• Be specific about the audience. “Find prospects” returns generic; “Find 25 RevOps directors at Series-A SaaS in EMEA who posted about AI in the last 30 days” returns targeted.
• Ask for confirmations on risky actions. “Before creating the campaign, show me the sequence and ask me to confirm.” Copilot follows the instruction.
• Iterate. Copilot doesn’t pretend to nail a campaign on turn one. “Tighten message #2 — too long” produces a tighter version with full context.
• Use threads for follow-up. Don’t open a fresh thread for every related question; the context compounds and produces better answers.

Privacy & cost

• Copilot uses Claude under the hood. Each turn that involves tool calls counts as 1 AI credit (regardless of how many tools were called).
• Conversations are stored on your account, encrypted at rest.
• We don’t train models on your Copilot conversations.
• Tools called by Copilot are subject to your account’s permissions — Copilot can’t, e.g., read another user’s leads.

Frequently asked questions

Why didn’t Copilot create the campaign I asked for?

Two common reasons:

• It asked for confirmation. Look at its last response — it may have shown the proposed sequence and is waiting for you to approve.
• It hit a missing prerequisite. No connected LinkedIn account? No lead source? Copilot will tell you what’s missing.

Can Copilot send messages on my behalf?

Only via Outpilot’s normal sending paths — campaign sends respect business hours, daily caps, etc. Copilot can’t bypass any of that.

For a one-off “send this DM right now” request, Copilot will draft the message in chat for you to send via the Inbox.

What’s the difference between Copilot and the Reply Agent?

• Reply Agent — runs autonomously on inbound DMs.
• Copilot — chat interface you initiate.

Reply Agent is “always-on, in the background”; Copilot is “on-demand, conversational”.

What’s the difference between Copilot and the Sales Agent?

• Sales Agent — runs a daily prospect-search loop tied to a specific brief.
• Copilot — can do prospect search and many other things, but doesn’t run on a schedule.

Most teams use both: Sales Agent feeds the campaign daily, Copilot is the daily / weekly check-in for analysis and edge cases.