AI Copilot
The AI Copilot is the in-product assistant. Ask it questions about your pipeline, your records, and the platform, and it answers from data your account can see.
Where it lives
Section titled “Where it lives”- The Copilot toggle sits in the top navigation, next to search.
- It opens as a side panel, so your work stays visible while you ask.
What it can do
Section titled “What it can do”- Answer questions about your own pipeline and records.
- Help with platform how-tos.
- Point you at the right surface instead of making you hunt for it.
Boundaries
Section titled “Boundaries”The Copilot drafts and answers; decisions and submissions stay yours. See Shared Responsibility for the full model.