Meet Chat, your AI copilot for the whole workspace

Beta

Meet Chat, your AI copilot for the whole workspace

You can now ask FirstSales questions instead of clicking through it. Chat is a new AI copilot built into your workspace that can research a prospect, check a draft, or edit a campaign, all in the same conversation you're already having with it.

What changed

Chat lives in your workspace navigation, marked Beta while it rolls out to more accounts. Open it and type a question the way you'd ask a teammate: what's going on with this campaign, what does this prospect's company do, why is this draft stuck. Chat answers by reading the same data your dashboard already shows you: contacts, campaigns, deals, your inbox, and your Learning writing profile.

Answers stream in as Chat composes them, so you're not staring at a blank box waiting for a wall of text. You can point Chat at something specific with an @-mention: type @ and the name of a contact, campaign, or deal, and Chat scopes its answer to that record instead of guessing which one you mean. You can also attach a file, a document or a CSV, and Chat will read it and use it to ground its answer.

Each conversation is a session, and sessions are shareable. Send a teammate the link and they land in the same thread with the same context, so you don't have to re-explain what you asked or paste screenshots into Slack.

The part that matters most: Chat does not touch your data on its own. When it wants to make a change, whether that's editing a campaign setting, updating a contact field, or drafting something to send, it stops and shows you an approval card. The card spells out exactly what Chat is proposing to change, before and after, so you can read it in a few seconds and decide. Nothing happens until you approve. If you have more than one thing pending, an approvals queue collects them so you can work through several proposed changes at once instead of hunting for them across separate chats.

Chat also keeps a memory panel. As you use it, Chat picks up on details about how you run your outreach: the tone you prefer, notes about who you're targeting, patterns in how your campaigns are set up. The memory panel shows you exactly what it has learned in plain sentences, so you can see it, and correct anything that's wrong, instead of wondering what's shaping its answers behind the scenes.

This release also ships four specific skills Chat can carry out for you. Inbox triage sorts and summarizes what's sitting in your inbox and flags what needs a reply first. Prospect research has Chat look into a company or contact and bring back grounded facts you can use in outreach, rather than a generic paragraph. Daily briefings give you a short summary of what happened across your campaigns since you last checked. Deliverability checks have Chat look at your sending domains and mailboxes and tell you if something needs attention before it turns into a sending problem.

How to use it

Open Chat from your workspace navigation, where it's marked with a Beta badge. Type your question in plain language, the same way you'd ask a colleague sitting next to you. If you want Chat to focus on one record, type @ and start typing the contact, campaign, or deal name, then pick it from the list that appears.

To give Chat more to work with, attach a file using the attachment control in the message box. Chat will read it before answering.

When Chat proposes a change to your data, it appears as an approval card in the conversation. Read what it says it's about to do, then approve it to let the change go through, or reject it and tell Chat what you'd rather it do instead. If you've asked Chat to do a few things and want to see everything waiting on you, open the approvals queue from the Chat panel to review them in one place.

To see what Chat has picked up about your business, open the memory panel from the same panel. If something in there is wrong, correct it directly in the conversation and Chat updates what it remembers.

To bring a teammate into a conversation, use the share option inside a session to generate a link. Anyone with the link who has access to your workspace can open the same thread.

Try the built-in skills directly: ask Chat to triage your inbox, research a specific prospect, give you a daily briefing, or check your deliverability, and it will walk you through what it finds.

Why it matters

Most of what you'd normally do by clicking through five different screens, checking a contact record, then a campaign, then your inbox, then a report, Chat can now do in one conversation. You get an answer instead of a research project.

The approval step matters just as much as the speed. An AI copilot that can edit your live campaigns and contact data is only useful if you trust it not to make a change you didn't ask for. Every edit comes back to you first, as a plain-language card you can read in seconds, so you stay in control of what actually happens to your data while still getting the benefit of Chat doing the legwork.

The memory panel closes the loop on trust in a different way. Instead of an AI assistant that quietly builds a profile of your preferences you can never see, you get to read exactly what it has learned and fix it when it's off, the same way you'd correct a new teammate.

One more thing worth knowing about the Beta: because Chat reads from live workspace data, the quality of its answers depends on how complete that data is. A contact with almost no notes or history will give Chat less to work with than one you've been actively working for weeks. As you use Chat more, and as it builds up what it knows in the memory panel, expect its answers to get sharper, particularly for prospect research and daily briefings, which lean the most on context Chat has already gathered.

Availability

Chat is in Beta and is rolling out with a Beta badge visible in the product. Which specific skills and card types you see depends on your workspace's rollout stage; expect the set of Chat's capabilities to keep expanding as the Beta continues.