--- title: "Copilot: AI Sales Chat That Runs Your Outreach | FirstSales" description: "Copilot is the chat inside FirstSales. Ask in plain words and it reads your inbox, campaigns and deals, shows each step and asks before it sends anything." canonical: "https://firstsales.io/copilot/" --- Copilot # Copilot: ask in plain words, and your sales work gets done. Copilot is the chat inside FirstSales. Ask what to focus on, ask it to draft replies, check a campaign or build a new one. It reads your real workspace, shows every step it takes and asks before it sends or changes anything. [Start your $1 trial T](https://app.firstsales.io)[See pricing](/pricing/) $1 for 3 days · Cancel anytime · No contract * 01 Reads your inbox, campaigns, contacts and deals * 02 Shows every step it takes * 03 Asks before it sends or changes anything * 04 Remembers the facts you teach it The problem ## Too many screens for one simple question. Outreach tools do a lot, but finding an answer means clicking through tabs, filters and reports. Most days you only want to know what to do next. ### Answers live in five places Replies are in the inbox, numbers are in analytics, deals are in the pipeline. Putting them together is your job, every morning. ### Simple tasks take many clicks Drafting a few replies or setting up a campaign means opening screen after screen, even when you already know what you want. ### AI that acts without asking is a risk An assistant that sends emails or changes campaigns on its own can do damage fast. You need help that checks with you first. How it works ## Ask, check, approve. Copilot does the reading and the drafting. You keep the final say. 1. 01 ### Ask in plain words Open Chat and type what you want, the way you would ask a teammate. “What should I focus on today?” is enough. 2. 02 ### See what it did Chat lists every step it took, like reading your inbox or your campaign analytics, then answers. Nothing happens out of sight. 3. 03 ### Approve what matters When the answer means sending an email or changing your workspace, it goes to Approvals first. Nothing is sent until you say yes. Ask it anything ## Four questions, and what Chat does with each. You type a question in plain words. Chat reads the parts of your workspace it needs, shows each step it took and answers. When the answer means sending or changing something, it asks you first. * What should I focus on today? What Chat did 1. Read inbox threads 2. Read a thread 3. Read campaigns Start with the replies waiting in your inbox. One prospect wants examples, one asked about team pricing, and a follow-up draft is ready for your approval. * Draft replies to my inbox What Chat did 1. Read inbox threads 2. Read your knowledge base 3. Write drafts I wrote drafts for the open replies. They wait in Needs approval. Nothing is sent until you approve. * Analyze my latest campaign What Chat did 1. Read campaigns 2. Read campaign analytics Your latest campaign is still sending and has already brought in replies. Let it run, and answer those replies first. * Help me build a campaign What Chat did 1. Read your offerings 2. Read your knowledge base Tell me who you sell to. I will write the email steps from your offering and set the campaign up as a draft for you to check. Ask anything about your sales... Example answers from the sample workspace, shortened. What you get ## A teammate that knows your workspace and checks with you. Copilot works on your real data, in the same app as your campaigns. It saves you clicks without taking control away. * ### Answers from your real data Chat reads your live campaigns, contacts, companies, deals and inbox. If something is outside its reach, it tells you. * ### Every step in the open Each answer shows what Chat read and did to get there, so you can trust it or check it. * ### You approve every send Drafts and changes wait in Approvals. You review them, and only what you approve goes out. * ### It remembers what you teach it Tell Chat a fact once and it keeps it. You can see, edit or delete everything it remembers. * ### Work, not just words Chat finds leads, builds campaigns and drafts replies, and shows the results as cards you can act on. * ### Chats you can find again Every conversation is saved for your workspace with a clear title, and you can search past chats. ## Copilot in FirstSales, part by part The four pieces you will use, in plain words. 1. Chat ### One box for every question Chat opens with “What can I help you sell today?” and a box that says “Ask anything about your sales...”. Ask about your inbox, your campaigns, your contacts or your deals. Chat works on live data from your workspace. * Plain words in, clear answers out. No special commands to learn. * Every step shown. See what Chat read and did before it answered. * Says when it cannot reach something. If a question is outside what it can see, it tells you. What can I help you sell today? What should I focus on today? Draft replies Build a campaign Ask anything about your sales...↑ Live data · this workspace 2. Approvals ### Nothing goes out without your yes Chat can take actions in your workspace, and you approve every send. Drafts and changes collect in the Approvals queue for that workspace. When it is empty, you see “No pending approvals”. * One queue per workspace. Everything waiting for you, in one place. * Approve or turn down. Read each item first, then decide. * Questions when it needs you. If Chat needs a choice, it asks with a question card. Approvals 3 pending * Reply to Nora at Fieldstone Draft email Decline Approve * Follow-up step for Founders Step change Decline Approve * Reply to Omar at Kestrel Draft email Decline Approve 3. Memory ### Facts it keeps, and you control The Memory panel shows what Chat remembers, grouped by category. Facts it picked up on its own are marked. Edit or delete any fact, or add one yourself so every answer starts from it. * Grouped by category. Easy to scan and keep current. * Edit, delete or add a fact. You decide what Chat keeps. * Marked when learned on its own. You always know where a fact came from. What Chat remembers Who you sell to * Agency owners, 10 to 50 people How you write * Short emails, no jargon * Never say “synergy”auto \+ Add a fact 4. History ### Pick up where you left off Every chat is saved for the workspace you are in, with a title made from the conversation. Search past chats to find an answer again. Rate answers with thumbs up or down, and that feedback shows on your Learning page. * Saved per workspace. Each workspace keeps its own conversations. * Search chats. Find an old answer in seconds. * Feedback that counts. Thumbs up and down feed the Learning page. Search chats Today * Inbox replies for Monday * Agency owners campaign Yesterday * Why replies dropped * Pipeline review Rated helpful · shows on Learning ## Not just text. Cards you can act on. When a plain answer is not enough, Chat shows a card: a table, a report, a plan or a change to approve. You read it, adjust it and act on it without leaving the conversation. Answers you can use * ### Approval request What Chat wants to send or change, waiting for your yes or no. * ### Question card When Chat needs a choice from you, it asks with clear options. * ### Daily briefing What happened in your workspace and what needs you next. * ### Campaign performance How a campaign is doing, in one readable card. * ### Campaign editor The steps of a campaign, ready for you to review and edit. * ### What will change A side-by-side view of a change before it is made. * ### Contact table The people that match your question, in a table. * ### Pipeline board Your deals by stage, right in the chat. * ### Follow-up worklist The people who need a follow-up, in order. * ### Deliverability report How your mailboxes are doing and what to fix. * ### Domain setup report Whether SPF, DKIM and DMARC are set up on your domains. * ### Bulk reply review Several draft replies, ready to check one by one. * ### Lead search progress Where a lead search stands while Chat finds people for you. * ### Research brief What Chat found about a company before you write to it. * ### Setup progress Which setup steps are done and which one comes next. * ### Strategy doc A written plan for who to reach and what to say. > “One of the biggest pains in cold email is making sure that you have your DNS setup correctly. Firstsales has created a system to make sure you have done this correctly.” M Mike O [Trustpilot review · Trustpilot](https://www.trustpilot.com/reviews/62a397b16d54f92107125de0) Before and after ## Daily outreach work, before and after Copilot What changes when you can ask instead of click. Clicking around Tabs, filters and reports. * Check five screens each morning Inbox, campaigns, analytics, contacts, deals. * Write every reply from scratch Even the ones that say the same thing. * Build campaigns step by step Screen after screen of settings. * Repeat the same context Every tool forgets what you told it. * Guess what changed No record of who did what, or why. * Lose good answers Notes scattered across docs and chats. With Copilot Ask, check and approve. * Ask what to focus on One answer, built from your real data. * Get drafts to review They wait in Approvals until you say yes. * Ask for a campaign Chat sets it up as a draft for you to check. * Teach it once Memory keeps the facts you give it. * See every step Each answer shows what Chat read and did. * Search past chats Saved per workspace, with clear titles. Why it is different ## Copilot: FirstSales vs a general chatbot A general chatbot can write. Copilot works inside your outreach, on your data, with your approval. __Copilot in FirstSales compared with using a general-purpose chatbot for outreach__ | What you get | General chatbot | FirstSales Copilot | | ------------------------------------------------ | ---------------------- | ---------------------------------- | | Knows your campaigns and inbox | Only what you paste in | Reads them live | | Can act in your workspace | No | Yes, with your approval | | Shows its steps | Varies | Every answer | | Asks before sending | Not applicable | Always | | Memory you can edit | Varies | Memory panel per workspace | | Answers as cards | Mostly text | Tables, reports, plans, approvals | | Chat history | Varies | Saved and searchable per workspace | | Where it lives | A separate tab | Inside FirstSales | | [Start your $1 trial](https://app.firstsales.io) | | | Plain guide ## How to get good answers from Copilot. Copilot works best when you ask like you would ask a sharp teammate. These habits help. 1. 01 ### Start with what you want, not how to get it Say the outcome: “Draft replies to my inbox” or “Help me build a campaign for agency owners”. Chat works out which parts of your workspace to read. You do not need to name screens or settings. 2. 02 ### Give it the one detail it cannot guess Chat can see your data, but not what is in your head. If you want a campaign for a new market or a reply with a certain tone, say so in one line. That single detail often decides whether the first answer is the right one. 3. 03 ### Read the steps when the answer surprises you Every answer shows what Chat read and did. If a number or a suggestion looks off, the steps tell you where it came from. Often the fix is to point it at the right campaign or list. 4. 04 ### Teach it facts once, in Memory If you keep repeating the same thing, such as who you sell to or a word you never use, add it to Memory. Every later answer starts from it. Review the panel now and then, and remove facts that are no longer true. 5. 05 ### Treat approvals as your quality check Approvals are where you protect your sender reputation and your brand. Read each draft as if you wrote it. Edit what is close, turn down what is wrong, and only approve what you would send yourself. 6. 06 ### Rate the answers A quick thumbs up or down takes a second. That feedback shows on your Learning page, so you can see where Chat helps most and where it needs more from you. 7. 07 ### Use one chat per job Start a new chat for each task, such as today's inbox or a new campaign. Titles stay clear, search works better, and each answer has only the context it needs. 8. 08 ### Ask it to explain before it acts When a request is big, such as a new campaign or many replies at once, ask Chat to describe its plan first. It shows what it would read, write and change, and you can adjust the plan before anything is drafted. This keeps the work small, clear and easy to approve, and it helps you spot a wrong list or a missing detail early. Before you start ## Ten things that make Copilot useful from day one Most of these take a minute. Together they give Chat what it needs to help. * Your offering is filled in, so Chat knows what you sell * Your knowledge base has the facts you want in replies * You told Chat who you sell to, and it is in Memory * You checked the Memory panel and removed anything wrong * You know where the Approvals queue is * You read each draft before you approve it * You start a new chat for each new job * You read the steps when an answer looks off * You rate answers with thumbs up or down * You know Chat asks before it sends or changes anything What people say ## From people who use it Real words from real users. No paid reviews. [“User Interface, Ease of Use, Able to hit the inbox in the first attempt.” ![](/_next/image/?url=%2Ftestimonials%2Fsadashiv-b.webp&w=96&q=75)Sadashiv B. Founder, small business G2 ](https://g2.com/products/firstsales-io/reviews/firstsales-io-review-6727217)[“I have always struggled in cold outreach. However, Firstsales has provided an excellent tool for cold outreach.” ![](/_next/image/?url=%2Ftestimonials%2Fkaushal-s.webp&w=96&q=75)Kaushal S. Founder, small business G2 ](https://g2.com/products/firstsales-io/reviews/firstsales-io-review-6740522)[“His honest and insightful feedback helped us transform @synchrowork when we started on LTD to what we are building now.” ![](/_next/image/?url=%2Ftestimonials%2Fsushant-kumar.webp&w=96&q=75)Sushant Kumar @sushantkr49 X ](https://x.com/sushantkr49/status/1705690434973163951) [Read all reviews](https://love.firstsales.io/) ## Go deeper * [CRM Contacts, companies and deals that Copilot can read. ](/crm/) * [Signals Find people who engage with LinkedIn posts about your topics. ](/signals/) * [AI SDR Finds leads, writes, follows up and books, in one loop. ](/ai-sdr/) * [AI learning Teach it once. Every email, reply and Copilot answer uses it. ](/ai-learning/) * [All features Everything FirstSales does, on one page. ](/features/) ## Questions, answered plainly. Can’t find yours? [Write to us](/contact/). 01 What is FirstSales Copilot? Copilot is the chat inside FirstSales. In the app it is called Chat. You ask in plain words, and it reads your workspace, shows each step it takes and answers. It can find leads, build campaigns and draft replies. 02 What can Copilot see? It works on live data from your workspace: campaigns, contacts, companies, deals and your inbox. If a question is outside what it can reach, it tells you. 03 Can Copilot send emails on its own? No. Chat can take actions in your workspace, but you approve every send. Drafts and changes wait in the Approvals queue until you say yes. 04 Does Copilot remember things? Yes. The Memory panel shows what Chat remembers, grouped by category. You can edit or delete any fact and add your own. 05 Are my chats saved? Yes. Each chat is saved for the workspace you are in, with a title made from the conversation. You can search past chats. 06 Is Copilot only text? No. When it helps, Chat answers with cards, such as a contact table, a campaign report, a pipeline board, a follow-up list or an approval request. 07 Does Copilot cost extra? Copilot is part of FirstSales. Plans start at $29/mo, and you can try FirstSales for $1 for 3 days. See the pricing page for what each plan includes. 08 Can I use FirstSales from my own AI tools too? Yes. Besides Copilot in the app, FirstSales has an API, a CLI and an MCP server, so other AI agents can work with your workspace too. ## Outreach that keeps going after you log off. Leads, emails, follow-ups and replies, handled. Connect unlimited mailboxes and let AI agents find leads, write each email and follow up. Or send your own templates in manual mode. From $29/mo. [Start your $1 trial T](https://app.firstsales.io)[See pricing](/pricing/) $1 for 3 days · Cancel anytime · No contract ## Install with AI Your coding agent sets up the FirstSales CLI and skills for you. Prompt for Claude Code I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code. Read these first so you know how FirstSales works: - Developer docs and API: https://developer.firstsales.io - CLI: https://www.npmjs.com/package/@firstsales.io/cli - Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md) Setup 1. Install the CLI: npm install -g @firstsales.io/cli 2. Install the FirstSales skills: claude plugin marketplace add firstsalesio/firstsales-skills claude plugin install firstsales@firstsales 3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up. 4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need. Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden: read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY 5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to. Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through: 1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product. 2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add. 3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own). 4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes. 5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads. 6. Inviting my team and giving each person the right access. Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email). Throughout, as you learn about my business, proactively suggest and help create: - Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them. - Campaign ideas and segments worth testing, with the reason for each. Safety rules: - Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes. - Tell me before anything that spends credits, and how many. Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options. [Developer docs ↗](https://developer.firstsales.io)[npm: @firstsales.io/cli ↗](https://www.npmjs.com/package/@firstsales.io/cli)[GitHub: firstsales-skills ↗](https://github.com/firstsalesio/firstsales-skills)