AI Copilot
The AI assistant embedded throughout HotCRM — what it can do, where to find it, and how it learns from your data.
AI Copilot
HotCRM is AI-native — the assistant is built in, not bolted on. Two specialised copilots ship out of the box:
- The Sales Copilot helps reps qualify leads, draft emails, forecast revenue, and get a 360° view of accounts.
- The Service Copilot helps agents triage cases, see the full customer history, and draft customer responses.
Both run on top of your CRM data — they read from the same objects you see in the UI, and they know your products, knowledge bases, and process rules.
Where you'll find it
- 🪄 Copilot panel — a chat panel that opens from the right edge of every page.
- ⚡ Inline actions — buttons like "Qualify this lead", "Draft reply", "Summarize case" on record detail pages.
- 📋 Suggestions — automatic insights in dashboards ("3 deals are at risk this week").
How it works (in plain terms)
The Copilot has three ingredients:
- Skills — bite-sized abilities like Draft an email, Qualify this lead, Triage this case. See Skills.
- Knowledge bases — searchable libraries of product info, sales playbooks, support articles, and competitive intel. See Knowledge Bases.
- Your live CRM data — the Copilot reads from the same accounts, contacts, opportunities, and cases you do, respecting the same sharing rules.
When you ask a question, the Copilot picks the right skill, pulls relevant knowledge, and combines it with your CRM data to produce a grounded answer — with citations back to the source records and articles.
What it won't do
- ❌ See records you can't see — it respects sharing and field-level security.
- ❌ Take actions without your confirmation — drafted emails and updates are previewed first.
- ❌ Fabricate data — every claim is traceable to a record or knowledge source.
Two flavours
| Copilot | Audience | Built-in skills |
|---|---|---|
| Sales Copilot | Sales reps, sales managers | Lead qualification, email drafting, revenue forecasting, 360° customer view |
| Service Copilot | Service agents, support managers | Case triage, 360° customer view, email drafting |
Both copilots can call each other's skills when relevant — for example, the Service Copilot can use the Sales Copilot's Customer 360° skill to show what the customer has bought.
Start here
- Sales Copilot — what reps and managers can do.
- Service Copilot — what agents can do.
- Skills — the full skill library.
- Knowledge Bases — the RAG indexes the Copilot reads from.