HotCRM Copilot

Copilot is an embedded AI assistant that lives in your side panel, ready to help with any task across the CRM.

Capabilities

Content Generation

• Draft Emails: "Write a follow-up email to this prospect mentioning our new pricing."
• Summarize Records: "Summarize the last 5 interactions with this account."
• Meeting Prep: "What do I need to know before my call with Acne Corp tomorrow?"

Data Interaction

• Natural Language Search: "Show me all opportunities in New York over $50k closing this month."
• Quick Updates: "Update this opportunity stage to Negotiation and set the close date to next Friday."

Context Awareness

Copilot knows which record you are looking at.

• If you ask "What are the open cases?", it infers "for this account" if you are on an Account page.

Configuration

• Prompt Library: Create shared prompts for your team.
• Guardrails: prevent AI from discussing sensitive competitors or internal secrets.