✨ Set up your first campaign with Copilot

New accounts now open in Copilot, which guides you from your website to a seller profile, a matching buyer list, verified emails and a drafted sequence. It suggests your targeting, warns you before you run low on email credits, and picks up where you left off after a reload. Nothing sends until you review and activate the sequence yourself.

What changed

• New accounts start in Copilot for guided setup
• Refreshing Copilot during setup brings you back to where you were
• Copilot setup no longer stalls or turns into a plain chat
• Copilot setup now takes you all the way to a ready campaign
• See who a Copilot confirmation is about before you approve it
• Copilot shows a loading screen while it gets ready
• Answer Copilot’s questions during setup without getting stuck
• See your setup plan and progress when Copilot welcomes you
• Pick a seller profile you already have during setup
• Large lists fill in the background while setup continues
• Setup enrichment uses credits only on the contacts in your list
• Copilot setup resumes correctly after you leave or reload
• Copilot setup recovers when saving a list or enriching fails
• Copilot prospect searches now match your industry and seniority
• See your total matches and add the top 100 to a list
• Clear email credit warnings before you enrich a list
• Setup welcome in Copilot now shows once per session
• Copilot suggests who to target from your seller profile
• Build your seller profile from your website inside Copilot
• Copilot setup shows which step you left off on
• Review your draft seller profile in clear sections
• Your first Copilot campaign uses the profile you just created
• Get guided setup from Copilot on your first visit
• See a one-time account summary when you first open Copilot
• Connect Gmail or Outlook without leaving the Copilot chat