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What is the SalesTarget.ai Co-pilot?

The SalesTarget.ai Co-pilot is your AI-powered sales assistant built directly into the platform. Instead of navigating menus and clicking through settings, you simply tell the Co-pilot what you want to do — in plain English — and it handles it instantly.

How to Access the Co-pilot

The Co-pilot is available in two ways:

  • Dedicated Co-pilot page — click Co-pilot from the left sidebar to open the full Co-pilot workspace

  • Floating assistant — the Co-pilot icon is accessible from anywhere in the platform so you can use it without leaving the page you're on

How to Use the Co-pilot

1. Type naturally

Just describe what you want as if you're messaging a colleague:

  • "Create a new campaign called SaaS VPs April 2026"

  • "Show me my best performing campaign from last month"

  • "Find VP of Sales leads in the US at SaaS companies"

2. Use suggested commands

The Co-pilot surfaces suggested commands based on the page you're on and your recent activity. Click any suggestion to run it instantly — no typing required.

What the Co-pilot Can Do

The Co-pilot has 14 built-in actions across four areas:

Area

Actions

Campaigns

Create Campaign, Update Sequence, Get My Campaigns, Add List to Campaign

Leads

Search Leads, Create List, Get Lists, Add Leads to List

CRM

Query Meetings, Query Deals, Query Tasks, Create / Update / Assign Tasks

Analytics

Weekly Analytics, Best Campaign

Tips for Best Results

  • Use exact names — when referring to an existing campaign or list, use its exact name

  • Be specific — the more detail you give, the more accurate the result

  • Check confirmations — the Co-pilot always confirms what it did after each action

  • Use suggestions — if unsure what to type, click a suggested command to see how requests are phrased

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