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The Sales AI Co-pilot is the AI layer on top of your CRM. It reads your meeting transcripts, watches your calendar, listens to your contacts’ activity, and helps you close more deals — drafting replies to cold emails, suggesting next steps, summarizing meetings, and surfacing deals that need attention. It is always approval-first. Nothing sends without your explicit go-ahead. Every draft, suggestion, and proposed change is staged in a pending actions queue. You approve, edit, or reject.
This is a layer on top of your existing CRM — it does not replace the CRM. Contacts, deals, pipeline, tasks, and activity all still live in /dashboard/crm/. The Co-pilot reads from and proposes changes to those records, but the data stays where it is.

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What it does

Drafts replies

Cold email replies, prospect follow-ups, scheduling responses — written in your voice.

Surfaces follow-ups

“These 4 deals are at risk” — flags stalled deals, missed promises, and aging tasks.

Summarizes meetings

Reads the transcript, pulls out commitments, and creates tasks for each one.

Preps you for calls

Before every meeting, a brief: who they are, prior history, likely topics, suggested questions.

Suggests deal-stage changes

“This deal looks like it should move to Negotiation.” Approve and the CRM updates.

Answers questions

“What deals close this month?” “What did Bob say about budget?” — chat or quick-ask pill.

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How it stays in your control

Every potentially impactful action lands in a pending actions queue first.
1

Co-pilot sees a signal

A meeting ends, a cold email lands, a deal hasn’t moved in two weeks.
2

Co-pilot drafts an action

“Reply to Sarah at Acme: ‘Thanks for the demo, here’s the pricing breakdown…’”
3

Action goes to your queue

Visible at /dashboard/crm/memory/ under Pending Actions.
4

You approve, edit, or reject

Approve — it sends. Edit — make changes, then approve. Reject — discard. The Co-pilot learns from rejects.
For the queue mechanics, see Pending Actions Queue.

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Where you’ll find it

A small “Ask AI Co-pilot” pill on the CRM dashboard at /dashboard/crm/. Tap it, type a question, get an answer or stage an action. Best for one-off asks.

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What it reads

The Co-pilot has access to your CRM and the parts of Hiveku adjacent to sales:
  • Calendar — Upcoming bookings, past meetings, transcripts
  • CRM contacts and deals — Properties, activity timeline, tasks, notes
  • Email threads — Sent and received via Hiveku Email or connected Gmail/Outlook
  • Communications — Call recordings, transcripts, SMS history
  • Skills and rules — The custom playbook you’ve defined for your team
It does not read your personal email outside what you’ve connected, your private files, or anything outside your Hiveku account. Cross-account isolation is strict.

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Skills and rules

You teach the Co-pilot how your team works through skills and rules — short text instructions like:
  • “Always mention our 30-day money-back guarantee in cold replies”
  • “If a prospect mentions HIPAA, route to the enterprise team”
  • “Don’t suggest discounts above 15% — those need approval”
Manage skills and rules from the Co-pilot page. They steer every draft and suggestion. See Skills, Rules, and Memory for the full system.

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Cost and budgeting

The Co-pilot uses LLM tokens. Usage is metered per request and shows up in your billing. You can set a session cost cap per account so heavy usage hits a limit before it surprises you.
For most small teams, Co-pilot usage is a small fraction of monthly cost. The bigger spends come from heavy automated drafting (e.g., 100+ AI-drafted replies per day across the team). Set a cap that lets you experiment without runaway risk.

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Enabling it

The Co-pilot is off by default for new accounts. Enable in Settings or follow Enable the Sales AI Co-pilot for the full setup including:
  1. Toggling on the agent
  2. Connecting your calendar (so it can prep for meetings)
  3. Setting your email signature (so its drafts read like you)
  4. Approving a first batch of pending actions to teach preferences

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API

EndpointPurpose
POST /api/sales/ai/chatChat with the Co-pilot
POST /api/sales/ai/agentEnable / disable / configure
GET /api/sales/ai/memory/*Read or write learned memory
GET /api/sales/ai/skills-rulesList/edit skills and rules
GET /api/sales/ai/pendingPending actions queue
GET /api/sales/ai/statusAgent status, recent activity

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Distinguishing from other AI features

Hiveku has multiple AI surfaces and they don’t overlap:
If you want to…Use
Draft sales replies, summarize meetings, prep for callsSales AI Co-pilot (this)
Run a cold-email outbound campaignCold Email
AI answers your phoneAI Voice Agent
Build pages and contentEditor AI
BYOK to power features with your own keysBYOK AI

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Next steps

Enable the Co-pilot

Turn it on, connect calendar, set signature.

Using the Co-pilot

Daily workflow — quick-ask, chat, transcripts, prep.

Pending actions

Approve, edit, reject — and configure auto-approve.