> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales AI Co-pilot Overview

> An AI partner that drafts replies, surfaces follow-ups, and preps you for every meeting

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.

<Info>
  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.
</Info>

## What it does

<CardGroup cols={2}>
  <Card title="Drafts replies" icon="pen-to-square">
    Cold email replies, prospect follow-ups, scheduling responses — written in your voice.
  </Card>

  <Card title="Surfaces follow-ups" icon="bell">
    "These 4 deals are at risk" — flags stalled deals, missed promises, and aging tasks.
  </Card>

  <Card title="Summarizes meetings" icon="file-lines">
    Reads the transcript, pulls out commitments, and creates tasks for each one.
  </Card>

  <Card title="Preps you for calls" icon="clipboard-list">
    Before every meeting, a brief: who they are, prior history, likely topics, suggested questions.
  </Card>

  <Card title="Suggests deal-stage changes" icon="forward">
    "This deal looks like it should move to Negotiation." Approve and the CRM updates.
  </Card>

  <Card title="Answers questions" icon="comments-question">
    "What deals close this month?" "What did Bob say about budget?" — chat or quick-ask pill.
  </Card>
</CardGroup>

## How it stays in your control

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

<Steps>
  <Step title="Co-pilot sees a signal">
    A meeting ends, a cold email lands, a deal hasn't moved in two weeks.
  </Step>

  <Step title="Co-pilot drafts an action">
    "Reply to Sarah at Acme: 'Thanks for the demo, here's the pricing breakdown…'"
  </Step>

  <Step title="Action goes to your queue">
    Visible at `/dashboard/crm/memory/` under Pending Actions.
  </Step>

  <Step title="You approve, edit, or reject">
    Approve — it sends. Edit — make changes, then approve. Reject — discard. The Co-pilot learns from rejects.
  </Step>
</Steps>

For the queue mechanics, see [Pending Actions Queue](/sales/pending-actions).

## Where you'll find it

<Tabs>
  <Tab title="Quick-ask pill">
    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.
  </Tab>

  <Tab title="Dedicated co-pilot page">
    `/dashboard/crm/memory/` — a full chat interface with conversation history, pending actions, and configuration. Best for deeper work.
  </Tab>

  <Tab title="Inline on contact / deal pages">
    On any contact or deal page in the CRM, a Co-pilot panel suggests next actions specific to that record.
  </Tab>

  <Tab title="Slack and email summaries">
    Daily or weekly summaries pushed to Slack or email — high-priority pending actions, deals at risk, meetings tomorrow.
  </Tab>
</Tabs>

## 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.

## 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](/ai/skills-rules) for the full system.

## 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.

<Tip>
  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.
</Tip>

## Enabling it

The Co-pilot is off by default for new accounts. Enable in Settings or follow [Enable the Sales AI Co-pilot](/how-tos/enable-sales-copilot) 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

## API

| Endpoint                         | Purpose                       |
| -------------------------------- | ----------------------------- |
| `POST /api/sales/ai/chat`        | Chat with the Co-pilot        |
| `POST /api/sales/ai/agent`       | Enable / disable / configure  |
| `GET /api/sales/ai/memory/*`     | Read or write learned memory  |
| `GET /api/sales/ai/skills-rules` | List/edit skills and rules    |
| `GET /api/sales/ai/pending`      | Pending actions queue         |
| `GET /api/sales/ai/status`       | Agent status, recent activity |

## 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 calls | **Sales AI Co-pilot** (this)                     |
| Run a cold-email outbound campaign                      | [Cold Email](/how-tos/cold-email)                |
| AI answers your phone                                   | [AI Voice Agent](/communications/voice-ai-agent) |
| Build pages and content                                 | [Editor AI](/editor/overview)                    |
| BYOK to power features with your own keys               | [BYOK AI](/how-tos/byok-ai)                      |

## Next steps

<CardGroup cols={2}>
  <Card title="Enable the Co-pilot" icon="rocket" href="/how-tos/enable-sales-copilot">
    Turn it on, connect calendar, set signature.
  </Card>

  <Card title="Using the Co-pilot" icon="comments" href="/sales/using-co-pilot">
    Daily workflow — quick-ask, chat, transcripts, prep.
  </Card>

  <Card title="Pending actions" icon="list-check" href="/sales/pending-actions">
    Approve, edit, reject — and configure auto-approve.
  </Card>
</CardGroup>