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This is the day-to-day playbook for working with your AI Sales Co-pilot. It covers where to find it, how to ask questions, how to use meeting transcripts, and how to lean on calendar awareness for prep.

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Where it lives

Quick-ask pill

/dashboard/crm/ — a small pill labeled “Ask AI Co-pilot” in the top bar.

Dedicated chat

/dashboard/crm/memory/ — full conversation, pending actions, and history.

Inline on records

Every contact and deal page has a “Co-pilot” sidebar with suggestions.

Profile settings

Settings > Profile — set your email signature so drafts sign off as you.

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The quick-ask pill

The pill is a fast in-and-out interface. Click it, type a question, hit Enter, get an answer or a staged action. Use cases:
  • “What deals are at risk this month?”
  • “Draft a follow-up to Acme Corp”
  • “Summarize my meeting with Sarah yesterday”
  • “What’s the next step on the Northwind deal?”
  • “Find all contacts at companies over 200 employees that haven’t replied in a week”
The pill is great for short tasks. For multi-turn conversations, jump to the dedicated chat at /dashboard/crm/memory/.

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The chat interface

The full chat at /dashboard/crm/memory/ keeps history across days, supports multi-turn refinement, and has tabs for pending actions and configuration.
1

Open the chat

Click “Memory & Co-pilot” in the CRM sidebar.
2

Start a conversation

Type a question. The Co-pilot has access to your CRM, calendar, email, and call records.
3

Refine

“Make the email shorter.” “Use a more casual tone.” “Add a P.S. about the new feature.”
4

Approve actions

When the Co-pilot proposes something with side effects (sending email, updating CRM), it goes to the pending queue. Approve from there.

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Asking good questions

The Co-pilot is best when you’re specific about what you want. A few patterns that work well:
  • “What deals are stalled?”
  • “Who haven’t I followed up with this week?”
  • “Which prospects opened my emails but didn’t reply?”
  • “What meetings do I have tomorrow and what should I know?”

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Reading meeting transcripts

After every call (Zoom, Google Meet, Teams, or your phone system if recorded), the Co-pilot ingests the transcript and produces:
  • A short summary
  • A list of explicit commitments (“I’ll send pricing by Friday”)
  • Action items as draft tasks in your CRM
  • Sentiment notes (interested, hesitant, blocking concerns)
  • Suggested follow-up email
1

Find the transcript

On the contact or deal page, the meeting appears in the activity timeline with a “Transcript” link.
2

Read the summary

The Co-pilot’s summary appears at the top — usually 4-6 bullets. Skim it before opening the full transcript.
3

Approve action items

Action items show up in the pending queue. Approve to convert into CRM tasks.
4

Approve the follow-up

The drafted follow-up email is also in the queue. Edit if needed, approve to send.
Have the Co-pilot create the action items even when you’ll do them yourself. Tasks land on the right contact/deal, with deadlines, and you have a clean ledger of what was promised.

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Calendar awareness — meeting prep

Before every booked meeting, the Co-pilot generates a brief. You’ll see it 1-24 hours before the call (configurable) on:
  • The dedicated chat page
  • A Slack DM (if Slack is connected)
  • An email reminder (if enabled)
The brief contains:
  • Who — name, role, company, prior interactions
  • History — past meetings, emails, deals, notes
  • Last activity — what they did most recently in your funnel
  • Likely topics — based on prior conversations and where the deal stands
  • Suggested questions — open-ended prompts to advance the deal
Briefs are most useful when you have rich CRM data on the contact. New, sparsely-detailed contacts get briefer briefs. Add notes after each call — the Co-pilot uses them to deepen future briefs.

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CRM activity awareness

The Co-pilot watches CRM activity and surfaces patterns:
  • Deals stuck: “Globex hasn’t moved in 3 weeks” — proposes next step
  • Missed promises: “You said you’d send pricing to Sarah Wednesday — it’s Friday” — drafts the email
  • Aging tasks: “These 6 tasks are past due” — proposes deferring or completing
  • Re-engagement opportunities: “Bob opened your last email 4 times but didn’t reply” — drafts a check-in
These appear as nudges on the dashboard or as items in the pending queue.

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Email signature

The Co-pilot drafts emails that sign off as you. Set your signature in Settings > Profile so its drafts include the right name, title, phone, and any links you want. 
Sarah Jones
Account Executive · Acme
sarah@acme.com · (415) 555-0100
Without a signature configured, drafts will use a generic sign-off. Worth taking 30 seconds to set this up before approving any outbound drafts.

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Tone matching

Over time the Co-pilot learns your voice from drafts you approve and edits you make. The first few weeks may need more editing; after that, drafts get noticeably closer to how you’d naturally write. You can also explicitly steer tone with skills/rules:
  • “Use casual lowercase greetings (‘hey alex’ not ‘Hi Alex’)”
  • “Never use exclamation points in cold outreach”
  • “Sign off with ‘Cheers’ rather than ‘Best‘“

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Privacy and access

The Co-pilot only sees what you’ve connected: your CRM, your connected calendar(s), your connected email account(s), your phone records. It does not see other users’ private data without explicit team-share, and never sees data outside your Hiveku account.

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Next steps

Pending actions

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

Skills and rules

Teach the Co-pilot how your team works.