Copilot is Instantly’s built-in AI assistant designed specifically for cold email and outbound workflows.
It understands your business, audience, and messaging style, and helps you:
Find your ideal target audience & leads.
Generate complete outreach campaigns.
Write full email sequences.
Suggest campaign ideas for your business.
Summarize your weekly analytics.
Give outreach ideas & advice.
Set daily, weekly or monthly recurring tasks for your most important actions.
And anything else you can think of.
Just type in what you need and Instantly Copilot will make it happen. Here's the walkthrough:
It pulls context from your website, PDFs, ICPs, and any custom rules you define, so the outputs are relevant and personalized.
You can use it by typing custom prompts, or by clicking prewritten tasks like “Write a Sequence” or “Generate Campaign” to get started instantly.
How to Use Copilot in Instantly
1. Start Copilot
2. Memory(Add Business Info)
Click on “Memory”
Enter your website URL so the AI can pull details automatically.
Or upload a PDF/text file with info about your business.
You can also edit the data manually.
3. Define Your ICP (Ideal Customer Profile)
Go to the Customer Profiles section.
Copilot will generate your target audience based on your business info.
You can use predefined ICPs as a starting point, or Add new ICP yourself.
4. Guidance (Add Messaging Rules)
In the Guidance tab, you can define how you want your emails to sound (e.g. tone, structure, do’s and don’ts).
There are three predefined rules you can use, and create more rules yourself.
Click 'Save' to save the business details/ICP/guidance rules you added.
4. Start a chat
On the main screen, you’ll see built-in prompts like:
Find Ideal Prospects
Generate a Full Campaign
Write a Sequence
Campaign Ideas
Weekly Analytics
Best Performing Campaigns
Get Advice
Audit My Workspace
Just click on one to instantly start the task, or select the predefined ones by typing "/", or simply ask it whatever you like and hit Enter.
5. Create a recurring task
A task is a recurring prompt that Instantly Copilot executes on a schedule. You can set the frequency to daily, weekly, or monthly.
To manage your tasks, simply go to the Tasks tab, you can toggle them off or click the three dots to remove a task.
6. Get and use the results
Copilot will generate email copy, follow-ups, or lead lists.
You can edit the emails and move them into your campaign.
Leads can be transferred directly from SuperSearch to your campaigns.
For example, you could generate a full sequence with Spintax and Liquid Syntax, based on your ICP, and generate the leads for that campaign.
7. Settings
This section allows you to configure your Instantly Copilot settings.
WARP mode: Allow Instantly Copilot to generate entire campaigns and enrich leads without requesting confirmation.
Follow up suggestions: Show follow-up suggestions in the results.
Analytics: Enable analytics tracking for Instantly Copilot interactions and performance metrics to see how many hours you saved with Copilot.
Enrich Leads Limit: Max number of leads that can be enriched at once when using WARP mode.
Slack Notification: Send recurring-task notifications to a Slack channel.
And that’s it, Copilot helps you go from idea to ready-to-send campaign in minutes.
Credits Usage
When you use Copilot, each action consumes a small number of Instantly credits depending on the complexity of the task. Here's a breakdown:
Generate a sequence of emails — 0.1 credits
Create a full sequence with follow-ups based on your memory and ICP.Request general info — 0.05 credits
Ask basic questions or get quick advice from Copilot.Find ideal prospects — 0.1 credits
Use AI to search SuperSearch for leads that match your ICP.Create a campaign — 0.5 credits
Build a full cold email campaign (emails + lead suggestions) based on your business info.Workspace audit — 1 credit
Analyze campaign performance, account setup, deliverability, and more in one click.
⚠️ Note: These credits don’t include enrichment costs (like verifying emails or adding contact info), which are charged separately.
You can upgrade the Instantly Credits plan on the billing page to get more credits.