Insightly Copilot for Enterprise

Overview

Insightly Copilot transforms how teams interact with CRM data by combining conversational intelligence, generative AI, and contextual insights - all within the familiar Insightly experience. It’s your always-on assistant that helps sales, marketing, and customer success teams spend less time digging through records and more time building relationships that drive revenue. Use these in your conversations, demos, and enablement sessions to help Enterprise customers see how Copilot can save hours each week and empower teams to focus on what matters most - building relationships and closing deals.

With Copilot, every user - from sales reps to business owners - gains instant access to answers, actions, and automation without needing complex filters, exports, or SQL queries.

Good to know

• The feature is not HIPAA‑compliant. If you store Protected Health Information (PHI) in Insightly, Copilot may process that data.

• Copilot works best in Chrome or Edge (latest versions).

Key Capabilities

Smarter Contact Management

Instantly retrieve and summarize contact information, communication history, and linked records with a simple query. Copilot surfaces what matters most - from last touchpoints to key decision-makers - so teams never miss context in their next call or meeting.

Intelligent Communication Support

Craft personalized messages that resonate. Copilot generates customized emails, follow-up suggestions, and outreach templates tailored to each contact’s history, preferences, and relationship stage.

Search and Analyze in Seconds instead of Hours

Ask natural-language questions like “Which opportunities are expected to close this quarter?” and get instant, accurate insights from your CRM - without exporting data or building complicated reports.

Conversational Record Management

Manage your CRM through simple commands. Create and update contacts, leads, opportunities, and tasks using plain English. Copilot ensures accuracy by handling data structure, validation, and linking for you automatically.

Key Use Cases for each Persona

Customer Success / Account Executives

CSMs and AEs can experience drastic improvements in retention through proactive churn prevention, as well as increases in expansions and upsell opportunities by discovering them faster with Insightly Copilot. Additionally, time spent manually tracking customer activity is drastically reduced.

Example Prompts:

• “What opportunities should we look at next?”

• “Which contacts have gone inactive in the last 60 days?”

• “Which customers show signs of churn based on low CSAT or activity?”

• “Which accounts are underusing our platform’s key features?”

• “Who are our most engaged customers by feature usage?”

• “Create me a new task.”

Sales & Marketing Operations

Sales Operations and Marketing folks can see a huge improvement in CRM data completeness, with stronger faster audit cycles for data hygiene and compliance. They will also see an enhanced segmentation accuracy leading to higher conversion rates.

Example Prompts:

• “Show me all contacts missing email addresses.”

• “Which opportunities don’t have an assigned contact role?”

• “Are there any duplicate leads or accounts?”

• “Which fields are most commonly left blank in opportunities?”

• “How many leads were created without a lead source?”

• “Create a new opportunity for me.”

Business Owners / Executives

Business owners and executives can leverage Insightly Copilot for faster decision-making through instant pipeline and revenue visibility. The AI helps discover data and trends faster than any human would, leading to faster forecasting and better resource allocation and optimization. Users have a reduced dependency on manual reporting.

Example Prompts:

• “What leads should we prioritize this week?”

• “Which customer segments generate more than $5K in ARR?”

• “Where are we seeing the fastest deal cycles?”

Sales Managers

Sales managers can achieve higher forecasting accuracy through real-time insights and experience a reduction in pipeline stagnation. Additionally, they can save significant time from preparing weekly and monthly reports by having Copilot do all the work with all the proper data access.

Example Prompts:

• “Summarize our current lead pipeline for the leadership team.”

• “Which opportunities have stalled in the last 90 days?”

• “How has our lead pipeline changed since last month?”

• “Which opportunities are at risk of slipping this quarter?”

• “Show me which deals are most likely to close before quarter-end.”

1. Enable Copilot for your instance (admins only)

• Sign in as a System Administrator.

• Go to System Settings › AI Features › Copilot.

• Enable Copilot by checking the Copilot box. You will see a HIPAA compliant pop-up. Click the Enable Copilot button to give the permissions.

Tip: You can disable Copilot at any time from the same page.

2. How to Launch Copilot (any user)

• Click the ✨ Copilot badge next to your Profile icon in the upper right corner.

• The chat panel slides in from the right. Type a question—or pick a quick‑start chip such as Summarize a Lead, Generate an outreach email, Create a Contact or Create a Task.

Note: If using Copilot to update, create, or alter records, you will be presented with a confirmation dialog before the changes are made. Reply ‘yes’ to the confirmation message to proceed.

3. Real‑world use cases Smarter contact management

Ask Copilot to retrieve or summarize contact details, comms history, and linked records—all with a single line of text.

Intelligent communication support

Generate polished follow‑ups or first‑draft emails based on the context of recent conversations, then send with one click.

Conversational record management

Create or update contacts, opportunities, tasks, and events via natural language. Copilot handles field validation and linking for you.

Search & analyze like a pro

Run on‑the‑fly queries across multiple objects, discover trends, and surface hidden patterns in your data without complex reports.

4. Quick‑start examples

5. Security and compliance

Copilot is built on the same security foundation as Insightly CRM:

• GDPR, CCPA, and SOC 2 Type II compliant infrastructure

• All data encrypted in transit (TLS 1.2+) and at rest (AES‑256)

• Role‑based access controls respected—Copilot can only see what the signed‑in user can see

Remember, Copilot itself is not HIPAA compliant. Avoid storing or querying PHI unless you have reviewed your regulatory obligations.

6. Troubleshooting

7. Feedback Mechanism

You can share your feedback on the AI agent’s responses by using the thumbs up or thumbs down buttons displayed below each response. If a response doesn't meet your expectations, feel free to choose one of the suggested options or leave a comment to help us improve.

Features

Insightly Copilot offers various UX features to enhance the user’s management and experience while interacting with our AI solution across their Insightly CRM instances. Users can open the chat by selecting the Copilot button that appears at the top right and begin interacting with the Copilot right away.

When opening Copilot, you’ll notice it will pop-up on the user’s screen on the left. Users can ask questions and navigate across multiple conversation windows, as well as view the terms of agreement.

Canceling a prompt

Users can cancel an ongoing prompt if they cancel immediately after submitting via the Cancel button on the bottom right.

Managing multiple chat windows

Users can Start a new chat or See all chats by selecting the three dot (…) menu. Users can also delete their conversations as well as search through their conversations by typing in key words.

Expanding the Chat

Users can select the expand icon at the top right to expand the chat size across their screen. They can view the list of all historical chats as well as the current one.

Manage and clear your chat history

Users can oen the Copilot panel. by clicking on the ⋯ (3 dot menu) and selecting Start a new chat to initiate a new prompt. To clear any chat history, see all chats option from the 3 dot menu.

Select Delete to remove any previous prompts and responses. Click the Delete button on the pop-up to process the deletion of chat history.