Insightly Copilot
Copilot combines conversational interaction with generative AI over your CRM data.
On this page:
Insightly Copilot
Copilot combines conversational interaction with generative AI over your CRM data.
What Copilot does
Copilot lets users work with CRM data conversationally rather than through navigation and filtering.
|
1 Insightly CRM Copilot AI Assistant Interface |
2 Insightly CRM Top Navigation Bar Icons |
What Copilot can do
Copilot works across several areas of your CRM data:
- Smarter contact management: retrieve and summarize contact information, communication history, and linked records from a simple query, surfacing details like last touchpoints and key decision-makers.
- Intelligent communication support: generate customized emails, follow-up suggestions, and outreach templates tailored to a contact’s history, preferences, and relationship stage.
- Search and analyze in seconds: ask natural-language questions like “Which opportunities are expected to close this quarter?” and get answers without exporting data or building reports.
- Conversational record management: create and update contacts, leads, opportunities, and tasks using plain English, with Copilot handling data structure, validation, and linking.
Example prompts include “What opportunities should we look at next?”, “Which contacts have gone inactive in the last 60 days?”, “Show me all contacts missing email addresses”, “Are there any duplicate leads or accounts?”, and “Summarize our current lead pipeline for the leadership team.”
Enabling Copilot (admins)
- Sign in as a System Administrator and go to System Settings > Product Settings > AI Features > COPILOT.
- Check the Copilot box to enable it. A confirmation dialog appears. Click Enable Copilot to proceed. Copilot can be disabled again from the same page at any time.
Per-user access is managed separately: System Settings > Platform Tools > Copilot, under Copilot User Settings, lets an admin enable or disable Copilot for individual users.
Security and compliance
Built on the same security foundation as Insightly CRM: CCPA and SOC 2 Type II compliant infrastructure, data encrypted in transit (TLS 1.2+) and at rest (AES-256), and role-based access. Copilot only sees what the signed-in user can see. It does not use customer data to train its models.
⚠️ Copilot itself is not HIPAA compliant. If you store Protected Health Information in Insightly, avoid storing or querying it through Copilot unless you’ve reviewed your regulatory obligations. Copilot may process that data.
Chat features
ℹ️ Browser support. Copilot works best in the latest versions of Chrome or Edge.
Open the chat via the Copilot button in the top-right, or the ✨ badge next to your profile icon. Type a question, or use a quick-start chip like Summarize a Lead or Generate an outreach email. If a request would create, update, or change a record, Copilot asks for confirmation before making the change.
Responses can be rated with thumbs up/down; a thumbs-down opens a dialog to select a reason or leave a comment.
An ongoing prompt can be canceled immediately after submitting with the Cancel button. The three-dot menu manages multiple conversations: start a new chat, see all chats, delete a conversation, or search past ones by keyword. The expand icon widens the chat across the screen, showing the full chat history alongside the current conversation.
To clear chat history, open See all chats from the three-dot menu, select the chat, choose Delete, then confirm on the dialog that follows.
Troubleshooting
| Issue | Try this |
|---|---|
| Copilot panel won’t open | Refresh the browser, clear cache, or hard-refresh (F12, right-click the refresh icon, select “Empty cache and hard refresh”) |
| Responses seem off-topic | Provide more context about the problem and your goal |
| Unexpected errors | Capture the error shown in the chat and contact Insightly Support |
Usage limits and auto-stop
Copilot includes a monthly query limit based on your plan. Queries are shared by everyone on the account as a single pool, calculated as queries per seat multiplied by the number of seats. The pool resets on the 1st of each month at midnight in the account's default time zone. You can track usage in System Settings > Copilot.
Professional plans include 75 queries per seat each month, and Enterprise plans include 100 queries per seat each month. Copilot isn't available on the Plus plan. Trials include 75 queries in total for the length of the trial.
When an account reaches its limit, Copilot is unavailable until the pool resets, unless Auto-Stop Protection is turned on. Available on paid plans only, Auto-Stop Protection automatically buys more queries so your team isn't interrupted. Each top-up adds 100 queries for $19, billed to the account through Stripe with an invoice for each charge.
To turn it on, go to System Settings > Platform Tools > Copilot and switch Auto-Stop Protection on. When the account reaches 100% of its usage, Insightly charges $19 and adds 100 queries to the pool.
If the automatic charge fails, Insightly tries again when the account reaches 103% of its base allocation. If the second attempt also fails, Copilot pauses at 105% usage until the next billing cycle. This 5% buffer keeps your team working if a payment doesn't go through.
Admins can opt users in to email alerts when the account reaches 90% of its monthly limit: at System Settings > Platform Tools > Copilot, choose Enable For Specific CRM Users and check Auto-Stop Notifications for each user. If no users opt in, alerts are sent to the billing owner.
Trial accounts behave differently: 75 total queries for the entire trial regardless of user count or plan selected, no Auto-Stop Protection, and a hard stop at exactly 75 queries with no courtesy buffer. At the limit, trial users see “Your organization has reached its monthly Copilot usage limit. To avoid interruption, please upgrade to a paid plan.” After converting to a paid plan, the account receives the standard allocation based on plan and seat count, Auto-Stop Protection becomes available to admins, and queries reset according to the billing cycle.
When the limit is reached on a paid plan, non-admin users see a “Contact your admin” message and admins are prompted to review Copilot settings.