What Is AI Sales Copilot?

AI Sales Copilot is HG Insights' AI-native execution layer built for AEs, SDRs, and BDRs. It helps sellers research and prioritize their book of business faster by turning HG data and your first-party signals into contextual insights and executed workflows that align with your go-to-market motion.

The core idea is simple: configure Sales Copilot once with what you sell, who you sell to, and what pain you solve. Every insight, signal, and workflow downstream runs through that lens. The result is a much lower time to value: your team starts prospecting with context on day one instead of spending weeks on setup.

Who it's for

• Sellers (AEs, SDRs, BDRs) use Sales Copilot to research accounts, prioritize their book, and act on what matters this week.

• Admins (typically RevOps) set up the tenant: company context, offerings, and scoring models. See Tenant Onboarding: Building Your Company Context.

Key capabilities

Company Context

A one-time configuration of your ICP (Ideal Customer Profile), Offerings, and target personas. This becomes the interpretive lens for every signal and workflow downstream, so outputs reflect your business rather than generic data. Learn more in Tenant Onboarding.

Account AI

Ask any question about any account and get cited answers grounded in HG data and your first-party signals. For example: "Who from the buying committee has engaged?" or "What's worth acting on this week?" Learn more in Account AI.

AI-Native UX

Sales Copilot is built from the ground up as an intelligent workspace, not a dashboard. Insights arrive pre-formed with a suggested next step, one click from action.

Multiple Offerings

Run concurrent plays across different products at the same time. Each offering gets its own ICP, context, signal prioritization, and workflows. Learn more in Confirming Your Offerings.

CRM-less Support

No CRM connection is required to get started. Upload a URL list and begin prospecting immediately. Learn more in Working With or Without a CRM.

CRM Integrations and Workflows

When you're ready, Sales Copilot supports end-to-end execution: contacts written to your CRM, sequence enrollment, and email drafts. Every action passes through a rep approval gate before anything sends. Sales Copilot fully supports both Salesforce and HubSpot as CRMs, including territory mappings for each. Learn more in Working With or Without a CRM.

Integrations

Admins can connect first-party systems across CRM, marketing automation, analytics, data warehouse, and sales engagement categories to feed scoring models and Sales Copilot. Learn more in Connecting Integrations.

Saved Lists

Bring account lists in from CSV, Market Analyzer, or your CRM, and have them scored across all of your offerings. Learn more in Company Lists.

Contact discovery and Enrichment

Find net-new contacts at your target accounts, filter by seniority, department, and title, and reveal emails and phone numbers validated through waterfall enrichment across more than 15 data providers. Push contacts to your CRM or straight into sequences. Learn more in Finding and Enriching Contacts.

Companies workspace

Sellers work from three company views: All Companies (the full HG dataset narrowed to your ICP, your true TAM), My CRM Territory (your assigned book of business, scored per offering), and All CRM Companies. Learn more in Navigating the Companies Workspace.

AI Outbound Scoring

Admins can build outbound scoring models in minutes, per offering, using the entire HG dataset. Models evaluate companies across Fit, Need, and Intent. Learn more in AI Outbound Scoring.