Who this is for: self-serve plans (Free, Starter, Pro, Scale). If you bought a Cleanlist AppSumo lifetime deal, Copilot is not part of your deal — see the AppSumo documentation. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: Cleanlist Copilot is the in-app conversational assistant, on Starter and above. Open it with Cmd+J. It can search, import, enrich, run agents, and validate, and it shows a confirmation card with the exact credit cost before spending anything. Chat is capped at 30 messages per minute per user. Not available on AppSumo plans.
Cleanlist Copilot
Cleanlist Copilot is Cleanlist's in-app conversational assistant. You chat with it in natural language to run actions and skills across the platform without leaving the conversation.
Cleanlist Copilot is available on Starter and above. It is not available on AppSumo plans (unless you also subscribe to a paid Cleanlist plan) — see the AppSumo docs.
Open Copilot with Cmd+J (Ctrl+J on Windows) or by clicking the Copilot icon. Cmd+K (Ctrl+K on Windows) opens the command palette instead.
Three modes
Copilot adapts to what you're working on:
| Mode | How to enter | What you can do |
|---|---|---|
| Work on a list | Open a list, then open Copilot | Import, enrich, run agents, apply filters — all within the open list |
| Upload a CSV/XLSX | Tap the paperclip in the Copilot composer | Columns are auto-mapped; creating or appending a list this way is free |
| One-off, no list | Open Copilot without a list active | Free inline email/phone validation; find one person; reverse-lookup an email |
One-off results (find a person, reverse email lookup) land in an auto-created "Quick Actions: …" list so they're never lost.
What Copilot can do
Copilot has access to the following tools:
- People search — search Cleanlist's database by title, company, location, and more
- Web people-search — search the open web for people when the database doesn't have a match
- Company lookup — look up firmographic data on any company
- Lead-list CRUD + copy — create, rename, delete, and copy lists
- View leads — read leads in the current list
- Navigate the app — deep-link you to any part of the product
- Check credit balance — tell you your current balance at any time
- Estimate cost — show a cost estimate before you commit
- Apply filters (list mode) — filter the open list by any field
- Free inline validation — validate an email or phone number without spending credits
- List saved agents — browse your org's Custom Agents
- Run agents and columns — add and run a Research, Qualification, or Custom column on the current list
- Read your Organization Profile — ground answers in your company's context
Confirmation cards — how Copilot protects your credits
Before any action that spends credits, Copilot shows a confirmation card that displays:
- The exact credit cost for the action
- Your current credit balance
- A 10-minute window to confirm or cancel
You must confirm before any credits are spent. Copilot never silently charges you or claims an action is done before you approve it.
Actions that trigger a confirmation card:
| Action | Cost shown on card |
|---|---|
| Import leads to a list | Free (max 2,500 leads) |
| Email enrichment | 1 credit/lead (pay-for-results) |
| Phone enrichment | 10 credits/lead (pay-for-results) |
| Full enrichment (email + phone) | Up to 11 credits/lead |
| Run an agent or a per-row column | Varies by type — card shows exact total |
| Delete a list | No credit cost — confirmation still required |
| Delete leads | No credit cost — confirmation still required |
| Move leads | No credit cost — confirmation still required |
| Reverse email lookup | Up to 2 credits/email |
| Find a person | Up to 1.5 credits/person; free on a cache hit |
Slash skills
Type a / in the Copilot composer to access shortcuts. There are exactly four:
| Skill | What it does |
|---|---|
/prospect | Start a people search |
/agents | Run agents and columns on the current list, or launch a saved Custom Agent |
/enrich | Enrich leads in the current list |
/lists | Browse and switch lists |
Quick Actions
When you're in one-off mode (no list open), Copilot surfaces common tasks as Quick Actions buttons so you don't have to type:
- Find a person by name and company
- Reverse-lookup an email address
- Validate an email address inline (free)
- Validate a phone number inline (free)
Results from credit-spending Quick Actions are saved to an auto-created "Quick Actions: …" list.
Saved conversations & knowledge base
- Conversations are saved and auto-titled — every Copilot session is stored so you can pick up where you left off.
- Docs-backed knowledge base — Copilot can answer product questions using the Cleanlist documentation. Ask it how a feature works and it will pull from the docs.
Rate limit
Chat is rate-limited to 30 messages per minute per user.
Model
Cleanlist Copilot runs on the claude-sonnet-4-6 model.
What Copilot can't do
Copilot cannot open a live chat or connect you to a human. For human support, email support@cleanlist.ai.
Free plan
Free plan accounts get 5 People Search preview searches. After those are used, Copilot prompts you to upgrade to Starter to continue searching. Running agents requires Starter or above.
Related
- Agents — Research, Qualification, and Custom
- List actions — the validation and enrichment columns
- Using Cleanlist Copilot — step-by-step walkthroughs
- Credit pricing