Use this reference to check where Copilot can help before you ask it to do something.
In the tables below, Full means Copilot can create, edit, and delete through the chat. Most of it means Copilot handles the bulk of the work, with the one gap noted. Read only means Copilot can show the information but not change it. If an area isn't listed, Copilot can't work with it.
Setup and Admin Areas
Area
Level
What Copilot can do
Custom fields and field groups
Full
Create, edit, and delete fields, groups, and dropdown options
Pipelines and stages
Full
Create, edit, and delete pipelines and stages; set each stage's win probability and order
Deal lists (statuses, loss reasons, lead sources, lead statuses, revenue types, product lines)
Full
Create, edit, and delete; set names, order, colors, and prices where they apply
Activity lists (event types, event priorities, event statuses, calendar priorities)
Full
Create, edit, and delete
Note categories
Most of it
Create and delete; can't rename
Task templates
Full
Create, edit, and delete templates and their steps; set a default
Automations
Full
Create, edit, and delete; activate or pause
Tags (people, companies, deals, documents)
Most of it
Manage the tag lists; can't apply a tag to a specific record
Teams
Full
Create, rename, and delete a team; can't add members
Document templates
Read only
Generate documents from existing templates; can't create or edit templates
Everyday Work Areas
Area
Level
What Copilot can do
Deals, companies, and people lists
Full
Create, edit, and delete records; find them; filter and save list views
Deal, company, and person profiles
Most of it
Edit fields, add notes and tasks, convert a company to a customer, set a person's Person Type, link a person to a company, generate a document
Customers
Most of it
Convert and revert; set health; add a summary
Calendar and agenda
Full
Create, edit, and delete tasks and events; mark them complete; link them to a record
Activity feed
Most of it
Read the feed and add notes; can't edit or delete an entry once it's logged
Dashboards and home
Most of it
Create, rename, and save dashboards; add and remove tiles; can't delete a dashboard
Reports
Most of it
Build, save, and rename reports on deals, companies, people, and tasks; can't delete a report
Files and documents
Most of it
Generate documents from templates; can't upload or manage files
Goals
Read only
Show a goal as a dashboard tile
When you build a report from the Reports page, Copilot shows a live preview and saves only when you ask. Deal reports can also include ratios, like win rate, and a forecast based on expected close date. Other record types report on counts.
Copilot can add tiles to a dashboard, but you arrange their order yourself by dragging them.
Areas Copilot Doesn't Support
Handle these in the normal screens:
- Account and access: Account settings, branding, currencies, regional defaults, billing, data import and export, the activity log, and the account-wide default list view. Copilot manages your personal saved lists only.
- Users and permissions: Creating, editing, or deactivating users, and assigning roles, permissions, or seats.
- Email, phone, and outreach: Sending or logging email, email campaigns, signatures, email templates, calls, SMS, and call logs. To write emails with AI, use the AI Email Assistant.
- Integrations: Setting up or managing integrations, apps, API keys, Auto Enrich, or webhooks. An automation that Copilot builds can still call a webhook as its action.
- Projects: The whole Projects area, including project tasks, project templates, and milestones.
- Forms and layout: Add, edit, and quick add form layouts, conditional fields and dropdowns, quick fills, business card scanning, deal won reasons, and profile page setup.
- Record-level changes: Applying or removing a tag on a specific record, editing or deleting a logged note, adding line items to a deal, setting more than one primary contact on a deal, merging duplicates, running bulk actions, and deleting a saved list, report, or dashboard.
- Other tools: Lead forms, eSignatures, and map views.
Copilot also works with the current state of your records, not their history, and it can't read files, attachments, or images.
Need help? Contact support at customercare@pipelinecrm.com.