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 (Starter and above) is the in-app assistant for importing, enriching, running agents, and quick lookups, in plain language. It has three modes (list, CSV upload, one-off) and always shows a confirmation card with the exact cost before spending any credits.

Cleanlist Copilot is the fastest way to work leads in Cleanlist. Instead of clicking through menus, you describe what you want and Copilot does the work.

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. Free plan accounts get 5 People Search preview searches before Copilot prompts an upgrade.

Open Copilot with Cmd+J (Ctrl+J on Windows). Cmd+K opens the command palette instead.

Type /prospect in the Copilot composer (or just describe who you're looking for) to start a people search. Copilot will ask for filters — title, company, location, industry, and so on.

Copilot shows a preview of matching leads. You can refine ("only SaaS companies with more than 50 employees") before importing.

When you're ready, Copilot shows a confirmation card with the exact credit cost (importing is free, max 2,500 leads per list), your current balance, and a 10-minute window to confirm or cancel.

Imported leads land in the list you have open, or a new list if you started without one.

Tap the paperclip icon in the Copilot composer and select your CSV or XLSX file.

Copilot auto-maps your columns to Cleanlist fields (name, email, company, LinkedIn URL, and so on). Review the mapping and correct any mismatches.

Tell Copilot whether to create a new list or append to an existing one. Uploading a CSV is free — no credits are charged for the upload itself.

Switch to the list you want to enrich. Open Copilot — it picks up the list context automatically.

Say "enrich this list for email" or type /enrich. Copilot will ask which enrichment type you want:

Copilot shows the exact estimated cost, your balance, and a 10-minute window. Enrichment runs in the background and Copilot notifies you when it's done.

Open the list you want to work on, then open Copilot.

Say "run Research on these leads" or type /agents. Copilot can run the three built-in agents plus any saved Custom Agents your org has.

Copilot shows the total cost for the selected leads, your balance, and a 10-minute window. Results stream in lead by lead.

You can also run agents directly from the Agents tab of the Actions drawer without going through Copilot — same engine, same credits. See Using Cleanlist agents.

Open Copilot without a list active to access free or low-cost one-off actions.

Ask Copilot to validate an email or phone number. Validation in Copilot is free — it does not consume credits.

Ask "find [Name] at [Company]". The confirmation card shows the cost (up to 1.5 credits per person, free on a cache hit) before running. Results land in an auto-created "Quick Actions: …" list.

Ask "who owns [[email protected]]?". The confirmation card shows the cost (2 credits per email, charged whether or not it resolves). Results land in an auto-created "Quick Actions: …" list.

Every action that spends credits shows a confirmation card before anything runs, with:

You must confirm before credits are spent. Copilot never claims an action is complete before you approve it.

Copilot cannot open a live chat or connect you to a human. For human support, email [[email protected]](mailto:[email protected]).

Chat is rate-limited to 30 messages per minute per user.

Full documentation: docs.cleanlist.ai/guides/using-copilot