TL;DR: Lead and Account detail pages are where most of the day actually happens. Copilot lives in the right rail there — same Copilot, but it knows exactly which record you're looking at. Ask for research, a draft email, talking points, or a one-pager and Copilot grounds the output in this lead's signals, qualification, and detailed profile.
The lead detail page in one minute
Open Leads from the sidebar, click any row. You land on a four-panel layout:
- Header strip — name, status badge (Qualified / Signal received / Enriched / Synced), title and company, and three actions:
Enrich,Run custom research, and an overflow menu. The status badge updates as the record progresses through the pipeline. - Activity panel — the signals that tied this lead in, ordered by recency. Keywords, Job Changes, Demo Viewed, Webhook, Replies — each click-through opens the underlying signal detail. The number in the corner (e.g. "See all (9)") tells you how deep the history goes.
- Qualification panel — the ICP and Persona scores. Click into either to see the per-parameter contributions to the score. The Stage chip (Cool / Warm / In-market / Hot) is engagement score in human terms.
- Enrichment panel — what's enriched on this lead (email, phone, LinkedIn) and what's missing. An
Enrich Profilebutton runs the waterfall on demand. - Sync panel — current destination sync state.
Sync to Toolstriggers an out-of-band push.
Below the strip: the Detailed Profile — job title, seniority, function, geo, years of experience, profile keywords (extracted from public profiles + workspace data), and a per-persona custom question with the lead-specific answer. A floating engagement score badge sits in the bottom-right of the viewport for quick reference as you scroll.
The Copilot button on this page
Top-right of every lead detail: Ask Copilot · Tell me about this lead. The button is green because Copilot owns the surface — clicking it opens the inline Copilot panel pre-loaded with this lead as context. You don't need to paste anything; Copilot already knows the lead's name, signals, ICP, Persona, Stage, and Detailed Profile.
What to ask Copilot from here
Five common asks, in increasing depth:
- Quick summary —
> tell me about this lead. Copilot returns a one-paragraph framing: who they are, why they're in the workspace, what's most actionable. - Talking points for a call —
> give me 5 talking points for a discovery call. Pulled from their signals, profile keywords, and Persona custom-question answer. Cites the source for each point. - Tailored outreach email —
> draft an outbound email referencing their recent job change. The output picks a hook from the signal history (e.g. "Saw you joined Westmark Robotics two weeks ago"), aligns to the Persona's known pain points, and ends with a CTA matched to your GTM motion. - One-page brief for a teammate —
> write me a one-pager I can send to my AE before our meeting. Renders a structured doc — context, signals, score, recommended angle. Drafts to the conversation; export to PDF or copy to clipboard from the message menu. - Why is this lead Hot? —
> explain why this lead scored 82. Walks through the engagement-score contributions: which signals fired, when, and how each weighted into the total.
Every Copilot answer in the record context cites the entities it used — a row of chips beneath the message showing which signals, accounts, and other leads grounded the response. If Copilot mentions a Job Change signal, the signal chip is clickable and opens that signal's detail.
What Copilot will NOT do here
- Send the drafted email. Copilot composes; you click send from your sequencer (HubSpot Sequences, Smartlead, Apollo) after the audience push.
- Edit the lead's enriched fields. Copilot can ask the enrichment waterfall to fill missing fields — but it doesn't override existing data.
- Skip qualification. Copilot can't manually re-stage a lead from Cool to Hot. Stage is a function of engagement score, which is itself a function of signals + recency + source weight.
Account detail — same pattern
Open Accounts, click any account. You get the company-level equivalent: header strip, Activity (account-level signals — funding rounds, hires, news mentions), Qualification (ICP score + matching Personas + count of qualified people at this account), Enrichment, Sync, then Detailed Profile with firmographics, tech stack, growth signals, employee count history.
Ask Copilot · Tell me about this account is the equivalent entry point. Useful asks: > show me everyone in this account who matches the CRO Persona, > what's the buying committee here?, > draft an account brief for ABM outreach.
Bulk actions across many records
When you need to act on more than one record at a time, the bulk bar at the bottom of the Leads or Accounts page picks up after you select rows: Re-qualify, Re-enrich, Push to destination, Add to audience. Copilot can help frame the bulk action: > for the leads I just selected, push them to the "VIP Outbound" audience and re-enrich missing emails.