Overview
The AI Assistant is in beta and is only available to select users. Join the waitlist today to get early access!
The AI Assistant helps you work smarter and faster through natural language conversations. You can use the assistant to find key decision makers at companies, research and prioritize prospects and accounts, create and optimize sequences and messaging, build automated workflows, and report on sales data to get performance insights — all without manually clicking through steps.
The assistant lets you execute actions faster through conversations and switch seamlessly between AI help and the traditional Apollo interface whenever you need to.
Just click Assistant on a page in Apollo, and it will adapt to help you with what you're doing.
Does your organization already have an enterprise subscription to an LLM provider such as OpenAI, Perplexity, or Anthropic? You can connect your own LLM key in Apollo so that any LLM-powered actions route your requests through your existing subscription — helping you avoid Apollo credit charges.
Check out the following sections to use the AI Assistant.
Use the AI Assistant
To use the AI assistant:
- Launch Apollo and navigate to People, Companies, Sequences, Lists, Workflows, or Analytics.
- Click Assistant.
- Click an agent like Find target accounts, or click View all to see more.
- Alternatively, write your request or goal in natural language like:
Research each person in my list.
Pro-tip: Go hands-free! Click 🎤 to use your voice to input text.
- Then click ↑.
- Depending on your goal, the assistant either executes your request or asks for more information.
- You can seamlessly switch between the AI Assistant and the traditional Apollo interface as needed.
- To start a new chat, click +.
- To view previous chats, click ⟲.
- Click ✕ to close the assistant and return to Apollo.
You have now used the AI Assistant.
Wondering what all you can accomplish with the AI Assistant? Review our prompt library and some frequently asked questions to dig in to use cases and best practices.
Prompt Library
Check out the prompt library below to explore some recommended best practices and use cases for leveraging the AI Assistant across Apollo:
| People |
Instantly search with natural language to find key decision makers at target companies. Use the AI Assistant to summarize key facts about contacts, craft personalized outreach, or quickly surface the most relevant prospects based on your goal. Examples: Find decision makers at the companies on my list. Qualify decision makers. Find contacts with verified emails that are likely to respond to outreach. |
|---|---|
| Companies |
Get company overviews, market insights and research, or dive into key business details. Find key decision makers at target companies that are experiencing challenges or showing buying signals. Let the assistant generate messaging tailored to specific accounts or narrow your search to the companies that truly matter. Examples: Help me find companies that match my ICP and are experiencing problems my product would solve. Qualify accounts for me. |
| Sequences |
Create, edit, and manage sequences with natural language. Just say what you want, and let the AI Assistant create new sequences or steps, optimize messaging, or create email variations for A/B testing. Examples: Add contacts to my sequence. Create a multi-channel sequence with highly personalized messaging. Create a new sequence for outbound leads with three email steps and two call steps, and enroll contacts from my Q3 Prospects list. |
| Automation |
Build custom workflows and personalized outbound campaigns from start to finish. Let the AI Assistant coordinate multi-channel outreach efforts and streamline your sales operations with just a few words. Examples: Build a workflow for me. Help me find companies that match my ICP and are experiencing problems my product would solve. Then, help me find people at these companies to reach out to. After this, create a sequence and add the contacts from the companies to a sequence. |
| List Management |
Create, edit, and manage lists to prioritize and segment contacts, identify key details or common traits, and personalize messaging. Example: Build a list for me. |
| Research and Enrichment |
Export your people or company data, automatically enrich contact data with waterfall enrichment on email and phone numbers, and instantly improve email deliverability. Let the assistant automate tasks with workflows using natural language instructions. Examples: Export my records to a CSV. Conduct research on my records. Enrich contact emails and phone numbers with multiple data sources. |
| Analytics | Ask questions in plain, natural language to uncover insights about team or direct report performance. Spot trends, bottlenecks, and improve performance through actionable insights.
Examples: I want to analyze my data. I need help with my email deliverability. Help me analyze and optimize my sequence performance. |
FAQs
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Frequently asked questions |
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| What can the AI Assistant do? | How does the AI Assistant work? | Who can access the AI Assistant? |
| Do I need to know special prompts or commands to use the assistant? | What data does the AI Assistant have access to? | What if the assistant gets stuck or gives me the wrong result? |
| Are there limits to how much I can use the AI Assistant? | What are some best practices for using the AI Assistant successfully? | |
What can the AI Assistant do?
The AI Assistant can find key decision makers at target companies, research and qualify prospects and accounts, and help you prioritize the right opportunities. The assistant can also create, optimize, and manage sequences and messaging, answer questions about your sales data to uncover insights, and build automated workflows when you describe what you want to accomplish.
With the assistant, you can execute actions faster through conversations and switch seamlessly between the AI assistant and the traditional Apollo interface whenever you need to.
Check out more use cases.
How does the AI Assistant work?
The AI Assistant is a chat experience built into Apollo. Ask a question in natural language and it uses Apollo AI and third-party AI models to interpret your request, pull relevant context from the parts of Apollo you can access, and return a concise answer or draft. You can then review and edit before taking action.
For a broader view of Apollo AI and where the assistant gets its horsepower, check out Apollo AI Overview.
Who can access the AI Assistant?
The AI Assistant is currently in beta and is automatically rolled out to select Apollo users. Once your organization has access to the feature, anyone on your team can use the assistant.
Do I need to know special prompts or commands to use the assistant?
No, you don't! Use natural language in conversations, and the assistant adapts to help you on Apollo. No special prompt engineering required.
What data does the AI Assistant have access to?
The assistant uses the data you provide to Apollo in your prompts or requests and depending on the request, may use data available in your Apollo account in order to generate responses. When the AI Assistant uses third-party AI models, your data is sent to those third-parties only to produce the requested output. Your data isn’t used to train third-party models. For more information on third-party providers and key safeguards Apollo implements, check out Apollo AI Overview.
What if the assistant gets stuck or gives me the wrong result?
It's possible for AI to sometimes misunderstand you. Try re-phrasing your request or question. Alternatively, provide more details or context. If all else fails, you can always execute your task in the traditional Apollo interface.
Are there limits to how much I can use the AI Assistant?
Paid plans include unlimited chats and messages. Free plans can access 5 chats per billing cycle, with 10 messages per chat.
Need access to higher chat limits? Upgrade to a paid plan or reach out to the Apollo sales team for assistance.
Some actions executed by the AI Assistant, like saving contacts or enriching records, may incur credit usage. The assistant will ask your consent before performing actions that use credits. Learn more about credits on Apollo.
What are some best practices for using the AI Assistant successfully?
Using the AI Assistant is as simple as having a conversation online. However, here are a few tips to keep in mind:
- Use clear, specific, natural language requests.
- Review the assistant's output before acting on it, and switch back to the traditional Apollo interface if needed.
- Double-check responses for accuracy, and ensure any generated messaging matches the tone, voice, and content you wish to send.
- Avoid sharing sensitive information with the AI Assistant.
Next Steps
Curious what else Apollo AI can help you accomplish? Check out these next steps:
| Apollo AI Overview | Get to know Apollo AI and see how AI layers into everything on Apollo, from research to messaging to automation — and why it's built to fuel smarter sales motions. |
|---|---|
| AI Glossary | New to sales and AI? Check out Apollo's AI Glossary to get to know the language so you can see better results fast. |
| AI Research Overview | Dive into AI research on Apollo to see how AI can cut your research time, surface insights about people and companies, and turn those insights into filters and dynamic fields for smarter outreach. |
| Sequences Overview | Set up and manage sequences to see how Apollo AI helps draft email content—subject lines, openers, full copy—or optimize messaging inside your outreach sequences with tone, personalization, and proofreading help. |
| Join the Apollo Community | Join the Apollo community to swap ideas, hear AI use cases, and learn tips other teams are using to get the most out of Apollo AI for outbound. |