Overview
The AI assistant helps you turn natural language requests into action across Apollo. Describe what you want to accomplish, and the assistant uses relevant Apollo data and your organization's business context to research prospects, create outreach, automate work, analyze performance, and help manage your account.
You can use the AI assistant from anywhere in Apollo or open it as a full-screen experience. It works alongside the standard Apollo interface, so you can ask the assistant to complete or recommend work, review its output, and switch back to Apollo whenever you want more direct control.
Check out the following sections to learn more about the AI assistant on Apollo.
How It Works
Tell the AI assistant what you want to accomplish using natural language. The assistant uses Apollo AI to understand your request and determine how it can help.
The assistant uses relevant Apollo data and business context to tailor its response. Improve the results by configuring the AI context center and selecting a specific AI project or product / service when you need more focused context.
From there, the assistant can answer questions, recommend next steps, create drafts, or help take action in Apollo. Keep the conversation going to build on previous requests and complete multiple related tasks together.
What You Can Do
Use the AI assistant for work across the prospecting and outreach lifecycle, from identifying prospects to analyzing results and managing your Apollo account.
| Your goal... | Try this |
|---|---|
| Find and qualify prospects or accounts | Find prospects with the AI assistant to identify decision-makers, research and qualify contacts or companies, build target lists, enrich records, and export prospect data. |
| Create and optimize outreach | Engage with prospects with the AI assistant to create multichannel sequences, improve messaging, and optimize sequence performance, prioritization, enrichment, and deliverability. |
| Automate GTM work | Build workflows with the AI assistant to automate work such as research, list building, sequencing, and reporting. |
| Keep Apollo AI aligned with your business | Configure the AI context center to create and maintain company information, value propositions, competitors, differentiators, and product or service details. |
| Organize AI work around a campaign | Use AI projects to give the assistant campaign-specific context as you organize and execute related work. |
| Understand performance and manage your account | Analyze performance with the AI assistant to investigate sales and deliverability trends, generate reports and visualizations, review credit usage, and get help with plans or mailboxes. |
Get Started
To get started:
| Configure the AI context | Add information about your business, products or services, value propositions, competitors, and differentiators so the assistant can tailor its output to your organization. |
|---|---|
| Open AI Assistant | Click AI Assistant from anywhere in Apollo or click AI Assistant from the nav to open the full-screen experience. Start with a suggested prompt or describe what you want to accomplish in natural language. |
| Set the right context | Click Context to select the project or product / service the assistant should reference. Continue the conversation to chain related requests together as you work. |
FAQs
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Frequently asked questions |
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| Who can use the AI assistant? | Does my Apollo plan affect how much I can use it? | How do my Apollo permissions affect the AI assistant? |
| What should admin configure before the team uses the AI assistant? | When does the AI assistant use credits? | |
Who can use the AI assistant?
Anyone on your Apollo team can use the AI assistant. You don't need a separate AI assistant permission.
Does my Apollo plan affect how much I can use it?
Yes, your Apollo plan determines your AI assistant usage limits. Paid plans include unlimited chats and messages. Free plans include five chats per billing cycle, with ten messages per chat.
A chat is a single conversation with the AI assistant, and a message is a single message you send to the assistant.
How do my Apollo permissions affect the AI assistant?
The AI assistant follows your existing Apollo permissions. If you don't have permission to perform an action in Apollo, the assistant can't perform the action for you.
What should admin configure before the team uses the AI assistant?
Admin should configure the AI context center with information about your business, products or services, value propositions, competitors, and differentiators. This helps Apollo AI tailor results to your organization.
When does the AI assistant use credits?
Sending a message to the AI assistant doesn't automatically use Apollo credits. Credits are used when the assistant performs a credit-consuming Apollo action, such as saving contacts or enriching records.
The number of credits used depends on the action, your Apollo plan, and the data returned. The assistant asks you to confirm before performing an action that uses credits.
You can review usage from credits settings. For more information, check out Review Credit Usage.
Learn More
Explore related Apollo AI concepts and tools that complement the AI assistant.
| AI Prompt Best Practices | Learn how to write clear, specific AI prompts with the right task, context, and output requirements to get more useful results from Apollo AI. |
| Apollo AI Glossary | Review definitions for Apollo AI concepts and features, including terminology used across AI tools in Apollo. |
| Connect Your Own LLM Key to Apollo | Connect your organization's enterprise LLM subscription so eligible AI-powered actions can route through your existing provider. |
| Apollo AI Overview | Learn how the AI assistant fits into the broader Apollo AI experience, including AI features across prospecting, outreach, automation, and conversations. |
| AI Research Overview | Learn how AI research differs from the AI assistant. The AI assistant is a conversational experience for asking questions and taking action across Apollo, while AI research uses templates or custom prompts to generate reusable research fields for people and companies. |