Who this is for: self-serve plans (Free, Starter, Pro, Scale). If you bought a Cleanlist AppSumo lifetime deal, your features, limits, and pricing are different — see the AppSumo documentation instead. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: Cleanlist Copilot (full version Starter+; Free gets a limited onboarding Copilot with one free search) is the in-app assistant for importing, enriching, running agents, and more — 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. The three AI Agents — Research, Qualification, and Custom — are also available as Smart Columns for bulk list runs.
Using Cleanlist Copilot and AI Agents
Cleanlist Copilot is the fastest way to work leads in Cleanlist. Instead of clicking through menus, you describe what you want in plain language and Copilot does the work — searching, importing, enriching, running agents, or doing a quick one-off lookup. This guide walks through the three modes and the most common tasks.
Free users get a limited onboarding Copilot (one free search); the full Cleanlist 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.
The three Copilot modes
| Mode | When to use | Entry point |
|---|---|---|
| Work on a list | You have an existing list and want to enrich, filter, or run agents on it | Open a list, then open Copilot |
| Upload a CSV/XLSX | You have a spreadsheet of leads to bring in | Tap the paperclip in the Copilot composer |
| One-off, no list | Quick lookup, validation, or finding one person | Open Copilot without a list active |
Walkthrough: import leads from a people search
Open Copilot and use /prospect
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, etc.
Review results
Copilot shows a preview of matching leads. You can refine ("only SaaS companies with more than 50 employees") before importing.
Confirm the import card
When you're ready to import, Copilot shows a confirmation card with the exact credit cost (0.5 credits/lead, max 2,500 leads per list), your current balance, and a 10-minute window to confirm or cancel. Approve to import.
Check your list
Imported leads land in the list you have open (or a new list if you started without one).
Walkthrough: upload a CSV
Attach your file
Tap the paperclip icon in the Copilot composer and select your CSV or XLSX file.
Confirm column mapping
Copilot auto-maps your columns to Cleanlist fields (name, email, company, LinkedIn URL, etc.). Review the mapping and correct any mismatches.
Create or append
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.
Walkthrough: enrich a list
Open a list and open Copilot
Switch to the list you want to enrich. Open Copilot — it picks up the list context automatically.
Ask Copilot to enrich (or use /enrich)
Say "enrich this list for email" or type /enrich to get options. Copilot will ask which enrichment type you want:
| Type | Credits | Notes |
|---|---|---|
| Email only | 1/lead | Pay-for-results — 0 on miss |
| Phone only | 10/lead | Pay-for-results |
| Full (email + phone) | Up to 11/lead | 1 + 10, each only if found |
Confirm the card
Copilot shows a confirmation card with the exact estimated cost, your balance, and a 10-minute window. Approve to start enrichment. Enrichment runs in the background; Copilot notifies you when it's done.
Walkthrough: run an agent on a list
Open a list and open Copilot
Open the list you want to work on. Open Copilot.
Ask Copilot to run an agent (or use /agents)
Say "run Research on these leads" or type /agents to browse available agents. Copilot shows the three built-in agents plus any saved Custom Agents your org has.
Choose scope (Research only)
For Research, pick a scope:
- Company (3 credits) — firmographics, positioning, signals
- Contact (3 credits) — background on the individual
- Both (5 credits) — company and contact together
Confirm the card
Copilot shows the total cost for the selected leads, your balance, and a 10-minute window. Approve to run. Results stream in lead by lead.
You can also run agents as Smart Columns directly on a list (Pro+) — same engine, same credits, applied row by row without going through Copilot. See the Smart Columns reference.
Walkthrough: one-off tasks (no list needed)
Open Copilot without a list active to access free or low-cost one-off actions.
Free inline validation
Ask Copilot to validate an email or phone number. Validation in Copilot is free — it does not consume credits.
Find a person
Ask "find [Name] at [Company]". Copilot searches for the LinkedIn profile and contact info. The confirmation card will show the cost (up to 1.5 credits/person) before running. Results land in an auto-created "Quick Actions: …" list.
Reverse email lookup
Ask "who owns [email@example.com]?". Copilot looks up the person behind the email address. The confirmation card shows the cost (up to 2 credits/email). Results land in an auto-created "Quick Actions: …" list.
The confirmation card
Every action that spends credits shows a confirmation card before anything runs. The card always includes:
- Exact credit cost for the action
- Your current credit balance
- A 10-minute window to confirm or cancel
You must tap Confirm before credits are spent. Copilot never claims an action is complete before you approve it.
Slash skills reference
| Skill | What it does |
|---|---|
/prospect | Start a people search |
/agents | List and launch saved agents |
/enrich | Enrich leads in the current list |
/lists | Browse and switch lists |
Set up your Organization Profile
Research and Qualification are grounded in an Organization Profile — a structured go-to-market summary of your company that Cleanlist builds during onboarding. It feeds your positioning, products, and ICP into every Research and Qualification run.
Provide your URLs
On first use of the Agents tab, enter your company website and (optionally) your company LinkedIn URL.
Let Cleanlist research your company
Cleanlist scrapes your homepage and runs deep web research to draft a GTM profile — your products, positioning, and ideal customer profile.
Review and approve
Review the drafted profile. Edit any field that needs correcting, then approve it. Approval unlocks agents for everyone in your organization — onboarding only needs to be completed once per org.
Keep it current
Admins can edit the profile any time from the Profile tab, or re-run the research to regenerate it as your company evolves. Re-running is always free.
Get your Organization Profile right before running Research or Qualification at scale — agent quality depends on it.
The three AI Agents
Research
| Scope | Credits |
|---|---|
| Company-only | 3 |
| Contact-only | 3 |
| Both | 5 |
Output: a markdown summary plus structured sub-fields you can promote to their own columns.
Qualification
Scores each lead against your ICP and checks whether the contact already exists in your connected CRM.
- Cost: 5 credits/lead
- Output: fit score, verdict, reasons, and a CRM presence check
Custom
Write your own prompt. Output is markdown. Save it as a named Custom Agent for your team to reuse.
- Cost: The confirmation card shows the exact cost before you approve.
Best practices
- Get your Organization Profile right first. Research and Qualification quality depends on it.
- Test on a subset. Run any agent on 5–10 leads before committing credits across a large list.
- Filter before expensive runs. Narrow your list to rows worth scoring, then run the 5-credit Qualification or Research only on those.
- Reuse with Custom Agents. Save prompts your team runs repeatedly so everyone uses a consistent, vetted prompt.
- Use one-off mode for quick lookups. Finding one person or validating one email is faster through Copilot than building a list.
Related
- AI Agents feature overview — capabilities, tools, and the full confirmation-card reference
- Smart Columns reference
- Smart Columns recipes
- ICP Profiles
- Credit pricing