We’re excited to introduce the all-new Crelate Co-Pilot — now redesigned as a fully integrated, AI-powered assistant that lives right inside your recruiting workflow. Built with a chat-first interface, Co-Pilot brings intelligent support directly where and when you need it most.

Co-Pilot isn’t just smarter, it’s more seamless and context-aware. Whether you're crafting a compelling job description, writing outreach emails, or looking for quick answers about a candidate or company, Co-Pilot is right there with you, minimizing clicks and maximizing speed.

🔹 Chat-First Experience
Engage with Co-Pilot naturally through a conversational interface. Just ask questions or give commands — no learning curve required.

🔹 Instant Content Creation
Need a job post tailored to a specific role? Writing a follow-up email? Co-Pilot helps you generate polished, professional content in seconds.

🔹 Real-Time Answers from Your CRM
Ask about a candidate’s status, a company's history, or job details, and get immediate insights pulled directly from your records.

🔹 Streamlined Daily Workflow
Co-Pilot reduces the time spent on repetitive tasks, letting you focus on what matters: building relationships and closing placements.

You will first want to ensure you have enabled the Crelate Co-Pilot within your Admin Settings under "AI Agents" -> "AI Agents Settings" by togging on the option to set the Co-Pilot to "Enabled".

Once enabled, you can access the Crelate Co-Pilot at the top of every screen for easy use, or you can use the pre-existing automatic generations available in various sections within an Opportunity Record.

Simply select the icon for Co-Pilot and use the configurations at the bottom to generate a job description.

From there, you can either copy and paste the job description from Co-Pilot, or select the arrow to insert it directly into the field!

You can perform the same actions for the Recruiting Strategy section by selecting the icon and generating a Recruiting Strategy from Co-Pilot to insert into this field on the record.

For Target Companies, you can use the Co-Pilot icon to provide a suggested a list of competing companies to add to your Target Companies for your Opportunity.

Recruiting moves fast, and so should your tools. The new Crelate Co-Pilot removes friction from routine tasks, helps you communicate more effectively, and makes your data instantly useful. Whether you're on your first cup of coffee or your final candidate call, Co-Pilot is your always-on assistant, built to help you move faster and work smarter.