*This feature is only available on our Business Plus and higher subscriptions*
Crelate Business Plus customers can now preview the new Crelate Co-Pilot, powered by AI and Real Recruiter Intelligence™. To get started, your Crelate Administrator must enable Crelate Co-Pilot, and each user has the flexibility to opt-in as desired.
Getting Started
To enable this feature as the Admin, please navigate to Settings > Co-Pilot Settings:
Additional organization demographic data will be required to use Crelate Co-Pilot. This information helps the AI generate more accurate and relevant prompts. However, since the feature leverages AI, please be aware that mistakes, errors, or inaccuracies may occur, so we recommend users review the results carefully.
NOTE: Crelate Co-Pilot is subject to the terms outlined in the Crelate Co-Pilot Terms of Use. Please see our Additional Product Terms for details on how Crelate Co-Pilot uses your data and respects your privacy.
Once this information is filled out and saved, you will start to see the Co-Pilot window minimized on your Crelate screen on the bottom right-hand side. You will be able to maximize this at any point here:
This bar can be moved around at your convenience, and pinned as well.
Once you open the Co-Pilot window, you will see the Skills available based on the record you are currently on.
Co-Pilot Skills
Crelate Co-Pilot brings almost 30 different capabilities to your fingertips: in the flow of your day-to-day use of Crelate. We call these capabilities Skills. Skills refer to the options and actions available within the Crelate Co-Pilot chatbot, which vary depending on the area of the app you are navigating and the data currently on the screen. Skills blend model AI capabilities with recruiter-specific contextual actions. Here are just some of the Skills available.
Available on Jobs
Generate interview questions
Generate job descriptions
Suggest competitors (Strategy Tab)
Draft a recruiting strategy (Strategy Tab)
Available on Contacts:
Summarize a resume
Contact-specific options, including…
Tidy up contact records (e.g., fix name formatting, remove extra spaces)
Find missing data from the resumes (Example: LinkedIn / GitHub info)
Important dates, for example: birthdays, post-placement suggestions and reminders
Engagement reminders (Do you need to respond? Is it time to reach back out?)
Available throughout:
Draft emails
We intend to develop new Skills based on usage and customer feedback. We hope you enjoy the first phase of our AI investment and submit your feedback via https://feedback.crelate.com
What's Next?
Looking for even more on the Co-Pilot? Check out our more full length walk through below!