Snov.io AI Assistant: overview

This guide explains what AI Assistant is and how to use it to find prospects, manage campaigns and Unibox conversations, and run LinkedIn outreach.

What is AI Assistant
What AI Assistant can do
Open AI Assistant
Describe the task
Review the details
AI chats
AI Assistant settings
What AI Assistant can do in each tool
What AI Assistant can't do yet
Related articles

What is AI Assistant

AI Assistant is a chat built into Snov.io that helps you complete tasks in your account and get details about your outreach, such as your lists and campaigns.

Send a message describing what you want to do, and AI Assistant performs the action or gives you the information you need. For example, ask it to build a list of prospects, set up a campaign, or show which campaigns got replies. See what AI Assistant can do for the full list.

Some actions cannot be completed in AI Assistant. For those, there is an alternative way to do it in the app. See what AI Assistant can't do yet.

If you prefer to work with your account through your own AI tool, such as Claude or ChatGPT, you can connect Snov.io via MCP. See this guide.

What AI Assistant can do

AI Assistant is most useful for repetitive setup and routine checks that take many clicks in the app:

• Database Search and Email Search: build a prospect list from a plain-language description of your ICP with the search filters set for you, or find a specific person's email
• Email Verifier and lists: clean and segment lists, for example by removing bounced prospects or exporting only valid emails
• Campaigns: set up a multichannel campaign that combines email with LinkedIn Automation actions, such as connection requests, plus delays and follow-up conditions
• Reports: pull campaign results and key metrics without opening each campaign
• Unibox: check unread replies and reply to prospects by email without leaving the chat
• Help guides: get answers to how-to questions without leaving the app

Every action appears in the task execution summary, and AI Assistant asks when a request is unclear.

Open AI Assistant

Open Snov.io and click AI Assistant in the top menu. You can also open AI Assistant directly.

Describe the task

You can start in two ways: name the result you want, or name the process you want to work on and let AI Assistant suggest options.

For ready-to-use prompts and tips on writing them, see this guide.

Be specific about what you want. For a new list, describe the prospects you are looking for.

If the task involves an existing list or campaign, name it so AI Assistant picks the right one.

Tip: AI Assistant asks a clarifying question when a request is unclear.

For example, start with a broad request: "Let's build my outreach. I'm starting from scratch."

AI Assistant asks what it needs to know, such as who you want to reach, whether your email accounts are connected, and what your outreach goal is.

Then describe your ICP in detail: "Let's build my list first. We target CTOs and VPs of Engineering at Series A-C SaaS, fintech, and healthtech companies with 50-500 employees in the US, UK, and Canada. Their pain points are slow releases, rising cloud costs, and a team outgrowing its processes, and we skip companies under 20 people, agencies, and anyone without a dedicated tech team."

You can also define your ICP on the Product and ICP page, then copy and paste these details into AI Assistant.

AI Assistant resolves the search filters, creates a list, searches Snov.io's database, and adds matching prospects to it.

Review the details

While AI Assistant works, it lists each action it takes in the task execution summary.

Click Show details to see its reasoning step by step, or Hide details to see a summary of what it did.

AI chats

AI Assistant saves every chat, so each task keeps its own history. Click the plus icon above your chat list to start a New chat for each new task.

To find an earlier chat, open it from the chat list or search for it by name. To rename or delete a chat, hover over it, click the three dots, and choose Rename or Delete. Deleting a chat is permanent.

AI Assistant settings

Custom instructions tell AI Assistant how to work in every chat. They work like the saved instructions in other AI assistants: you write your tone, business context, and targeting defaults once, so you do not repeat them in each request.

To add instructions, open Settings at the bottom of the chat list, write them in the Custom instructions field, and click Save.

Instructions can cover:

• The tone you want, such as formal or casual
• What your company sells and who you sell to
• Default targeting for prospect searches, such as job titles, company size, and what to exclude
• How you want results shown, such as a short table

Example: "We sell outbound analytics software to VPs of Sales at B2B SaaS companies with 50 to 500 employees in the US and UK. When I ask for prospects, use these titles and company size by default and exclude competitors and free email domains. Show results as a short table."

What AI Assistant can do in each tool

AI Assistant works with these areas of Snov.io.

Database Search

• Search the database for prospects and companies that match your ICP
• Save results to lists and folders
• Export lists

Email Search

• Find a specific person's email from a name and company domain

Prospects and lists

• Create and update prospects, lists, folders, and custom fields
• Filter and segment prospects
• Export lists with the columns or email statuses you choose

Email Verifier

• Verify single emails, lists already in your account, or lists you upload
• To keep older lists accurate, use re-verification in the app. It rechecks emails verified more than 30 days ago

Campaigns

• Create campaigns that combine email with LinkedIn Automation actions, delays, and follow-up conditions
• Start from a template and set up A/B variants
• Preview emails for a specific prospect
• Add recipients and manage running campaigns
• Show campaign results and analyze important metrics

Unibox

• Read email and LinkedIn conversations and check unread replies
• Reply to prospects by email when you ask

LinkedIn Automation

• Connect LinkedIn accounts and manage slots, including sharing a slot with a teammate
• Set daily limits, warm-up, timezone, and proxy for your LinkedIn accounts
• Send invites and messages, visit profiles, like posts, and endorse skills
• Withdraw pending invites and export your LinkedIn network
• Manage LinkedIn campaigns

Tasks

• See your calendar tasks and schedule follow-ups

Help guides

• Use AI Assistant as your personal support agent for help questions and FAQs about Snov.io, with answers based on Help Center content
• Explain your sender account settings and show where to find them

What AI Assistant can't do yet

AI Assistant doesn't do the following yet. Use these options instead:

• LinkedIn Search: run the search in LinkedIn Automation or with the LinkedIn Prospect Finder extension, then ask AI Assistant to work with the saved list
• Email copy: generate outreach copy directly in your prospect lists with Enrich & AI tools. The AI Writer uses the data in the list for personalization. You can also save a copy as a template, which AI Assistant can then use in a campaign
• LinkedIn replies: reply to LinkedIn messages in Unibox. AI Assistant can read LinkedIn conversations but replies by email only
• ICP from a website: create your ICP on the Product and ICP page in the app

Related articles

• How to write prompts for AI Assistant
• How to use Snov.io MCP with your AI assistant
• How to enrich prospects with web data using AI