\nWhat AI Assistant can do<\/a>
\nOpen AI Assistant<\/a>
\nDescribe the task<\/a>
\nReview the details<\/a>
\nAI chats<\/a>
\nAI Assistant settings<\/a>
\nWhat AI Assistant can do in each tool<\/a>
\nWhat AI Assistant can't do yet<\/a>
\nRelated articles<\/a><\/p>\n
What is AI Assistant<\/strong><\/h2>\nAI Assistant is a chat built into Snov.io<\/a> that helps you complete tasks in your account and get details about your outreach, such as your lists and campaigns.<\/p>\nSend 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<\/a> for the full list.<\/p>\n\n![\"learn\"](\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/fluent_chat-warning-16-regular.svg\")
<\/div>\nSome 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<\/a>.<\/div>\n<\/div>\n\n![\"tip\"](\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/academicons_ideas-repec.svg\")
<\/div>\nIf 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<\/a>.<\/div>\n<\/div>\nWhat AI Assistant can do<\/strong><\/h2>\nAI Assistant is most useful for repetitive setup and routine checks that take many clicks in the app:<\/p>\n
\n- Database Search and Email Search:<\/strong> 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<\/li>\n
- Email Verifier and lists:<\/strong> clean and segment lists, for example by removing bounced prospects or exporting only valid emails<\/li>\n
- Campaigns:<\/strong> set up a multichannel campaign that combines email with LinkedIn Automation actions, such as connection requests, plus delays and follow-up conditions<\/li>\n
- Reports:<\/strong> pull campaign results and key metrics without opening each campaign<\/li>\n
- Unibox:<\/strong> check unread replies and reply to prospects by email without leaving the chat<\/li>\n
- Help guides:<\/strong> get answers to how-to questions without leaving the app<\/li>\n<\/ul>\n
Every action appears in the task execution summary, and AI Assistant asks when a request is unclear.<\/p>\n
Open AI Assistant<\/strong><\/h2>\nOpen Snov.io<\/a> and click AI Assistant<\/strong> in the top menu. You can also open AI Assistant directly<\/a>.<\/p>\n![\"Snov.io](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/ai-assistant-open-menu.png\")
<\/p>\n
Describe the task<\/strong><\/h2>\nYou 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.<\/p>\n
\n<\/div>\nFor ready-to-use prompts and tips on writing them, see this guide<\/a>.<\/div>\n<\/div>\nBe specific about what you want. For a new list, describe the prospects you are looking for.<\/p>\n
If the task involves an existing list or campaign, name it so AI Assistant picks the right one.<\/p>\n
\n<\/div>\nTip:<\/strong> AI Assistant asks a clarifying question when a request is unclear.<\/div>\n<\/div>\nFor example, start with a broad request: \"Let's build my outreach. I'm starting from scratch.\"<\/p>\n
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.<\/p>\n
![\"AI](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/ai-assistant-clarifying-questions.png\")
<\/p>\n
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.\"<\/p>\n
You can also define your ICP on the Product and ICP<\/a> page, then copy and paste these details into AI Assistant.<\/p>\nAI Assistant resolves the search filters, creates a list, searches Snov.io<\/a>'s database, and adds matching prospects to it.<\/p>\n![\"AI](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/ai-assistant-describe-task.png\")
\n![\"Prospect](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/ai-assistant-list-summary.png\")
<\/p>\n
Review the details<\/strong><\/h2>\nWhile AI Assistant works, it lists each action it takes in the task execution summary.<\/p>\n
Click Show details<\/strong> to see its reasoning step by step, or Hide details<\/strong> to see a summary of what it did.<\/p>\n![\"Show](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/ai-assistant-show-details.png\")
\n![\"Expanded](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/ai-assistant-hide-details.png\")
<\/p>\n
AI chats<\/strong><\/h2>\nAI Assistant saves every chat, so each task keeps its own history. Click the plus icon above your chat list to start a New chat<\/strong> for each new task.<\/p>\n![\"New](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/ai-assistant-new-chat.png\")
<\/p>\n
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<\/strong> or Delete<\/strong>. Deleting a chat is permanent.<\/p>\nAI Assistant settings<\/strong><\/h2>\nCustom 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.<\/p>\n
To add instructions, open Settings<\/strong> at the bottom of the chat list, write them in the Custom instructions<\/strong> field, and click Save<\/strong>.<\/p>\n![\"AI](\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/10\/image-2.png\")
<\/p>\n
Instructions can cover:<\/p>\n
\n- The tone you want, such as formal or casual<\/li>\n
- What your company sells and who you sell to<\/li>\n
- Default targeting for prospect searches, such as job titles, company size, and what to exclude<\/li>\n
- How you want results shown, such as a short table<\/li>\n<\/ul>\n\n<\/div>\nExample:<\/strong> \"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.\"<\/div>\n<\/div>\n
What AI Assistant can do in each tool<\/strong><\/h2>\nAI Assistant works with these areas of Snov.io.<\/p>\n
Database Search<\/strong><\/h3>\n\n- Search the database for prospects and companies that match your ICP<\/li>\n
- Save results to lists and folders<\/li>\n
- Export lists<\/li>\n<\/ul>\n
Email Search<\/strong><\/h3>\n\n- Find a specific person's email from a name and company domain<\/li>\n<\/ul>\n
Prospects and lists<\/strong><\/h3>\n\n- Create and update prospects, lists, folders, and custom fields<\/li>\n
- Filter and segment prospects<\/li>\n
- Export lists with the columns or email statuses you choose<\/li>\n<\/ul>\n
Email Verifier<\/strong><\/h3>\n\n- Verify single emails, lists already in your account, or lists you upload<\/li>\n
- To keep older lists accurate, use re-verification<\/a> in the app. It rechecks emails verified more than 30 days ago<\/li>\n<\/ul>\n
Campaigns<\/strong><\/h3>\n\n- Create campaigns that combine email with LinkedIn Automation actions, delays, and follow-up conditions<\/li>\n
- Start from a template and set up A\/B variants<\/li>\n
- Preview emails for a specific prospect<\/li>\n
- Add recipients and manage running campaigns<\/li>\n
- Show campaign results and analyze important metrics<\/li>\n<\/ul>\n
Unibox<\/strong><\/h3>\n\n- Read email and LinkedIn conversations and check unread replies<\/li>\n
- Reply to prospects by email when you ask<\/li>\n<\/ul>\n
LinkedIn Automation<\/strong><\/h3>\n\n- Connect LinkedIn accounts and manage slots, including sharing a slot with a teammate<\/li>\n
- Set daily limits, warm-up, timezone, and proxy for your LinkedIn accounts<\/li>\n
- Send invites and messages, visit profiles, like posts, and endorse skills<\/li>\n
- Withdraw pending invites and export your LinkedIn network<\/li>\n
- Manage LinkedIn campaigns<\/li>\n<\/ul>\n
Tasks<\/strong><\/h3>\n\n- See your calendar tasks and schedule follow-ups<\/li>\n<\/ul>\n
Help guides<\/strong><\/h3>\n\n- Use AI Assistant as your personal support agent for help questions and FAQs about Snov.io, with answers based on Help Center content<\/li>\n
- Explain your sender account settings and show where to find them<\/li>\n<\/ul>\n
What AI Assistant can't do yet<\/strong><\/h2>\nAI Assistant doesn't do the following yet. Use these options instead:<\/p>\n
\n- LinkedIn Search:<\/strong> run the search in LinkedIn Automation<\/a> or with the LinkedIn Prospect Finder extension<\/a>, then ask AI Assistant to work with the saved list<\/li>\n
- Email copy:<\/strong> generate outreach copy directly in your prospect lists<\/a> with Enrich & AI tools. The AI Writer<\/a> uses the data in the list for personalization. You can also save a copy as a template<\/a>, which AI Assistant can then use in a campaign<\/li>\n
- LinkedIn replies:<\/strong> reply to LinkedIn messages in Unibox<\/a>. AI Assistant can read LinkedIn conversations but replies by email only<\/li>\n
- ICP from a website:<\/strong> create your ICP on the Product and ICP<\/a> page in the app<\/li>\n<\/ul>\n
Related articles<\/strong><\/h2>\n\n- How to write prompts for AI Assistant<\/a><\/li>\n
- How to use Snov.io MCP with your AI assistant<\/a><\/li>\n
- How to enrich prospects with web data using AI<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
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 […]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3071],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/50146"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=50146"}],"version-history":[{"count":44,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/50146\/revisions"}],"predecessor-version":[{"id":50938,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/50146\/revisions\/50938"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=50146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=50146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=50146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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<\/a> for the full list.<\/p>\n AI Assistant is most useful for repetitive setup and routine checks that take many clicks in the app:<\/p>\n Every action appears in the task execution summary, and AI Assistant asks when a request is unclear.<\/p>\n Open Snov.io<\/a> and click AI Assistant<\/strong> in the top menu. You can also open AI Assistant directly<\/a>.<\/p>\n 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.<\/p>\n Be specific about what you want. For a new list, describe the prospects you are looking for.<\/p>\n If the task involves an existing list or campaign, name it so AI Assistant picks the right one.<\/p>\n For example, start with a broad request: \"Let's build my outreach. I'm starting from scratch.\"<\/p>\n 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.<\/p>\n 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.\"<\/p>\n You can also define your ICP on the Product and ICP<\/a> page, then copy and paste these details into AI Assistant.<\/p>\n AI Assistant resolves the search filters, creates a list, searches Snov.io<\/a>'s database, and adds matching prospects to it.<\/p>\n While AI Assistant works, it lists each action it takes in the task execution summary.<\/p>\n Click Show details<\/strong> to see its reasoning step by step, or Hide details<\/strong> to see a summary of what it did.<\/p>\n 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<\/strong> for each new task.<\/p>\n 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<\/strong> or Delete<\/strong>. Deleting a chat is permanent.<\/p>\n 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.<\/p>\n To add instructions, open Settings<\/strong> at the bottom of the chat list, write them in the Custom instructions<\/strong> field, and click Save<\/strong>.<\/p>\n Instructions can cover:<\/p>\n AI Assistant works with these areas of Snov.io.<\/p>\n AI Assistant doesn't do the following yet. Use these options instead:<\/p>\n 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 […]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3071],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/50146"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=50146"}],"version-history":[{"count":44,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/50146\/revisions"}],"predecessor-version":[{"id":50938,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/50146\/revisions\/50938"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=50146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=50146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=50146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/div>\n<\/div>\nWhat AI Assistant can do<\/strong><\/h2>\n
\n
Open AI Assistant<\/strong><\/h2>\n
<\/p>\nDescribe the task<\/strong><\/h2>\n
<\/div>\n<\/div>\n<\/p>\n
\n<\/p>\nReview the details<\/strong><\/h2>\n
\n<\/p>\nAI chats<\/strong><\/h2>\n
<\/p>\nAI Assistant settings<\/strong><\/h2>\n
<\/p>\n\n
<\/div>\nWhat AI Assistant can do in each tool<\/strong><\/h2>\n
Database Search<\/strong><\/h3>\n
\n
Email Search<\/strong><\/h3>\n
\n
Prospects and lists<\/strong><\/h3>\n
\n
Email Verifier<\/strong><\/h3>\n
\n
Campaigns<\/strong><\/h3>\n
\n
Unibox<\/strong><\/h3>\n
\n
LinkedIn Automation<\/strong><\/h3>\n
\n
Tasks<\/strong><\/h3>\n
\n
Help guides<\/strong><\/h3>\n
\n
What AI Assistant can't do yet<\/strong><\/h2>\n
\n
Related articles<\/strong><\/h2>\n
\n