Flow Docs

Co-pilot

AI drafts your LinkedIn replies using the prospect’s profile and your conversation history. You review, edit if you want, and send. Nothing goes out until you approve it.

Flow AI is built around copilot mode: the system suggests what to say, and you stay in control. That way you keep your voice and avoid the risk of a bot sending the wrong message. Co-pilot is available wherever you write messages in Flow AI, including the Unified Inbox and the Connections message view.

How it works

  1. Open a conversation — hit Message on any row in Connections, or open a thread in the Unified Inbox.
  2. Get an AI draft. Click Draft to generate one, or turn on Auto Draft so a suggestion is already waiting the moment the conversation opens. Flow AI reads the prospect’s LinkedIn profile, your full message history, and your offer context.
  3. It applies your reply playbook and writes a suggestion in your voice, which appears in the message box.
  4. Review and edit if you want, then Send. You can also pull in Snippets, switch Prompts, type from scratch, or use the arrow next to Send to schedule the message for later.
The Co-pilot reply view: the conversation thread in the centre, an AI-drafted reply in the message box, and the prospect's profile in the right rail
Co-pilot drafts a reply from the prospect’s profile and your conversation. Nothing sends until you review it and hit Send.

Generating drafts

Every draft is generated on demand, in your voice. In the message box you’ll see a Draft button — click it and Flow AI writes a suggested reply, reading the prospect’s profile, the full thread, and your offer context. Don’t like it? Click Draft again for a fresh take, or edit the text directly.

Close-up of the composer with the Draft button circled — click it to generate an AI reply
Click Draft (circled) and Flow AI writes a reply from the prospect’s profile and your thread — click again for a fresh take.

Prefer the draft to be ready before you even ask? Turn on Auto Draft (in Settings → Custom Prompts). With it enabled, a suggestion is generated automatically whenever you open a lead or connection — the message box is pre-filled by the time the page finishes loading. Either way, nothing sends on its own: a draft just waits for you to review it.

Prompts

A prompt is a reusable instruction that tells Co-pilot how to write a particular kind of message — a warm connection reply, a compliment on a recent post, a follow-up. Click Prompts under the message box to pick one, and Flow AI drafts the reply using that instruction plus everything it knows about the prospect.

The Select a Prompt menu open in the composer, listing saved prompts like Warm connection reply and Compliment Post
Pick a saved prompt right in the message box to steer the draft.

To build your own, go to Settings → Custom Prompts and click Add Prompt. Give it a name and the instruction, and optionally add Advanced Instructions to fine-tune tone and structure. Your prompts then appear in the picker for every conversation.

Settings → Custom Prompts: saved AI prompts, each with an optional Advanced Instructions block, and an Add Prompt button
Create and manage your own prompts in Settings → Custom Prompts — click Add Prompt to start.

Snippets

A snippet is a reusable bit of text — your booking link, a standard follow-up line, a link to a resource. Click Snippets under the message box to drop one straight into your reply. Manage them in Settings → Snippets: click Add Snippet to create one, and edit or delete existing ones any time.

Settings → Snippets: saved reusable text blocks such as a discovery call link and a portfolio compliment, with an Add Snippet button
Save reusable text in Settings → Snippets (click Add Snippet), then drop it into any reply from the Snippets button.

Scheduling

You don’t have to send the moment a reply is ready. Click the small arrow next to Send to open Send later, and choose a preset — In 15 minutes, In 1 hour, Tomorrow 9:00 AM — or Custom time… to pick your own. It’s handy for landing in someone’s inbox at a sensible hour or spacing out your replies.

Close-up of the composer with the Send later menu open — In 15 minutes, In 1 hour, Tomorrow 9:00 AM, Custom time — and an arrow pointing to the dropdown toggle next to Send
The dropdown arrow next to Send opens Send later — pick a preset or a custom time.

Unified Inbox and Connections are where you reply. Account → Co-pilot covers profile-level prompts and snippets.

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