Copia AICopia AI

Quickstart

Get up and running with Copia AI in under five minutes.

1. Create your workspace

Sign up at copia-ai.com and create an organization. This is your workspace where all integrations, skills, memory, and sessions live.

2. Choose a plan

Start on Free or pick the $50, $250, or $750 plan. Each plan includes a monthly credit allowance and a rolling 7-day cap; Free includes 1,000 credits to get started.

3. Connect your first integration

Go to Customize → Integrations and connect at least one tool. LinkedIn is a great starting point since it unlocks prospecting, outreach, and engagement capabilities.

Most integrations connect via OAuth — click Connect, authorize in the popup, and you're done. Some enrichment tools require an API key.

4. Start chatting

Open a new session and describe what you want in natural language. The agent will use your connected tools to execute the request.

Example prompts

  • "Find VP Sales at Series A fintech companies in Europe"
  • "Research Acme Corp and draft a connection request"
  • "Enrich this list of 50 leads with email addresses"
  • "Check my LinkedIn inbox and summarize unread messages"

5. Set up a scheduled task

Go to Scheduled and create a recurring job. For example, a daily GTM brief that summarizes your pipeline, new replies, and suggested next actions. The agent runs it automatically on your schedule.

Next steps

  • • Connect more integrations to expand what the agent can do
  • • Create custom skills for your specific workflows
  • • Set up triggers to react to events automatically
  • • Save important context to memory so the agent remembers it

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