<div class="support-note success primary"><strong>Note:</strong> This set of features is only available on Professional and higher plans.</div>
<p style="text-align: justify">Dealing with a high volume of leads that aren’t converting into sales opportunities can be a significant challenge. An inefficient prospecting workflow and a low conversion rate from leads to opportunities often hinder progress.</p>
<p style="text-align: justify"><strong>Pulse by Pipedrive</strong> addresses this issue by enabling sales teams, such as SDRs (Sales Development Representatives), BDRs (Business Development Representatives), and sales reps, to efficiently scan, identify and nurture leads.</p>
<p style="text-align: justify">It transforms low-engagement leads into high-engagement ones, driving deeper, more qualified interactions.</p>
<hr>
<h2>AI engagement score<a name="ai-engagement-score"></a></h2>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/pipedrive-ai" target="_blank" rel="noreferrer noopener">Pipedrive AI</a> analyzes registered data to identify patterns. By evaluating deals with high engagement records, Pipedrive suggests deals with a higher likelihood of success, enabling you to focus on them and maintain sales momentum.</p>
<p style="text-align: justify">The <strong>AI Engagement Score </strong>feature helps you prioritize opportunities based on their similarity to previously won or lost deals.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-30%20at%2017.40.09.png" alt=""></figure>
<p>You can learn more about Pipedrive AI engagement score in <a href="https://support.pipedrive.com/article/ai-engagement-score" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2>Pulse feed<br><a name="pulse-feed"></a></h2>
<p style="text-align: justify">The <strong><a href="https://app.pipedrive.com/pulse" target="_blank" rel="noreferrer noopener">Pulse feed</a></strong> helps you prioritize the right activities with the most relevant contacts or deals. It also identifies potential customers to reach out to based on recent interactions.</p>
<p style="text-align: justify">Before using Pulse, select the pipeline and stages you want to connect.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-11-04%20at%2016.20.36.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> You can choose only one pipeline, but you may select multiple stages within it.</div>
<p style="text-align: justify"> Pulse will then populate feeds with actions from deals in these chosen stages.<br></p>
<p>This feed consists of two sections.</p>
<h3 style="text-align: justify">Actions feed<a name="actions-feed"></a></h3>
<p style="text-align: justify">Once a pipeline and stages are selected, the <strong>Actions</strong> feed populates with relevant items to help you manage deal activities effectively:</p>
<ul><li><strong>Linked Activities</strong>: Displays all activities linked to deals in the selected pipeline and stages, regardless of how they were created, as long as they’re assigned to the user</li><li><strong>Overdue Activities</strong>: Groups overdue activities at the top of the feed, showing a counter to highlight pending items</li><li><strong>Email Follow-up</strong>: Flags recent email replies from prospects linked to open deals, allowing users to take action directly from the feed</li><li><strong>Deals Without Planned Activities</strong>: Highlights open deals with no planned activities, grouped at the top of the feed</li><li><strong>Deals Without Follow-up Actions</strong>: Identifies deals with at least one completed activity but no future actions scheduled</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/action%20feed.png" alt=""></figure>
<p style="text-align: justify">You can filter actions by <strong>Engagement Score</strong>, mark activities as complete directly in the feed, and take further actions on deals using the contextual side panel without leaving Pulse.</p>
<h3 style="text-align: justify">Opportunities feed<a name="opportunities-feed"></a></h3>
<p style="text-align: justify">While the Actions feed focuses on follow-up tasks, the <strong>Opportunities</strong> feed highlights prospects ready for engagement based on their recent interactions.</p>
<p style="text-align: justify">Here’s what appears in the Opportunities feed:</p>
<ul><li><strong>Prospect Events</strong>: Prospect opened or clicked on an email</li><li><strong>Follow-up on Unresponsive Prospects</strong>: For open deals in selected stages, Pulse auto-generates a follow-up reminder if a prospect hasn’t responded to an email within five days.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/opportunities%20feed.png" alt=""></figure>
<p style="text-align: justify">You can also filter these opportunities by <strong>Engagement Score</strong> to prioritize interactions effectively.</p>
<div class="support-note success primary"><strong>Note:</strong> To edit the stage selection after setup, click the <strong>gear icon</strong> within the Pulse feed.</div>
<hr>
<h2>AI deal summary<a name="ai-deal-summary"></a></h2>
<p style="text-align: justify">The <strong>AI deal summary</strong> is an auto-generated overview created by OpenAI, providing a concise snapshot of all notes, emails, activities, and other information linked to a specific deal. It helps users quickly review past interactions and updates related to the deal.</p>
<p style="text-align: justify">To generate the summary, simply click the <strong>“Summarize”</strong> button.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-30%20at%2017.20.22.png" alt=""></figure>
<p style="text-align: justify">The summary will be created in a few seconds, depending on the amount of data being processed.</p>
<p style="text-align: justify">If new information, such as emails or notes, is added, a new summary can be generated by clicking the <strong>“Update”</strong> button.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20summary%20update.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The summary isn’t automatically updated, you must manually regenerate it.</div>
<p style="text-align: justify">To delete a summary, click the <strong>trash can icon</strong> on the right side of the summary card.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/deal%20summary%20delete.png" alt=""></figure>
<p style="text-align: justify">This action removes the summary, but the <strong>“Summarize”</strong> button remains available, allowing you to generate a new summary when needed.</p>
<hr>
<h2>GenAI replies from email threads<a name="gen-ai-replies-from-email-threads"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Email replies require email sync active.</div>
<p style="text-align: justify">Easily create engaging, personalized content that resonates with your prospects by adding thread context to your prompt.</p>
<p style="text-align: justify">From the <a href="https://support.pipedrive.com/article/deal-detail-view" target="_blank" rel="noreferrer noopener">deal detail view</a>, you can generate suggested replies, helping to increase response rates and improve conversion outcomes.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-29%20at%2016.34.28.png" alt=""></figure>
<p>You can learn more about AI email creation <a href="https://support.pipedrive.com/article/ai-email-creation" target="_blank" rel="noreferrer noopener">in this article</a>.</p>

Pulse by Pipedrive

ai-engagement-score

AI engagement score

pulse-feed

actions-feed

Actions feed

opportunities-feed

Opportunities feed

Pulse feed

ai-deal-summary

AI deal summary

gen-ai-replies-from-email-threads

GenAI replies from email threads

<p dir="ltr" style="text-align: justify">The <strong>Sales Assistant</strong> is an innovative feature in Pipedrive that analyzes your sales process and offers customized advice on how to get the most out of your Pipedrive account.</p>
<p dir="ltr" style="text-align: justify">It also provides notifications about new assignments, deal progress or changes to items you own.</p>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>To learn more about managing and receiving notifications in the Sales Assistant, check out <a href="https://support.pipedrive.com/article/sales-assistant-notifications-beta" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<hr>
<h2 style="text-align: justify">Where to find the Sales Assistant<a name="where-to-find-the-sales-assistant"></a></h2>
<p style="text-align: justify">You can open your Sales Assistant panel by clicking the <strong>lightbulb</strong> in the top right corner:<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Sales%20assistant%2011.jpg" alt=""></figure>
<p>Scroll to the bottom of the Sales Assistant and click <strong>“All notifications” </strong>to open the notifications section of your <a href="https://support.pipedrive.com/article/user-overview" target="_blank" rel="noreferrer noopener">User Overview</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Sa%202.jpg" alt=""></figure>
<hr>
<h2>Tip cards<a name="tip-cards"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Sales Assistant tips only appear under specific conditions. If you’re not seeing these pop-ups and you’ve been using your account for at least a few weeks, please contact our support team.</div>
<p>The Sales Assistant tool provides relevant, actionable tips and tailored recommendations to improve your sales process, including: </p>
<ul><li><strong>Best next actions and deal reminders</strong></li></ul>
<p style="text-align: justify">Stay informed about deals that need your attention and what the best next steps are.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/SA%20new%206%20copy.png" alt=""></figure>
<ul><li><strong>Intelligent tips to boost sales velocity</strong></li></ul>
<p style="text-align: justify">Stop deals from being forgotten in your pipelines, and get the most out of your opportunities.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/SA%20new%201%20copy.png" alt=""></figure>
<ul><li><strong>Data for monitoring progress and driving results</strong></li></ul>
<p style="text-align: justify">Monitor the data and results for both you and your team to ensure everyone is performing at their best.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-05-19%20at%2016.35.51%20copy.png" alt=""></figure>
<ul><li><strong>Actionable insights at your fingertips </strong></li></ul>
<p style="text-align: justify">Sales Assistant offers data that can be translated into actions to improve your rate of success.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/SA%20new%205%20copy.png" alt=""></figure>
<ul><li><strong>Usable company-wide data</strong></li></ul>
<p style="text-align: justify">You will see information not just about yourself but also about the company as a whole and how goals are being met.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/SA%20new%202%20copy.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Curating tip cards<a name="curating-tip-cards"></a></h2>
<p style="text-align: justify">The Sales Assistant is designed to give you helpful account data and reminders, as well as data and reminders <strong>specifically</strong> helpful for you. </p>
<p style="text-align: justify">That’s why you can use the <strong>thumbs up </strong>and <strong>thumbs down</strong> options on any tip card to “like” or “dislike” it. </p>
<ul><li>If you <strong>“like”</strong> a card, the Sales Assistant will remember to show you that card and any ones that you like more frequently. </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/SA%20new%203%20copy.png" alt=""></figure>
<ul><li>If you <strong>“dislike”</strong> a card, it will make sure not to show you cards like that in the future.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/SA%20new%204%20copy.png" alt=""></figure>
<hr>
<h2>Email Tracking Notifications<br><a name="email-tracking-notifications"></a></h2>
<p dir="ltr" style="text-align: justify">Sales Assistant also offers email tracking notifications, so you're always aware of your customer's activities.</p>
<p dir="ltr" style="text-align: justify">These notifications alert you whenever a customer opens an email or clicks on a link. By having this information, you can:</p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify">Know exactly when to follow up and engage with your prospects, ensuring timely and impactful communication.</p></li><li dir="ltr"><p dir="ltr" style="text-align: justify">Tailor your approach based on the customer’s interaction with the emails. (ex. If they click on a particular link, you can initiate a conversation around that topic.)</p></li></ul>
<div class="support-note success primary"><strong>Note: </strong>For more information about the notification options in the Sales Assistant, check out <a href="https://support.pipedrive.com/article/sales-assistant-notifications-beta" target="_blank" rel="noreferrer noopener">this article.</a></div>
<hr>
<h2 dir="ltr" style="text-align: justify">Tracking progress<a name="tracking-progress"></a></h2>
<p style="text-align: justify">The <strong>tracking progress feature</strong> is engineered to offer you and your sales representatives direct access to essential sales insights.</p>
<p style="text-align: justify">This feature is intended to enhance the efficiency of deal closure and tracking activities. It’s particularly crucial for commission-based sales personnel to have access to real-time performance metrics.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/image-20240808-122537.png" alt=""></figure>

<p style="text-align: justify">This widget is enabled by default and provides instant visibility into performance metrics, allowing comparisons with past periods to assess progress against targets.</p>
<p style="text-align: justify">Automating this process improves the ‘Time to Value’ and ‘More deals’ metrics from the Customer Benefit Metrics suite.</p>
<p style="text-align: justify">The daily progress will show you:</p>
<ul><li>Top 2 most popular activity types by user completed by day</li><li>Total number of activities completed today</li></ul>
<p style="text-align: justify">The monthly progress will show your month-to-date results compared with the results from the previous month.<br></p>


<hr>
<h2 style="text-align: justify">AI Sales Assistant (AISA)<a name="ai-sales-assistant-aisa"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Professional and higher plans.<br></div>
<p style="text-align: justify">This AI-powered feature continuously analyzes your deals, contacts and emails to extract valuable insights and suggest strategies for enhancing your sales success.</p>
<p style="text-align: justify">The AI Sales Assistant will boost your productivity by sending you notifications about critical metrics to monitor and suggestions to prioritize activities for you and your team.</p>
<h3>Next best action<a name="next-best-action"></a></h3>
<p style="text-align: justify">The <strong>next best action</strong> card for a deal is displayed only if the deal probability chance is estimated to be <strong>Fair</strong> or <strong>High</strong>.</p>
<p style="text-align: justify">The card will suggest a specific action to take as the next best step – a phone call, an email or a demo meeting.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/image-20240326-103835%20%281%29.png" alt=""></figure>
<h3>Better opportunity<a name="better-opportunity"></a></h3>
<p style="text-align: justify">This card displays a deal that matches the attributes of past <strong>won</strong> deals and will bring it to your attention using the estimated <strong>opportunity meter</strong>.</p>
<p style="text-align: justify">This encourages you to focus on deals that you’re more likely to win.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/image-20240326-103848.png" alt=""></figure>
<p>You can read more about AI Sales Assistant in <a href="https://www.pipedrive.com/features/ai-sales-assistant" target="_blank" rel="noreferrer noopener">our blog</a>.</p>

Sales Assistant

where-to-find-the-sales-assistant

Where to find the Sales Assistant

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Tip cards

curating-tip-cards

Curating tip cards

email-tracking-notifications

Email Tracking Notifications

tracking-progress

Tracking progress

ai-sales-assistant-aisa

next-best-action

Next best action

better-opportunity

Better opportunity

AI Sales Assistant (AISA)

Simplify communication and close more deals with Pipedrive AI features.

<p style="text-align: justify">The <strong>Pipedrive AI</strong> suite provides a wide range of AI tools utilizing technology from OpenAI and in-house-developed AI software. This product suite is designed to automate routine sales tasks, streamline communication and enhance the efficiency of deal closures.</p>
<p style="text-align: justify">It includes five advanced features that aim to reduce time spent on tasks, boost performance and facilitate smarter decision-making in sales workflow management.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/9jNT2D7u3VkqrcdUpPgTi7.jpg" alt=""></figure>
<p>Below, you can see the Pipedrive AI features that come with each plan.<br></p>
<p> </p>
<table><tbody><tr><td><div style="text-align: center"><strong>AI feature</strong></div></td><td><div style="text-align: center"><strong>Essential</strong></div></td><td><p style="text-align: center"><strong>Advanced</strong></p></td><td><p style="text-align: center"><strong>Professional</strong></p></td><td><p style="text-align: center"><strong>Power</strong></p></td><td><div style="text-align: center"><strong>Enterprise</strong></div></td></tr><tr><td><div style="text-align: center">AI SmartApp recommendations</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td></tr><tr><td><p style="text-align: center">AI-powered Marketplace search</p></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td></tr><tr><td><div style="text-align: center"><a href="https://support.pipedrive.com/article/sales-assistant#ai-sales-assistant-aisa" target="_blank" rel="noreferrer noopener">AI Sales Assistant (AISA)</a></div></td><td></td><td></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td></tr><tr><td><div style="text-align: center"><a href="https://support.pipedrive.com/article/ai-email-summarization" target="_blank" rel="noreferrer noopener">AI email summarization</a></div></td><td><div style="text-align: center"></div></td><td><div style="text-align: center"></div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td></tr><tr><td><div style="text-align: center"><a href="https://support.pipedrive.com/article/ai-email-creation" target="_blank" rel="noreferrer noopener">AI email creation</a></div></td><td></td><td></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td><td><div style="text-align: center">✔️</div></td></tr></tbody></table>
<p>Learn how to switch plans in <a href="https://support.pipedrive.com/en/article/how-can-i-switch-to-a-different-pipedrive-plan-or-change-my-billing-frequency" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2>Where to find Pipedrive AI features?<a name="where-to-find-pipedrive-ai-features"></a></h2>
<p>To enable Pipedrive AI features, go to <strong>Tools and apps &gt; <a href="https://app.pipedrive.com/settings/pipedrive-ai" target="_blank" rel="noreferrer noopener">Pipedrive AI</a></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/First%20release.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">AI SmartApp recommendations<a name="ai-smart-app-recommendations"></a></h2>
<p style="text-align: justify">Obtain personalized AI tools and app recommendations tailored to your business’s unique requirements, enhancing your CRM platform usage.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/AI-App-Recommendations.png" alt=""></figure>
<p style="text-align: justify">This approach increases efficiency, optimizes workflows and ensures the use of the most effective tools for maximum performance.</p>
<hr>
<h2 style="text-align: justify">AI-powered Marketplace search<a name="ai-powered-marketplace-search"></a></h2>
<p style="text-align: justify">Powered by OpenAI, our search tool allows you and your sales teams to use natural language queries to easily find relevant third-party tools in our <a href="https://www.pipedrive.com/marketplace" target="_blank" rel="noreferrer noopener">Marketplace</a>, efficiently addressing any business challenges. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/marketplace-search-ai.png" alt=""></figure>
<p style="text-align: justify">This capability facilitates the discovery of appropriate applications, leading to streamlined sales processes, time savings and increased revenue.</p>
<hr>
<h2 style="text-align: justify">AI Sales Assistant (AISA)<br><a name="ai-sales-assistant-aisa"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> The <strong>AI Sales Assistant (AISA)</strong> feature is only available on Professional and higher plans.<br></div>
<p style="text-align: justify">Pipedrive’s AI Sales Assistant enhances deal closing by identifying patterns, recommending high-potential deals and suggesting priority actions.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/image-20240326-103848.png" alt=""></figure>
<p style="text-align: justify">This tool saves time and provides actionable insights through intelligent automation, enabling users to focus on critical tasks and streamline processes.<br></p>
<p style="text-align: justify">Learn more about AI Sales Assistant (AISA) in <a href="https://support.pipedrive.com/article/sales-assistant#ai-sales-assistant-aisa" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">AI email summarization<a name="ai-email-summarization"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> The <strong>AI email summarization</strong> feature is only available on Professional and higher plans.</div>
<p style="text-align: justify">Pipedrive’s AI email summarization feature condenses email threads into concise summaries, allowing you to quickly understand key points, save time and minimize information overload.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Email-summarization.png" alt=""></figure>
<p style="text-align: justify">This feature improves decision-making and inbox management, thereby enhancing productivity.<br></p>
<p>Learn more about AI email summarization in <a href="https://support.pipedrive.com/article/ai-email-summarization" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">AI email creation<a name="ai-email-creation"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> The <strong>AI email creation</strong> feature is only available on Professional and higher plans.</div>
<p style="text-align: justify">Pipedrive’s AI email creation feature generates personalized emails quickly from basic prompts, saving time and improving communication. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-17%20at%2012.11.49.png" alt=""></figure>
<p style="text-align: justify">This boost in efficiency facilitates swifter deal closures and increases engagement and lead conversion rates.<br></p>
<p>Learn more about AI email creation in <a href="https://support.pipedrive.com/article/ai-email-creation" target="_blank" rel="noreferrer noopener">this article</a>.</p>

Pipedrive AI

where-to-find-pipedrive-ai-features

Where to find Pipedrive AI features?

ai-smart-app-recommendations

AI SmartApp recommendations

ai-powered-marketplace-search

AI-powered Marketplace search

ai-email-summarization

AI email summarization

ai-email-creation

AI email creation

<div class="support-note success primary"><strong>Note:</strong> The <strong>AI email creation</strong> feature is only available on Professional and higher plans.<br></div>
<p style="text-align: justify">Email communication is a critical component of the sales process. However, creating and personalizing effective email content can be time-consuming.</p>
<p style="text-align: justify">The <strong>AI email creation</strong> feature facilitates the generation of quality emails, follow-ups, and proposals that engage recipients.</p>
<p style="text-align: justify">This feature not only enhances engagement with recipients but also saves time, allowing you to focus on closing deals and growing your business.<br></p>
<hr>
<h2 style="text-align: justify">How can I enable AI email creation?<a name="how-can-i-enable-ai-email-creation"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings.<br></div>
<p style="text-align: justify">To enable this feature for your company, go to <strong>Personal preferences &gt;</strong> <strong>Email sync &gt; </strong><strong><a href="https://app.pipedrive.com/settings/email-sync?tab=email-ai" target="_blank" rel="noreferrer noopener">Email AI</a></strong>. Then, enable the <code>Email content generation</code> option.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20creation%20enable.png" alt=""></figure>
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<h2>Where can I find the AI email creation feature?<br><a name="where-can-i-find-the-ai-email-creation-feature"></a></h2>
<p style="text-align: justify">Once enabled, the email creation feature will be visible in any email composer, whether it’s the detail view or the Sales Inbox.</p>
<p style="text-align: justify">Open an email composer from either the detail view or the Sales Inbox and click on <strong>“Write my email”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-16.png" alt=""></figure>
<div style="text-align: justify" class="support-note warning"><strong>Note: </strong>AI email generation is not available in <a href="https://support.pipedrive.com/article/group-emailing" target="_blank" rel="noreferrer noopener">group emailing</a>.</div>
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<h2 style="text-align: justify">How can I generate an email with AI?<br><a name="how-can-i-generate-an-email-with-ai"></a></h2>
<p style="text-align: justify">When clicking on <strong>“Write my email”</strong> you’ll see a prompt with three different fields:</p>
<table><tbody><tr><td><div style="text-align: center"><strong>Specify email content</strong></div></td><td>Describe what the email should be about. Use keywords and full phrases.</td></tr><tr><td><div style="text-align: center"><strong>Email tone</strong></div></td><td><ul><li>Professional</li><li>Formal</li><li>Friendly</li></ul></td></tr><tr><td><div style="text-align: center"><strong>Email length</strong></div></td><td><ul><li>Short</li><li>Standard</li><li>Long</li></ul></td></tr></tbody></table>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-24%20at%2014.15%20.png" alt=""></figure>
<p>Click on <strong>“Generate email”</strong> and wait for a few moments until the content is generated.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-24%20at%2014.png" alt=""></figure>
<p>Once it finishes, you’ll see an <strong>email content suggestion</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-24%20at%2014.43.png" alt=""></figure>
<p>At the bottom of the prompt, you have the option to <strong>regenerate</strong> an email suggestion or <strong>copy into a message</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-24%20at%2015.36.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> The email content suggestion can’t be edited in the generator prompt, but you can edit it after pasting it into the email composer.</div>

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How can I enable AI email creation?

where-can-i-find-the-ai-email-creation-feature

Where can I find the AI email creation feature?

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How can I generate an email with AI?

<div class="support-note success primary"><strong>Note:</strong> This feature is currently in beta and only available on Professional and higher plans.<br></div>
<p style="text-align: justify">Pipedrive’s AI email summarization is one of the features included in the <a href="https://support.pipedrive.com/article/pipedrive-ai" target="_blank" rel="noreferrer noopener">Pipedrive AI</a> suite. This feature condenses email threads into concise summaries, allowing you to quickly understand key points, save time and minimize information overload.</p>
<p style="text-align: justify">AI email summarization improves decision-making and inbox management, thereby enhancing productivity.<br></p>
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<h2 style="text-align: justify">How can I configure AI email summarization?<a name="how-can-i-configure-ai-email-summarization"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings.<br></div>
<p style="text-align: justify">To enable this feature for your company, go to <strong>Personal preferences &gt;</strong> <strong>Email sync &gt; </strong><strong><a href="https://app.pipedrive.com/settings/email-sync?tab=email-ai" target="_blank" rel="noreferrer noopener">Email AI</a></strong>. Then, enable the <code>Email summarization</code> option.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20summarization%20enable.png" alt=""></figure>
<p style="text-align: justify">Before enabling, you’ll need to accept the <a href="https://www.pipedrive.com/en/ai-beta-terms" target="_blank" rel="noreferrer noopener">AI Beta Terms of Service</a>. Other users within your company will also need to consent before they can use this feature.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-22%20at%2015.18.34.png" alt=""></figure>
<p style="text-align: justify">Once you accept them, you can start using the feature.</p>
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<h2 style="text-align: justify">Where can I find the feature?<a name="where-can-i-find-the-feature"></a></h2>
<p style="text-align: justify">Once enabled, the email summarization feature will be visible in any email thread, whether it’s the detail view or the Sales Inbox.</p>
<p style="text-align: justify">When clicking on the reply icon for an email, the option to summarize the email thread will appear. Then, click on <strong>”Summarize”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/summarize.png" alt=""></figure>
<p style="text-align: justify">As soon as you click on <strong>”Summarize”</strong>, the tool will take a few moments to generate the thread summary.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/summarizing.png" alt=""></figure>
<p style="text-align: justify">In a matter of seconds, you’ll have a summary of the email thread with the following information:</p>
<ul><li>Summary</li><li>Sentiment</li><li>Readiness to buy (on a scale of 1–10)</li><li>Action items</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/summary.png" alt=""></figure>
<p style="text-align: justify">Next time you open the email, the summary will be there for a quick recap. This makes it effortless to recall important details, especially during client calls.</p>
<div class="support-note success primary"><strong>Note:</strong> Every user can generate up to 50 summaries per day and up to 10 summaries every 30 minutes.</div>

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How can I configure AI email summarization?

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Where can I find the feature?

<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> <strong>AI engagement score </strong>feature is currently in beta and continuous development. We encourage you to test the feature and share your feedback with us through the web app.</div>
<p style="text-align: justify">We know that salespeople usually manage multiple deals simultaneously. The <strong>AI Engagement Score </strong>feature helps you select which deal to prioritize based on its similarity to previously won or lost deals.</p>
<p style="text-align: justify">Deals with activity counts closely matching those of past successful deals may warrant higher priority.<br></p>
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<h2 style="text-align: justify">How does the AI Engagement Score work?<a name="how-does-the-ai-engagement-score-work"></a></h2>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/pipedrive-ai" target="_blank" rel="noreferrer noopener">Pipedrive AI</a> analyzes registered data to identify patterns. By evaluating deals with high engagement records, Pipedrive suggests deals with a higher likelihood of success, enabling you to focus on them and maintain sales momentum.</p>
<p style="text-align: justify">The information that is considered to calculate the AI engagement score is the following:</p>
<ul><li>Person (this considers prior deals and typical sales behavior with this contact person, independent of specific Pipedrive users)</li><li>Organization (this considers prior deals and typical sales behavior with this organization, independent of specific Pipedrive users)</li><li>Stage</li><li>Deal value</li><li>Number of email messages exchanged</li><li>Time since the last activity</li><li>Time since stage change</li><li>Time since first email message</li><li>Time since the first email exchanged</li><li>Time since the last sent email message</li><li>Time since the last received email message</li><li>Time between the last sent and last received email message</li><li>The ratio of done over total activities</li><li>Activity counts such as: number of activities, activities marked as done, type of activities created and completed</li></ul>
<div class="support-note success primary"><strong>Note:</strong> The data considered to calculate the score is subject to change for accuracy improvements.</div>
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<h2 style="text-align: justify">Where can I find the AI Engagement Score?<a name="where-can-i-find-the-ai-engagement-score"></a></h2>
<p style="text-align: justify">Within the deal view you can find a specific section for the engagement score, including a high level summary of the events for that specific deal:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/engagement%20detail%20view.png" alt=""></figure>
<p style="text-align: justify">You can also see the engagement score in the <strong>Pulse</strong> feed, under <strong>“Opportunities”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-08-29%20at%2016.05.21.png" alt=""></figure>
<h3 style="text-align: justify">Engagement scores<a name="engagement-scores"></a></h3>
<p style="text-align: justify">Depending on the data collected, the engagement score will be calculated based on the interaction with your customers. </p>
<p style="text-align: justify">The scores are the following:</p>
<table><tbody><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/high%20Engagement%20indicator.png" alt=""></figure></td><td><div style="text-align: center">High likelihood to win the deal</div>
<div style="text-align: justify"></div></td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/medium%20Engagement%20indicator.png" alt=""></figure></td><td><div style="text-align: center">Medium likelihood to win the deal</div>
<div style="text-align: center"><div style="text-align: justify"></div></div></td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/low%20Engagement%20indicator.png" alt=""></figure></td><td><div style="text-align: center">Low chances to win the deal due to low interactions</div>
<div style="text-align: center"><div style="text-align: justify"></div></div></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note:</strong> Scores are generated daily and can be regenerated manually.</div>

AI Engagement Score

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How does the AI Engagement Score work?

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Engagement scores

Where can I find the AI Engagement Score?

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Professional and higher plans. It is currently in beta and available to a closed group of users. It will be released to more users at a later date.</div>
<p dir="ltr" style="text-align: justify">Salespeople often spend a lot of time on non-sales tasks, which can reduce productivity. Our goal is to increase your sales efficiently with an AI-driven assistant that helps you get more done in less time so you can focus on closing more deals.</p>
<p dir="ltr" style="text-align: justify">Over time, your <strong>AI Chat</strong> will offer more capabilities designed to boost your productivity and save time by providing helpful answers and performing actions tailored to your needs.</p>
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<h2 style="text-align: justify">Where can I find the AI chat feature?<br><a name="where-can-i-find-the-ai-chat-feature"></a></h2>
<p style="text-align: justify">You can find the AI chat at the top of Pipedrive, right next to the search bar. It’s easily accessible no matter where you’re in Pipedrive.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ai%20chat%20entry.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> An account settings admin must accept the AI Beta terms to enable access for everyone in the company in order to use the AI Assistant chat.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/tos%20ai%20chat.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">What can I do with the AI Chat?<a name="what-can-i-do-with-the-ai-chat"></a></h2>
<p style="text-align: justify">The <strong>AI chat</strong>, powered by OpenAI, can answer your Pipedrive-related questions by pulling information from our <strong>Knowledge Base</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-10%20at%2012.56.28.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">For example, if you ask how to set up an automation or create a report in Insights, the AI chat will guide you step-by-step, including visuals when available.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/ai%20chat%202.gif" alt=""></figure>

<p dir="ltr" style="text-align: justify">You can drag the chat window anywhere in the app and adjust its size to avoid covering anything you need to see or to make it bigger for a more comfortable chat experience.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-10-15%20at%2013-55-34.gif" alt=""></figure>
<p dir="ltr" style="text-align: justify">Right now, the chat can answer “how-to” questions, such as “How do you do this?”, “How does that work?”, or “How should I use this feature?”.<br></p>
<p dir="ltr" style="text-align: justify">Pipedrive’s <strong>AI chat</strong> offers a range of helpful features beyond just answering product-related questions. Like ChatGPT, it can handle general inquiries, assist in summarizing content that you drop into the conversation, generate content for your notes and emails based on your specific requests and even type follow-up questions.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-15%20at%2014.01.17.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">While ChatGPT provides a broad set of knowledge across many subjects, Pipedrive’s AI chat is tailored to enhance your experience within the platform, focusing on tasks related to sales workflows and productivity.</p>
<p dir="ltr" style="text-align: justify">By integrating these capabilities with Pipedrive’s features, our AI assistant goes a step further in streamlining your work and delivering solutions that directly improve your efficiency in managing sales and customer data.<br></p>
<div class="support-note success primary"><strong>Note: </strong> At the top of the chat prompt you’ll see an option to <strong>send feedback</strong>. We’d love for you to share your thoughts and ideas with us! Since this feature is still in development, your input is crucial in helping us improve and make it even better.</div>

Knowledge Base

Pipedrive AI features

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