Knowledge Base

Salespeople often spend a lot of time on non-sales tasks, which can reduce productivity. We aim to increase your sales efficiency with an AI-driven assistant that helps you get more done quickly, so you can focus on closing more deals.

Over time, we‘ll expand the AI chat to offer more capabilities designed to boost your productivity and save time by providing helpful answers and performing actions tailored to your needs.

Where can I find the AI chat feature?

The AI chat is at the top of Pipedrive, next to the search bar. It‘s easily accessible from anywhere in Pipedrive, so you can always access it whenever you need assistance.

What can I do with the AI Chat?

The AI chat, powered by OpenAI, is your intelligent assistant inside Pipedrive.

Like ChatGPT, it can handle inquiries, summarize content (up to 300 characters), generate text for notes and emails, assist with Pipedrive features and answer follow-up questions for quick, relevant responses.

Pipedrive’s AI chat is tailored to enhance your experience within the platform by focusing on tasks related to sales workflows and productivity.

By integrating these capabilities with Pipedrive’s features, our AI assistant further streamlines your work and delivers solutions that directly improve your efficiency in managing sales and customer data.

Communicate with voice or text

You can interact with the AI chat by typing your questions or using the built-in voice input feature.

To use the voice feature, click the microphone icon, speak your request and click it again once you’re done. The AI chat will transcribe your words and respond just like it would to a typed message.

Get answers for how-to questions

For example, when you ask how to set up an automation or create a report in Insights, the AI chat will provide a step-by-step answer from our Knowledge Base, including visuals when available.

Get contextual answers

Depending on where you are in the app when clicking on the AI chat button, suggested prompts contextually linked to that section are shown, so you can ask more specific and relevant questions. This makes it easier to get started, especially if you’re new to Pipedrive.

While typing your question, pressing “tab” on your keyboard or clicking “+” will tell the AI chat to focus on whatever you’re viewing before bringing up the chat window.

Resize and move the chat window

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.

Check the information source

To assist you in verifying the accuracy of the information, the AI chat will display the sources of its answers in a specific tab labeled “Sources.”

For example, to answer the question, “How is my sales team performing?” the AI chat based its answer on the article “Insights reports: deal performance” and on data about your deals. Clicking on them will take you to the Knowledge Base article or your deals, respectively.

Chat history

Your conversations are automatically saved in the chat history, so you won’t lose essential messages or need to repeat yourself.

These chats remain saved until you choose to delete them manually. Each user’s chat history is private and can only be viewed by that user. Admins can’t view or access other users’ conversations, and sharing the chats is not possible.

How the Pipedrive AI chat uses your data

The AI chat may access relevant data from your Pipedrive account, such as deals, contacts or activities, to provide helpful, context-aware answers. This access is required solely to support your experience and improve the relevance of responses.

Your data is never used to train AI models, not by Pipedrive or any third parties. We only use your data to power features you actively use.

Prompt suggestions to use with the AI chat

If you’re unsure how to get started, don’t worry, the AI chat understands natural language. You can ask questions just like you would talk to a person. The more context you provide, the more detailed and accurate the answer will be.

You can also explore the examples below and customize them to fit your specific needs:

• Fetch the permissions and visibility configuration for the user (name of the user)
• Get a list of all projects associated with the organization (name of the organization)
• When is my next call with the contact person (name of the person)?
• How is my activity goal doing?
• What was that note I wrote on the contact person (name of the person) about (topic of the note)
• How many deals moved from stage (stage name 1) to stage (stage name 2) last month?
• How is my team performing this quarter compared to last quarter?
• What’s our win rate over the last 6 months?
• Who are our top 10 customers by revenue this year?
• What’s the average time between a customer’s first contact and deal closure?

Frequently asked questions about the AI chat

Does Pipedrive use client data to train AI models?

Pipedrive does not permit third parties to use client data to improve or train AI models, nor do we use client data to improve or train our models without your permission.

What AI subprocessor does Pipedrive use?

Pipedrive uses different subprocessors, including OpenAI and open-source AI algorithms. Read our AI functionality supplemental terms.

How can I be sure of the accuracy of the answers I get?

For transparency reasons, the AI chat will display the sources on which its answers are based. The sources appear in a specific tab called “Sources.”

Example: For the answer provided by the prompt “How is my sales team performing?”, the agent used both the Knowledge Base and the customer‘s data.

What is conversational AI?

Conversational AI is a branch of artificial intelligence that enables computers to understand, process and respond to human language in a natural, conversational manner.

It combines natural language processing (NLP), machine learning and computational linguistics to facilitate interaction between humans and machines as if they were talking to another human.

What is generative AI?

Generative AI refers to a subset of artificial intelligence technologies that can generate content, such as text, images and music, based on the data they’ve been trained on.

It employs machine learning models, like GPT for text and DALL·E for images, to create outputs that mimic human-like creativity.

How does AI make a CRM better?

AI enhances CRM systems by automating data analysis and workflows, predicting customer behavior, formulating and personalizing customer interactions and improving decision-making. It streamlines tasks, offers insights based on customer data and identifies sales opportunities.

This leads to more efficient operations, better customer engagement and increased sales, making CRM tools more powerful and effective.

Which AI tools does Pipedrive integrate with?

Pipedrive uses a combination of internally developed AI software engines and OpenAI to offer a variety of AI-driven features to improve decision-making, customer interactions and performance insights.

How can AI features be turned on and off?

Only admins can turn AI features on and off for their users on a company level. Individual users can ask admins to enable features.

How can I send feedback to Pipedrive about this feature?

At the top of the chat window, you’ll see a link you can click to send feedback. 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.