Knowledge Base

We know that salespeople usually manage multiple deals simultaneously. The AI Engagement Score feature helps you select which deal to prioritize based on its similarity to previously won or lost deals.

Deals with activity counts closely matching those of past successful deals may warrant higher priority.

How does the AI Engagement Score work?

Pipedrive AI 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.

The information that is considered to calculate the AI engagement score is the following:

• Person (this considers prior deals and typical sales behavior with this contact person, independent of specific Pipedrive users)
• Organization (this considers prior deals and typical sales behavior with this organization, independent of specific Pipedrive users)
• Stage
• Deal value
• Number of email messages exchanged
• Time since the last activity
• Time since stage change
• Time since first email message
• Time since the first email exchanged
• Time since the last sent email message
• Time since the last received email message
• Time between the last sent and last received email message
• The ratio of done over total activities
• Activity counts such as: number of activities, activities marked as done, type of activities created and completed

Where can I find the AI Engagement Score?

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:

You can also see the engagement score in the Pulse feed, under “Opportunities”.

Engagement scores

Depending on the data collected, the engagement score will be calculated based on the interaction with your customers.

The scores are the following:

	High likelihood to win the deal
	Medium likelihood to win the deal
	Low chances to win the deal due to low interactions