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>
<p style="text-align: justify"></p>
<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-sales-assistant-aisa

AI Sales Assistant (AISA)

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>
<hr>
<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>
<hr>
<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>

how-can-i-enable-ai-email-creation

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?

how-can-i-generate-an-email-with-ai

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>
<hr>
<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>
<hr>
<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>

how-can-i-configure-ai-email-summarization

How can I configure AI email summarization?

where-can-i-find-the-feature

Where can I find the feature?

<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 dir="ltr" style="text-align: justify">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>AI Sales Assistant (AISA)<a name="ai-sales-assistant-aisa"></a></h2><div class="support-note success primary"><span><strong>Note:</strong> This feature is only available on Professional and higher plans.</span><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>

Knowledge Base

Pipedrive AI

Pipedrive AI features

Got any questions?