Webinar Q&A: Pipedrive AI for smarter, faster sales

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Dina Osman
Dina Osman Pipedrive Team Posts: 79 PIPEDRIVE TEAM
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edited May 16 in What's New #1

Hello Pipedrivers! ☀️

Thank you to all the attendees who joined our webinar on Pipedrive AI for smarter, faster sales. We deeply appreciate your active participation and enthusiastic engagement throughout the webinar.

For those who posed questions during the webinar, please take a moment to review the responses provided in the comments section. We hope these insights further enhance your understanding of our product and its capabilities.

We're excited to continue this journey with you and look forward to your participation in our upcoming webinars. Stay tuned for more insightful discussions and opportunities to learn and grow together.

In case you missed the live webinar, you can find the recording here. ⬇️

Comments

  • Dina Osman
    Dina Osman Pipedrive Team Posts: 79 PIPEDRIVE TEAM
    First Anniversary 5 Likes First Comment Photogenic
    edited May 16 #2
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    • Is there an additional fee for the new AI?
      • The AI Sales Assistant, AI email summarization, and AI email generator features are only available on the professional plan and above. The AI-powered marketplace search and Smartapp features are available for all plans.
    • Works also in German?
      • Currently, only AI email generator and AI summarisation features are available in other languages.
    • Which LLM model are you using on your backend?
    • How do I add this AI feature to my pipedrive?
      • To access your AI dashboard Tools and Apps in your dashboard. There you will see the button for Pipedrive AI. Click it to review whether the AI features have been enabled for your account.
    • When will "notes" in a deal be included in the "Summarization" AI ?
      • Hi! currently, there are no plans to add summarisation to notes, however, we will share the feedback with out product team.
    • Im extremely new to Pipedrive.. Im understanding the AI very well but are there other webinars or videos for beginners?  im afraid to mess up other sales teams information.
    • Can AI be able to identify what sentences/phrases work best in email in order to get a better answer rate ?
      • Hi! Currently, we do not have that functionality in place, thank you for your feedback we will forward it to our product team.

    • How do I find which version Pipedrive we are using and if it has the AI already?
      • To access your AI dashboard Tools and Apps in your dashboard. There you will see the button for Pipedrive AI. Click it to review whether the AI features have been enabled for your account.
    • Is there an additional cost?
    • The AI Sales Assistant, AI email summarization, and AI email generator features are available on the professional plan and above. The AI-powered marketplace search and Smartapp features are available for all plans.
    • I don't see the AI tool at all - how can I change it ?
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan. App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing
    • The prompt is almost the same length as the email.

    • Two questions:

    1. How do you get started with PD AI?

    2. Are there any additionl costs on your current plan?

    To access your AI dashboard Tools and Apps in your dashboard. There you will see the button for Pipedrive AI. Click it to review whether the AI features have already been enabled for your account. The AI Sales Assistant, AI email summarization, and AI email generator features are available on the professional plan and above. The AI-powered marketplace search and Smartapp features are available for all plans.

    • Similar to my other question. Will AI suggest/craft automation templates that make sense for you as a user/org?
      • Hi! Thank you for bringing this up. This is something that we are currenlty working on and hope to be able to bring it to in the short term. More news to come.
    • Let's say there is a staff member who's not the quickest in responding to customer enquiries, is there a way to use AI to notify this staff member / his inside sales person? We have plenty of sales staff on the road, and it happens pretty often that important emails get not the attention they deserve…
      • Hi! Thank you for the feedback, we will share it with our product teams.
    • Can you use AI to take details from leads, deals and persons notes and email to pull data into customized fields for data accuracy?
      • Hi! Thank you for the feedback, we will share it with our product teams.
    • When will AI be able to replace my sales team?
      • The goal is to not replace anyones sales team but to help and assist sales teams to be more efficient and effective
    • Grouping Deals: is there an update to the grouping of deal card in the pipeline view
      • Currently we're not considering adding grouping directly to Pipeline view. I'd encourage you to look into filtering as a workaround - create a filter for each group you're interested in, you can also pin the filters above the pipeline view for easy access and quick switching between the filters/groups.

    • Is it also possible to make a summary of my notes or just of my email?
      • Hi! Currently, there are no plans to add summarisation to notes, however, we will share the feedback without the product team.
    • Is it working only in english? We would need it in german
      • AI Email features are available in multiple languages. E.g. an email generator can generate an email in any desired language as long as you specify the language in the prompt. 
      • To match the search query and the specific app, we use the app description provided by the vendor. Since the majority of app's descriptions are in English - searching with other languages, unfortunately, won't yield exact results."
    • Is it possible to customize different tonalities similar to the GPTs of openai?
    • Hi ! To use this IA technology, do we just have to do an upgrade of our current Pipedrive version or do we have to pay for it ?
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan. App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here:
    • AI products are great however Pipedrive customers would like the pain points that have lasted for years to be addressed. For example, the community is craving for adding an automatic follow-up reminder if a contact has not responded to your email.
      • In case of email sent by Automation, it is possible already by using Instant conditions. In case of manual email - that is something we want to look into on H2 2024
    • My biggest desire is to have a list of deals to follow-up on based on not receiving a response to an email. What's the best way to set up that automation? The activities feature is less useful to us at this point (capacity-issue)
      • Automations can update deal status or custom field etc change for user to understand lack of of replies, if email has been sent out as part as Automation and followed by Instant condition for Email sent: Email has been replied to is False. But Automation cannot create a list. 

    • Can an Admin view the Sales Assistant on behalf of another user, say Salesperson?
      • Hi there, this is not in the plans, what would be your use case for this?

  • Dina Osman
    Dina Osman Pipedrive Team Posts: 79 PIPEDRIVE TEAM
    First Anniversary 5 Likes First Comment Photogenic
    edited May 16 #3
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    • What if our current plan doesn't use PD sales inbox? How much will this cost to upgrade to use these AI tools?
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan. App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing
    • When will it be possible to "discuss" with AI Sales Assistant through prompts directly in PD (without having to add integration APP)?
      • Hi there, this is currently not possible but in the backlog of our ideas. What would you ask for, for example?
    • It will have an extra cost?
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan. App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing
    • How long will the replay stay online?
      • It will stay online for at least a year.

    • Wondering if AI will recognize customized fields on deals or organizations.
      • Hi! Currently this is not possible, however, we are constantly working on improving our AI offering, thank you very much for your feedback we will forward it to our product teams. 
    • Can we use Automations with AI? With normal language?
      • In the Campaings, can we use it too?" At the moment you cannot use AI in Automations or Campaigns. I am not fully sure of the answer, as it is not clear how user wants to use AI in Automations and Campaigns

    • Will the ai be able to send reports each day on your deals?
      • If it is meant to send via e-mail reports on a daily basis, this is currently not in the scope of the AI for the upcoming months. But we are eager to learn more on what type of information would be necessary to be sent on a daily basis and perhaps we could consider this in future.

    • Do you use vector stores and embeddings if deals have files like PDFs to have more context knowledge?
      • No we don't use this to process files on a deal but we do have vector storage and embeddings for other functionalities.

    • Can it be used by all users or must privileges be configured?
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan
      • App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing
    • Will it be able to auto populate information in your pipeline from information in emails. For example closing date, cost, products etc.?
      • Not yet but we are investigating this idea. It's likely that we wont fill fields directly, but propose these as potential inputs based on the threads so that users would still be in control.
    • Can you view top 3 "next best action" or a list of recommendations?
      • Hi there, you can currently in the Sales assistant click to view all notifications where you can see a list of all the recommendations we've given. It is however not possible at the moment to manually ask for additional recommendations.
    • I'm looking for Pipedrive AI under my tools but it isn't listed yet?
      • Hi there! All AI features can be found under our tools and apps settings page at https://app.pipedrive.com/settings/pipedrive-ai , if this link doesn't work for you please reach out to our support so we can help sort this out.
    • Any details on email automation updates for the future?
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan
      • App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing

    • Will the Beta only be available to Professional plans and up? Or will there be an opportunity for a free trial?
      • Yes, new AI beta features will be available for customers on Professional and above plans

    • For AI Email creation, will it be possible to link up emails to a brand-new subject line but still contain the email trail when moving through the sales stages?
      • Hi! Currently this is not possible, however, we are constantly working on improving our AI offering, thank you very much for your feedback we will forward it to our product teams.
    • AI is great but there are still some basics missing form PD Being able to work with calculate and report(insights) on Gross profit from product info is still missing ?
      • We are currently working on enhanced products reporting and revenue reporting to provide a holistic overview of revenue streams in one report type. Unfortunately, in the first phase, gross profit from the product is not yet in scope.
    • Can we have a list of what languages are supported by the AI features?
      • AI Email features are available in multiple languages. E.g. an email generator can generate an email in any desired language as long as you specify the language in the prompt. 
      • To match the search query and the specific app, we use the app description provided by the vendor. Since the majority of app's descriptions are in English - searching with other languages, unfortunately, won't yield exact results.

  • Dina Osman
    Dina Osman Pipedrive Team Posts: 79 PIPEDRIVE TEAM
    First Anniversary 5 Likes First Comment Photogenic
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    • We use Pipedrive not only in the sales team but to organise our consultants’ team. For the sales team the new feature (with the additional costs) would be a good invest but not for the consultants’ team. Thus, is it possible to choose more than one plan for the company?
      • Hi! Unfortunately we currently support having only 1 plan per customer for all the users

    • Where in PD did I turn on all AI features?
      • Hi there! All AI features can be found under our tools and apps settings page at https://app.pipedrive.com/settings/pipedrive-ai
    • Does it works in different languages
      • AI Email features are available in multiple languages. E.g. an email generator can generate an email in any desired language as long as you specify the language in the prompt. 
      • To match the search query and the specific app, we use the app description provided by the vendor. Since the majority of app's descriptions are in English - searching with other languages, unfortunately, won't yield exact results.
    • I miss the informal option. in our country we talk less formal
    • Can you program your own email templates?

    • Hi, everybody. Is it possible to create some parameters for the Sales Assistant to improve the analysis? Tks anticipated
      • Hi there, we are currently working on improving the analysis. Which parameters did you have in mind?
    • Will you send this webinar to my email?
      • The recording was sent to every registrant via email. 

    • Where to find this pipedrive AI ?
      • Hi there! All AI features can be found under our tools and apps settings page at https://app.pipedrive.com/settings/pipedrive-ai
    • Do you need a threshold of deals for the AI tool to work well? Eg. XXX deals a month?
      • Hi there, there is no threshold needed but we do need you to have previously won and lost deals in your account so that our AI can understand whether or not your open deals have similarities with these older won and lost deals and can validate the potential these open deals will have in comparison to your history.
    • Is the pricing from the level below to professional quite a jump? That's the ONLY way to get AI on certain things?
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan
      • App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing
    • Can you, when you use the AI email writing, also have fields from the contact be integrated into the email
      • Hi! Currently you can only add merge fields manually after the email is generated. We will transfer this feedback to our product team.

    • Is there a way that AI can help out filling missing fields in Organizations or Contacts info.  With automation, we can find missing info but it would be interesting that AI can provide this info instead of a human doing it! (AKA as Pipedrive policing in our Org!!)
      • We are looking into this as an option. As the first iteration we probably can only give users suggestions which users can agree with, which would then (bulk) populate the related fields.
    • Clarify what level subscription is required for Ai and other features presented.
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan
      • App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing
    • What about AI suggestions concerning organozations or managers to reach out ? Based on the database
      • Hi there, do you mean that it suggests in your customer list who to reach out to as a potential next deal? We're working with a similar idea right now which is in the experimentation phase.

  • Dina Osman
    Dina Osman Pipedrive Team Posts: 79 PIPEDRIVE TEAM
    First Anniversary 5 Likes First Comment Photogenic
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    • Is an AI powered News & Intel monitoring on the table to provide a "Live News feed" for our ORG?
      • Hi there, this is currently not in the plans. I'd love to learn more about the idea though. Is it meant to give news about your own Org or about all your customers so you could use this in any reach out to them?

    • How to use our data in pipedrive to do AI machine Learning Training?
      • Hi there, this is currently not in the near term plans but an interesting idea nonetheless. We've noted it down in our idea backlog to consider for the future.

    • WE are definitely interested in being part of the Beta part of AI development.  Please contact me!
      • AI Sales Assistant, AI email creation and AI email summarization are available from Professional, Power and Enterprise plan
      • App recommendations and AI powered based Marketplace search are for all plans. They are already available for all users on these plans. You can check more information about each plan here: https://www.pipedrive.com/en/pricing


    • Future Request: Can we have AI auto-create a person object from highlighted signature text in an email thread?
      • Hi! Thank you for the suggestion, we will forward it to our product teams. 


    • We won't be able to feed our business knowledge base to AI?
      • Hi there, this is currently not in the near term plans but an interesting idea nonetheless. We've noted it down in our idea backlog to consider for the future.


    • Is this push towards AI also going to positively affect Automations? Or maybe, are you working on offering further options with those as well?
      • We are considering how to apply AI for Automations, but no specific plans yet


    • When I ask your AI to translate my email in english. nothing happens... comparing to chat gpt this does not work really well

    • Can you show again where we can find AI for sales support? (Call suggested)
      • Hi there! All AI features can be found under our tools and apps settings page at https://app.pipedrive.com/settings/pipedrive-ai

    • You inbox is really slow. I cannot work there. it takes minutes to get a search result
      • Hi! Sorry to hear that you are experiencing slowness issues, if the issue persists, please reach out to our support and they will assist you.
    • Is this tool installed already? I do not see it in the sales assistant
      • Hi there, currently we need your company to be in the Professional plan or higher and have at least 2 deals won and lost in the past. If you then have open deals that have had some activities logged our Sales assistant can start working on them. One side note is that if the deals reviewed by our AI don't hit certain thresholds we won't notify you about them. So even if the previous points are met it could be that your specific deals don't hit certain criteria for us to point you to them.
    • Doesn't this further remove the customer/sales person "relationship?"  The "feeling" behind emails generated through AI, will be different from the "feeling" when Ingrid gets in front of the customer.   This seems tough to overcome....right?
      • Hi! Thank you for the feedback, we are currently working on improving the quality of the AI generated emails in Pipedrive, so that users would be able to adjust the tone and context and customize it to better fit their own style of writing.

    •  I don't have any suggestions in my sales assistant (but lots of open deals). What data is missing?
      • Hi there, currently we need your company to be in the Professional plan or higher and have at least 2 deals won and lost in the past. If you then have open deals that have had some activities logged our Sales assistant can start working on them. One side note is that if the the deals reviewed by our AI don't hit certain thresholds we won't notify you about them. So even if the previous points are met it could be that your specific deals don't hit certain criteria for us to point you to them.

    • Which AI is the one integrated in Pipe? And is it able to translate languages, too (f.e. in generated emails)?
      • Hi! Pipedrive uses different subprocessors including OpenAI and open-source AI algorithms. Read our AI functionality supplemental terms here. AI email generator does not translate emails from other languages, however it can generate emails in any language that you specify in the prompt, read more on how to use the feature here -> https://support.pipedrive.com/en/article/ai-email-creation