Feature Request: AI Summarize a customer by taking into account all notes and activities

Pipedriven
Pipedriven Member Posts: 6 VERIFIED MEMBER
First Anniversary First Comment
edited May 12 in Ideas and Product Feedback #1

I’d love to see an AI feature that can generate a concise summary of an Organization’s journey and status by analyzing all linked notes, activities, and communications. This would provide instant context when viewing an Organization so my team can jump back into conversations without wondering, "where were we with…".

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,472 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2

    Hi @Pipedriven , our product manager @Mike van der Valk is looking to interview users this week who are willing to chat about how they would use an AI assistant to manage personal data (like Organizations). The insights collected will be used in feature development.
    If this sounds interesting, check out this post and sign up for a call.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,028 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    #3

    Yes, @Pipedriven join me on a call there! At the moment this functionality doesn't exist but we're exploring how we can best help our customers so we'll take this idea into account and I'd love to chat with you this week.

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