Shaping the future of Conversational Intelligence – your input matters!
⭐️ We’re building something new — and your input could help shape it.
Through ongoing research with sales teams, we're designing a conversational intelligence experience that supports reps where it matters most: before, during and after every meeting.
All of this — built natively into Pipedrive — to help you spend less time managing information and more time moving deals forward.
Here’s the vision:
- Show up ready. Get instant context with pre-meeting briefings that surface deal history, notes, and key details
- Stay in flow. Calendar sync and reminders keep meetings on track, no extra effort required.
- Capture what counts. AI-generated summaries back you up with clear, editable recaps and action points.
- Take the right next step. Get smart follow-up suggestions, including tasks and email drafts, ready for your review.
- Skip the busywork. Meeting outcomes are auto-logged to Pipedrive, so your pipeline stays clean.
- Stay in control. You decide what’s recorded, summarised, or synced. Manual notes are always welcome.
💬 We’d love to hear from you:
- What excites you most?
- What would make this truly useful for your workflow?
- What’s missing?
Share your thoughts in the comments - your feedback is shaping what we build next.
Comments
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Good day,
To exploit "conversational intelligence" I would like to see Pipedrive offer library of pre-defined prompt-templates. The User can then fill-in-the-blank (and/or modify the prompt), and ask the AI to execute.
** Is this in line with your vision? It goes much further than meeting-outcomes. **
^ ^ ^ ^ ^ ^ ^
An example of such a prompt-template would be to define the scope of work to be done (what must I do), break it down into Activities (in the Pipedrive context), and then to actually schedule those activities/tasks.
This possible prompt-template might:
- invite the User to identify the tasks to be completed in any one Stage of a given Pipeline (or at each of the Stages)
- estimate the time to complete the task
- identify a deadline, if applicable
- suggest a schedule (using the User's actual Google calendar), and then
- create the actual Activities (of type Task) on a proposed schedule
In this way, the User has quickly identified the tasks to be completed, and has an actionable scheduled plan to accomplish the work.
In the past, Pipedrive might have had to create an entire UI to make this work, but with an LLM I think that a text-only dialogue can work, especially if multiple iterations are possible before "committing" the changes.
To make this, and other similar, prompt-templates work the AI robot must understand the nature of Deals, Orgs, Persons, Products, Project, and ideally have access to all the custom-field associated to those objects. Having access to Automations would be a possible 2nd-generation ambition.
I can think of a dozen other possible prompt-templates, and some of these could include sample-emails and other items that you mention above.
Pipedrive should separately provide the User with the option to create their own prompt-templates for conversational AI / LLM.
Comments welcome.
Joseph Valenti
Pipedrive partner based in Montreal
serviceprovider@pipedriveExperts.com3 -
Pipedrive AI agent sounds exciting! Keep us more consistent and present during our meetings and calls.
Priorities vs Tasks: There's ton of tasks that keep us "busy" but not non-productive. We all have the Most Valuable Priorities that keep the sales pipeline going. If the AI Assistant can make sure that we complete those important sales calls first thing in the day before everything else piles on, that would be helpful in keeping consistency in our sales pipeline.
Follow-up: Having the AI Assistant send the client through our automated follow up journeys that's customize for the specific type of client would save a lot of time. I've detailed this to support team before about prospective clients that are problem unaware, problem aware, solution aware, and product/service aware before making a decision to move forward.
Meeting recap: Accurate recaps with actionable items are crucial in moving any deal forward. Turning those actionable items into a clickable checkbox list to knock those items out, even more efficient and nothing gets forgotten. I can then pay more attention to the conversation knowing that those action items are being logged and I don't have to break my attention to manually log those tasks. No more data re-entry to get those important tasks into Pipedrive!
I like to take those meeting recaps a step forward and see how I can improve the process or flow for any future meetings. Having a clear agenda up front, learning which concerns should be addressed during the call and which should be tabled for a more detailed follow-up, makes it more efficient and valuable of everyone's time.
Thank you Pipedrive Team!5 -
We're excited to hear about the direction of Pipedrive AI. At the moment though, we hope that the Deal Summaries feature could be tweaked a bit.
Deal Summaries at the top of each deal are a great addition but do not add any real context about a deal.
While email summaries really capture the conversation and follow-up actions, Deal Summaries appear to be heavily weighed on the quantity and responsiveness of the communication as well as previous won or lost deals rather than any details about the deal itself and next actions
More information should be pulled from email, activities and notes to give a better understanding of what is happening. Many times, follow-up actions are discussed in an email and then added as activities. A recent email would be a good place to start with additional context taken from Activities and Notes as they are internal communications, to give depth to those actions discussed in the email.
Many times, users are only going to an Email Summary to get deal information because of the lack of information in the Deal Summary. Having Deal Summary summarize a recent email with context from internal activities and notes would strengthen the Deal Summary feature.
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Me encantaría que tuviera la opción de reportar cada visita, reunión, etc por voz, y que la IA sea capaz de realizar un resumen claro y ordenado.
Soy vendedor B2B que estoy en la calle, y la posibilidad de realizar un check-in de cada acción, con geolocalización y por voz sería increible.
La app forcemanager CRM ya lo tiene incorporado, y me parece espectacular.
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