{"id":7294,"date":"2025-01-13T22:46:24","date_gmt":"2025-01-13T20:46:24","guid":{"rendered":"https:\/\/www.imanta.io\/blog\/5-fundamentals-of-pipedrive-ai\/"},"modified":"2025-02-21T11:51:58","modified_gmt":"2025-02-21T09:51:58","slug":"5-fundamentals-of-pipedrive-ai","status":"publish","type":"post","link":"https:\/\/www.imanta.io\/en\/blog\/5-fundamentals-of-pipedrive-ai\/","title":{"rendered":"5 fundamentals of Pipedrive AI"},"content":{"rendered":"\n<p><strong>Pipedrive&#8217;<\/strong> s <strong>AI<\/strong> suite offers a wide range of AI tools using OpenAI technology and internally developed AI software. This suite of products is designed to automate routine sales tasks, optimize communication and improve the efficiency of deal closings. <\/p>\n\n<p>Pipedrive AI Includes <strong>five advanced features<\/strong> that aim to reduce time spent on tasks, increase performance and facilitate smarter decision making in sales workflow management.<\/p>\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/video.imanta.io\/s\/knVZvmrk? Watch Video\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/video.imanta.io\/video\/thumbnail\/zwL30Sn8Y_vWn7R82LC3sbCqwpdI1uMlq8_NiVn7HrY?hvlk=AWakAAM5Nk4K&amp;is_play_time=true&amp;utm_source=hv-campaigns&amp;hreferer=Accrisoft&amp;Email=[[Email]]&amp;hvre=false\" alt=\"IA PIPEDRIVE BASICS\"\/><\/a><figcaption class=\"wp-element-caption\">By playing the video above a third party cookie will be set. Read our <a href=\"https:\/\/www.imanta.io\/en\/cookie-policy\/\">cookie policy<\/a> for more information. <\/figcaption><\/figure>\n\n<p>Below, you can see the Pipedrive AI features included in each plan. If you want to go deeper into any of the aspects, click on the corresponding option. <\/p>\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-black-color has-very-light-gray-to-cyan-bluish-gray-gradient-background has-text-color has-background has-link-color has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">FUNCTION IA<\/th><th class=\"has-text-align-center\" data-align=\"center\">ESSENTIAL<\/th><th class=\"has-text-align-center\" data-align=\"center\">ADVANCED<\/th><th class=\"has-text-align-center\" data-align=\"center\">PROFESSIONAL<\/th><th class=\"has-text-align-center\" data-align=\"center\">POWER<\/th><th class=\"has-text-align-center\" data-align=\"center\">ENTERPRISE<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">Smart application recommendations<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">Search in Marketplace<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.imanta.io\/blog\/asistente-de-ventas-de-inteligencia-artificial-aisa\/\">AI Sales Assistant (AISA)<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.imanta.io\/blog\/resumen-de-correo-electronico-con-ia-de-pipedrive\/\">Email digest with AI<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"https:\/\/www.imanta.io\/blog\/creacion-de-correos-electronicos-con-ia-de-pipedrive\/\">E-mail creation with AI<\/a><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><td class=\"has-text-align-center\" data-align=\"center\">X<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><td class=\"has-text-align-center\" data-align=\"center\"><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p><a href=\"https:\/\/www.imanta.io\/en\/pipedrive\/pipedrive-pricing\/\">See here if you want to know more about Pipedrive plans<\/a><\/p>\n\n<h2 class=\"wp-block-heading\"><strong>Where to find Pipedrive&#8217;s AI features?<\/strong><\/h2>\n\n<p>To enable Pipedrive AI features, go to <strong>Tools &amp; Apps &gt; <a href=\"https:\/\/app.pipedrive.com\/settings\/pipedrive-ai\" target=\"_blank\" rel=\"noreferrer noopener\">Pipedrive AI<\/a><\/strong>.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/kb-cms.pipedriveassets.com\/First%20release.png\" alt=\"\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\">Recommendations of intelligent applications with Artificial Intelligence<\/h2>\n\n<p>You can Get customized artificial intelligence tools and app recommendations tailored to your unique business requirements, enhancing your use of Pipedrive.<\/p>\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/kb-cms.pipedriveassets.com\/AI-App-Recommendations.png\" alt=\"\"\/><\/figure>\n\n<p>This approach increases efficiency, optimizes workflows and ensures that the most effective tools are used for maximum performance.<\/p>\n\n<h2 class=\"wp-block-heading\">Marketplace search powered by AI<a><\/a><\/h2>\n\n<p>Developed with OpenAI, our search tool will enable you and your sales team to use natural language queries to easily find relevant third-party tools in the Pipedrive <a href=\"https:\/\/www.pipedrive.com\/marketplace\" target=\"_blank\" rel=\"noreferrer noopener\">Marketplace<\/a>, efficiently addressing any business challenge.<\/p>\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/kb-cms.pipedriveassets.com\/marketplace-search-ai.png\" alt=\"\"\/><\/figure>\n\n<p>This will make it easier for you to discover suitable applications, leading to <strong>optimized sales processes<\/strong>, <strong>time savings<\/strong> and, therefore, <strong>higher revenues<\/strong>.<\/p>\n\n<h2 class=\"wp-block-heading\">Artificial Intelligence Sales Assistant (AISA)<\/h2>\n\n<p>The <strong>AI Sales Assistant (AISA)<\/strong> is available on Professional plans and above.<\/p>\n\n<p>Pipedrive&#8217;s AI-powered sales assistant improves deal closing by identifying patterns, recommending high-potential deals and suggesting priority actions.<\/p>\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/kb-cms.pipedriveassets.com\/image-20240326-103848.png\" alt=\"\"\/><\/figure>\n\n<p>This tool saves time and provides useful information through intelligent automation, allowing users to focus on critical tasks and streamline processes.<\/p>\n\n<p>Learn more about AISA in<a href=\"https:\/\/www.imanta.io\/blog\/asistente-de-ventas-de-inteligencia-artificial-aisa\/\" target=\"_blank\" rel=\"noreferrer noopener\">this article<\/a>.<\/p>\n\n<h2 class=\"wp-block-heading\">Email digest with AI<a><\/a><\/h2>\n\n<p>The <strong>AI email digest<\/strong> feature is available on Professional and higher plans.<\/p>\n\n<p>Pipedrive&#8217;s AI-powered email digest feature condenses email threads into concise summaries, allowing you to quickly understand key points, save time and minimize information overload.<\/p>\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/kb-cms.pipedriveassets.com\/Email-summarization.png\" alt=\"\"\/><\/figure>\n\n<p>This feature improves decision making and inbox management, thus improving productivity. We recommend that you try it out and draw your own conclusions. <\/p>\n\n<p>You can learn more about email digesting with artificial intelligence in <a href=\"https:\/\/www.imanta.io\/blog\/resumen-de-correo-electronico-con-ia-de-pipedrive\/\" target=\"_blank\" rel=\"noreferrer noopener\">this article<\/a>.<\/p>\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n<h2 class=\"wp-block-heading\">Creation of e-mails with AI<a><\/a><\/h2>\n\n<p>The <strong>AI email creation<\/strong> feature is only available on Professional and higher plans.<\/p>\n\n<p>Pipedrive&#8217;s artificial intelligence email creation feature generates personalized emails quickly from basic prompts, saving time and improving communication.<\/p>\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" src=\"https:\/\/kb-cms.pipedriveassets.com\/Screenshot%202024-04-17%20at%2012.11.49.png\" alt=\"\"\/><\/figure>\n\n<p>This increased efficiency facilitates faster business closings and increases lead engagement and conversion rates.<\/p>\n\n<p>You can learn more about creating emails with artificial intelligence in <a href=\"https:\/\/www.imanta.io\/blog\/creacion-de-correos-electronicos-con-ia-de-pipedrive\/\" target=\"_blank\" rel=\"noreferrer noopener\">this article<\/a>.<\/p>\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pipedrive&#8217; s AI suite offers a wide range of AI tools using OpenAI technology and internally developed AI software. This suite of products is designed to automate routine sales tasks, optimize communication and improve the efficiency of deal closings. Pipedrive AI Includes five advanced features that aim to reduce time spent on tasks, increase performance [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":6865,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[124,128],"tags":[127,126],"class_list":["post-7294","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pipedrive-en","category-pipedrive-ai","tag-ia-en","tag-pipedrive-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7294","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/comments?post=7294"}],"version-history":[{"count":1,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7294\/revisions"}],"predecessor-version":[{"id":7296,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/posts\/7294\/revisions\/7296"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media\/6865"}],"wp:attachment":[{"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/media?parent=7294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/categories?post=7294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.imanta.io\/en\/wp-json\/wp\/v2\/tags?post=7294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}