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Using AI in our Pipeline Board

  • November 7, 2024
  • 2 replies
  • 43 views

TLee McNabb
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I use our Pipeline Boards for viewing status of deals multiple times a week - sometimes multiple times a day. One thing I have been thrilled to see is that when we open our Next Steps field, the AI-Suggested deal updates seem to be getting better and better as far as accuracy. I have included a HEAVILY redacted example for you to see. We just click the pencil in the field, and then the AI-Suggested deal updates suggestions appear below.

The only thing we need now is a new field that can accomodate a larger character limit. We have been bound to 250 characters and with such rich updates coming from the AI suggestions, it’s a shame that we can’t just use them as-is. Quite a bit of doctoring work has to go into making the suggestion useable.

I’d ove to hear if you are having luck with using AI suggestions.

TIA

 

 

 

 

2 replies

Molly Kipnis
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  • Community Manager
  • November 11, 2024

This is amazing feedback @TLee McNabb!! Thanks for sharing an example too! 

I recommend submitting this feedback to our Product team, which you can do on the righthand side of this page. They’d love to see how you are using the AI-Suggested deal updates too!


TLee McNabb
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  • Author
  • Enthusiast
  • November 11, 2024

Thanks - I was trying to gauge if others share my thoughts before throwing it over to the product team.