01
Verified records only
Automatic replies only ever use an existing, verified record that is already linked to the customer conversation. Pipeline never guesses which record the customer means.
Smart Inbox Replies Coming soon · Beta
Automatic replies to simple customer requests, handled safely
Carefully controlled automatic replies that use verified Pipeline information only. When a customer asks for something simple, such as their quote link again, Pipeline can answer straight away. Anything that needs judgement stays with your team.
Coming soon: Smart Credits and Smart Features are currently in beta testing and are not yet available to buy. Everything described here reflects how they will work at launch.
The benefits, at a glance
- Re-sends the existing quote link when a customer asks for it again
- Re-sends the existing invoice link when a customer asks for it again
- Re-sends the existing job schedule link when a customer asks for it again
- Confirms an existing job’s start date and time when asked
- Every automatic reply recorded in the communication history
Inside smart inbox replies
02
Nothing new is created
Smart Inbox Replies never create a new quote, invoice or schedule link. They simply re-send the one your customer already has.
03
Judgement stays with your team
Pipeline never responds automatically about pricing, availability, changes, refunds or complaints. Those messages are left for your team to review.
04
A complete record
Each automatic reply is logged in the communication history and uses one Smart Credit, so you can always see exactly what was sent and when.
Explore the rest of Pipeline
AI Assistant
Pipeline MCP turns Pipeline into AI CRM software that connects to ChatGPT, Claude and other compatible assistants, so you can ask questions, review your work and carry out everyday sales and operations tasks in plain English.
Leads
Stop losing work to missed emails and forgotten phone calls.
Quotes
Pipeline’s quoting software builds professional quotes in minutes from a library of saved line items.
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