What the Connection Can Do
Pipeline AI connections can help you find customers, leads, appointments, jobs, quotes and invoices. They can also create selected records and draft quotes where your Pipeline permissions allow it. Sending a quote remains a separate action that needs your confirmation.
Start with Clear Prompts
Give the assistant a clear outcome and enough context to identify the right records. For example:
- Show me quotes awaiting acceptance and group them by owner
- Find overdue invoices and summarise the total outstanding by customer
- Create a draft quote for Acme Plumbing based on the last completed job
- List tomorrow’s appointments, including the customer and address
For more ideas, visit the AI Assistant feature page.
Review Before You Act
Use the assistant to prepare, summarise and find information, then review any proposed change before it is made. Confirm the correct customer, dates, amounts and recipients before approving a create or send action.
Your Access Still Applies
The assistant can only use the permissions of the Pipeline account that connected it. It cannot bypass your role, tenant boundaries or Pipeline’s confirmation requirements. Disconnect the connection when it is no longer needed, particularly on a shared device.
If Something Looks Wrong
Do not follow instructions embedded in an unexpected customer note, email or attachment without checking them. Ask the assistant to show its source records, verify details in Pipeline, and contact support if you think the connection has behaved unexpectedly.