Pipeliner CRM

Our aim is to empower sales teams to move faster, stay informed, and make better decisions from inside Pipeliner CRM as well as get easy access to “how to” guidance.

The AI Coach is available directly from the main menu across CRM and all tools, opening in a persistent chat window. Users can start new conversations, access recent history, and interact through text or speech input. Conversation history is saved per user, making it easy to pick up where you left off. 

Responses are formatted for clarity with bold highlights, lists, and named links. 

The Voyager AI Coach is being released as a BETA version and will be enabled by default for all existing activated Voyager AI Hub Items.  It has access to the following sources via 2 subordinate agents:

SalesPOP agent - operates on the SalesPOP database which contains:

- Documents
- Articles/Blogs
- Podcasts
- Link to YouTube videos + transcription

Help agent - operates on the Help database which contains:

- SalesPOP agent - operates on the SalesPOP database which contains:
 - Documents
 - Articles/Blogs
 - Podcasts
 - Link to YouTube videos + transcription
- Help agent - operates on the Help database which contains:
 - Help articles
 - URLs

Guides user requests with intelligently routed, always-available access, and seamless integration with the incredible depth of knowledge available from both our SalesPOP! Experts and Pipeliner Knowledge Base

Voyager AI - Using the Voyager AI Coach

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Voyager AI - Using the Voyager AI Coach

Overview