What is Set up my pipeline in Workspace369?

A starter in AI AutoPilot → Chat for new workspaces. It fills the message box with a request to suggest pipeline stages and fields that fit your business.

Does Set up my pipeline change my CRM straight away?

No. The request asks the AI to show its suggestion and change nothing until you say yes. A starter also never sends the message by itself.

Which plans have the Set up my pipeline starter?

Chat is on every plan: Cadet, Voyager, Specialist, Commander and Enterprise. The starter is on the web app now and comes to the iPhone app with its next update.

Workspace AIClients & CRM

New workspaces get a Set up my pipeline starter in AI chat

In a new workspace, AutoPilot chat offers Set up my pipeline in place of Review my workspace. Its request asks the AI to change nothing until you say yes.

Cut-paper chat bubble leading up stepping stones to an amber flag, beside the AI chat home screen with a Set up my pipeline shortcut and a prompt asking for suggested stages and fields.

Set up my pipeline, a starter for new workspaces

Open AI AutoPilot → Chat in a brand-new workspace and the starters on the Chat home now include Set up my pipeline in place of Review my workspace. A new workspace has nothing to review yet, so the starter helps you build your sales pipeline instead.

Tap it and the message box fills with a request: help set up your sales pipeline, suggest stages and fields that fit your business, show them to you, and change nothing until you say yes. A starter never sends the message by itself, so you can edit the request first. Read what the AI suggests, change what you like, and say yes when it fits.

Once your workspace has some clients, invoices or projects, Review my workspace comes back. Task AI keeps its own board starters. Chat is on every plan, and the AI can get things wrong, so check the suggested stages and fields before you agree. It is on the web app now and comes to the iPhone app with its next update.

Set up my pipeline replaces Review my workspace in a new workspace
The message box fills in, and nothing is sent until you send it
The request asks the AI to change nothing until you say yes

Tap Set up my pipeline and the message box fills in, ready to edit before you send it. Example data.

Where to find it: AI AutoPilot
Chat
Open in the app
Plans: Every plan
Learn more: Workspace AI CRM setup with AI

Quick answers

What is Set up my pipeline in Workspace369?: A starter in AI AutoPilot → Chat for new workspaces. It fills the message box with a request to suggest pipeline stages and fields that fit your business.
Does Set up my pipeline change my CRM straight away?: No. The request asks the AI to show its suggestion and change nothing until you say yes. A starter also never sends the message by itself.
Who sees the Set up my pipeline starter?: New workspaces. Once you have some clients, invoices or projects, Review my workspace comes back in its place.
Which plans have the Set up my pipeline starter?: Chat is on every plan: Cadet, Voyager, Specialist, Commander and Enterprise. The starter is on the web app now and comes to the iPhone app with its next update.

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