A Sales Manager that reads your pipeline.
Open the assistant and your pipeline is already there: how many deals are active, and which ones have stalled, named, with how long they have been quiet. Ask for a follow-up and it already knows the deal.
The assistant opens with your pipeline beside it: active deals, and the ones going quiet, named, with how long. A blank box waiting for a prompt would know none of that.
The manager
What's on the screen.
The context panel shows your live numbers and the deals going quiet. History keeps everything you have asked. Config lets you choose which AI model answers. The greeting lists what the assistant can do, and the three most-used actions are one tap above the input box.
Hello, I am Pippin. I can help you manage your pipeline.
Common actions- Format text and draft emails
- Create follow-up sequences
- Analyse stagnant deals
- Prioritise your daily tasks
- Summarise pipeline health
It reads your live pipeline first.
See which deals need attention, before you ask.
The assistant works from the same live deals as the board, so what it shows you is always current.
- See how many deals are active and how many are pending
- See stalled deals by name, with how long each has been quiet
- Draft a follow-up for one of them in a tap
- Get your day prioritised from the work itself
- When nothing is at risk, it says so, rather than inventing a problem
Answers you can check.
Every answer links back to the deal it came from, so you can verify it yourself.
- Draft emails and format text from the deal in front of you
- Build a whole follow-up sequence, not just a single message
- Analyse the deals that have stalled
- Summarise pipeline health with the same weighted numbers as the board
- Keep your history, so nothing has to be asked twice
Access
It can only see what you can see.
The assistant only answers from deals you already have permission to see. If you cannot open a deal, you cannot ask about it. Choosing the AI model, and whose key it runs on, is kept for the smallest group, because it decides where your data goes.
Ask about the deals you are allowed to see.
Draft, summarise and prioritise your own work.
Ask about deals across the whole team you manage.
Choose the AI model and whose key it runs on.
Admin is the highest role and is not constrained by the permission grid, so it is worth keeping to the smallest group that genuinely needs it.
One morning, start to finish
It named three quiet deals before anyone asked.
The assistant had already checked the pipeline, named the deals that had been quiet for twenty-four days, and drafted a follow-up for one of them knowing the company, the amount and the last thing that was said.
It opens already knowing your pipeline, because it works from the same live deals the board shows.