Pipeline Assistant
Learn how to get the most out of PipeLance's pipeline assistant.
What the pipeline assistant can do
Discover the questions it can answer and actions it can take across your CRM.
Asking questions vs taking actions
Understand the difference between querying data and having the assistant perform tasks.
What data the pipeline assistant can access
Learn what information the assistant uses to answer questions and complete requests.
Teaching the pipeline assistant about your business
Upload content to help the assistant understand your products, processes, and terminology.