PipeLance's pipeline assistant has full context of your business data within the platform. This enables it to answer detailed questions and take informed actions. Here's exactly what it can and cannot access.
Data the assistant can access
Deals
- Deal names, values, and stages
- Close dates and win probability
- Associated contacts and companies
- Activity history and notes
- Custom fields you've added
Contacts
- Names, titles, and contact info
- Company associations
- Communication history
- Meeting and call history
- Enrichment data (company size, industry)
Companies
- Company names and domains
- Industry and size information
- Associated contacts and deals
- Account history and notes
Call transcripts
- Full conversation transcripts
- AI-generated summaries
- Action items and follow-ups
- Sentiment and talk time analysis
- Objections and competitor mentions
Emails (if connected)
- Emails synced to contacts
- Email content and attachments
- Thread context and history
- Open and reply tracking data
Content library
- Documents you've uploaded
- Battle cards and sales materials
- Pricing guides and product info
- Training materials and playbooks
Data the assistant cannot access
The assistant only accesses data within PipeLance. It cannot access:
- Files on your computer - Local documents, folders, or applications
- Personal email - Email accounts not connected to PipeLance
- Other apps - Slack messages, other CRMs, project management tools
- Browser history - Websites visited or bookmarks
- Payment details - Credit card numbers or banking info
Privacy note: The assistant processes your data to answer questions and take actions. Your data is not used to train the model and is not shared with other PipeLance customers.
How context improves responses
Because the assistant has full context, it can:
| Without context | With PipeLance context |
|---|---|
| "Draft a follow-up email" | Drafts email referencing your last call, deal value, and pending items |
| "What should I know before this call?" | Summarizes deal history, past objections, competitor mentions, and open items |
| "Help me handle a pricing objection" | Pulls relevant battle cards and suggests responses based on your content |
Data access by role
The assistant respects your account permissions:
- Admins - Can query all data across the workspace
- Members - Can query their own deals, contacts, and shared data
If you ask about a deal you don't have access to, the assistant will let you know.
Expanding what the assistant knows
You can give the assistant more context by:
- Uploading to the content library - Add product docs, pricing, and competitive info
- Connecting integrations - Sync email and calendar for fuller context
- Logging activities - Add notes and call summaries
The more data in PipeLance, the more helpful the assistant becomes.
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