Convo ai to update lead in pipeline
L
Louis McFarlane
I would like to be able to prompt the bot to update the lead in a different stage of the pipeline, eg, so if the convo has started, stage the new lead. If they like our service stage interested. and so on
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C
Clifford Paulick
https://streamlined.so/ does this and more for $500/month (not including AI credits)
screenshot is about 10min into the video on their homepage
basically, tell AI about each stage of your pipeline so it can know when to change its status
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A
Abhishek Kumar
The only method is triggering a workflow and in that workflow you can update the pipeline .