What AI does in Pipedrive
- Creates persons and deals
- Logs activities
- Runs follow-ups
Integrations that use it
Email inbox
An inbox that answers itself
Phone
Every call answered, day and night
Questions
Do I need to move anything?
No. Pipedrive stays where it is. AI Office reads and writes there through the official connection and you can revoke access from Pipedrive at any time.
What permissions does it need?
Only the scopes for the actions listed on this page. We show you the exact permission screen during the build.
What if I use a different version or plan?
Most plans include the official connection. If yours does not, email notifications from Pipedrive are usually enough for the read side.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do