Pipeline AI Settings
Per-pipeline knobs for the AI features (Pulse, Playbooks, Auto-enrichment, Type Intelligence): turn them on/off, set stage SLAs, edit the AI Profile that describes the pipeline's "personality" (sales vs. support vs. hiring vs. vendor).
Steps
- Open Pipeline > pick a pipeline > AI Settings (top-right gear or "AI" button).
- Toggle "AI enabled" to switch all AI features on/off for this pipeline.
- Per stage: set targetDurationDays (when does Pulse flag "stuck"?) and slaHours (when does it escalate?).
- Edit the AI Profile JSON to change deal type, key questions, success criteria — Coach + Playbooks read this.
Good to know
- New pipelines inherit the AI Profile from their template. Override per pipeline if it's a different flavor.
- Disabling AI per-pipeline stops Pulse, Playbooks, Auto-enrichment, and the advance scanner for that pipeline only.
Example: The team's "Customer Onboarding" pipeline keeps generating Playbooks that sound like sales pitches. The CSM lead opens AI Settings, sets the Profile to {dealType: "post-sale onboarding", successCriteria: "first value within 14 days, full team activated within 30"}, and bumps "Kickoff" stage SLA to 48h. Pulse + Playbooks now speak the right language and stop nagging her with "send a discount" suggestions.