AI Agents
Marketing & Sales
Marketing & Sales
Marketing & Sales
Analysis and Recommendation Agent
It automatically consolidates customer data, identifies relevant patterns, and generates product recommendations with a level of confidence and prioritization.
Marketing & Sales
Lead Qualification
Lead Scoring Agent
Analyzes variables to score leads according to the Ideal Customer Profile (ICP) and prioritize them.
Marketing & Sales
Lead Qualification
Sales Co-pilot Agent
It assists the SDR with context and suggestions based on historical data and ICP.
Marketing & Sales
Lead Qualification
Lead Nurturing Agent
It enriches the lead information with internal and external data.
Marketing & Sales
Performance and campaign optimization agent
Analyzes click and conversion metrics, adjusting strategies based on real-time results.
Marketing & Sales
Compliance and regulatory check agent
It validates the compliance of each piece with internal policies and industry regulations before publication.
Marketing & Sales
Cultural content adaptation agent
It produces initial localized content based on the briefing and segmentation, respecting dialects, cultural nuances, and brand guidelines.
Marketing & Sales
Enrichment and segmentation agent
It generates audience insights and creates micro-segments based on internal and external data.
Marketing & Sales
Event Management
Logistics Execution Agent
It suggests practical requirements for implementation: structure, suppliers, and essential resources.
Marketing & Sales
Event Management
Communication and Coordination Agent
It proposes strategies for dissemination and alignment among all those involved, reducing noise and delays.
Marketing & Sales
Event Management
Initial Planning Agent
Evaluate the event data and suggest key actions to begin planning with clarity.
Marketing & Sales
Sales pipeline
Commercial Proposal Agent
It automates the creation, pricing, and sending of proposals, ensuring compliance with commercial policies and direct integration with digital signatures.
Marketing & Sales
Plan Validation and Review Agent
It ensures consistency between briefing, strategy, and budget, supporting approvals with confidence.
Marketing & Sales
Sales pipeline
Sales Co-pilot
It acts as an intelligent assistant to the salesperson, analyzing history, suggesting approaches, and automating follow-ups to ensure smooth negotiations.
Marketing & Sales
Budget and Financial Forecasting Agent
Defines automatic budget allocation and financial forecasting based on the defined strategy.
Marketing & Sales
Marketing Strategy Agent
It generates strategic and tactical recommendations based on the briefing, ensuring consistency between objectives and execution.
Marketing & Sales
Content Creation & Curation
Initial Generation Agent
Analyze the complete briefing and create the first version of the content according to the provided context.
Marketing & Sales
CRM AI Studio
Customer Service Co-pilot Agent
It compiles information obtained during the sales process and prepares automated handoffs to accelerate the customer's time-to-value.
Artificial intelligence becoming a reality in your everyday tasks
Only Pipefy combines ease of installation with hundreds of integrations, governance certifications, and incredible usability for your company’s employees. All this without overloading your technical team.
