https://www.loom.com/share/c21b9fe338274257bec76b5ee9f5a1cf

This is where your AI agent starts thinking like a true sales pro — and managing your pipeline FOR you.

In this video, you’ll learn how to set up Pipeline & Stages so your AI knows:

✅ When to call

✅ How often to follow up

✅ When to move leads between stages automatically

✅ How to handle unresponsive leads

✅ How to trigger reminders for hot leads, booked calls, no-shows, and even closing tasks

Why it matters:

→ The RIGHT pipeline setup = more conversations, higher engagement, fewer dropped leads, more appointments → more deals.

👉 You can customize EVERYTHING:

→ Different pipelines for different lead types or team members

→ Advanced call sequences that boost contact rate by 80%+

→ Smart handling of new expireds, follow-ups, closing stage reminders — all on autopilot