New Articles

  1. AI Runs FAQ

    Pipeline AI is billed by the run, and a run only happens when somebody asks for one. Answers to the common questions about what a run is, what it costs, and what's included. How much does Pipeline AI cost? $1.00 per AI run. A run is one pass ...
  2. AI Permissions

    Two switches decide who can spend on AI: a master admin turns Pipeline AI on for the account, then chooses who can run AI Create and who can run AI Update. Introduction Every other feature in Pipeline is free to use once you can reach it. Pipel...
  3. AI Permissions FAQ

    Pipeline AI is off until a master admin turns it on, and each AI action carries its own access setting. Answers to the common questions about who can enable it and who can run it. Who can turn Pipeline AI on? Only a master admin. Until they d...
  4. AI Monthly Limit

    Your monthly limit is the ceiling on what Pipeline AI can cost your account — set it once, change it whenever you like, and you're only ever billed for the runs your team actually makes. Introduction Pipeline AI is the one part of Pipeline that...
  5. AI Monthly Limit FAQ

    The monthly limit is a ceiling on Pipeline AI spending, set by a master admin and changeable at any point in the month. Answers to the common questions about setting it, changing it, and what you're actually billed. Am I billed my full monthly li...
  6. Why Isn't My AI-Created Transaction in My Account?

    You ran an AI Create , and the transaction isn't in your transactions list. Good news first: it almost certainly still exists, and it's waiting for you where the run left it. The Result Was Never Confirmed This is the usual ending. AI Create ...
  7. Why Is the Wrong Contact on My AI-Created Transaction?

    Pipeline filled the transaction, but one of the people on it isn't who you expected — a duplicate turned up, the wrong existing contact got attached, or an email address is off. Here's why, and how to set it right before you save. The Wrong Perso...
  8. Why Didn't a Value Update From My New Document?

    You ran AI Update on a new document and a value you expected to move came back the same. Work through these in order — the cause is usually one of four things, and the last one is just a manual edit. The Run Never Started Attaching a document...
  9. Why Didn't I Get Notified When My AI Result Was Ready?

    You ran an AI Create or an AI Update and never saw a heads-up. Good news first: your result is fine either way. The notice is a convenience, not the thing itself, and the document is holding your result until you get to it. You Were Still in ...
  10. Why Did a Field Change That I Didn't Want Changed?

    A field on your transaction changed after an AI Update , and it held a value you wanted to keep. Here's why it moved, and how to set it right. Applying the Update Writes Every Change You Didn't Rewind The summary of changes is a list of everyt...