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Created On: 10/22/2026
in I am an admin.
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Let Pipeline AI do the reading, and review what it gets ready for you.
Introduction
Pipeline AI is the AI built into Pipeline. It reads your real estate documents so you and your team don't h...
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Review the documents AI Break Apart found inside a packet in Unassigned , then break it apart.
Introduction
AI Break Apart is the part of Pipeline AI that finds the separate documents inside a packet, so it's ready for you to break apart. It ...
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Review the name and transaction AI Assign picked for each new doc in Unassigned , then assign it.
Introduction
AI Assign is the part of Pipeline AI that sorts the docs coming into Unassigned , so they're ready for you to assign. It works on ...
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Review the changes AI Update pulled from a counteroffer or addendum, then save the ones you want.
Introduction
AI Update is the part of Pipeline AI that keeps a transaction current when the terms change, so you don't have to find what changed ...
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Review the Add Transaction form AI Create fills in from a contract, then add the transaction.
Introduction
AI Create is the part of Pipeline AI that turns a contract into a new transaction, so you review it instead of typing it in. When some...
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Choose who can use Pipeline AI, and limit what it costs once your monthly credit is used.
Introduction
Pipeline AI Settings is the one page where a master admin decides how Pipeline AI works for your office. Pipeline AI works with nothing to s...
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Pipeline tells you the moment an AI result is ready, in the app or by email. Answers to the common questions about how you're told, and what changes if you turn the email off.
How does Pipeline tell me a result is ready?
Two ways, depending on...
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AI Update reads a later document and surfaces only the fields it changes. Answers to the common questions about counter-offers and addenda, running it more than once, and what it never touches.
Can I use AI on a transaction that already exists?
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AI Create reads your contract and fills the transaction in for you. Answers to the common questions about what it pulls, which documents it handles, and how it sits alongside manual entry.
What does AI Create pull from my document?
The transac...
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Pipeline AI stays off until a master admin turns it on, and an account that leaves it off is unchanged in every way. Answers to the common questions about opting in, who can flip the switch, and what your team sees before anyone does.
Will Pipeli...