Coevera Pipeline Automation Setup (Delivery)

Coevera Pipeline Automation Setup (Delivery)

1. 01

   Create a new pipeline in the Pipeline view

   Navigate to the Pipeline view and select 'New Pipeline'. Name it after the client's sales process and choose the Kanban layout for a visual deal flow.

2. 02

   Customize pipeline stages

   Drag and drop stage cards to match the client's sales stages. Rename each stage and set the probability percentage for accurate forecasting.

3. 03

   Configure no-code automation rules

   Go to the Automation section and create a rule that triggers when a deal moves to a specific stage. For example, automatically assign leads to the appropriate rep or send a follow-up email.

4. 04

   Set up Voyager AI for email drafting

   In the Voyager AI settings, enable email drafting and connect the client's email account. Configure the tone and template preferences to match the client's brand voice.

5. 05

   Enable call summary generation

   Turn on the call summary feature in Voyager AI. Ensure the client's call recording or note-taking integration is active so the AI can generate concise summaries.

6. 06

   Test the workflow with a sample deal

   Create a test opportunity and move it through the pipeline stages. Verify that automations fire correctly and that Voyager AI produces the expected email drafts and summaries.

7. 07

   Document the automation setup

   Record the pipeline stages, automation rules, and AI configurations in a handoff document for the client's team. Include screenshots and step-by-step instructions for future edits.