How to set up AI to open deals, move stages, and fill in fields
Decide how much AI does on its own in the pipeline: open deals from conversations, suggest stage changes, and fill in fields.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
AI reads conversations and can keep your pipeline up to date. For each task, you choose whether it does it on its own, asks for your confirmation in the daily queue, or stays off.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can see these blocks.
- Start by asking for confirmation. After you see that the suggestions are good, let AI do it on its own.
Step by step
- Step 1:
Open and scroll to the bottom of the screen, where the three configuration blocks are.
- Step 2:
In Deals from conversations, choose what AI does when the customer shows they want to buy: Open on its own, Ask for my confirmation or Off.
- Step 3:
In Deal stage by AI, choose between Suggest for me to approve, Move on its own or Off. AI never marks a deal as won or lost.
- Step 4:
In Deal fields by AI, choose between Fill in what it is sure about, Only suggest or Off. It does not change what someone typed.
How to know it worked
Each block shows the selected option. Suggestions that require confirmation will start appearing in the daily queue.
If it goes wrong
AI did not open any deals.
It only opens when the customer shows clear intent to buy in the conversation. Also check that the block is not set to Off.
Next step
Approve or reject AI suggestions in the daily queue.
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