Rules define conditions about a record, specifying a Field and what must be true for an Action to be recommended. PipeAI uses rules to determine the best next Action when you grade a record.
Each time a record is graded, PipeAI checks which rules are met and updates the results accordingly.
Examples of Common Rule Conditions
- Grade: Grade is between C- and B+.
- Pipe Type: Pipe Type is Opportunity.
- Stage: Stage is either Discovery or Waiting.
- Custom Fields: Projected Revenue = $400,000.
When setting up rules, start simple. Use a few key conditions, then refine them over time.
Action Rule Health Issues
To ensure accurate recommendations, review your rules for gaps, conflicts, and unintended overlaps.
- Gaps (Must fix before grading) – A record is graded but doesn’t meet any Action’s rules, preventing PipeAI from suggesting an Action.
- Conflicts (Must fix before grading) – An Action rule includes impossible conditions, making the Action unusable.
- Overlap (Not necessarily a problem, but worth reviewing) – A record matches multiple Actions, leading PipeAI to recommend the highest-ranking one. If unintentional, remove overlaps to improve clarity.
Optimizing Your Action Rules
- Ensure every possible grading outcome aligns with at least one Action.
- Check for impossible conditions in rules.
- Review overlaps to confirm they are intentional.
Regularly reviewing and refining your rules helps PipeAI deliver more precise and reliable Action recommendations.
