How can I access the Weflow AI in a pipeline view?
Go to "Pipeline Management"
Search for the sparkle icon in the bottom right corner
Click on the icon
The Weflow AI chat window will open
Please note: the current pipeline view will be pre-linked to the chat.
What information can the AI access?
Any information that is visible in the pipeline view.
Currently, a pipeline view is limited to 2000 records.
You can add/remove columns by clicking on the "Add/hide" button above a pipeline view:
Can I combine multiple pipeline views into a single query?
Yes, you can link up to ten pipeline views into a single AI chat.
This is the equivalent of a book with 1,200 pages.