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Pipeline Management

Turn supplied deal and stage details into a clear pipeline review, prioritization notes, and a forecast draft for your team to refine.

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Pipeline Management

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Access to Pipeline Management only.

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Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Plan facts, refunds, and privacy
  • Agents provide AI-generated text assistance. They do not send messages, connect to your accounts, process uploaded files, or create finished media files.
  • Usage limits and service availability apply. Access does not promise unlimited use or guaranteed results.
  • Chat connection safeguard: 50 counted session openings per account, shared across Agents. The counter resets one hour after the last counted opening.
  • At the limit, another session opening is refused until the counter resets. An unsuccessful connection attempt can still count.
  • Opening a session is different from sending a message. This safeguard is not a message allowance. Usage and availability limits may also apply within a conversation.
  • The individual-Agent and all-Agent plans use the same account-wide connection safeguard. Opening an Agent chat requests a session; refreshing, opening another tab, or reconnecting can request another. Revising in an already connected conversation does not itself call this session-opening endpoint.
  • A refused opening does not add to the count or extend its reset. When the reset time is available, the workspace shows when to try opening the Agent again. The connection safeguard does not specify how many useful drafts or messages a subscription includes.
  • Manage future renewals in Account & Billing → Subscriptions. Cancellation and a refund are different actions.
  • Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
  • Your prompts and relevant context are sent to the enabled AI service to generate a response. Avoid confidential, regulated, highly sensitive, or unnecessary personal information. Retention and deletion depend on the service and provider; read the Privacy Policy before sharing work.
  • For billing or access help, email help@ai-gen.co. Include your account email, order number, Agent name, and a short description of the issue. Do not send passwords, payment-card details, or confidential prompts.
  • If a payment has already been taken but access is missing, review your existing order and contact support before buying again. Report duplicate charges or billing errors through the same route. Any remedy follows the billing policy and applicable law.

Billing & Cancellation · Privacy Policy · Terms of Use

Prepare a written sales-pipeline review by sharing deal names or anonymized labels, stages, expected values, close dates, and any context on next steps or blockers. Include your stage definitions and forecasting assumptions if you want the draft to follow them. The Agent can organize the information, flag gaps for your attention, and calculate estimates from supplied figures; a follow-up with corrected details or changed assumptions can refine the review.

What it writes

  • A written pipeline review organized by deal stage, with notable gaps and blockers
  • A ranked opportunity list with brief reasoning based on buyer-supplied criteria
  • A forecast summary showing supplied figures, assumptions, and calculation notes

How to use it

The Agent frames the task around the deal details, stage definitions, and assumptions you provide, then organizes them into readable review material. In conversation, you can correct inputs, change prioritization criteria, or adjust forecasting assumptions and request a revised draft.

This workspace provides text assistance.

What you bring

  • Deal details in text, using anonymized labels if needed, with stages and expected values where available
  • Close dates, next steps, blockers, or other context relevant to prioritization
  • Stage definitions and forecasting assumptions for calculations or summaries that should follow a specific method
  • Provide the relevant deal and stage information in text; no CRM connection is assumed
  • For a forecast, provide the figures and assumptions you want used, such as stage probabilities or time period

A good fit for

  • Sales teams preparing a concise review of deals and next steps from supplied pipeline information
  • Managers organizing deal-prioritization criteria and identifying missing details for discussion
  • Users drafting a revenue forecast summary based on provided values, dates, and assumptions

Ways to start

A few requests this Agent can handle.

Using these anonymized deals [deal details], stages [stage definitions], and review period [period], draft a pipeline summary with key gaps to discuss.

Prioritize these opportunities [deal details] using [criteria]; explain the reasoning and list any information needed to improve the ranking.

Based on these deal values and close dates [figures], apply these assumptions [assumptions] and write a forecast summary with its limitations.

What this Agent does not do

It does not carry out actions in other applications.

  • Automatically viewing or updating CRM records, monitoring deals, or sending reminders to sales representatives
  • Guaranteeing forecast accuracy, deal progression, customer growth, or revenue results
  • Can organize supplied pipeline details and calculate from supplied figures, but cannot access, monitor, or edit a CRM system
  • Forecasts and prioritization are written drafts based on provided information; check the data and assumptions before using them

Choose where you want to work

Ai-GEN Agents
Use a text workspace here on Ai-GEN with access to one selected Agent or the all-Agent plan. Review the Agent’s own offer and limits.
GPTs on ChatGPT
GPT links open on ChatGPT. OpenAI’s account, access, and usage requirements apply separately. An Ai-GEN purchase does not include a ChatGPT subscription.
Skills
Skills are coming soon and are not included in these Agent offers.

Before you subscribe

What am I buying?

Choose access to this named Agent or the all-Agent plan. The offers above show the current price, billing frequency, and exact scope. GPTs on ChatGPT and future Skills are separate.

What happens after payment?

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

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