Product · Pipeline

A pipeline that updates itself from email and meetings.

Ambi reads the email threads and meetings on each deal and updates stage, amount, dates, next step and contacts for you. Every change links to the sentence it came from, and big moves wait for one click.

Deals move when the customer says so

When a buyer writes "we're happy to go ahead at $48,000", Ambi suggests moving the deal to Approved with that line as the reason. Small updates apply on their own; stage moves wait for the owner's click.

  • Stage, amount, close date and next step from the thread
  • The source quote shown next to every change
  • Undo on anything Ambi changed
Deal page for Northwind Logistics with an AI suggestion to move to Approved, quoting the customer

A board that matches reality

Every card carries its next step, the last activity and a health score. Stalled deals and deals that need review are one filter away.

  • Kanban or table, filtered by owner, team or stage
  • Auto-moved cards are marked so nobody is surprised
  • Stalled 30+ days and needs-review views
Deals pipeline board with columns from New lead to Contract sent

Your inbox, already sorted by deal

Threads are matched to their deal and company. Ambi flags the ones that need a reply and drafts it, and shows what each email changed on the deal.

  • Needs action, important and closure signals
  • Suggested reply in the thread
  • Deal changes produced by each email
Inbox with a thread from Priya Sharma, a suggested reply and the deal changes it produced

Hygiene without the nagging

Ambi lists the deals with a passed close date, no value or a pending fix, and proposes the correction so a rep can approve it in a click.

  • Past close dates, missing amounts, duplicates
  • Proposed fix with the evidence
  • Keeps the forecast honest
Pipeline hygiene list of deals with data problems and proposed fixes

Questions

Does Ambi change deals without asking?

Small factual updates (dates, next steps, contacts) apply automatically and can be undone. Stage moves are suggested with the source quote and wait for the deal owner to approve them.

Where does Ambi get the information?

From the mailboxes and meetings that each person connects themselves. Every update links to the email or meeting it came from.

Can we keep our own stages?

Yes. When we move your data across we map your existing stages and fields.

See your own pipeline fill itself in.

Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.

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