Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Leads" tab in the top navigation bar
2. Then click on "Chatbot" in the left sidebar menu under LEADBOOSTER section
3. Next click on the options menu ("..." button) for the chatbot you want to edit
4. Click on "Edit" option in the dropdown menu
5. You can edit your playbook flow in the "Playbook editor" tab
6. In the "Profile and theme" tab, you can customize the appearance of your chatbot
7. And lastly in the "Installation" tab you can install your bot on your desired website
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Why should you use this feature?
Pipedrive is a dynamic sales CRM tool designed to help businesses optimize their sales processes and boost productivity.
One of Pipedrive's standout features is the ability to edit its chatbot, a powerful tool for enhancing customer interaction.
By editing the chatbot, users can tailor responses to specific customer inquiries, ensuring a personalized experience and improving engagement.
This customization not only fosters stronger customer relationships but also streamlines communication, capturing prospects' attention efficiently.
Last update
December 15, 2025
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