Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the profile avatar in the top-right corner of the header
2. Then click on "Personal preferences" in the account dropdown menu
3. Next click on "Notifications" in the left sidebar menu
4. Locate the "Display the onboarding knowledge bot" option under In-app desktop notification section
5. Then check or uncheck the option to show or hide it based on your preference
6. Finally click on the "Save" button at the bottom of the page to apply the changes
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Why should you use this feature?
Pipedrive is a powerful CRM tool designed to streamline your sales process and boost productivity.
The onboarding knowledge bot in Pipedrive is a handy feature that provides users with instant access to helpful resources and tips, making it especially beneficial for new users or team members acclimating to the platform.
Having the option to show or hide this bot allows users to customize their experience according to their comfort level, encouraging a more personalized and engaging setup.
This flexibility ensures that users can focus on what matters most - optimizing their workflow for better results.
Last update
December 11, 2025
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