Pipeline Intelligence
Pipeline Intelligence is a feature where the AI analyzes deal status across your entire workspace and automatically generates digests, alerts, and rep performance for managers.
Display on the dashboard
The "Pipeline Intelligence" section of the dashboard shows the following three cards.
Pipeline overview
A summary card that lets you grasp the overall health of your deals at a glance.
| Metric | Description |
|---|---|
| Deals | The total number of active deals (Rooms) in the workspace |
| Healthy | The number of deals progressing smoothly (green) |
| At risk | The number of deals that need attention (yellow) |
| Critical | The number of deals that need immediate action (red) |
A progress bar visually shows the proportion of healthy, at-risk, and critical deals.
Today's actions
A list of important alerts and recommended actions detected by the AI.
Each alert includes the following information.
| Item | Description |
|---|---|
| Room name | The deal Room in question |
| Alert content | An explanation of what is happening (e.g., no response for 7 days) |
| Severity | A critical / high / medium badge |
| Recommended action | A specific action proposal with a link |
Clicking the link in a recommended action takes you directly to the relevant Room screen.
Rep performance
A list that scores each sales rep's deal status.
| Item | Description |
|---|---|
| Rep name | The name of the sales rep |
| Deals | The number of deals the rep is handling |
| Health | The average health score of the rep's deals (0–100) |
| Status | A healthy / caution / critical badge |
How the daily digest works
Pipeline Intelligence data is automatically generated by a daily batch process.
- The batch process runs at a scheduled time each day
- It aggregates the agent data of all Rooms in the workspace
- The AI analyzes deal health and generates alerts
- It calculates a performance score for each rep
- The dashboard data is updated
Slack integration
Pipeline Intelligence information can also be reviewed via Slack.
The /terasu pipeline command
When you type /terasu pipeline in Slack, the latest pipeline digest is shown as a Slack message.
What's displayed:
- Deal count and health distribution
- Important alerts (top 3)
- A link to the dashboard
To use the Slack integration, you first need to set up the Slack integration.
Tips for making the most of it
For managers
- Morning routine: Review "Today's actions" on the dashboard and use it to direct your team
- 1-on-1 meetings: Base your feedback on concrete numbers from rep performance
- Better forecast accuracy: Identify critical deals early and decide how to reallocate resources
For sales reps
- Prioritization: Address deals with critical alerts first
- Avoiding oversights: Catch hard-to-notice changes such as declining engagement
Pipeline Intelligence analyzes only deals that have an agent configured in the Room. Rooms without a configured agent are not included in the digest.