Sales Pipeline

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Overview

The Sales Pipeline is Every’s AI-managed kanban board for the deals you’re actively working. Deals discovered by the Prospecting Agent (and deals you add yourself) flow onto a board where an AI agent continuously reviews each one, recommends the best next step, drafts follow-ups, advances stages, and surfaces questions for you when it can’t decide on its own. You drive the high-stakes moves; the agent does the watching, drafting, and recommending in between.

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The board

The pipeline is organized into columns. Pending is a review queue, not a real stage; the four stages after it are the live pipeline. Opportunity is a single stage that holds the whole active conversation. Rather than adding a stage for every milestone, each deal card shows a commercial-state chip — Waiting for reply, Proposal sent, Invoice issued, Invoice paid, and so on — derived from the deal’s linked proposals, invoices, and bookings. The chip is the factual situation; the agent’s recommendation (below) is the opinion about what to do next.

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Empty state and the initial scan

A brand-new org sees a “Start scan” call to action prompting it to scan its connected Google Workspace network. Once that initial import scan has completed even once — even if it surfaced nothing — the board shows your (possibly empty) pipeline instead of the prompt: you’ve already scanned, there’s just nothing yet. A failed scan leaves the prompt up so you can retry.

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How deals get created

Deals reach the board a few ways:

• Approved from Pending. The Prospecting Agent discovers warm deals and drops them in Pending. Approving one moves it into Lead.
• Added manually. You can create a deal directly (from the board or by asking Every Agent), with a short intake describing what you’re selling and to whom. A manual deal must be tied to at least a contact or a client.

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The Pending review queue

Everything the Prospecting Agent finds lands in Pending first. Nothing is sent and no deal enters your live pipeline until you act:

• Approve — the deal moves into Lead and the pipeline agent begins managing it.
• Dismiss — the deal is removed and the agent learns not to re-surface that contact for this goal.

You can open any pending deal to read the agent’s reasoning, the evidence, and the drafted first outreach before deciding.

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How deals advance

Once a deal is approved, the pipeline keeps it moving through a mix of automation and your decisions.

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Drag to move

You can drag a deal between stages at any time. A manual move is authoritative — it immediately supersedes any in-flight agent work on that deal, and the agent will refresh its strategy for the stage you chose rather than override your move.

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Reply detection (Deal Sync)

Every periodically checks the outreach you’ve sent for replies. When a reply comes in, it’s classified:

• Positive → the deal auto-advances to Opportunity and the agent replans.
• Neutral → the agent replans at the current stage.
• Negative → the reply is recorded for context.

This runs as the Pipeline / Deal Sync background sweep, and you can also trigger an Update now check from the pipeline toolbar.

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Per-deal agent review (replan)

Whenever something changes on a deal — a stage move, a new reply, an answered question — the pipeline agent replans that deal: it reloads the full context (linked proposals, invoices, bookings, outreach history, and its own memory of the deal) and decides the best next step. It can refresh your strategy, draft a follow-up, or recommend advancing the stage.

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Agent recommendations

For each deal the agent produces up to three ranked recommendations — for example Send follow-up, Draft a proposal, Move to Won. The top recommendation gets prominent styling on the deal’s action cards so you always see the single “do this first” suggestion, with the agent’s short rationale. You execute the move; the agent suggests it.

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Reviewing the agent’s work

Open any deal to see the deal detail view: the commercial-state chip, the agent’s ranked recommendations as action cards (send outreach, draft/send proposal, create/send invoice, schedule a booking, advance stage), the linked sales records, and any open questions.

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Review Pipeline

The Review Pipeline button in the page header runs an autonomous pass: the agent surveys the deals that need attention (stale ones, deals with open questions, deals with new signals), reviews each, and acts on or records its top recommendation — advancing stages or drafting follow-ups, and surfacing questions for the rest. It reviews a bounded batch per run and bills credits.

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Operator questions

When the agent genuinely can’t decide on its own, it doesn’t guess — it asks you. An operator question appears on the deal (with suggested options) and you answer it inline. Your answer immediately triggers the agent to act on it, so it can post the right reply or move in the same pass rather than waiting for the next cycle. Deal cards show a live indicator when they have an open question.

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Closing deals

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Won requires a client

Before a deal can move to Won, it must be linked to a client record — this is how Every connects the deal to proposals, invoices, and revenue. If you (or the agent) try to move a deal to Won without one, Every prompts you to either link an existing client or create a new one pre-filled from the deal’s details, then completes the move.

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Auto-move to Won

Every can detect won deals for you. Based on your org’s Won definition, a deal advances to Won automatically when the right signal appears:

• Agent-determined (default) — an AI judge evaluates replies and linked sales records (e.g. “yes, let’s do it”, an accepted proposal, a paid booking) against your criteria.
• Proposal accepted / Proposal sent — a linked proposal reaching that status closes the deal.
• Service booking made — a confirmed booking closes the deal.

You configure the Won definition in the prospecting/pipeline settings.

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Deals, proposals, and invoices

The pipeline is wired into the rest of Every. From a deal you can:

• Draft a proposal — creates (and links a client to) a draft proposal, then opens it.
• See linked proposals, invoices, and bookings on the deal, with their live status feeding the commercial-state chip.

When a deal is Won, its linked paid invoices roll up into the deal’s realized revenue.

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How it learns

Like prospecting, the pipeline agent improves from your decisions. Approving, dismissing, moving deals, winning, losing, sending outreach, and drafting proposals feed a learning loop that updates the agent’s own guidance — clear, durable feedback generalizes across your org, while deal- or goal-specific feedback stays scoped. The more you act, the better the recommendations get.

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Next steps