In this article we explain how MOGU AI can create and move your opportunities for you, so your sales pipeline stays up to date without lifting a finger.
How MOGU AI works
MOGU AI works in three steps:
Analyzes your messages. Connect a source, like your email, and MOGU AI reads what comes in. No forwarding, no copy-pasting.
Runs your pipeline. Creates opportunities, moves them through the stages, and keeps your sales process up to date.
Adapts to how you work. Customize each stage with your own instructions and MOGU AI applies them to every incoming message.
How to turn it on
1. Go to the Opportunities tab of your Travel CRM. 2. In the Let MOGU AI work for you banner, click Activate CRM with MOGU AI. 3. Connect a source so MOGU AI can read your messages: click Connect email. 4. Turn on the MOGU AI automations switch.
From that moment, MOGU AI starts reading incoming messages and building your pipeline for you.
Each agent turns MOGU AI automations on or off for themselves. First, the account owner has to enable CRM with MOGU AI in the account settings.
Customize each stage
MOGU AI gets it right more often when it knows your process. From Customize stages, each stage includes a Description for MOGU AI: tell it what that stage means in your business and when an opportunity should reach it.
How you see what MOGU AI does
Every action MOGU AI takes is recorded in the opportunity's history, with its badge: Opportunity created by MOGU AI or Stage updated by MOGU AI.
Everything MOGU AI does is a normal CRM action, so you stay in control at all times: you can move an opportunity to another stage or edit it like any other.
Turn automations on or off
You can turn MOGU AI automations on or off whenever you want from CRM with MOGU AI. Your pipeline and your contacts stay the same.
Now that you know how MOGU AI runs your pipeline, you might want to learn about Opportunities and the sales pipeline and Configure your pipeline.