At Pluga, the AI Kit acts as an intelligent, intermediate step within your workflows. It receives data from RD Station or other tools, processes the information using artificial intelligence in a completely visual way — without requiring you to write prompts or manually configure APIs — and sends the response back or to another platform. This unlocks powerful use cases for sales and marketing teams, such as: Automated ICP Classification — A lead is captured through a form like LinkedIn Lead Ads → The AI Kit evaluates their job title, industry, and profile based on your ideal customer criteria → Qualified (ICP) leads go straight to RD Station CRM, while Non-ICP leads are routed to a nurture workflow in RD Station Marketing. Deal and Notes Summarization — A deal is updated in the CRM → The AI Kit reads and synthesizes long notes or complex interaction histories → A clear, concise summary is logged to streamline reading and speed up the sales team's decision-making. Structured Data Extraction — A lead sends a free-text message or an email → The AI Kit identifies and extracts essential information (such as job title, pain points, or phone number) → This structured data automatically fills in the corresponding custom fields in RD Station CRM.
  • Languages: Portuguese, Spanish, English

  • Created by: Pluga

  • Website

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