In this article:
What is a box?
A box is what you're tracking in your pipeline - it could be a sales lead, a partner, a candidate, a support ticket, an investor, or anything else you want to track.
Each row in your pipeline is a box.
Within each of your boxes, you could:
Add and view emails (including any email your team adds)
Add comments and meeting notes (shared with your entire team)
Collaborate and tag team members (we’ll notify them when you @mention them)
Add contacts (we’ll automatically enrich them with publicly available data)
Assign tasks (we'll notify them when assigned)
Upload files
Box Toolbar
The pipeline name, box name, link copy, and drop down action menu can be found in the box toolbar.
Click the link icon to copy a direct link to this box
Inside the 3 dot menu
follow or unfollow the box to receive notifications when the box is updated
Move the box to another pipeline on your team
Delete the box
Box Timeline
The box timeline displays a record of all emails, updates, and content added to the box. You can add a comment to the box or ask the AI a question by typing in the field at the top of the timeline. Tasks, Call Logs, Meeting Notes, and Files can be added by using the corresponding icon below the Comment/AI field
Filter the content included/excluded using the filter icon on the far right side of the timeline below the comment/AI field.
Fields
At the top of the fields section you'll find the stage, assigned team member, and most recent AI summary. Your customized columns are found in the 'Custom Columns' section above contacts, notes and linked boxes. You can edit these custom fields from both the box view and the pipeline view.
The custom columns here correspond to your pipeline columns, so you must add columns to your pipeline in order to create new box data fields. The top-bottom order will match the left-right ordering of your main Pipeline.
AI powered box insights
You can ask AI any question about a box using plain english. The AI will use all box field vales as well as the contents (including email threads, Comments, Call Logs, and Meeting Notes).
For example, a sales manager can view one of their sales rep’s deals and ask questions like: “When did the customer say they could sign the contract?” or “How many seats are included in the contract?”
Streak AI features are only available on our Pro+ and Enterprise plans. To upgrade your plan follow these instructions.
Summarize box activity
The most recent summary is always shown at the top of the box. By default the summary is collapsed (as shown above). The expanded summary will show a more detailed summary.
The text of the summary can be copied (to paste to Slack or other tools) or refreshed for a new summary via the buttons at the bottom of the summary menu.
Automatically fill in box fields
The AI autofill feature automatically scans email threads, pipeline fields, comments, tasks, and call logs/meetings notes to suggest updates for your pipeline fields based on the analyzed data. These suggested updates can be implemented effortlessly with a single click, keeping your pipeline columns accurate and up-to-date, enabling you to focus on closing deals instead of data entry.
Click “AI Autofill” to run the AI for all fields with your current settings. You can configure the AI to run on all or only some fields as well as choose if you want the AI skip fields that already have data or overwrite.
New to Streak? Check out our getting started guide.