Jev, and automatic stage moves
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Jev reads new emails and notes and keeps your pipeline stages up to date. It runs on its own in the background — there is nothing to start.
This is the one place the product changes your data rather than only reading it, so it is worth understanding exactly when it acts and when it defers.
What Jev reads
Emails you receive in a connected mailbox, once they are logged against a contact. Three things it deliberately does not read:
- Emails you send
- Anything older than three days when a mailbox first syncs, so connecting a mailbox does not replay months of old news as though it were new
- Emails brought in by a history import, for the same reason
Notes, calls and meetings logged on any record, whether typed into the composer or added through the API.
What it does with each one
First it looks for a deal: any record or list entry with a stage field that is the person's own record, linked to it, or one step further. A contact's company's opportunity counts.
If there is no deal, Jev stops, and no AI is used at all. Most emails end here.
If it finds deals — up to six, nearest first — it asks three fixed questions of each: is this about this deal, does it show the deal has moved, and which stage should it be in now. It answers with a stage and a confidence from 0 to 100%.
When it moves something, and when it does not
| What happens | |
|---|---|
| 85% or more, moving forward | Jev moves the stage itself |
| Under 85% | Nothing moves. It waits for a person |
| Moving backwards | Nothing moves. It waits for a person |
| Closing a deal — Won, Lost, Closed, Passed, Dead, Declined, Dropped | Nothing moves. It waits for a person |
| Not about this deal, or no change | Nothing happens |
The shape of that is the point. Jev only acts by itself on the confident, forward, non-final case. Anything that closes a deal or walks it backwards is always a person's decision, however sure Jev is.
If somebody changes the stage while Jev is reading, Jev does not overwrite it. The suggestion goes to Review instead. A newer read replaces a suggestion still waiting.
When Jev moved something
The record's Timeline shows a line marked AI:
Jev moved Stage from Qualified to Diligence, 92% sure
with an Undo link.
To undo it: find that line and select Undo. The stage returns to where it was, you get a Moved back. message, and a new timeline line appears under your name.
Undo works once. It is refused, with an explanation, if the stage has changed again since, or if it was already undone.
Reviewing suggestions
When suggestions are waiting, a Review button with a count appears under the record's name. On a kanban board the card shows a yellow Review badge, and selecting it opens the record with the panel already open.
Select Review and each suggestion shows:
- the stage it would move from and to
- how sure Jev is
- whether it Moves back
- where it came from, such as From a call note, or From an email with its subject
- Jev's reason and the line it quoted
- where the stage is now, if it has moved since
Then choose:
- Move to [stage] — accepts it. The timeline records that you moved it after reviewing Jev's suggestion, with the confidence
- Reject — dismisses it. Nothing moves
- Pick a different stage, then Move there — your judgement instead of Jev's
The suggestion leaves the panel and the count drops. When none are left the Review button disappears.
Who sees what
Anyone who can see a record sees its Review button and suggestions. Accepting, rejecting and undoing need permission to write, so viewers can read the panel but not act on it.
A suggestion on a restricted record is visible only to people who can see that record.
Jev's reason and quote come from the email or note it read, and follow that source's own permissions. If your firm's email visibility means you cannot read an email's body, you see the suggestion without its reasoning, and a note saying so. Jev never becomes a way to read something you were not allowed to read.
Which stage it moves
An object or list can have more than one status field. Jev moves only one: the field ticked Pipeline stage, or the first status field in the field order if none is ticked.
Any object can have a stage, not just Opportunities. Add a field of type status in object settings and Jev will work with it.
What you cannot do yet
- Change Jev's questions, or the 85% threshold. Both are fixed.
- Turn Jev off, for the firm, a mailbox or a record.
- See every waiting suggestion in one place. Each record has its own Review panel.
- The Undo link only disappears after a page reload. Selecting it twice says the move was already undone.
Next
- Back to The activity timeline