> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/chat-settings/pipeline.md).

# Pipeline

**Pipeline** tracks where each conversation stands, for example whether the customer is a **Lead**, a **Purchase** or a **Repurchase**. Each conversation can only have **one pipeline status** at a time.

### Setting up your pipeline

1. Go to Settings
   * Open the **Setting** menu, then choose **Pipeline Management**.
2. View and manage your pipeline
   * Here you'll see every pipeline status you've created.

     <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FJ3wyzT5NHsujmzl38Q1f%2FScreenshot%202025-05-21%20at%202.24.35%E2%80%AFPM.png?alt=media&#x26;token=f846647c-8651-4eac-9a27-5b74ca0379ec" alt=""><figcaption></figcaption></figure>
3. Add a pipeline status
   * Click **Add Status**.
   * Enter a **status name** and choose a **color** to tell it apart.
   * Click **Add** to save it.
4. Reorder statuses
   * Click the **dotted** icon to the left of a status name, then **drag and drop** it to reorder your pipeline.
5. Edit or delete a status
   * Click the **pencil** icon to edit.
   * Click the **trash** icon to delete a status.

### Setting a pipeline status on a conversation

1. Go to the Chat page
   * You can set the pipeline status straight from the chat page.
2. Where to set it
   * There are two places to set or change the pipeline status:
     * In **Conversation Details**, just below the inbox name.
     * Above the **text area** where you type your message.

       <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2F4rtsscQjWpURFH4tKGM3%2FScreenshot%202025-05-21%20at%202.13.33%E2%80%AFPM.png?alt=media&#x26;token=1ab8b664-3abd-4e39-b9ba-b995b458d4da" alt=""><figcaption></figcaption></figure>
3. How to change the status
   * Click the pipeline status shown, then choose the status you want.

### Using pipeline as a filter

* **Filter on the Chat page**
  * Filter conversations by their **pipeline status** using the filter feature.

    <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2Fv25HEHZaG5cJ9f38Jyoz%2FScreenshot%202025-05-22%20at%2010.06.05%E2%80%AFAM.png?alt=media&#x26;token=5a0726ef-4d39-4297-b515-a70d66da0041" alt=""><figcaption></figcaption></figure>
* **Filter on the Contact page**
  * You can filter contacts by pipeline status too, which makes it easy to segment customers by where they are in their journey with you.

    <figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FTtX1PvbM93hwAcJueRM2%2FScreenshot%202025-05-22%20at%2010.06.25%E2%80%AFAM.png?alt=media&#x26;token=2a1dc910-11d0-4c99-8048-a9d586784264" alt=""><figcaption></figcaption></figure>
