Pest AI — Conversations & Pipeline

Your Pest AI conversations and sales pipeline in a side panel. Reply to leads, book jobs and move deals without switching tabs.

Pest AI puts your customer conversations and sales pipeline in a side panel that stays with you on every tab — so you can answer a lead while you're looking at their job, their invoice, or their route. WHAT YOU CAN DO • Read and reply to every customer thread — SMS, email, and your connected lead channels — without leaving the page you're on. • See what needs attention first: unread messages, hot leads, pipeline value and overdue tasks on a single Today view. • Move deals between pipeline stages, edit deal value and owner, and create new opportunities from a contact. • Book jobs straight from a conversation, or drop bookable times into a Gmail reply that your customer can click to confirm instantly. • Open contact details, notes, tags and custom fields inline. • Create and complete tasks tied to a customer. WORKS WHERE YOU WORK • Gmail — recognizes the customer you're reading or writing to, matches them to your CRM, and lets you save the email to their timeline. • FieldRoutes (optional) — see a customer's Pest AI record beside their FieldRoutes account, and push new customers between the two. BUILT FOR PEST CONTROL Times are shown to customers in their own time zone. Lead sources like Thumbtack, Yelp and Google LSA are labelled so you know where a lead came from before you reply. GETTING STARTED You need a Pest AI account. Open the Pest AI Extension page in your account, copy the one-time link code, and paste it into the panel. Your password never touches the extension. Prefer to look around first? Explore demo mode — it's fully interactive and needs no account.