The BizPilot Briefing

In this episode of The Biz Pilot Briefing we introduce the new LinkedIn Polls capability inside the Social Planner in Biz Pilot 360. You can now compose and publish polls without leaving the platform: select the LinkedIn account, enable the poll option, enter your question and up to four answer choices, set a 1–14 day duration, preview the post, and schedule or publish. This update streamlines you...

In this episode of The Biz Pilot Briefing... we introduce Rentals, a new bookings capability inside Biz Pilot 360 for managing bookable inventory like spaces, vehicles, equipment, or event supplies. Rentals supports duration-based, inventory-driven bookings and integrates directly with your Calendars area so you can create listings, set availability, and manage bookings from a single interface. Fl...

In this episode of The Biz Pilot Briefing... we highlight an upgrade to Biz Pilot 360’s Media Library that expands in-browser file previews to 3D models, Word documents, PDFs, Excel and CSV files, plain text and code, and audio. Rather than downloading files, users can quickly inspect content directly in the browser via the file’s menu preview option, speeding reviews and reducing context switchin...

In this episode of The Biz Pilot Briefing we introduce Live Sessions in Courses, a new feature inside Biz Pilot 360 that centralizes scheduling, hosting, attendee interaction, and recordings directly within your course content. You can create one-off or recurring sessions with custom schedules, edit individual occurrences or apply updates to future meetings, and download session recordings to repu...

In this episode of The Biz Pilot Briefing we highlight a new built-in Live Room option for Community Events inside Biz Pilot 360. The Live Room lets you host sessions directly within your community—no Zoom or external links required—so attendees can join from the event page or mobile without downloading other apps. Setup is handled in your Memberships > Community Groups > Events workflow, an...

In this episode of The Biz Pilot Briefing... we introduce direct Bluesky comment replies inside the Social Planner in Biz Pilot 360's Marketing tab. Open the Comments area, view threads, and reply inline—supporting emoji and up to three levels of nested replies—with full conversations stored in your CRM. That keeps conversations consistent, searchable, and visible to your team without switchi...

In this episode of The Biz Pilot Briefing we highlight a targeted update in Biz Pilot 360 that prevents accidental workflow triggers when editing contact tags. Tag changes no longer take effect immediately; instead you now make selections in the Contacts tab’s tag dropdown and confirm with Apply—or Cancel to discard edits. This confirmation step stops unintended automations from firing and reduces...

In this episode of The Biz Pilot Briefing, we introduce Knowledge Base Search for the AI Agent in Biz Pilot 360 — a new capability that lets the agent fetch relevant information from multiple connected knowledge bases on demand. Instead of front-loading long prompts, the agent retrieves just the content it needs, using static or dynamically generated queries and a configurable number of content ch...

In this episode of The Biz Pilot Briefing we introduce a new Goal Events capability in Biz Pilot 360: Task Status can now be used as a goal type. That means workflows can watch for a task tied to a contact being created or marked completed and automatically move that contact down a goal branch based on configurable filters like task type or criteria. For businesses, marketers, and entrepreneurs th...

In this episode of The Biz Pilot Briefing... we cover a new Reputation feature in Biz Pilot 360 that uses AI Agents to generate and assist replies to Facebook reviews. You can create agents with specific tone, language, and rules, assign them to selected pages, and choose auto- or human-assisted responses. This streamlines review management by delivering faster, on-brand replies across multiple pa...

In this episode of The Biz Pilot Briefing we introduce new Appointment widgets on the Dashboard in Biz Pilot 360 that let you track Service and Rental performance without leaving your main view. These configurable widgets let you choose metrics, filters, and groupings—by staff, status, date range, coupons, and more—so your dashboard surfaces the insights that matter. For businesses, marketers, and...

In this episode of The Biz Pilot Briefing... we introduce a new Chat Window setting in Biz Pilot 360 — the "Load Chat Widget on User Interaction" toggle. When enabled, the chat waits to load until a visitor interacts with the page (scroll, click, or tap), with an eight‑second automatic fallback to ensure availability. This provides site owners precise control over when the widget loads t...

In this episode of The Biz Pilot Briefing... we introduce a native Linear integration inside the Workflow Builder that links your issue tracker with Biz Pilot 360 automations. Teams can authorize a Linear workspace via OAuth, then add Linear triggers or actions to automate issue creation, updates, and two-way links with CRM records. The result: engineering gains full customer context, product team...

In this episode of The Biz Pilot Briefing we walk through the new integration of Facebook’s native colorful text post experience into Social Planner. You can now design, preview, schedule, and publish Facebook background text posts directly inside Biz Pilot 360 without switching platforms. The composer includes a Text Background picker and real‑time preview so teams can style posts confidently, an...

In this episode of The Biz Pilot Briefing... we introduce Smart Lists for Companies inside Biz Pilot 360, extending the dynamic, saved-view capability previously available for Contacts. Smart Lists let teams create reusable company views with nested and independent filters, name and save them, and share standardized pipelines across users. This update reduces repetitive setup, helps admins control...

In this episode of The Biz Pilot Briefing... we highlight the new Multi-Board Selection in the Social Planner, a Pinterest publishing improvement inside Biz Pilot 360. The feature lets you pick up to 25 boards per post and publish across multiple Pinterest accounts while treating each board as its own pin with separate analytics. That enables you to compose one piece of content, extend reach into...

In this episode of The Biz Pilot Briefing... we cover a major redesign to the Wait action inside Biz Pilot 360. The update replaces nested dropdowns with an intent-driven selector, groups related wait types, adds recurring schedule options and a streamlined single-step date/time setup, and includes an AI Builder button to auto-configure Wait cards. These changes reduce clicks and confusion, make w...

In this episode of The Biz Pilot Briefing we walk through the redesigned Array Formatter in Biz Pilot 360, formerly called Array Functions. The update brings clearer action panels with type descriptions, icons, return types and an output preview so you can see results before saving. Importantly, Array Formatter now runs as a standard execution billed at $0—Premium action markers are removed—so for...

In this episode of The Biz Pilot Briefing... we outline an update to Conversation AI in Biz Pilot 360 that separates the previous single "send bot to sleep" control into two independent toggles—one for manual messages and one for workflow/automation messages. From the AI Agents > Conversation AI area you can set whether manual sends, automated workflows, or both pause a bot, and defin...

In this episode of The Biz Pilot Briefing we introduce a time-saving Social Planner enhancement in Biz Pilot 360 that lets you reply to community post comments directly from the platform. Instead of toggling between channels, you can respond within the Comments view, typing replies under individual comments to keep conversations moving. This update streamlines moderation, accelerates response time...

In this episode of The Biz Pilot Briefing... we introduce the new embedded Voice AI chat widgets in Biz Pilot 360. The update lets you place voice-driven chat components directly within page layouts instead of as floating overlays. In the Sites area you can create a widget, choose Embedded placement, pick an Avatar or Visualiser display, tweak size and styling, and paste the provided code snippet...

In this episode of The Biz Pilot Briefing... we highlight a new Custom Object templates feature in Biz Pilot 360 that provides pre-built, industry-specific objects, fields, and associations. Instead of building data structures from scratch, users can import ready-made templates tailored to their sector, with organized fields and folder navigation plus pre-configured links to contacts and companies...

In this episode of The Biz Pilot Briefing we introduce the Email Verification action — a way to verify addresses inside Biz Pilot 360 workflows before sending. Drop the Email Verification action before any email step and use an If/Else split to route contacts based on verification status; choose filters to allow only verified addresses or include unverified ones. The action automatically labels ad...

In this episode of The Biz Pilot Briefing we cover two small but impactful updates in Biz Pilot 360 that simplify personal pipeline views and speed up opportunity triage. First, the new “Me” smart tag lets users create or edit pipelines and filter opportunities where the Owner or Follower equals you, delivering a shared, personal view without building separate filters for each team member. Second,...

In this episode of The Biz Pilot Briefing... we introduce Smart Lists for Opportunities in Biz Pilot 360. Smart Lists let you create focused, shareable views of deals and contacts across chosen pipelines—pick Board or List view, apply filters, sorting, and visible fields, then create and share via Sharing & Permissions. For businesses, marketers, and entrepreneurs this update reduces repetitiv...