The BizPilot Briefing

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 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 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...

In this episode of The Biz Pilot Briefing... we cover a tidy but impactful update to Smart Lists inside Biz Pilot 360. The Contacts area gets a refreshed layout and consistent new icons that align with the rest of the platform, improving visual clarity, responsiveness, and overall usability. The redesign makes Smart Lists easier to scan and manage, and the updated share control simplifies giving t...

In this episode of The Biz Pilot Briefing we introduce the Inbound Email Trigger, a new automation in Biz Pilot 360 that fires the moment an email arrives so you can respond, route, or qualify leads automatically. Easily added in Workflows under Automation, the trigger supports filters for sender, subject keywords, and replied status, plus an option to target only new conversations. It can capture...

In this episode of The Biz Pilot Briefing... we highlight a new update in Biz Pilot 360 that lets you embed existing funnel pages directly into course lessons. Funnel pages render inside the course player so CTAs, upsells, and lead-capture forms behave like native lessons without pulling learners away. The result is a seamless teach-to-convert experience that makes courses conversion-ready: creato...

In this episode of The Biz Pilot Briefing we introduce the new Forecast tab inside Opportunities in Biz Pilot 360, designed to move pipeline tracking into probability-based revenue forecasting. The update surfaces a Main Summary that shows max potential, expected revenue, wins, and open opportunities; a Fix Your Forecast Data section that flags gaps and suggests corrections; and a Forecast Timelin...

In this episode of The Biz Pilot Briefing we introduce a new import feature in Biz Pilot 360’s course Builder that lets you pull lessons, individual items, or entire courses from one product into another. Instead of recreating content, creators can select material to import directly into a destination course and begin editing immediately. This streamlines course creation, reduces repetitive work,...

In this episode of The Biz Pilot Briefing we cover smarter folder organization for marketing content inside Biz Pilot 360. The update lets you move Campaigns and Templates in the Email area under Marketing into main folders or create nested folders from the action menu or New Folder button, with deep nesting and a visible folder path so you always know where assets live. This brings cleaner templa...

In this episode of The Biz Pilot Briefing we cover a targeted update to Conversation AI in Biz Pilot 360: Knowledge Base usage instructions (triggers) that let you specify exactly when the agent should pull content from a chosen Knowledge Base. Add these triggers in the AI Agents area under Bot Training to create clear conditions that fire specific KB content; if you leave triggers unset, the AI w...

In this episode of The Biz Pilot Briefing we introduce Contact Page Customization, a new Biz Pilot 360 feature that lets teams design tailored contact detail views. Instead of one-size-fits-all contact cards, admins can create role-specific layouts by arranging modules, panels, and display formats, then assign them to the right users. This reduces clutter, surfaces key fields like email, phone, an...

In this episode of The Biz Pilot Briefing... we cover the updated Drip action in Biz Pilot 360. It now includes a live schedule preview showing up to ten batches with batch numbers and send times, hover narration tooltips that display full configuration, and an upgraded statistics button revealing detailed insights into drip performance. You can set batch sizes from 1 to 10,000 and pace intervals...

In this episode of The Biz Pilot Briefing... we highlight the redesigned Messaging Analytics in Biz Pilot 360, a clearer dashboard with interactive charts and richer data that make SMS performance easier to monitor. You’ll hear about period-over-period comparisons with color-coded trend indicators, a failure-rate trend chart with a 10% threshold, and a failure-reason breakdown so teams can diagnos...