The BizPilot Briefing

In this episode of The Biz Pilot Briefing we introduce the new AI Agent action for Workflows inside Biz Pilot 360. The AI Agent lets you describe a goal in plain language, attach up to ten tools, and have the system plan and execute the sequence as a single workflow step instead of building complex branches. With full CRM awareness—accessing contact details, pipeline data, calendar availability, o...

In this episode of The Biz Pilot Briefing... we introduce streamlined social post approvals using secure magic links inside Biz Pilot 360. From the Social Planner’s Approval tab you can generate time-limited, optional password-protected links so external clients and stakeholders can preview, approve, or request edits without creating accounts. The update also supports bulk approvals for faster dec...

In this episode of The Biz Pilot Briefing... we introduce Find & Replace inside workflow automation, a targeted tool in Biz Pilot 360 that helps you quickly locate and update custom values, tags, or free text within a single workflow. From the Workflows tab in Automation you can use the search shortcut or button, step through case-insensitive, partial-match results, and jump directly to matchi...

In this episode of The Biz Pilot Briefing... we introduce Buy Now, Pay Later for calendar bookings inside Biz Pilot 360. This new payment option lets customers split the cost of higher-priced appointments or services into installments while you receive payment up front through supported BNPL providers. Enabling it is quick via Payments > Integrations and your Stripe account—no coding required....

In this episode of The Biz Pilot Briefing... we highlight the upgraded Social Planner Statistics in Biz Pilot 360. The update replaces the fixed seven-day snapshot with a customizable date-range selector and an adjustable comparison window, letting users analyze exact campaign periods and side-by-side trends. Selecting ranges refreshes KPIs, totals, and charts instantly, so marketers and business...

In this episode of The Biz Pilot Briefing we highlight a streamlined Contact Page update in Biz Pilot 360 that brings Opportunities into the right-hand panel as a dedicated tab below Associations. The change makes related deals easier to find and manage—tap the Opportunities tab to view linked records, add new opportunities with the Add button, or edit and delete via the opportunity card and its m...

In this episode of The Biz Pilot Briefing we introduce the new Card Details element in Biz Pilot 360’s Documents & Contracts, which lets you collect payment information directly during the signing process. Add the field in the document builder, assign it to a signer, and require it to capture card details securely at the moment of agreement. Customers can save cards for future use, enabling on...

In this episode of The Biz Pilot Briefing we cover an update that makes appointment workflows in Biz Pilot 360 smarter and more flexible. Automation that previously ran only for the primary contact can now enroll the contact only, contact plus guests, or guests only when using the Customer Booked Appointment or Appointment Status triggers. That means reminders, confirmations, and follow-ups can be...

In this episode of The Biz Pilot Briefing... we introduce a new capability in Biz Pilot 360’s Marketing > Social Planner: reply to TikTok comments directly from the platform. The update lets teams view comment threads and post replies in-line, eliminating app switching and credential headaches. For businesses, marketers, and entrepreneurs this drives faster engagement, boosts content reach by l...

In this episode of The Biz Pilot Briefing we introduce Conversation AI’s new appointment booking for the Services Calendar in Biz Pilot 360, enabling customers to schedule directly via SMS, Live Chat, Facebook, Instagram, and WhatsApp. The update adds a memory layer so the bot remembers earlier inputs, asks clarifying questions when needed, and presents a booking preview before confirmation. Setup...

In this episode of The Biz Pilot Briefing, we introduce Conversation AI for email inside Biz Pilot 360 — letting your AI agents reply to inbound emails with the same intelligence and personalization they use in chat. The update includes an email layer for formatting and design, options for default CC/BCC recipients, and the choice between plain-text or templated messages, all configurable per agen...