The BizPilot Briefing
The BizPilot Briefing is your go-to podcast for small business owners who want to stay ahead with AI-powered tools, automation strategies, and platform updates from BizPilot 360. Each episode delivers the latest news, feature releases, and practical how-tos designed to help you run your business smarter — not harder. Whether you're streamlining operations, automating marketing, or scaling your sales, The BizPilot Briefing keeps you in the cockpit and in control. Subscribe and put your business on Autopilot!
Episodes
36 episodes
Workflows Can Use Task Status As A Goal
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 aut...
Knowledge Base Search for AI Agent: Smarter, Lower-Cost Answers
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-l...
Apply Tags With Confirmation To Avoid Accidental Workflows
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 C...
Reply To Bluesky Comments Directly From Social Planner
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 ...
Host Community Events With Built-In Live Rooms
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 c...
Live Sessions In Courses: Schedule, Host, And Reuse Recordings
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-...
Native Facebook Text Backgrounds In Social Planner
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...
Workflow Builder Adds Native Linear Integration
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 trigg...
Split Bot Sleep Controls For Manual And Workflow Messages
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/automati...
Reply To Community Comments Directly In Social Planner
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 withi...
Embed Voice AI Chat Widgets On Your Website
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 ar...
Prebuilt Industry Templates For Custom Objects
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 ...
Email Verification Action For Cleaner Lists And Better Deliverability
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 ro...
Smart Lists In Opportunities: Create And Share Custom Pipeline Views
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, sor...
New Me Filter And Primary Contact Notes For Opportunities
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...
Smart Lists Redesigned: Cleaner Layout and New Share Icon
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 cl...
Inbound Email Trigger: Automate Responses and Route New Leads
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 A...
Embed Funnel Pages Inside Course Lessons
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 b...
Opportunities Forecast Tab: Timeline And At-Risk Settings
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 pot...
Import Course Content Between Courses In The Builder
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 ca...
Nested Folder Organization for Campaigns and Templates
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 folder...
Set Knowledge Base Triggers For Conversation AI
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. Ad...
Drip Action: Live Schedule Preview, Tooltips, And Insights
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 configu...
Customize Contact Detail Views
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 layout...
Redesigned Messaging Analytics With Failure & Opt-Out Trends
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-p...