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
20 episodes
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...
AI Agent Action For Workflows
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 a...
Magic Link Approvals For Social Posts
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 e...
Find & Replace Within Workflows
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 Wor...
Buy Now, Pay Later For Calendar Bookings
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 re...
Social Planner Statistics: Custom Date Ranges & Comparisons
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, lettin...
Opportunities Tab Added To Contact Page
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 ...
Appointment Workflow Enrollment For Guests And Contacts
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 gue...
Collect Card Payments During Signing With Card Details
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, as...
Reply to TikTok Comments Directly in Social Planner
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, eli...
Enable Conversation AI Email Replies With Templates And CC/BCC
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 l...
Conversation AI Books Appointments In Services Calendar
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 ...