エピソード

  • Workflows Can Use Task Status As A Goal

    Workflows Can Use Task Status As A Goal
    2026/06/24
    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 this streamlines task-driven automation—allowing reliable, automated follow-up, clearer routing based on real CRM task progress, better team nudges, and improved tracking and completion rates without extra workarounds. Builders can now model true task lifecycles directly in workflows to keep processes moving smoothly. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Knowledge Base Search for AI Agent: Smarter, Lower-Cost Answers

    Knowledge Base Search for AI Agent: Smarter, Lower-Cost Answers
    2026/06/24
    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 chunks. That means faster setup, lighter prompts, reduced token costs, and more accurate, business-grounded responses. This upgrade helps small business owners, marketers, realtors, and entrepreneurs get reliable, context-aware answers without complex configuration, making the AI Agent more practical for customer-facing tasks and day-to-day operations. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Apply Tags With Confirmation To Avoid Accidental Workflows

    Apply Tags With Confirmation To Avoid Accidental Workflows
    2026/06/24
    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 errors when maintaining segmented lists. For businesses, marketers, and entrepreneurs, that means greater confidence managing contacts, more accurate audience targeting, and fewer interruptions to automated campaigns. Try the new flow next time you update tags to see how a small change can protect your workflows and data integrity. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 分
  • Reply To Bluesky Comments Directly From Social Planner

    Reply To Bluesky Comments Directly From Social Planner
    2026/06/24
    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 switching apps or juggling credentials. For businesses, marketers, and entrepreneurs, this speeds responses, boosts engagement (Bluesky’s algorithm favors interactive posts), and captures real-time customer feedback to improve reputation and strategy. Try replying from the Social Planner to maintain momentum and streamline social outreach. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Host Community Events With Built-In Live Rooms

    Host Community Events With Built-In Live Rooms
    2026/06/24
    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, and you can mark sessions free or paid. For businesses, marketers, and entrepreneurs this simplifies event logistics, increases attendance by reducing friction, and consolidates invites, reminders, and access controls in one platform. Try Live Rooms to streamline community engagement and reduce platform juggling. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Live Sessions In Courses: Schedule, Host, And Reuse Recordings

    Live Sessions In Courses: Schedule, Host, And Reuse Recordings
    2026/06/24
    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 repurpose as course lessons. For businesses, marketers, and entrepreneurs this streamlines training, customer education, product demos, and lead-generation webinars by removing the need for multiple tools and making live content reusable. The result is less admin, better learner engagement, and more efficient ways to monetize and scale live instruction. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Native Facebook Text Backgrounds In Social Planner

    Native Facebook Text Backgrounds In Social Planner
    2026/06/14
    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, and built‑in validation ensures background compatibility to avoid formatting issues after publishing. For businesses, marketers, and entrepreneurs this update boosts visibility by making posts more eye‑catching, speeds up content production, and keeps workflows centralized to improve collaboration and efficiency. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分
  • Workflow Builder Adds Native Linear Integration

    Workflow Builder Adds Native Linear Integration
    2026/06/14
    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 teams capture bugs and feature requests automatically, and customer-facing teams receive real-time status updates without manual handoffs. Businesses benefit from faster feedback loops, clearer cross-team visibility, and reduced maintenance overhead. Marketers and entrepreneurs can keep communications and status pages aligned with development progress, improving customer trust and response times. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 分