Episodes

  • Native Facebook Text Backgrounds In Social Planner

    Native Facebook Text Backgrounds In Social Planner
    Jun 14 2026
    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 mins
  • Workflow Builder Adds Native Linear Integration

    Workflow Builder Adds Native Linear Integration
    Jun 14 2026
    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 mins
  • Split Bot Sleep Controls For Manual And Workflow Messages

    Split Bot Sleep Controls For Manual And Workflow Messages
    Jun 5 2026
    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 define a reactivation delay. This gives businesses, marketers, and entrepreneurs finer control over bot behavior so live agents can pause conversations without halting automations, and scheduled messages can run uninterrupted. The change improves automation precision, reduces unintended downtime, and helps sales, marketing, and operations teams keep conversations flowing. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 min
  • Reply To Community Comments Directly In Social Planner

    Reply To Community Comments Directly In Social Planner
    Jun 5 2026
    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 times, and helps teams surface member concerns and preferences without leaving the CRM. For businesses, marketers, and entrepreneurs it means more consistent engagement, faster issue resolution, and stronger community relationships—delivering measurable customer goodwill and efficiency gains. Tune in for a quick walkthrough of how to use it and start managing discussions more effectively. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 min
  • Embed Voice AI Chat Widgets On Your Website

    Embed Voice AI Chat Widgets On Your Website
    Jun 3 2026
    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 where you want it to appear. For businesses, marketers, and entrepreneurs this delivers precise, non-intrusive placement, clearer visual cues to guide interactions, and consistent design across landing pages, funnels, and content sites—improving engagement and conversion without compromising your site’s look. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 min
  • Prebuilt Industry Templates For Custom Objects

    Prebuilt Industry Templates For Custom Objects
    Jun 2 2026
    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. The result is faster, plug-and-play setup that reduces onboarding time, minimizes confusion, and removes the need for a developer—ideal for small business owners, realtors, marketers, and entrepreneurs managing sales and operations. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 mins
  • Email Verification Action For Cleaner Lists And Better Deliverability

    Email Verification Action For Cleaner Lists And Better Deliverability
    Jun 2 2026
    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 addresses as valid, risky, or invalid, creating embedded control points so your automations stop bad addresses from moving forward. For small businesses, marketers, and entrepreneurs this reduces bounces, improves inbox placement, protects sender reputation, and simplifies list management at scale. Give it a try to keep lists cleaner and campaigns performing better. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 mins
  • Smart Lists In Opportunities: Create And Share Custom Pipeline Views

    Smart Lists In Opportunities: Create And Share Custom Pipeline Views
    May 29 2026
    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 repetitive setup, standardizes pipeline visibility, and speeds access to the opportunities that matter most. Admins gain better control to filter out noise and enforce consistent views, helping teams prioritize effectively. Overall, Smart Lists streamline pipeline management, improve team alignment, and make it easier to move deals forward. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 min