Episodi

  • Resizable Details Panel And Full-Screen Mode For Workflow Builder

    Resizable Details Panel And Full-Screen Mode For Workflow Builder
    Jul 20 2026
    In this episode of The Biz Pilot Briefing... we walk through an update to the workflow builder in Biz Pilot 360 that gives you resizable workspace controls and a full‑screen expand mode for actions and triggers. The details panel on the right can now be dragged wider or narrower while editing, and complex configurations can open full screen to eliminate cramped panels. For businesses, marketers, and entrepreneurs this means faster edits, reduced scrolling, and a workspace that adapts to laptops or large monitors. The result: fewer distractions when fine‑tuning automations, pipelines, emails, or triggers, and more efficient, comfortable workflow building. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min
  • Add Custom Content For Each Quiz Result Category

    Add Custom Content For Each Quiz Result Category
    Jul 20 2026
    In this episode of The Biz Pilot Briefing... we highlight a new quiz result page capability in Biz Pilot 360 that lets creators add custom content per result category. Using the Quiz builder’s Customize Result Page you can target sections to a user’s highest or lowest scoring category and tailor text, images, video and CTAs for each outcome. For businesses, marketers and entrepreneurs this delivers faster setup—since one category can serve as a template—more human, relevant results that boost engagement, and a clearer preview workflow that reduces editing guesswork. Overall it gives you greater control over outcome messaging and drives better conversion opportunities from your quizzes. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min
  • Layout-Level Conditional Visibility With Empty And Present Operators

    Layout-Level Conditional Visibility With Empty And Present Operators
    Jul 20 2026
    In this episode of The Biz Pilot Briefing we cover smarter Conditional Visibility in Biz Pilot 360, now enabling visibility rules at the layout level through a dedicated Visibility tab. Instead of applying conditions to each element, you can control whole blocks with a single rule, reducing setup time and complexity. New value-based operators — IS EMPTY and IS PRESENT — and access to every custom field, including attachments, make conditional logic more robust and responsive to missing or existing data. For businesses, marketers, and entrepreneurs this means cleaner emails and pages, fewer repetitive rules, fewer personalization errors, and smoother automations that scale. Try it while building templates to simplify workflows and improve audience targeting. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min
  • Audit Logs Now Track Preference And Subscription Changes

    Audit Logs Now Track Preference And Subscription Changes
    Jul 15 2026
    In this episode of The Biz Pilot Briefing... we highlight the expanded Audit Logs in Biz Pilot 360, which now capture Preference and Subscription Management activity. The update records who made changes, when they occurred, and shows before-and-after values for individual preference and subscription updates. Teams can export audit records for compliance, reporting, and support, making it easier to trace edits, resolve customer questions, and maintain accountability across marketing and operations. By delivering clearer change histories and exportable records, Biz Pilot 360 helps businesses streamline incident investigations, simplify support conversations, and meet governance requirements with less friction. Try the enhanced Audit Logs to improve transparency and operational confidence. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    1 min
  • Workflows Can Use Task Status As A Goal

    Workflows Can Use Task Status As A Goal
    Jun 24 2026
    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 min
  • Manage Fields Displays All Form Fields Before Any Submissions

    Manage Fields Displays All Form Fields Before Any Submissions
    Jul 15 2026
    In this episode of The Biz Pilot Briefing we cover a helpful update to Manage Fields in Biz Pilot 360 that ensures form, survey, and quiz fields appear in your submissions view even before any data is submitted. Now Manage Fields pulls field definitions directly from the form, letting you select, order, and apply columns right away so your submissions table reflects all questions, new or old. For businesses, marketers, and entrepreneurs this means clearer visibility, faster report setup, and fewer surprises when launching campaigns or testing forms — you can prepare views and workflows without waiting for live responses. The result is more consistent data handling and time saved across teams. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min
  • Knowledge Base Search for AI Agent: Smarter, Lower-Cost Answers

    Knowledge Base Search for AI Agent: Smarter, Lower-Cost Answers
    Jun 24 2026
    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 min
  • Set Modal Height For Embedded Forms

    Set Modal Height For Embedded Forms
    Jul 15 2026
    In this episode of The Biz Pilot Briefing... we cover an update to embedded forms, surveys, and quizzes in Biz Pilot 360 that adds manual modal height control and smarter builder behavior during load. You can now set a custom modal height for popups, slide-ins, or sticky sidebars when generating embed code, giving you consistent layout across pages and screen sizes. The builder also prevents Preview, Integrate, and Save clicks until it finishes loading, reducing frustration and errors. For businesses and marketers this means cleaner, less intrusive embeds that preserve page flow and improve conversion, while existing embeds remain compatible unless you opt into the new height setting. Learn more about Biz Pilot 360 at https://bizpilot360.ai.
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    2 min