One AI brain that knows every customer — their history, ARR, and your roadmap — and acts across the whole relationship: it answers them, keeps them, reaches them, and calls them. Each action runs on the goal you set, behind safety gates — and it learns: every approved reply, promoted theme, and shipped fix sharpens your tenant's brain.
Support · Retention · Engagement · Voice — across email, web chat, WhatsApp, push, SMS, App Store & more
3 seats, 500 credits/month, no credit card. Or see your app's review clusters in 60 seconds →
Works with your stack
Every other vendor sells you one box — a help desk, a success platform, a marketing tool, a call center — each with its own copy of your customer, none of them talking to the others. PilotPM is one AI brain that knows the whole customer and acts across all four.
AI answers every inbound message with full customer context, resolves what it can end-to-end, and routes the rest — across email, web chat, WhatsApp, App Store and every channel your customers use.
Replaces help desks like Intercom & Zendesk
Your customer-success platform, made agentic. Health, renewals, expansion and NPS — with a goal-based agent that picks the next best action for each account, instead of another dashboard of rules to maintain.
Replaces customer-success platforms like ChurnZero
Lifecycle messaging at consumer scale — email, push, SMS and in-app — driven by the goal you set, not a drag-and-drop journey canvas you babysit. Consent, quiet hours and suppression are built in.
Replaces engagement platforms like Braze
An AI-native softphone built into the inbox. Every call is transcribed, summarized and turned into a ticket with the next step already drafted — and the brain can place a call as one of its actions.
Replaces call centers like Talkdesk
Most AI support tools stop at a suggested reply. PilotPM's brain can take the action the reply promises — refund, save, fix, answer from your own code — then prove it worked. Every action runs behind a safety gate.
Approve and the brain issues the refund in Stripe, then posts the confirmation back into the thread.
Cancellation intent is scored on the open thread; the rep sends a retention offer without leaving the conversation.
It ties the complaint to the Sentry error and the lines that broke it — the engineering handoff arrives pre-triaged.
Technical questions get answered from how your product actually behaves — with the source citation attached.
Resolved tickets become drafted knowledge-base articles, so the next customer self-serves the answer.
Replace $300K of tools. Get back your team's nights and weekends.
Most mid-market teams pay $200–300K/year across five or six tools, then spend Sundays piecing together what customers actually asked for. Here's what changes.
Consolidate the five-to-six tools most teams stitch together. One platform at $2,499/mo in their place. AI inference is included — no per-resolution gouge, no surprise LLM bills.
Production, last 30 days: 97% of outbound replies began as an AI draft — a third shipped exactly as the AI wrote them. Flip on auto-pilot and routine inquiries resolve end-to-end with nobody in the loop, across email, chat, WhatsApp, and App Store — climbing as your knowledge base grows. Your team keeps the conversations that move ARR.
“What did customers actually ask for last quarter?” stops being four hours of CSM interviews and Slack archaeology. The roadmap reads its own evidence from every channel, nightly.
One contract, one DPA, one security review, one renewal cycle. Procurement actually likes you. CFO actually likes you. Engineering doesn't have six SSO integrations to keep alive.
Every inbound message gets a reply drafted in seconds with full context — the customer's history, their ARR, your roadmap, last quarter's commitments. High confidence: it sends. Risky: it queues. Always with citations.
Email, chat, WhatsApp, Instagram, App Store, Slack & more. PII encrypted at rest.
KB, customer history, ARR, last quarter's commitments, roadmap — one prompt.
A cited reply with a self-rated confidence score, in the customer's language.
Per-channel floors (App Store 0.95, email 0.85). Risky tokens always go to a human.
/help/yourcompany — the same AI on every page — is included. Every customer mention — in Slack, HubSpot, App Store, support tickets, Snowflake usage data — flows into one signal stream. The AI clusters them into themes, themes pin to initiatives, initiatives carry real ARR. The roadmap stops lying.
The intake agent reads everywhere your customers talk and turns it into one signal stream.
The intake agent reads every signal, dedupes the duplicates (“locked out of app” said three different ways), and clusters them into named themes. Each theme carries the customers who raised it + their combined ARR.
Promote a theme to an initiative when you decide to ship something. The initiative inherits the customer list + the ARR — so “rebuild onboarding” lives next to its $230K of real impact, not a guess from the room.
Dashboards tell you what happened. PilotPM notices what changed, explains why, drafts the fix, and then watches whether the fix actually worked. Every cycle sharpens it.
Themes cluster nightly, impact-scored by revenue. Changepoints pin the week a spike began — “started in 4.2.1.”
Each top theme carries a why and a suggested next move, written from the actual conversations.
Pre-triaged for engineering: clustered, impact-ranked, marked fixable. One click drafts the fix PR (pilot) — always a draft, human-owned.
Open → fix shipped → verified in the signal. The Impact Ledger keeps the receipt — “fixed” means fixed, not merged.
PilotPM treats the App Store as a first-class channel: every written review clustered into impact-ranked themes, your all-time rating against what this quarter's reviewers actually wrote, review-prompt health, version-correlated spikes, and a weekly watch on your competitors' reviews.
Reply rules let anyone — CS lead, Success manager, PM — write natural-language guidance the AI follows on every draft. Auto-pilot decides where AI sends on its own and where it queues for human review.
Each rule is a sentence. Scoped to a channel, lens, customer tag, or workspace-wide. The drafter sees the last 20 messages of the thread, so rules can be conditional on history.
Off by default. Flip it on, set your confidence threshold, and the AI sends without human review when it's above the bar — except where it shouldn't.
Routing, SLA, scorecards, coaching — built in.
Every other AI support tool drafts replies and leaves you to run the team in a separate dashboard. PilotPM gives you the full CS-operations layer in the same platform — auto-routing, SLA tracking, agent performance scorecards, and AI coaching reviews. The work the CS Director used to do manually now happens automatically.
Round-robin distribution with VIP-first priority, language-matched routing to native-speaker agents, and per-agent queue caps so nobody drowns. New tickets land on the right desk in seconds, not minutes.
Per-inbox SLA targets with VIP-tiered escalation. Overdue and due-soon flags surface in the inbox automatically. Your enterprise accounts get the response time they paid for — and you can prove it in their QBR.
SLA compliance percentage, CSAT percent-positive, reopen rate — the metrics that matter for performance reviews, not vanity dashboards. Per-agent and per-team rollups, exportable for HR review cycles.
Every Monday, your team leads get an AI coaching summary per agent: strengths from last week's resolved conversations, gaps that need attention, and a one-pager they can take into the 1:1. No more spot-checking; coverage is automatic.
Connect HubSpot and the whole platform becomes revenue-aware: every conversation, theme, and roadmap item carries the account's ARR, open deals, and renewal date. Your CS team stops swivel-chairing between the help desk and the CRM — the context is already in the room.
Before your call, the AI assembles the account one-pager: open asks and where each sits in Jira, recent sentiment and themes, ARR and renewal date. Thirty minutes of prep becomes zero.
Each account's briefing carries its own voice-of-customer themes and the delivery status of every feature ask — so “we hear you” comes with receipts in the renewal conversation.
A 90-day renewals view plus an automated billing audit straight from Stripe — trial-to-paid conversion, refund requests and approvals. Bad surprises surface in the dashboard, not in the churn report.
B2B account review, consumer revenue, and company-wide finance on connected tabs — drawn from HubSpot, Snowflake, and Stripe, with a deterministic year-end outlook. Prep time: opening the tab.
Same data, different view — switch when the work changes. The substrate compounds: every approved reply, promoted theme, and corrected draft trains your tenant's AI.
Inbox · AI drafts · Auto-pilot
Call prep · Renewals · QBR
Themes · Roadmap from real signal
Narrative weekly · What's worrying · Roadmap velocity
Buying signals · Pipeline intel
Segments · Journeys · Templates — the Engage module
Every customer signal from every channel, linked across channels via shared identity, tenant-isolated, indexed for retrieval. Every lens reads the same truth.
Built for the whole team — Support runs replies, CS leaders run the team, Success owns renewals, PM owns roadmap, Marketing runs lifecycle in Engage, founders get the narrative, all reading the same truth.
Postgres RLS enforces tenant separation at the data layer, not just in app code. A bug in code can't leak across tenants.
AES-256-GCM at rest. TLS 1.3 in transit. HMAC-fingerprinted user IDs, never raw alongside conversation data.
Every AI action, every approval, every signal traced. Full audit log exportable for security reviews on Business+.
One-click deletion cascades through derived data, embeddings, KB entries. GDPR + CCPA compliant. DPA before contract.
Tenant isolation goes all the way down — model calibration, embeddings, save-offer history, draft acceptance signals all stay scoped to your workspace.
Agent-driven control checks running 24/7 across data handling, access, and DPA terms — not a once-a-year stamp.
Continuous controls monitoring GDPR-aligned CCPA-aligned HIPAA-ready
Predictable. No per-resolution surprise bills.
We bill credits, not resolutions. At a typical 40% autonomous-resolution rate on a mature workspace, your effective cost lands around $0.25 per resolved ticket — half the category average. New workspaces start lower and climb as your knowledge base grows. Top-up credits roll 24 months.
One credit pool. Use it however your team needs.
Tiers buy capability — seats, lenses, advanced features. Credits buy AI work. Every action — a draft, an Ask Q&A, a roadmap suggestion — pulls from one unified pool. Allocate as you go. No stranded credits in the wrong bucket.
Every paid plan starts free — no card. Business runs a 30-day ROI pilot: we measure the savings together, stay or walk with no penalty.
Comparing vendors? See how PilotPM stacks up as an Intercom alternative, Freshdesk alternative, or Zendesk alternative.
Add credits the moment your team needs them — no upgrade required. Top up for a busy month, sit on them the next.
Monthly subscription (lower per-credit rate) or one-time top-up (rolls over 24 months) — both feed your one credit pool, on every paid plan.
Hit your seat cap, want a new lens, or need SSO? Then move up a tier — never because a billing cliff blindsided you.
Retention, Engage and Voice come with a built-in preview — nothing to unlock. Each shares your one credit pool and lands at roughly half the cost of the tool it replaces.
Replacing your success platform, your engagement tool, or your call center? Add the module, keep one contract — same login, same customer brain, one invoice.
Slack, email, HubSpot, App Store. 30 minutes of OAuth + recipient aliases. AI starts drafting replies with your KB and your last-30-days of customer voice.
In Voice of Customer. Every channel's signal collapsed by meaning, ranked by ARR coverage. You see what your customers are actually asking for, in their words.
Every active initiative shows ARR-at-risk drawn from real customer voice. The proposed-initiatives queue surfaces work the substrate thinks should be on your roadmap but isn't yet.
On the safe categories. AI replies cite your team's actual answers, not a generic FAQ. The "Today" brief reads like the workspace knows your team. Because by then it does.
30 min, against your real inbound. No slides — we show the dashboard on your actual tools, and show what we'd have resolved last week.
Book →3 seats, 500 credits/mo, no card. Hands-on with the platform before any commitment.
Start →White-glove onboarding on Business tier. We measure ROI together. Stay or walk, no penalty.
Talk to us →