Products

One customer record. Six things it can do.

Support is where most teams start. Everything else runs on the same profile, so a person who just complained is never upsold that afternoon — and every product shows up on one bill.

Answer

AI Support

Every reply drafted from your knowledge base and the customer's verified account, checked before it reaches a human. Refunds, cancellations and fixes proposed with the evidence attached — you approve, or let a category run on its own.

  • Email, chat, WhatsApp, app-store reviews and Slack in one inbox
  • A fact-checker blocks anything the sources don't support
  • Rules in plain English — no prompt engineering

Included in every plan · See the support product in detail →

app.pilotpm.ai/dashboard
Charged twice this month
email · Pro plan · customer since 2024
Draft ready
Customer · 09:14
Hi — I was billed on the 3rd and again on the 5th. Can you refund one of them?
PilotPM draft · ✓ verified against Stripe
You're right — there are two charges of $12.99, on the 3rd and the 5th. I've refunded the second one; it will show on your statement in 3–5 business days. Sorry about that.
Action
Refund $12.99 · charge ch_3Nk…9a1 · reason: duplicate
Approve & sendEdit
Reach

Engage

Onboarding, activation and win-back messages by email or in your app, targeted on what the customer actually did. Measured on whether they came back — not whether they opened.

  • Email & in-app from one audience definition
  • Surveys (NPS, CSAT, free text) included — responses metered
  • Goal-based sends — the agent decides who, what & when

From $2,500/mo · Learn more →

app.pilotpm.ai/engage/impact
Daily reach
last 30 days · email + in-app
Sending
Reached
18,402
Came back
2,914
Conversion
15.8%
Per message
MessageChannelCame backRate
Day 1 · first lesson nudgein-app 21.4%
Day 7 · streak at riskemail 14.1%
Day 30 · win-backemail 6.8%
Ask

Surveys

NPS, satisfaction and free-text questions sent through the channels you already run. Answers land on the customer's record, and an option nobody picked still shows its zero.

  • Email link or in-app card — no login to answer
  • Target by plan, channel or last activity
  • Results feed retention scoring and the support AI

Included with Engage · Learn more →

app.pilotpm.ai/surveys
Onboarding check-in
1,240 sent · email + in-app · closes in 6 days
Active
Responses
318
NPS
+42
Satisfaction
4.3 / 5
What would you like next? · 318 answered
Pronunciation drills184
Conversation practice97
Grammar review37
Business writing0
Keep & grow

Retention

Cancellation intent scored on the conversations already happening, so the accounts worth a call reach a human before the renewal does. The save happens in the same thread, and you see whether they actually stayed.

  • Goal-based agent chooses the next best action per account
  • Health, renewal-risk & expansion signals from every channel
  • NPS programs + dynamic segments, on your one customer brain

From $499/mo · Learn more →

app.pilotpm.ai/csm-hub
At-risk accounts
sorted by cancellation intent · last 14 days
4 need a call
Flagged
17
Saved this quarter
11
ARR protected
$86k
AccountSignalRiskARR
Northwind Labsasked to cancelhigh$24k
Bright Path Ltdprice objectionhigh$18k
Kestrel Toolsusage down 62%watch$9k
Alder & Corenewal in 21 dayswatch$35k
Gather

Community

Spaces where your customers answer each other, moderated by the same AI that drafts your support replies. Accepted answers join your knowledge base instead of being forgotten in a forum.

  • Spaces, threads and accepted answers your support AI can cite
  • AI moderation queue — the same rules as your inbox
  • Monthly-active billing; staff and self-tests never count

From $250/mo · Learn more →

app.pilotpm.ai/community/spaces
Spaces
this month · 1,412 active members of 9,830 registered
3 to review
SpaceActiveThreadsAccepted answers
Getting started61214891
Tips & tricks48820364
Feature requests31277
Moderation queue
Tips & tricks · "Cheapest way to get Pro is …" — flagged: off-platform sales link Hide Keep
Acquire

Ads

Reads your Google and Apple ad accounts nightly and checks every reported conversion against the signups that actually arrived in your own data. Recommendations you approve in one click, applied under hard budget rails.

  • Verified conversions: your inbox and product events are the truth, not the platform's pixel
  • Approve once — changes apply nightly under budget caps, learning-period protection and revert
  • Campaign Composer drafts full campaigns from your help center and customers' own words

From $199/mo · Learn more →

app.pilotpm.ai/ads
Campaigns
Google Ads + Apple Search Ads · last 30 days
2 recommendations
CampaignSpendPlatform saysVerifiedCAC
Brand · US$2,1406158$37
AI support · exact$1,8804419$99
ASA · competitor$960122$480
Recommendation
Pause ASA · competitor — 2 verified signups from 12 reported; CAC 4.8× your target. Saves ≈ $900/mo.
ApproveDeny

Also on the platform

Guide

Genie

A white-label companion your end users talk to inside your app — it knows their profile and progress, answers how-to and how-am-I-doing questions in their own language, voice included, and hands off to your support team with identity attached when a human is needed.

From $500/mo
Talk

Voice

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.

$50/seat + $0.06/min

See it on your own data. 30 minutes, no slides.

We connect your tools and show what we'd have handled last week.