Introduction to AI Pilots Follow

In modern conversational systems, such as chatbots or virtual assistants, the assistant is usually responsible for handling most interactions—like answering FAQs, guiding users through steps, or helping them find information. However, not every request is simple. Users may want to book a ticket, check their account history, make a payment, or complete tasks that require secure backend access. In these moments, the assistant needs a reliable helper that can take over and complete the task quickly and accurately.

This is where AI Pilots come into play. An AI Pilot is like a smart, task-specific agent that supports the main assistant by handling complex or secure operations in the background. You can think of it as a mini expert—trained and configured to do one specific job really well. Instead of overloading the main assistant with technical workflows, AI pilots take responsibility for these high-value actions, so the conversation stays smooth and efficient for the end user.

Topics Covered:

• Use cases
• Advantages

Use case:

• Troubleshooting & Diagnostics Pilot (Tech Support): Ask guided diagnostic questions, detect the root cause of technical issues, and offer step-by-step solutions — or create a ticket if needed.
• Product Recommender Pilot (E-commerce/Retail): Understand customer preferences in real-time and recommend tailored products based on their browsing or purchase history.
• Invoice Generator Pilot (B2B SaaS): Automatically generate, preview, and send professional invoices when requested by a customer — including tax calculations and due dates.
• Feedback Collector Pilot (Post-Service/Surveys): Gather feedback after interactions, score satisfaction (CSAT/NPS), and escalate negative responses for quick intervention.

Advantages:

• Pilots are optimized to handle tasks in real-time, drastically reducing the time users spend waiting or being redirected.
• New features can be introduced by simply adding more pilots — no need to rebuild or retrain the main assistant.
• Users stay within the same conversation while complex actions are completed in the background — no need to open external pages or apps.
• Sensitive operations like payments or account access are handled securely, keeping the chatbot lightweight and reducing compliance risks.

Quick Links:

• Plans & Pricing
• Workspaces & AI Pilots
• How to Build an AI Pilot