Ask any question about your data. Let Pilot AI do the work.
Pilot AI lives inside Pilot and works on your own data. Ask which cases are overdue or which customers are slipping, or tell it to put a case on hold, and it proposes the change for you to approve.
What it is
- A side panel on every page of Pilot, a full page of its own, and in Slack
- Answers from your cases, customers, tasks, inbox and finances
- Proposes changes as cards you approve or reject
- Included in every plan, using your monthly AI credits
The problem
Your data is all in Pilot. Getting work out of it still takes a person.
Answers wait on one person
Which cases are late for Dr. Patel? Which customers are ordering less? Whoever knows the reports gets asked, and everyone else waits or guesses.
New staff learn by interrupting
Every how-to question pulls a manager away, and how your lab does things lives in a few people’s heads.
Small jobs take many clicks
Chasing a dozen holds means a dozen cases, a dozen emails and a dozen notes, one at a time.
Keeping Pilot current
A new product needs pricing on every price list, a new hire needs a role, a policy change means editing templates. Finding the right setting each time adds up.
The solution
Ask Pilot AI instead.
Pilot AI lives inside Pilot and works on your own data. Ask in plain language, with no report to build first, or tell it what to do and approve the change. A few of the prompts it offers when you open it:
What you get
Less waiting, less clicking, less asking around.
Data analysis
Anyone on your team gets an answer about cases, customers, production or money in seconds, as a chart or a list they can act on.
Training
New staff learn while they work. They ask how to do something, in Pilot or the way your lab does it, and get the steps right away.
Complex workflows
A job with many steps becomes one request. Pilot AI does the lookups and drafts every change, and you approve them.
Setup and upkeep
Describe the change and it makes it: a new product priced everywhere, a role for a new hire, an updated template. It handles first-time setup and imports too.
How it works
What happens when you ask.
A few common jobs, step by step: what you ask, what Pilot AI does, and what you end up with.
Data analysis
You ask
“Which customers’ revenue dropped the most this quarter?”
Pilot AI
- 1Checks the reports you already have and Pilot’s standard numbers first, so the answer matches the rest of Pilot.
- 2If nothing fits, builds a new report from your cases and invoices.
- 3Shows the chart in the chat and says what it assumed.
- 4Ask “why?” and it looks at the customers behind the drop: late cases, remakes, fewer orders.
A saved insight you can open, change and pin to a dashboard.
Training
You ask
“How do I apply a payment to an invoice?”
Pilot AI
- 1Reads Pilot’s help articles and the rules behind the screen, instead of guessing.
- 2Answers step by step, naming the buttons and pages as you see them.
- 3Opens the page next to the chat and plays the walkthrough when there is one.
- 4For how your lab does things, like remakes or rush fees, it answers from your own docs and cites them.
New staff get the answer on the spot, without stopping a manager.
Complex workflows
You ask
“Find every case on hold for a missing scan and draft an email to each office.”
Pilot AI
- 1Plans the job as a checklist you can watch.
- 2Finds the cases and groups them by office.
- 3Drafts one email per office, each as a card you approve or edit.
- 4Ask it to make this automatic, and it drafts a workflow that does it for every new hold.
One approval per office instead of an afternoon of clicking. Long jobs can run in the background.
Setup and upkeep
You ask
“Add a new product and price it on my pricelists.”
Pilot AI
- 1Checks your products first, so it doesn’t create a duplicate.
- 2Picks the product type and lists your price lists, with how many customers use each.
- 3Drafts the product with a price on each price list, as a card you approve.
- 4Ask it to add the product to a production template, or to set a special price for one customer, and it drafts that too.
The new product is ready for the next case and priced everywhere, without hunting through settings.
Features
It works across all of Pilot.
Pilot AI can change things as well as read them, in every part of Pilot. Every change comes back as a card you approve or reject.
Cases
Summarize a case, put it on hold, tag it, add a note or change its due date.
“Which cases are on hold, and why?”
Production
Workstations, technicians, shifts and schedules: where work is piling up and who has what today.
“Show me rush cases that are still in production”
Tasks and inbox
Create and close lab tasks, summarize conversations and draft replies for you to edit before anything is sent.
“Summarize the latest conversation on case 2611000042”
Customers
Who is growing, who is slipping, who to call this week. Add customers and notes, and draft a message to an office.
“Which customers have grown the most in the last 90 days?”
Insights and data
Ask about any number and get a chart, a filtered list or a saved insight you can pin to a dashboard.
“How has our case volume changed week by week over the last 6 months?”
Workflows
Describe an automation in a sentence and it builds the workflow for you to review before it goes live.
“Build a workflow that puts a case on hold when it’s missing a scan”
Setup and imports
Products, prices, roles, shipping routes, email templates, and customers and products from a spreadsheet.
“Help me import my customers from a spreadsheet”
Learn
How to do anything in Pilot, step by step, with the right page opened for you. What your role can do, and how your lab does things.
“What can my role do in Pilot?”
In Slack
Ask from a channel, a direct message or /pilot. It answers in the thread, posts charts, and changes come with Approve and Reject buttons.
“/pilot which lab tasks are overdue?”
Scouts
Don’t know what to ask? That’s what Scouts are for.
A scout is a Pilot AI agent that watches one area of your lab on a schedule. It stays quiet until something needs a person, then tells you what it found, the cases and numbers behind it, and what to do next. A few of the built-in scouts, with the kind of thing they find:
Cases falling through the cracks
Past-due cases with no new date or note, quiet cases due soon, outsourced work that never came back.
“Case 2611000042 is 4 days past due with no new due date and no note since Monday.”
Cases on hold
Holds that are going nowhere: nobody asked the customer, or the customer never answered.
“We asked Brightside Dental for a shade on Monday. No answer, and the case is due Friday.”
Late work and bottlenecks
Production tasks running late and the workstations where work is piling up.
“Model room has 31 tasks past due (usual: 6). 9 of their cases ship tomorrow.”
Customers at risk of leaving
Ordering less than usual, late cases, more remakes and complaints, judged together for each customer.
“Dr. Patel hasn’t sent a case in 5 weeks after sending weekly all year.”
Remake rate by customer
Customers whose remakes jumped, with the products, reasons and technicians behind it.
“Bayview Dental’s remake rate is 17% over 60 days (usual 5%). 4 of 6 remakes are zirconia crowns.”
Collections and money owed
Who to call about money: past-due accounts, how much, how late and when anyone last reached out.
“Call Bayside Dental: $4,820 past 60 days, no contact since the September statement.”
How a scout works
Turn it on, and it gets better as you use it.
- 01
Pick a scout
Start from a built-in scout or describe your own in plain words. Set its thresholds, like “flag a hold after 2 business days”, and which customers it watches.
- 02
It runs on a schedule
Daily, on weekdays or weekly. When nothing changed since its last run, it skips the run. Most runs file nothing, and that is the point.
- 03
It tells the right person
Findings arrive in Pilot, by email or in a Slack channel, sent to the person who owns them. Many come with the next step drafted, like an email to the office, ready to approve.
- 04
It learns from you
Dismiss a finding and say why, and it won’t file it again. Resolve one, and it can check a week or two later that the fix held.
Make it yours
Teach it how your lab works.
Pilot AI and your scouts read what you teach them, so their answers and findings fit your lab instead of a generic one. Pilot AI also drafts new docs from how your team works, and your staff see them only after an editor approves them.
Your lab’s docs
Write your procedures and policies in Pilot Academy: remake policy, rush fees, who to call at each office. Staff read them there, Pilot AI follows them and cites them, and scouts check them before flagging something you already decided.
Lab memory
Short facts every assistant should know, like what you call your products or which customers are on special terms. Add one from the chat with /remember.
Instructions for each scout
Tell a scout what matters to you, like “ignore Dr. Lee’s due dates, they always run late” or “flag holds older than 2 days”, or write a scout of your own.
Your own instructions
How you want answers in your own chats: shorter, with case numbers, or in Spanish. They apply only to you.
In control
You decide what it can touch.
Approve before it changes anything
Writes are proposed as cards with Approve and Reject. Nothing is applied until you click.
Your role limits it
Pilot AI is a permission in your roles, so only the people you choose can use it.
Limits per person
Admins can switch it off for a user and set a monthly credit cap for each person.
Modes for the job
Cases, tasks and inbox, insights and SQL, customers, production, setup and learn, or Auto for everything.
Credits
Included with your plan.
Pilot AI draws on the AI credits that come with your plan every month. Maverick, our AI case-entry agent, uses the same credits, and only when it successfully enters a case.
Questions
Before you decide
Is Pilot AI on every plan?
Yes. Every plan includes the Pilot AI assistant, and each plan comes with a monthly allowance of AI credits.
Can it send email to my customers?
It drafts the message, and you review it before anything is sent.
Do Scouts change anything on their own?
Not unless an admin allows it. By default a scout files findings and drafts next steps for a person to approve. An admin can let a scout make small changes itself, like creating a lab task or adding a case note. On its own, a scout never deletes anything, writes to your customers, or touches prices or invoices.
Can I use it from Slack?
Yes. Mention Pilot in a channel, send it a direct message or type /pilot. It answers in the thread with your own Pilot permissions, posts charts as images, reads spreadsheets and images you attach, and any change comes with Approve and Reject buttons. It needs the Slack integration; the pricing page shows which plans include it.
Can I use my own AI assistant instead?
Yes. Pilot MCP connects Claude, ChatGPT, Cursor and others to your lab data.