Documentation

Available Commands

Complete reference of what Pilot can do.

Pilot Commands Reference

Everything Pilot can help you with, organized by category.


AI Agents

CommandWhat it does
"List my AI agents"Shows all agents with status and lead counts
"Show agent stats"Performance metrics (response rate, meetings booked)
"Agent health report"Detailed health report with recommendations
"Create an agent for [audience]"Creates a new AI agent (requires confirmation)
"Update agent settings"Modify agent configuration (requires confirmation)

Example: "Show me stats for my Home Buyer agent for the last 30 days"


Leads

CommandWhat it does
"How many leads do I have?"Total lead count
"Search leads"Find leads by name, email, phone, stage, or agent
"Leads needing attention"Shows flagged leads requiring human review
"Assign leads to [agent/user]"Bulk assign leads (requires confirmation)
"Update lead status"Change stage for multiple leads (requires confirmation)
"Resolve attention for [lead]"Clear attention flag (requires confirmation)

Example: "Find all QUALIFIED leads that need attention"


Mailboxes

CommandWhat it does
"Mailbox health"Status of all mailboxes (warmup, bounce rates, capacity)
"Check [mailbox] status"Specific mailbox health check

Example: "Show me mailbox health for all my email accounts"


Campaigns & Queue

CommandWhat it does
"Campaign lead supply"Check if campaigns are running low on leads
"Queue status"Current state of lead processing queues
"Pause the queue"Stop lead processing (requires confirmation)
"Release leads from queue"Immediately release queued leads (requires confirmation)

Example: "Release 25 leads from the queue for the Home Buyer agent"


Meetings

CommandWhat it does
"Today's meetings"All meetings scheduled for today
"Upcoming meetings"Meetings in the next 7 days (or specify days)

Example: "Show me upcoming meetings for the next 14 days"


Messages

CommandWhat it does
"Search messages"Find messages by content across all conversations
"Search [term] in emails"Filter by channel (EMAIL, SMS, VOICE, LINKEDIN)

Example: "Search messages about appointment scheduling"


Team

CommandWhat it does
"List team members"Shows all users with roles and assignment counts
"Recent activity"Activity feed with recent events

Example: "Show me the last 50 activities"


Credits & Billing

CommandWhat it does
"Credit balance"Current credits and auto-refill status
"Usage stats"Credit usage trends and projections

Example: "Show me credit usage for the last 60 days"


Integrations

CommandWhat it does
"Integration status"Health check of all integrations (Twilio, calendar, mailboxes)

Example: "Are all my integrations working?"


Reports

CommandWhat it does
"Generate leads report"Summary or CSV export of leads
"Performance report"AI agent performance summary
"Pipeline report"Leads by stage with conversion rates

Example: "Generate a pipeline report for the Home Buyer agent"


Analytics

CommandWhat it does
"Conversation analytics"Response rates, channel breakdown, engagement metrics

Example: "Show conversation analytics for the last 90 days"


Action Commands (Require Confirmation)

These commands modify your data and always ask for confirmation:

CommandWhat happens
Create AI agentShows generated config for review
Update AI agentShows what will change
Bulk assign leadsShows lead count and target
Bulk update statusShows leads affected and new stage
Resolve attentionShows lead and reason
Pause queueShows what will be paused
Release leadsShows count being released

You can Confirm to proceed or Cancel to abort.


Tips for Better Results

  1. Include filters — "QUALIFIED leads from last week" is better than "show leads"
  2. Specify agents — "Stats for Home Buyer agent" rather than "show stats"
  3. Use timeframes — "last 30 days", "this week", "since January"
  4. Ask follow-ups — Context is preserved, so "now filter by stage" works

Keyboard Shortcuts

ShortcutAction
Cmd/Ctrl + IOpen/close Pilot
EscapeClose Pilot
EnterSend message

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