Pilot Assistant

Pilot is a ChatGPT-style assistant built into Rocket Agents. Ask questions in plain English and get instant answers about your leads, AI agents, campaigns, and platform operations.

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Opening Pilot

Three ways to open Pilot:

1. Sidebar Button — Click "Pilot" in the left sidebar (above LIVE)
2. Keyboard Shortcut — Press Cmd+I (Mac) or Ctrl+I (Windows)
3. Command Palette — Press Cmd+K, then type "Assistant"

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What Can Pilot Do?

Check Status

Ask about your platform health:

• "How many leads do I have?"
• "Show me leads needing attention"
• "What's my mailbox health?"
• "Any meetings today?"
• "How many credits do I have left?"

Search & Filter

Find specific information:

• "Find leads in the QUALIFIED stage"
• "Show me messages about pricing"
• "List all my AI agents"
• "Who's on my team?"

Get Analytics

Understand your performance:

• "Show me agent performance stats"
• "What's my credit usage this month?"
• "How's my conversation analytics?"
• "Generate a pipeline report"

Take Actions

Pilot can also perform actions (with your confirmation):

• "Create a new AI agent for home buyers"
• "Assign all NEW leads to Sarah"
• "Pause the queue"
• "Release 10 leads from the queue"

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Confirmation Flow

For actions that modify data, Pilot asks for confirmation:

1. You request an action: "Assign leads to my new agent"
2. Pilot shows what will happen: "This will assign 15 leads to Agent X"
3. You confirm or cancel
4. Pilot executes the action

This prevents accidental changes to your data.

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Conversation History

Pilot remembers your conversations:

• Thread List — See all past conversations in the left panel
• Pin Threads — Keep important conversations at the top
• Archive — Hide old threads without deleting
• Delete — Remove threads you no longer need

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Quick Actions

When you start a new conversation, Pilot suggests common actions:

• Check agent performance
• Leads needing attention
• Mailbox health
• Today's meetings
• Campaign status
• Recent activity

Click any suggestion to run it instantly.

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Tips

• Be specific — "Show me QUALIFIED leads assigned to Sarah" works better than "show leads"
• Use natural language — No need for special syntax or commands
• Chain requests — Pilot maintains context, so you can follow up with "now filter those by last week"
• Ask for help — "What can you do?" shows Pilot's capabilities

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Next Up

Available Commands →