The ConvertPilot journal
Practical guides and a closer look at the product. Written by the people who build it.
Six numbers sit at the top of the ConvertPilot analytics screen. Here is what each one measures, what it quietly leaves out, and a fifteen-minute weekly routine that turns them into decisions about hours, staff and training.
Every AI message in ConvertPilot opens a trace showing what it remembered, which sources it read and which of your rules applied. Here is how to read one, and what it will not tell you.
A customer asks a question, the agent offers three times, the customer picks one and pays in the thread. Here is what has to be set up for that to work, and the one rule that keeps a booking agent honest: a held slot is not a booking.
Handoff is the part of an AI agent customers judge you on. Here is what pauses the agent in ConvertPilot, what should always reach a person, and how to make sure someone is actually there.
Instagram DMs arrive with a product already in mind. Decide what the agent may answer, check Meta’s 24 hour window and disclosure rules, and test the awkward messages before you switch AI replies on.
AI tagging labels the intent behind a message as it happens, then writes it to your CRM. Here is what gets tagged, what Klaviyo and HubSpot can do with it, and where the tag stops being useful.
Decide which WhatsApp questions the agent can answer and which need your team. Check the store data, handoff and messaging window before switching AI replies on.
Most AI agents answer badly because nobody wrote down the five things they needed. Here is what to write first, which of it belongs in a rule rather than a document, and what to leave out on purpose.
Seven AI chatbots for websites compared on one test: the cheapest paid plan that includes the AI replying, with no per-reply fee. Every price read from the vendor’s own page on 15 September 2026.
The order to connect channels in, the four decisions to make before the AI answers a customer, and the settings most stores get wrong on day one.
The most common support question a store gets is also the easiest to answer badly. Here is exactly what an AI agent does with it when it can read the order, and what it does when it cannot.
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