PilotIQ is the AI assistant that lives inside your Salesforce. Your team types or speaks a question — and gets a clear, written answer instantly. No reports to build. No tickets to file. No waiting on the analyst team.
Tell us a little about you and a SkyPlanner specialist will reach out within one business day to schedule your personalized walkthrough.
Every team we talk to is living the same week. Their Salesforce holds millions in pipeline, hundreds of cases, thousands of accounts — and yet getting a straight answer still takes hours.
"I asked for that pipeline report on Monday — it's now Wednesday and I'm flying blind into the leadership review."
"We need this answer before the meeting starts in 10 minutes — but the dashboard hasn't been updated since last quarter."
"I think those deals are at risk… but I can't tell which ones without spending an hour clicking through records."
"Half of my admin's week is answering 'can you pull a quick report on…' — every single time, from scratch."
"My reps are spending more time logging in and out of tools than actually selling."
"By the time we noticed the SLA breach, the customer was already on the phone."
If your team is spending more time chasing data than using it — PilotIQ is for you.
From a one-line summary to a full data breakdown — PilotIQ shapes the response to fit the question. Here's a peek at what your team will see on day one.
These are the prompts your team will type the moment they open PilotIQ — pre-built and ready on day one, organized around the work they already do.
Show me my open opportunities by stage with totals and expected close dates.
Which of my deals are closing this month, and what's the total expected value?
Which of my deals are at risk of slipping this month?
How does my current pipeline compare to where it was last quarter?
Which of my accounts haven't been touched in the past 30 days?
Prepare me for my meeting with [Account] today.
Show me all open P1 and P2 cases with status, age, and owner.
Which open cases are about to breach SLA in the next 2 hours?
Show me all cases for [Account] in the past 6 months.
What's our SLA compliance this week, by priority and team?
Summarize opportunities sourced by each campaign this quarter, with win rates.
Which leads created in the past 48 hours haven't been responded to?
Which top-tier accounts have had no marketing engagement in the past 90 days?
Which open opportunities are missing a Close Date, Amount, or Stage?
What's our revenue closed this month vs. our target and last month?
Which accounts have contracts expiring in the next 90 days without a renewal opportunity?
Give me a one-paragraph summary of where we stand on revenue, pipeline, and open cases this month.
Which customers are showing churn-risk signals right now?
Generic AI gives generic answers. PilotIQ is different. Your administrator defines the words your team already uses — and PilotIQ uses them exactly the same way, every single time.
So when your VP asks for "at-risk deals," everyone gets the same answer. When your service manager asks about "churn risk," it follows your definition — not a textbook one.
Sales reps, service agents, RevOps, marketing, finance, executives — everyone gets the same instant access, calibrated to what their role can see and do.
"Show me my open opportunities closing this quarter — and flag the ones at risk."
"How does our pipeline compare to last quarter at this point?"
"How many P1 cases are open right now and what's the average resolution time?"
"Show me SLA compliance this week and flag any at-risk cases."
"Which top accounts haven't been touched in 90 days?"
"Which top-tier accounts had no marketing engagement this quarter?"
"Which contracts expire in the next 90 days without a renewal opportunity?"
"Give me a one-paragraph summary of where we stand on revenue this month."
"How many data requests can I take off my plate this quarter?"
PilotIQ replaces the slowest moments in your week with instant, written answers — and turns proactive intelligence into something that just shows up.
What used to take 30 minutes of report-building takes seconds. Anyone on the team can ask. The answer is written, clear, and ready to share.
Send the follow-up email, log the next task, queue the briefing — right inside the conversation. Reps stay in flow.
Weekly pipeline summaries, daily SLA updates, monthly executive briefs — delivered to email or Chatter, personalized per recipient.
If your team can type or speak, they can use PilotIQ. No training. No new app to install. No new password to remember.
PilotIQ was designed so your IT, compliance, and Salesforce admins keep full control. The AI works inside the boundaries you set — never around them.
People only see what they're already allowed to see in Salesforce. No new permission model to manage.
Personal IDs, salary, executive compensation, and home addresses are off-limits — even when stored in your records.
Your administrator decides which information PilotIQ can use, what actions it can take, and what topics are off-limits.
Built-in usage limits and budget caps mean no runaway bills and no surprises at the end of the month.
If PilotIQ doesn't have a confident answer, it says so — instead of inventing one.
No financial advice, no legal interpretation, no speculation about unreleased products. Just facts from your data.
PilotIQ doesn't change your records. Only the specific actions you approve — like sending an email — are available.
Every conversation and action is recorded so you always know who asked what, when, and what happened next.
See PilotIQ in action with a personalized walkthrough on the questions your team needs answered most. We'll show you exactly how it would feel inside your Salesforce.
Show me PilotIQ