What PilotX is, how it compares, what it does for your vertical, and how you stay in control. Search it, or browse by topic.
Agentic marketing is software that works each customer individually towards a goal you set, and you do not need to know anything about AI to run it.
Agentic marketing is software that acts on a goal you set, working each customer individually instead of sending one campaign to your whole list. You write the goal in plain English, like bring back customers who have not ordered in 60 days, and it decides who to message, what to say and when, for each person. It matters because doing that by hand, a separate call for every customer, is more than any team can manage.
An agent is software that takes a task and carries it out on its own, reading your data and acting without you running each step. A decision is the single call it makes for one customer: the next best move, or to wait. In PilotX four agents share the work. Discovery learns each customer, Decision picks the move, Delivery writes and sends it on brand, and a Supervisor learns what worked and sharpens the next call.
A flow is a fixed path: a customer does X, so they get message Y, the same for everyone who enters it. Agentic marketing makes a fresh decision for each customer instead of one rule for the whole segment, so the timing, channel and message change person to person. You keep the stack you run. PilotX can decide and let Klaviyo send, or run the channels itself.
No. ChatGPT writes text when you prompt it, but it does not read your live customer data, decide who needs what, or send anything. PilotX works against your goal on its own: it reads your Shopify and Klaviyo data, decides the next move for each customer, sends it, then measures the result. Writing the message is a small part. The real work is deciding who, what, when, and whether to wait at all.
No. You set goals and limits in plain English, the way you would brief a colleague, and the agents do the rest. Every decision shows its reasoning, so you can always see why a message went out. You choose how much to hand over, from approving each message yourself to letting confident moves run on rules you set.
Only if you want it to. There are three modes: Studio, where you steer and the agents do the heavy lifting; Copilot, where you approve each message before it sends; and Autopilot, where confident moves run on rules you set. You set the goals, the guardrails and the control group, every message is checked on brand before it goes, and you can pause or stop any time.
The opposite is the aim: one message shaped to one customer, rather than the same campaign sent to your whole list. Every message is checked against your brand voice before it sends, and the product details come straight from your own catalogue, so nothing is invented. Generic is what batch-and-blast already does. A fresh decision per customer is how you get away from it.
Because your customers are not in the same place. Someone who ordered yesterday, someone about to run out, and someone who drifted 90 days ago each need a different message at a different time. Batch-and-blast sends all three the same thing, so most of it lands wrong, and email stays stuck at about a quarter (27%) of revenue. A separate decision for each customer means the right move reaches each person when it fits.
Fair question. The test is whether it makes more money than what you do now, measured against a control group you set, not a claim from us. The ceiling on the personalisation most brands can do today is around 15% more revenue; working each customer one at a time is modelled at up to 50%, about three times that. Those are modelled category economics, not a promise, and the proof is your own control group.
New to agentic marketing? These answers cover what PilotX is, who it is for and how it fits the way you already work.
PilotX is a marketing platform that runs your customer relationships towards a goal you set. You describe the outcome you want in plain English, such as win back customers who have not ordered in 90 days, and four agents (software that carries out that goal on its own) do the work: one learns each customer, one picks the next best move or decides to wait, one writes and sends the message in your brand voice, and one learns what works to sharpen the next decision. It plugs into the tools you already run, like Shopify and Klaviyo, and goes live in about 30 minutes.
Agentic means the software does the work towards a goal, rather than waiting for you to build and trigger every step yourself. You set the outcome in plain English and the agents decide who to contact, what to say and when, then send it. You stay in charge throughout: you set the goals, the limits and the control group, the group you measure your results against so the extra revenue is proven not assumed, and every decision shows its reasoning.
PilotX is built for consumer brands roughly $10M to $50M in revenue that sell direct to their customers. The strongest fit today is Shopify brands with repeat purchases in beauty, coffee, supplements and other consumables, where bringing customers back for the next order is the whole business. It also runs for mobile apps, gaming, fitness apps and grocery through its integrations and a lightweight piece of code you add to your site or app.
Most brands send the same email to the whole list at once, and that batch-and-blast approach leaves email at only about a quarter (27%) of revenue. PilotX makes a fresh decision for each customer instead, based on what that person has actually bought and done. The result is the right message, to the right customer, at the right time, without you building a separate flow for every case.
You stop hand-building a flow for every scenario and instead set the goals and guardrails, then review what happened. The agents handle the repetitive work of deciding who needs what and writing it on brand, so your time goes to strategy and the decisions that need a marketer's judgement. Each day you get a clear read of what worked, what it learned and the next opportunities, all measured against your control group.
You set the goals in plain English, set the limits, choose your control group and decide how much you want to approve before anything sends. PilotX does the rest: it learns each customer, picks the next best move or waits, writes the message in your brand voice and sends it on the right channel. You choose the level of control: approve every message first, let confident moves run on rules you set, or steer while the agents do the heavy lifting.
Neither. PilotX works with the stack you already run and can keep Klaviyo as your sender, so nothing gets ripped out. It takes the repetitive decisions and message-writing off your plate so you can focus on brand, strategy and judgement, the parts that need a marketer. Every message is checked against your brand rules before it sends, and product facts come straight from your own catalogue so nothing is made up.
No. You work in plain English, the way you would brief a colleague: you type the goal, the customers it applies to and the limits, and PilotX turns each line into a rule you can see and change. There is no rules builder to learn and no code to write. If you run Shopify and Klaviyo, you can be live in about 30 minutes.
PilotX works alongside the email tools, agencies and data platforms you already know, and does a job none of them do on their own.
Klaviyo is where you build campaigns and flows: you design the rules, and it sends. PilotX makes those calls for you. It looks at each customer, picks the next best move, then writes and sends it on brand. You can keep Klaviyo as your sender and let PilotX decide what goes out, or let PilotX run the channels itself.
The AI inside tools like Klaviyo helps you do your existing work faster: it suggests a send time, writes a subject line, or scores a customer. You still build the campaign and decide who gets what. PilotX makes the decision itself, for every customer, and acts on it. You set the goal in plain English and the agents choose the move, the message and the moment.
Braze and Customer.io are messaging platforms: powerful, but they still wait for you to build the segments, journeys and rules. PilotX decides what each customer should get and when, then acts on it. It plugs into Braze and Customer.io and can keep them as your sender, or run the channels itself. You keep the platform your team knows and add the decision-making on top.
An agency gives you people who plan and build your campaigns, usually a set number each month for a monthly fee. PilotX works every customer individually, all the time, and you pay per decision rather than per head, from $0.05 each. About four decisions cover a customer's whole journey. You stay in control: you set the goals and guardrails, approve moves if you want to, and see the reasoning behind every one.
No. A CDP, or customer data platform, collects and stores your customer data in one place for other tools to use. PilotX reads your data over the same secure connections you already use with Shopify and Klaviyo, then acts on it, deciding and sending the next move for each customer. A CDP holds the data; PilotX does the work that data is for.
No. A chatbot answers questions and a copilot drafts things when you ask, and both wait for you to prompt them. PilotX runs on its own toward a goal you set, working every customer without being asked each time. It does include an assistant, Maverick, that you can ask about any customer, but the core is four agents deciding and acting continuously in the background.
No. You set goals and limits by typing them the way you talk, build a customer segment by describing it, and ask your data questions in plain English. There is no rules builder or query language to learn. It runs inside the stack you already have, so most of the day-to-day work comes off your plate rather than onto it.
It sits on top of the stack you run, like Shopify and Klaviyo, and goes live in about 30 minutes. You keep your tools, your data and your sender, and PilotX adds the decision-making and does the sending for you. If you would rather not run a separate messaging tool, it can also be your whole engine on its own through a lightweight piece of code you drop into your site or app. Nothing gets ripped out.
No. Every message is checked before it sends: the facts come straight from your product catalogue, so nothing is made up, and the tone stays inside your brand rules. It respects frequency limits, consent and quiet hours, and about one move in five is actually a message, because often the best move is to wait. You can approve each send yourself until you trust it.
PilotX runs the everyday marketing jobs that keep customers coming back, from welcoming new buyers to reminding people to reorder and winning back the ones who have gone quiet.
It runs the everyday marketing jobs that keep customers buying, so you set the goal and the work gets done for you. That covers welcoming new customers, following up after a purchase, reminding people to reorder, looking after your best customers, and winning back the ones who have gone quiet. You write a goal in plain English and four agents run it on every customer, one at a time.
Yes, and it runs one for each customer who drifts away rather than blasting the whole list. A win-back is a message that brings back a customer who has stopped buying, and reactivation is the same idea for people who have gone quiet in your emails or app. PilotX spots each person as they slip, picks the right moment and the right offer, and sends it on brand. It watches for these win-back windows live and hands each one to the agents.
Yes, this is one of its core jobs. A replenishment reminder tells a customer to reorder when they are about to run out, based on what they bought and when. PilotX works out the right timing for each customer instead of sending everyone the same reminder on the same day. That fits consumable brands like beauty, coffee and supplements especially well.
Yes, from the first order through to your most loyal buyers. It runs welcome messages for new customers, post-purchase follow-ups after an order, and VIP care for your highest spenders. VIP care means recognising your best customers and giving them the right attention rather than treating them like everyone else. It decides the next best move for each person one by one, not one flow for the whole list.
No, you set the goal and PilotX builds and runs the work. You write what you want in plain English, such as more repeat orders or fewer customers lost, and it turns that into the right message for each customer. Every message is written on brand and checked before it sends. You can steer as much or as little as you like, from approving each move before it goes out to letting confident moves run on rules you set.
Yes, Shopify direct-to-consumer brands are exactly who PilotX is built for first. Direct-to-consumer, or DTC, means selling straight to shoppers rather than through shops or wholesalers. It connects to Shopify and Klaviyo in about 30 minutes and starts working your customers from the data you already hold. You can keep Klaviyo as your sender or let PilotX run the channels itself.
Yes, subscription and replenishment brands are a core fit. These are brands where customers buy the same thing again and again, so the timing of the next order is where the revenue sits. PilotX judges the right moment to remind each customer and keeps them subscribed and reordering. It is built for consumer brands roughly $10M to $50M in revenue, and beauty, coffee and supplements are right in the middle of that.
You can still use PilotX, through a lightweight piece of code you drop into your site or app. Mobile apps, gaming and betting, fitness apps and grocery all fit, alongside ecommerce brands. It reads what your customers do and runs the same jobs across email, SMS, push, WhatsApp and in-app messages, picking the right channel for each person. If it has an API, PilotX can connect to it.
Agentic marketing simply means software that can decide and act for you, and in PilotX four agents share that work, each with one clear job on every customer you have.
Four agents split the work of running your goal on every customer. Discovery learns each customer from your data, Decision picks the next best move for them or decides to wait, Delivery writes and sends the message on brand, and the Supervisor watches what works and sharpens the next call. They run together, all the time, across your whole customer base.
A decision is the platform choosing the next best action for one customer at one moment. That action might be a message, an offer, a prompt, a survey, or simply the call to wait until a better time. About four decisions cover a customer's whole journey, so you are paying for the thinking, not for sending more email.
It works from the goal you set and what it knows about each customer, then picks the action most likely to move that goal for that person. It watches for live signals like churn risk, a buying signal, an emerging VIP or a win-back window, and acts when the moment is right. Only about one move in five is actually a message, so your customers hear from you when it counts, not on a schedule.
It learns. The Supervisor watches how customers respond to each move and feeds that back, so the next decision is sharper than the last. You still set the goals and the limits, but the platform improves the timing, the message and the choice of who to contact on its own.
The agents work every customer in the background, making a fresh decision for each one instead of running one flow for the whole list. Each day you get a Flight Report, a plain read of what worked, what it learned and the next opportunities, all measured against your control group. A control group is a slice of customers you set aside untouched, so you can see the extra revenue the agents actually added.
No. It sends across email, SMS, push and WhatsApp, and it respects your frequency limits, customer consent and quiet hours on every send. Because it often decides the best move is to wait, most customers hear from you less, not more. You set those limits in plain English and can see and change every one.
You keep control. Every decision shows its reasoning, and you can pause or stop the whole thing at any time. You also choose how much rein to give it: Copilot means you approve each move before it sends, Autopilot lets confident moves run on rules you set, and Studio keeps you steering while the agents do the heavy lifting.
Every message is checked before it sends, and the facts come straight from your product catalogue, so nothing is invented. The platform never says anything your own data cannot back up, and the tone stays inside your brand rules. Personalisation stays on brand at any volume because that check happens on every single message.
Your flows send the same journey to everyone who enters them. PilotX makes a fresh decision for each customer instead, choosing the next best move for that person at that moment. It can keep Klaviyo as your sender, so this adds a decision layer on top of what you already run rather than replacing it.
PilotX writes and sends every message in your brand voice, made personal to each customer, and checked before it goes out.
The Delivery agent writes and sends every message. It is one of four agents that run your goal on every customer, and its job is to draft each message for that individual customer and send it on the channel that fits them. Every message is checked against your brand rules before it goes out. This takes the manual drafting and sending off your plate.
They sound like your brand, because every message is checked against your brand rules before it sends. Brand Studio holds your voice and rules, and Brand Guard checks each message before it goes out, so personalisation across thousands of customers never drifts off brand. Product facts come straight from your catalogue, so nothing is invented.
Yes. Brand Studio is where your brand voice and rules live, and it applies them to every message so nothing goes out off brand. It checks each message before it sends, which is how personalisation at scale stays in your voice. You steer the direction and the agents do the writing, so you are not drafting each message by hand.
No, because each message is a fresh decision for one customer rather than one flow written for your whole list. The message is based on what that customer has actually done, and the product details come straight from your catalogue. About one move in five is actually a message, and often the best move is to wait, so customers are not flooded.
Every customer gets their own decision, not a shared template with a name dropped in. Discovery learns each customer, Decision picks the next best move for them, and Delivery writes it for that person on the right channel. In practice that means a different message, offer or timing per customer, or the choice to wait.
You choose how much oversight you want. In Copilot mode you approve each message before it sends, in Autopilot confident messages run on rules you set, and in Studio you steer while the agents do the heavy lifting. Every message is also checked against your brand rules before it goes out, and you can pause or stop any time.
It never says anything your own data cannot back up. Product facts come straight from your catalogue, so nothing is made up, and Brand Guard checks every message before it sends to keep the facts right and the tone inside your brand rules. It reads your data over the same secure connections you already use with Shopify and Klaviyo.
For each customer it picks the next best action, which might be a message, an offer, a prompt, a survey, or the decision to wait. When it is a message, it goes out by email, SMS, push or WhatsApp, written for that customer on the channel that fits them. It respects frequency limits, consent and quiet hours, so customers only hear from you at the right time.
Every message PilotX sends is built only from your own data, so the prices, products and offers your customers see are always real.
It only writes from your own live data, so it cannot invent a product, price or offer that does not exist. Every fact in a message is pulled straight from your catalogue and your store, never from the AI's general knowledge. This is what prevents hallucination, which is when AI states something that sounds right but is not actually true.
General chatbots answer from broad training data, which is why they can sometimes say things that are not true. PilotX does not work that way with your customers. It writes each message using only your own product and customer data, and every message is checked before it sends.
Straight from your catalogue and store, read over the same secure connection you already use with Shopify and Klaviyo. Product names, prices, discounts and stock are pulled live, so a customer never sees an old price or something you no longer sell. Nothing about your products is written from memory or guessed.
No. Discounts, prices and offers come only from your own data, so it can only mention a deal that genuinely exists in your store. It cannot create a promotion or a code on its own.
No, because it reads your stock levels live from your catalogue. If an item is not available, it will not put it in front of that customer, and it will choose a different move or wait instead. Your customers are only ever shown what you can actually sell them.
Brand Guard checks every message before it sends. It confirms the facts come from your catalogue and that the tone stays inside your brand rules, so personalisation across thousands of customers never drifts off brand or off facts. Nothing reaches a customer without passing this check.
If it is not confident, it does not send. Often the best move is to wait, and only about one move in five is actually a message, so choosing not to act is a normal, built-in outcome. You can also run it in Copilot mode, where you approve each message before it goes out.
Yes. Every decision shows its reasoning, and your Workspace keeps every customer, every decision and the thinking behind it in one place. You can open any message and understand exactly why it was chosen.
That is exactly the rule. It never states anything your own data cannot support, and anything it cannot verify, it simply does not say. Facts about your products, orders and customers come straight from your systems, so every message stays accurate and safe to send across your whole list.
You stay in control the whole way: try it on your real customers before it goes live, choose how much it runs on its own, and see the reason behind every decision.
Yes. The Simulator runs your goal on your real customers first, so you can watch it pick a different move for different people before anything sends. A goal is a plain-English instruction, like win back customers who have not ordered in 90 days. Nothing goes out until you are ready.
You choose. In Copilot mode every move waits for your approval before it sends, so you sign off on each one. Many brands start there and hand over more as they see the calls it makes.
They are three levels of control, and you can switch between them at any time. In Studio you steer and the agents do the heavy lifting. In Copilot you approve each move before it sends. In Autopilot the confident moves run on their own, inside the rules you set.
You write them in plain English in Smart Controls, and each line becomes a rule you can see, switch on and change. For example, never message anyone more than twice a week, or keep weekends for VIPs only. There is no rules builder to learn.
PilotX respects your frequency limits, consent and quiet hours on every channel. A frequency limit is the cap you set on how often one customer can be contacted. Only about one move in five is actually a message, and often the best move is to wait, so your customers hear from you less, not more.
Yes, you can pause or stop at any time, on any decision. Nothing is locked in, so you can step in mid-flight whenever you want. You stay in charge of what runs and what does not.
Every decision shows its reasoning, so you can see exactly why each customer got the move they did. Your Workspace keeps every customer, every decision and the reason behind it in one place. Nothing happens that you cannot explain.
Flight Reports give you a clear daily read: what worked, what it learned, and the next opportunities to act on. Everything is measured against your control group, a set of customers you leave aside so you can see the difference PilotX makes. You get the full picture without digging through the detail.
PilotX is a handful of simple tools that work together to keep the customers you already have buying again, and you run all of them by typing in plain English.
The Workspace, which is your home base for retention. Every customer, every decision the agents made and the reasoning behind each one sit in one place, so you are not stitching the story together across separate tools. Retention just means keeping the customers you already have coming back to buy again.
You type it in plain English. A segment is a group of customers who share something, like everyone who bought once and never came back, and the count updates live as you write the sentence. There is no rules builder to learn and no fields to configure.
Yes. With Analytics you ask your customer data a plain English question and get the answer and the chart back, with no SQL, spreadsheets or exports. The questions that used to mean waiting days on an analyst now take one sentence.
For every customer it picks the next best action, which might be a message, an offer, a prompt, a survey, or the call to wait. This single choice is called an intervention, and getting it right per person is the work that is impossible to do by hand across a whole list. About one move in five is a message, because often the right move is to do nothing yet.
Opportunities watches your customers as things happen and flags churn risk, buy signals, emerging VIPs and win-back windows, then hands each one to the agents to act on. Churn risk means a customer drifting towards leaving, and a win-back window is the short period when a lapsed customer is most likely to return. You catch these moments while they still matter, not in a report next month.
Flight Reports give you a clear daily read: what worked, what the agents learned, and the next opportunities, all measured against your control group. A control group is a set of customers kept aside from the agents so you can see the difference they make against a fair comparison. It takes a few minutes to know exactly where things stand.
Yes, that is Maverick, your always-on AI copilot. Ask it about any customer and it reads your live data, builds the pilot, drafts the message and takes the next step. A copilot is an assistant that does the work alongside you rather than handing you a longer to-do list.
No. Everything lives in one Workspace and you drive it by typing in plain English, so there is no query language, rules builder or reporting tool to master. When you are unsure, you ask Maverick and it does the step for you. The point is to take manual work off your plate, not to add tools to your day.
PilotX reaches each customer on the channel they actually use, at the moment they are most likely to act, and always inside your sending rules.
Email, SMS, push notifications, WhatsApp and in-app messages. PilotX picks the right channel for each customer and writes the message to fit that channel, so an SMS reads like an SMS and an email reads like an email. You do not have to pick one channel for everyone; different customers get reached where they pay attention.
Right time means each message goes out when that specific customer is most likely to act, not when a calendar says to send. Instead of one send time for your whole list, PilotX makes a fresh decision for every customer. Sending everyone the same message at the same time, batch-and-blast, is part of why email is often only about a quarter (27%) of revenue for brands that lean on it.
No, it usually sends fewer. About one move in five is actually a message; often the best move is to wait, and PilotX will wait. It stays inside your frequency limits, so customers are never messaged more than you allow.
Yes. PilotX honours frequency limits, consent and quiet hours on every channel, so nobody gets a text in the middle of the night or more messages than your rules permit. You write those limits in plain English and each line becomes a rule you can see, switch on and change.
Yes. For a single person it can send an email one week and an SMS the next, choosing whichever channel that customer tends to respond to. It writes native to each channel rather than repeating the same message everywhere, so the choice of channel is part of the decision, not an afterthought.
Deliverability is whether your messages land in the inbox instead of spam. Sending fewer, well-timed messages to people likely to open them is how you protect your sender reputation, rather than blasting the whole list. PilotX respects consent and quiet hours, and you can keep Klaviyo as your sender, so your existing setup stays in place.
You keep the tools you run. PilotX can leave Klaviyo as your sender and simply decide the moves, or run the channels itself; Shopify and Klaviyo connect in about 30 minutes. Either way, you are not switching email providers to get started.
One of the four agents, Discovery, learns each customer's behaviour, and the Decision agent picks the next best move or decides to wait. It watches for live signals such as a buy signal, churn risk or a win-back window and acts on them as they appear. That is how timing is set per person instead of by a fixed calendar.
Getting started is quick, you keep the tools you already run, and you set the goals in plain English.
About 30 minutes if you run Shopify and Klaviyo. You connect your store and your messaging tool over the same secure connections you already use, and PilotX starts reading your customers, orders and past sends straight away. There is no new system to install and no developer needed.
Your commerce platform and your messaging tool. On commerce that means Shopify, WooCommerce, BigCommerce, WordPress or Magento; on messaging it means Klaviyo, Braze, Customer.io, Drip, MoEngage, Twilio or SendGrid. PilotX reads your data over the connections you already use, so nothing is exported or moved somewhere new.
No. You set a goal in plain English, such as win back customers who have not ordered in 90 days, and the agents decide the next best move for each customer instead of you building one flow for the whole list. If you do want a specific group, you describe it in plain words and the size updates as you type, with no rules builder.
No, and you do not need to. PilotX connects to the Klaviyo you already run and uses it as your sender, so nothing is migrated and your current setup stays in place. If you would prefer, PilotX can run the channels itself, but that is a choice, not a requirement.
You start in the mode you are comfortable with, and nothing sends outside the rules you set. In Copilot mode you approve every message before it goes out, and you can run the pilot on your real customers in the Simulator first to watch it pick different moves for different people before anything is live. Every message is checked against your brand rules before it sends, and you can pause or stop at any time.
Yes. PilotX can run as your whole engine through a lightweight SDK, which is a small piece of code you drop into your site or app. That means it works even when you are not on a standard store platform, and it handles email, SMS, push and WhatsApp itself.
That is fine, Shopify is where we started, not a requirement. PilotX also connects to WooCommerce, BigCommerce, WordPress and Magento, and if a tool has an API, PilotX can use it. For a fully custom build, the SDK lets PilotX run as your engine directly.
No. PilotX reads the customer, order and messaging data you already hold, over the same secure connections you use with Shopify and Klaviyo. Product details come straight from your catalogue, so messages only say things your own data can back up. There is no data project to finish first.
PilotX plugs into the tools you already use to run your store and message your customers, and works alongside them rather than replacing what you have.
Yes, and this is the fastest way to start. PilotX connects to Shopify, your store, and Klaviyo, your email and SMS tool, and is usually live in about 30 minutes. It reads your data over the same secure connections you already use, so there is nothing new to build. You can keep Klaviyo as your sender, or let PilotX run the channels itself.
Yes. For your store it works with WooCommerce, BigCommerce, WordPress and Magento, and for messaging it works with Braze, Customer.io, Drip, MoEngage, Twilio and SendGrid, among others. It fits the stack you already run instead of asking you to move to a new one.
No. PilotX works with the tools you run and adds the decision layer on top, which is the part that decides what to send each customer and when. You can keep Klaviyo as your sender and let PilotX steer it, or let PilotX run the channels itself. Nothing you rely on today has to be switched off.
You can most likely still connect it. PilotX plugs into other tools through a plug-in and through MCP, a shared standard that lets software connect and pass data between each other. If your tool has an API, the standard way software connects, PilotX can use it.
The SDK is a small piece of code you drop into your website or app, and it lets PilotX run as your whole engine on its own rather than sitting on top of another tool. You would use it when your customers live somewhere other than a standard store and email setup, for example a mobile app, a gaming or betting product, a fitness app, or grocery. Everything else stays the same: you set the goal in plain English and the agents work every customer.
PilotX reads your customer, order and product data over the same secure connections you already use with Shopify and Klaviyo, so no new access is created. It only ever says things your own data can back up, and product details come straight from your catalogue, so nothing is made up. You stay in control and can pause or stop at any time.
Either, and you choose. You can keep your current tool, such as Klaviyo, as the sender and let PilotX decide the moves, or let PilotX run the channels itself across email, SMS, push and WhatsApp. Whoever sends, it respects your frequency limits, consent and quiet hours, and only about one move in five is actually a message, because often the best move is to wait.
A Shopify and Klaviyo setup is usually live in about 30 minutes, and it does not interrupt the flows you already have running. PilotX reads your data and works alongside your current setup, so you can start small, watch it on your real customers first, and keep everything else exactly as it is. You can also run it in a mode where you approve each move before it sends until you are comfortable.
Your customer data stays in the tools you already run, and everything PilotX does with it happens inside rules you set and can see.
It stays where it already is. PilotX reads your data over the same secure connections you already use with Shopify and Klaviyo, the ones those platforms provide for approved apps. Where your customers, orders and email history are stored does not change; PilotX reads only what it needs to decide the next move for each customer.
PilotX learns from your customers to get better at the goals you set, and that learning works for your brand. The Supervisor agent studies what worked, then sharpens the next decision for you. It only ever works from your own data, and never states anything your data cannot back up.
Consent comes first. PilotX only contacts customers who have opted in, and it respects consent, frequency limits and unsubscribes on every channel, the same rules your current tools follow. It works inside the permissions your customers have already given, so someone who has opted out is never contacted.
No. PilotX respects quiet hours, so messages land at sensible times for each customer. Timing is part of the decision itself. About one move in five is actually a message, and often the better move is to wait for a good moment rather than send now.
It can only use facts from your own systems. Product details come straight from your catalogue and offers come from the rules you set, so PilotX never states anything your own data cannot back up. Brand Guard checks every message before it sends, confirming the facts come from your catalogue and the tone stays inside your brand rules.
PilotX holds your data only for as long as it needs it to run your goals and measure your results against your control group. You stay in control of the connection through Shopify and Klaviyo, so you can switch off PilotX's access whenever you choose. You can pause or stop the agents at any time.
Your data stays inside your account and your team. The Workspace puts every customer, every decision and the reasoning it used in one place for your team, so nothing happens out of sight. Your data runs your brand only; it is not shared with other brands or shown to anyone outside your account.
Because you stay in control of what it can do. You set the goals, the guardrails and the control group, every decision shows its reasoning, and you can pause or stop at any time. In Copilot mode you approve each move before it sends, so nothing reaches a customer without your say so.
Proof matters more than promises, so every result PilotX reports is real revenue, measured against a group of your own customers it leaves untouched.
Because it is measured against a control group you set: a slice of your customers PilotX deliberately leaves alone. Everyone else gets the four agents working their whole journey, the control group does not, and the revenue gap between the two groups is what PilotX earned. You can see that number, so the result is never a guess.
A control group is a portion of your customers that PilotX keeps aside and does not touch, so you can compare like for like. You choose its size, from a small slice up to nearly all of them, and you can set a different one for each goal. You write it in plain language alongside your goals and limits, so the measurement is built in from the start.
Yes, results show as revenue you can trace, not open rates or clicks. You get a clear daily read of what worked, what the agents learned, and the next opportunities, all measured against your control group. So at any point you know the money PilotX added, and why.
It is the modelled ceiling for how much more revenue the platform can add, about three times the roughly 15% ceiling of older personalisation. It is modelled category economics, our honest estimate of what is possible, not a promise and never a guarantee. The real number for your business is whatever your own control group shows.
You are live in about 30 minutes on Shopify and Klaviyo, then a 14-day pilot is built to show early lift against your control group. Results keep building after that, because the Supervisor agent learns what works and sharpens each next move. The longer it runs, the sharper the decisions get.
We are early and selective, working closely with a small number of design partners rather than showing a wall of logos. A design partner is an early customer we build alongside. One of our customers has about 600k users, and the proof that counts is each brand's own control group, on their own revenue.
No, it sits cleanly alongside them. Attribution is the work of deciding which message or channel gets credit for a sale, and the control group sidesteps that entirely: the revenue gap between your customers and your untouched control group is one clean answer. You keep tracking email, SMS and the rest as you do now, where email is often about a quarter (27%) of revenue on batch and blast.
Yes. The Simulator runs the pilot on your real customers first, so you can watch it choose a different move for different people before anything sends. Nothing goes out until you are ready, and you can pause or stop at any time.
PilotX is priced on the work it does for your customers, not the size of your list, and you can start for free before paying or committing to anything.
You pay per decision, starting at $0.05 and dropping to $0.02 as your volume grows. There are no seat fees and no charge per contact, so your bill tracks the work done for customers, not how big your list is. For brands in our target size that works out at roughly from $600 a month.
A decision is one choice the platform makes for a single customer: what to do next for them, or whether to wait. About four decisions cover a customer's whole journey, and only about one move in five is an actual message. You pay for the decisions made, not for messages sent or contacts stored.
No. There are no seat licences and no per-contact tax, which is the fee most email and messaging tools add as your contact list grows. Your cost is tied to decisions made for customers, so growing your audience does not automatically grow your bill.
No. There is no contract and no minimum, and you can pause or stop at any time. Every decision shows its reasoning, so you can always see what you are paying for.
Yes. Start with the free Revenue Leak Audit, our Retained Revenue Index, which shows where revenue is slipping through your current retention setup. It reads your own funnel numbers and gives you a clear figure, with nothing to install.
Start with the free leak audit: share your store and we will analyse the customer journey, then email you the gap worth focusing on first. If you want to test PilotX after that, the Simulator and a measured 14-day pilot show the moves on your own customers before you widen the rollout.
The pilot runs PilotX on your live customers for 14 days, measured against a control group you set: a comparison baseline that shows the extra revenue PilotX adds on top of your normal results. So the proof is your own numbers, not our claims. You can model the likely return first, and the platform reports what it did each day.
If you run Shopify and Klaviyo, PilotX connects over the same secure connections you already use with them and is live in about 30 minutes. It reads your data through those connections, so you do not hand over passwords or move your customer list anywhere. You keep Klaviyo as your sender, or let PilotX run the channels itself.
Get a straight answer to anything not covered here, or see it work on your own store before you commit a thing.
Share your store and we will analyse where repeat revenue may be leaking from the customer journey, then email you the findings and the gap worth focusing on first. Nothing to connect and no meeting required.