Getting Started

Getting Started with PilotPulse

Set up your PilotPulse account, configure your first AI assistant, and explore initial workflows in under 5 minutes.

Prerequisites

Ensure you have:

A valid email address for account creation
Access to your business domain or phone number for channel integrations (e.g., WhatsApp)
Basic familiarity with web dashboards

Prepare your environment by visiting the PilotPulse dashboard at https://dashboard.pilotpulse.ai.

Create Your Account and Log In

Follow these steps to get your PilotPulse account up and running.

Navigate to https://dashboard.pilotpulse.ai/signup.

Fill in your email, company name, and create a strong password.

Verify your email via the confirmation link sent to your inbox.

Return to https://dashboard.pilotpulse.ai/login.

Enter your credentials to access the main dashboard.

Dashboard Walkthrough

The PilotPulse dashboard provides a central hub for managing AI assistants. Key sections include Assistants, Integrations, Analytics, and Settings.

AI Assistants

Create, edit, and deploy conversational AI agents for various workflows.

Integrations

Connect channels like WhatsApp, web chat, or internal tools.

Analytics

Monitor performance metrics, conversation logs, and insights.

Create and Deploy Your First AI Assistant

Build a simple customer support assistant that handles FAQs and escalates complex queries.

New Assistant

Click New Assistant on the dashboard.

Name it Customer Support Bot and select Customer Engagement template.

Configure Prompts

In the prompt editor, define the assistant's behavior:

{
  "system_prompt": "You are a helpful customer support agent for PilotPulse. Answer queries about products, pricing, and demos. Escalate to human if needed.",
  "tools": ["faq_search", "escalate_to_human"]
}

Deploy

Save and click Deploy. Note your assistant ID: asst_abc123.

Test Your Assistant

Test across common channels using the built-in simulator or API.

Use the Test panel in your assistant settings.

Type: "What's your pricing?"

Expected: Returns tiered plans and demo link.

Send a message via API:

curl -X POST https://api.pilotpulse.ai/v1/chat \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "assistant_id": "asst_abc123",
    "message": "Schedule a demo"
  }'

const response = await fetch('https://api.pilotpulse.ai/v1/chat', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    assistant_id: 'asst_abc123',
    message: 'Schedule a demo'
  })
});
const data = await response.json();
console.log(data);

Replace YOUR_API_KEY with your actual key from Settings > API Keys. Keep it secure.

Next Steps

Authentication

Set up secure API access and webhooks.

Advanced Workflows

Customize integrations and analytics.

Explore the full documentation or contact support for custom setups. You're now ready to automate workflows with PilotPulse!

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