Add-ons: Community, Surveys, Engage, Retention & Voice
Updated July 11, 2026
Beyond the shared inbox, PilotPM offers optional modules you can add to your plan. Each is billed as a line item on your main subscription — one invoice.
- Community — a branded member community/portal. Members sign in through your own site (no PilotPM account), post and get answers, with AI-assisted moderation and an optional AI assistant that replies from your knowledge base.
- Surveys — build NPS, CSAT, or free-text surveys and send them by link, in-app, or email. Responses flow into your customer insights. Includes a free allowance.
- Engage — outbound lifecycle messaging (email, push, in-app) to customer segments you define in plain English, with consent and quiet-hours safeguards built in.
- Retention (CS hub) — a customer-success command center: account health scores, renewal-risk radar, an AI account brief for call prep, and guided retention plays.
- Voice — AI-native calling with a call log; place calls once you connect a telephony provider.
Turn add-ons on or off from Billing. Metered add-ons (like Engage sends or Survey responses) include a free allowance before any charge.
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