Integration

Pilot + Webchat: the AI agent that serves, qualifies, and hands off to the team from your website

Embed Pilot's AI agent widget on your website. It serves visitors 24/7, qualifies leads, schedules meetings, and hands off to a human when needed, all connected to your unified CRM.

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What Webchat (widget embebido) does with Pilot

Pilot is an AI-driven, end-to-end business system, turnkey out of the box: CRM, sales, communication, scheduling, and operations come native. Webchat is the channel where Pilot's AI operates all of that on your site; it serves, qualifies leads, and schedules with the full system behind it.

Pilot's webchat is the conversational widget embedded on your website, the classic floating button at the bottom right where the visitor clicks and starts talking. The difference is that on the other side there's no decision-tree script; there's a real AI agent with the same brain that operates your other channels (WhatsApp, Instagram DM, Messenger).

The setup is simple: you copy a JavaScript snippet from the Pilot panel and paste it before the closing <body> tag on your site. It works on any site (WordPress, Shopify, Webflow, Wix, custom sites, single-page apps, landing pages, platforms like VTEX or PrestaShop). It doesn't require a module, plugin, or native integration; the snippet runs on the client side and connects to Pilot over an encrypted channel.

Once active, the AI agent serves any visitor who opens the chat. It identifies them if they're already a known customer (by cookie or form data), retrieves the cross-channel history if there is one ('hi Maria, I see we spoke on WhatsApp Monday about model X'), answers their questions with live data (catalog, stock, prices, hours), qualifies them if there's buying intent, schedules if the visitor wants a meeting, and escalates to a human on the team if the conversation calls for it.

What you can do

Widget embedded on any website: a JavaScript snippet pasted in a single line.
Compatible with WordPress, Shopify, Webflow, Wix, VTEX, PrestaShop, single-page apps, and custom sites.
Conversational AI agent 24/7 with the same brain that operates your other channels (WhatsApp, Instagram, Messenger).
Visitor identification: cookie, email from the form, or site login; the agent recognizes returning customers and keeps context.
Lead qualification: detects buying intent and creates the opportunity in the CRM.
Meeting scheduling against your real calendar.
Charging with a Zelr payment link inside the chat, for cases where the sale closes during the conversation.
Handoff to a human when the visitor asks or the AI detects complexity (serious complaint, large negotiation).
Visual customization: colors, button position, greeting tone, icon, aligned to your brand.
Language: the widget detects the browser language and responds accordingly (es, en, pt supported).
Reporting: conversation-start rate, AI resolution rate, conversion to sales, handoffs to humans.

Pilot modules that connect

AI Assistants

Your virtual team that runs Pilot for you.

Team chat

Internal chat with AI summaries of long threads.

CRM

Customers

One contact database, no duplicates, enriched by AI.

Payment links (Zelr)

Payment links for WhatsApp and SINPE, built into the CRM.

Ecommerce

Catalog, orders, and support automated with AI.

What about classic widgets like Intercom, Drift, or Tidio?

Intercom, Drift, and Tidio are great widgets with lots of marketing features (sequences, A/B testing, integrations). Their weakness is that the conversational AI is still limited; most use predefined flows or basic LLMs with no cross-tool context. Pilot provides the same AI agent that operates your WhatsApp and Instagram; the site visitor receives the same conversation quality as the customer who writes over WhatsApp, and everything ends up reflected in a single CRM. If your case prioritizes marketing automation with visual flows, consider Drift or Intercom. If you want a natural conversational AI connected to the CRM and the full sales operation, Pilot goes further.

Compared with free chat plugins for WordPress: the key difference is that Pilot's AI agent isn't 'a chatbot'; it understands context, accesses live CRM and ecommerce data, and closes sales. The free plugins are messaging channels with no AI.

Use cases where this integration shines

Teams that connect this tool with Pilot usually start with these scenarios.

Industries where this integration is most popular

Sectors with the highest combined adoption of this tool and Pilot.

How to connect it

In Pilot, go to Agents > Webchat. If you don't have an AI agent configured, first define its tone and scope.
Customize the widget: colors, icon, position (bottom right by default), initial greeting text.
Pilot shows you the JavaScript snippet with your specific embed URL. Copy it.
On your website, paste the snippet before the closing </body> tag (or use Google Tag Manager if you manage it centrally).
Reload your site; the chat button appears in the position you configured.
Test a conversation. When everything works, leave it in production.

Frequently asked questions

Does my site need to be on a compatible technology?

No. The snippet is standard JavaScript and works on any site that loads client-side scripts. WordPress, Shopify, Webflow, Wix, VTEX, PrestaShop, Drupal, Joomla, custom sites; all work. For modern single-page apps there's a specific wrapper that respects SPA navigation.

Does it impact site performance?

Minimally. The snippet weighs ~30 KB and loads asynchronously (it doesn't block the render). The button appears after the first paint so as not to affect LCP. If your site is very performance-sensitive, you can enable lazy-load; the script loads only when the visitor interacts with the button.

Does it work on mobile?

Yes, natively responsive. On mobile the chat opens full-screen for better readability. It supports iOS safe areas (notch) and Android gestures.

Can I customize the greeting per page?

Yes. You define rules: one greeting on the home page, another on a product landing page, another on a pricing page. The AI receives context from the current page (URL, title) and adapts the conversation.

Is it GDPR and privacy compliant?

Yes. The widget requests cookie consent if your site requires it. Chats are stored encrypted at rest. The visitor can request deletion of their data via a chat command or by emailing your DPO.

How much does it cost?

Webchat is included in any Pilot plan that has the Agents module active. There's no add-on for the channel. Contact us for a tailored proposal based on the plan that suits you best.

Enable Webchat on your website this week

Book a 20-minute demo. We'll show you the configuration panel, generate the snippet live, and, if you'd like, test it directly on your site. In under 30 minutes you can have the AI agent serving customers on your home page.