Everything you need to run PilotBPM

What is PilotBPM?

The big picture: a company operating system built around blueprints and runs.

Key concepts & glossary

Tenants, blueprints, runs, tasks, proof, and the words we use.

Roles & permissions

Built-in roles, department scoping, custom roles, and temporary access.

Company Home

The role-aware dashboard and where to start each day.

SOPs & Knowledge

Versioned procedures with suggestion-and-review editing.

Process Blueprints

Design reusable processes: stages, tasks, routing, proof, and chaining.

Projects (Process Runs)

Live execution of a blueprint with tasks, proof, and audit.

Tickets & Requests

Intake, triage, and resolve requests — optionally backed by a workflow.

Forms

Build intake forms, trigger workflows, and track your submissions.

Form builder reference

Field types, behaviors, submit actions, file routing, dynamic lists, and shortcodes.

Documents

Store, preview, and version files with a built-in previewer.

Rooms

Operating hubs for launches, transitions, onboardings, and long-running operations.

Departments & Sites

Model your org with nested sub-sites, heads, banners, and scoping.

Tools & Mini-apps

Native utilities, no-code tools, and vetted GitHub applets.

Sandbox (My Workspace)

Prototype checklists, launch them as real projects, submit upward.

Reports

Throughput, bottlenecks, and team visibility.

Search & Command Palette

Find anything fast across SOPs, runs, tickets, forms, and docs.

Changelog & Audit

The immutable record of who did what, when, and why.

RentQue in PilotBPM

Waitlist management for housing providers — part of the platform, not a separate product.

Communities & waitlists

Link housing programs to departments; open and close intake.

Applications & workflow

Review pipeline, stages, offers, and blueprint tasks.

Forms & public intake

Linked PilotBPM forms, apply pages, and submission trail.

Setup, configuration & ecosystem

Admin templates, datasets, import, tickets, and audit.

AI in PilotBPM

Bring your own provider/key, where AI shows up, and how access is controlled.

AI Studio

Convert documents, smart-import handbooks, or build blueprints & forms by chatting.

Workspace Assistant & Search

Ask questions in plain language; get summarized answers with deep links.

Analytics

What people ask, how AI is used, and how quickly work gets done.

Tenant Admin

Members, roles, branding, modules, integrations, and rules.

Platform Administration

Managing tenants, plans, storage, and impersonation.

Platform AWS storage setup

Step-by-step: create an S3 bucket, IAM access keys, and enter them in PilotBPM.

Billing & Subscriptions

Plans, Stripe checkout, the customer portal, invoices, and AI overages.

Single Sign-On (SSO)

OIDC login with your identity provider and just-in-time user provisioning.

File Cabinets overview

Resident record cabinets with AI intake, household matching, conversation log, and retention.

Intake & household suggestions

Scan filing, review queue, and co-tenant detection from lease documents.

Conversation log & retention

Activity memos, tenant retention policy, and destruction review.

File Cabinets self-hosting

Configure storage, queues, OCR, AI, and SSO for on-prem File Cabinets.

Building applets

Build a sandboxed GitHub applet that runs inside PilotBPM.