Everything you need to run PilotBPM
Learn how PilotBPM works and how to configure each module — from blueprints and process runs to roles, forms, and platform administration. Built to hand straight to your team and your clients.
Getting started
Working in PilotBPM
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.
Documents
Store, preview, and version files with a built-in previewer.
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.
AI & insights
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.