WizPilot: Phase 1 Release Notes

Meet WizPilot, WizCommerce's built-in sales AI assistant — live from 17 August 2026, answering questions and taking action on your platform data, always with a human in the loop.

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Table of Contents

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A. Going Live 

WizPilot is our AI sales assistant inside WizCommerce. Reps and admins ask it questions in plain English and it answers using the data already in the platform. It can take actions too, but always waits for a human to say yes first.

This is the first release. Here's what your customers get, what's partially there, and what to say about it.

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B. What's Live 

» Finding Products

• Product Search: Reps search by product ID, name, attributes, historical orders, top-selling SKUs by location, or customer preference. No SKU needed.
• Alternatives and Similar Products: When a SKU is out of stock, discontinued, or the buyer wants options, WizPilot recommends similar products from the catalog, respecting the customer's applicable price list.
• Live Inventory Lookup: Available vs. allocated quantities, backorder status, in-transit quantities, substitute SKU availability, and in-transit ETA where data exists. All sourced from the Inventory module.

» Knowing the Customer

• Customer and Lead 360° Summary: Orders, quotes, claims, activities, revenue trend, engagement history, source, stage, product interests, open tasks, risk signals, opportunities, and ongoing email threads.
  • Reps can tell WizPilot which information to prioritise ("always show me open tasks and payment status first") and WizPilot remembers and the layout changes but the full data is still fetched every time.
• CRM Entity Management: Create, edit, or delete customers, leads, tasks, activities, notes, and deals via a single command. WizPilot asks only the follow-up questions it genuinely needs, auto-fills everything it can infer, and always takes explicit confirmation before executing.
  • The flow is: WizPilot fills a form → shows it to you → you approve "Draft" or "Cancel" → on approval the page opens the created record with fields pre-filled and WizPilot open in the side chat.
• In-Person Visit Logging: Rep tells WizPilot what happened after a visit. WizPilot logs it and creates the follow-up task in the same breath. No separate data-entry step.
• Meeting Preparation: Reps ask WizPilot to prepare them for upcoming in-person or virtual meetings with the customer's history, open items, recent activity, and suggested talking points. WizPilot remembers each rep's preferred preparation format and applies the same structure whenever they ask again. It can also search the web for relevant information about the customer's recent activity outside their information base.

» Orders, Quotes, and Carts

• Sales Entity Lifecycle: View, create, delete, or convert orders, quotes, wishlists, catalogs, and carts, all in draft state, with a deep link to the relevant section of the platform.
• Repeat Previous Orders: Shows prior orders with Order ID, Customer ID, SKU count, and total value. Asking WizPilot to reorder using an Order ID fills up the cart and let's the user to see the added items by clicking on it
• Cart Building and Management: Search products, add to cart, adjust quantities, switch price lists, override prices, get a direct link to the cart, and turn the cart into a draft order or quote.
• Order, Invoice, and Shipment Status: Pulls status and details so the rep has an accurate answer on the spot.
• Payment Transactions Lookup: Fetches a customer's payment transactions with enough detail to support follow-up communication about outstanding or pending payments.
• Catalog Generation: Generates a draft catalog with selected products and customer-specific pricing.

» Email and Outreach

• Personalised Email Drafting: Trade-show invites, RSVPs, follow-ups on catalogs, quotes, memos, wishlists, open carts, or leads. Each can be made generic for sending to a bulk recipient list or tailored to a recipient as user wishes.
• Abandoned-Cart Recovery Emails: For abandoned WizShop carts, WizPilot drafts personalised recovery emails with product recommendations based on the reason for abandonment (if asked for a specific user) or a generic email that builds using hooks
• Persona and Voice Configuration (Voice-to-text only): WizPilot has different tonalities (Formal, Casual, Executive etc). Reps can override the tonality and guide WizPilot to sound more like them via Custom Instructions. Voice-to-text lets reps speak instead of typing.

» Reports and Intelligence

• Business Performance Monitoring: Reports across sales, customers, team, and products with period comparisons, conversion rates, and top and dormant account highlights. Sliceable by rep, customer, time, status, and value.
  • WizPilot remembers whether the user measures performance by order value or invoice value via Custom Instructions provided by the Org's Admin.
• Persistent Dashboard Creation: Dashboards across orders, customers, products, carts, invoices, shipments, leads, tasks, and more. Queries are saved and re-run on every view, so dashboards stay live.
  • Admins can create a dashboard and share it with just a few reps or all of the reps within the organisation.
• Knowledge Base Document Upload: Upload policies, SOPs, product guides, pricing rules, or compliance documents. WizPilot answers from them and cites which document each answer came from. Documents can be organised by category, updated, and removed.

» Memory, Context, and Personalisation

• Memory layer. Short-term within a session and long-term across conversations.
  • Three configuration layers:
    • Base Rules (set by WizCommerce, identical across tenants, not user-editable)
    • Org-level definitions (set by the admin, overrides Base Rules)
    • Custom Instructions (set by each rep, layers on top).
    • Preferences change rendering order, not what WizPilot fetches.
• User Preferences and Personalisation: Allows setting up of Preferred tonality, additional instructions that are hyper-specific to a user's workflow for WizPilot.
• Screen-Aware Contextual Intelligence:
  • User can open WizPilot from an order detail page and ask "what's the payment status on this?" without needing to enter an order number.
    • Works on any Screen: Customer profiles, reports, product listings, carts, and more.
    • Ask WizPilot from the top of the screen opens a right-side quarter-screen panel with that page's context already loaded and ready to be conversed with.

» Platform and Admin UI

• Ask WizPilot CTA in the WizOrder top nav bar.
• WizPilot side menu with sub-items:
  • New Chat
  • History
  • Artifacts & Dashboards
  • Knowledge Base
  • User Preferences
• Mobile and Tablet Accessibility: WizPilot lives where the Reps work. Full-feature parity on come very soon.
  • User can chat with WizPilot, exactly how you do on Web
  • User can view previous conversation history with WizPilot Coming Soon:
    • Set User Preferences
    • Use the Knowledge Base
    • View created Artifacts & Dashboards

» Internal Performance Tracking

• Trace logging from query to outcome (intent, entity resolution, execution plan, MCP calls, widgets rendered, user action, write outcome).
• Slack alerting on P95 latency breaches, relevance drops, write failure rate, and LLM fallback rate.
• LangSmith dashboard for monitoring.

» Org Settings

• AP Portal configuration to control WizPilot's data sources and capabilities per tenant.

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C. What's Not There in This Release 

If a customer asks about anything below, the honest answer is that it's phased, not missing.

» Admin and Operations

• Import and Export Assistance: Validating a file before upload, explaining why an import failed, guiding a bulk export
• Integration Sync Queries and Resolution: Surfacing ERP sync failures and recommending fixes
• Approval queues, claims management, refunds and payment modifications
• Credit memo retrieval (invoices work; credit memos do not)
• Price list assignment, discount and promo code creation, customer and product segments
• Tag management, label and barcode generation, user and access management
• Customer re-assignment between reps, de-duplication and merge
• Org settings, email template, and WizShop SEO configuration

» Selling

• Image-based SKU Search: Searching the catalog by photo
• Discount and Pricing Eligibility: WizPilot lists promotions but does not yet recommend a promo code or campaign for a specific customer
• Daily briefing and calendar invite creation
• Document upload and parsing via Ella
• Post-Trade-Show Analysis: Dependent on CRM adoption for visitor data

» Communication

• Sending Email Directly from WizPilot: WizPilot drafts, the rep sends. Outbound send requires connector infrastructure
• Email campaign and notification setup, email and calendar integration setup
• P1 is voice-to-text only

» Platform

• Product creation via WizPilot
• Workflow setup, alert and monitoring configuration
• Inventory and warehouse tracking, files Q&A and asset retrieval
• ERP and connector setup, including WizStudio image generation
• WizPay reconciliation

» Mobile

• File upload from mobile and tablet
• User Preferences, Knowledge Base, and Artifacts & Dashboards on mobile

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D. Future Releases 

Two waves after go-live.

A. P1.5 → Bridge Release

Everything here was either pulled from P1 to land properly, or pulled forward from P2 because customers asked for it on the Phase 1 calls.

» Capabilities

» Reports and Dashboards

» Proactive Intelligence and Adoption

» Widgets

Clarification Card · Compact List (Proactive Intelligence) · Sparkline / Trend Line · Stacked Area Chart · Leaderboard

» Mobile

File upload from mobile and tablet

» Quality and Evaluation

» UX Fixes Carried into P1.5

B. P2 → Next wave

» Org Admin: The largest block, and the one admins will ask about

» Selling

» Communication and Connectors

» Operating and Automation

Workflow setup and management · alert and monitoring setup · inventory and warehouse tracking · files Q&A and asset retrieval

» Platform UX

» Widget

Import / Export widget.

C. Later (P3)

Abandoned-cart recovery campaigns · WizPay reconciliation · Entity Detail, Forms, Timeline / Audit Trail, Comparison Card, Alert Banner, Funnel Chart, Heatmap, and Waterfall Chart widgets

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E. Talk Tracks That Work

For a rep audience — lead with visit logging.

"Your reps aren't avoiding the CRM because they are lazy. They are avoiding it because it costs them 40 minutes at 7pm. WizPilot makes it cost them one sentence in the car park."

When they ask if it's safe.

"WizPilot does the typing. Your rep does the deciding. Nothing that writes data moves without someone confirming it."

When they've been burned by AI before.

Don't argue; open the Chain-of-Thought card live in the demo and let them read how WizPilot got the answer. Then upload one of their policy docs and show the citation.

When they ask what makes this different from ChatGPT.

"WizPilot is reading your order history, your catalog, your customer records, and your price lists. It's not writing from a blank page."

When a prospect asks about voice.

Be precise: P1 ships voice-to-text — the rep speaks, WizPilot receives text. WizPilot does not speak back. If the prospect is picturing a voice assistant that talks, correct that.

When they ask for something in P1.5 or P2.

"That's phased, not missing. It's in the next release on 30 August — let me confirm which wave and come back to you with the date." Then actually come back.

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