ProfilePilot
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Guidance for each dashboard module & AI assistant. Browse sections below.

Layout, navigation, and high-level concepts.
  • Review action items in the Locations card
  • Connect platforms via Manage Integrations button
  • Navigate to specific modules via sidebar
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Receive inbound emails as tickets, escalate reviews, manage status, and troubleshoot blank messages or missing deliveries.
  • Confirm recipient uses your org slug (slug@inbox.profilepilotapp.com)
  • Set Resend webhook URL to your active environment domain + /api/webhooks/resend/inbound
  • Send a test email and verify it appears in Open tickets
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Find and read public resources and articles powered by CMS content.
  • Open /blog to view all published resources
  • Open a specific article at /blog/[slug]
  • Use section anchors in long articles for quick navigation
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Create, edit, draft, schedule, and publish blog posts from the admin dashboard.
  • Open Dashboard > Admin > Blog CMS
  • Create a new draft post
  • Add and reorder sections in the section builder
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Use LocalSEO Grid and Competitor Benchmarking together with shared credits.
  • Open Dashboard > Competitor Analysis > LocalSEO Grid
  • Run a grid scan for the target keyword and area
  • Open Dashboard > Competitor Analysis > Competitor Benchmarking
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Interpret radar scores, metric bars, and competitor visibility in context.
  • Confirm the selected grid, keyword, and scan date before analysis
  • Use Visibility first to identify the dominant local competitor footprint
  • Use Rank Score to validate who is winning placement quality
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Managing Google locations & store codes.
  • Search locations by name or store code
  • Filter by Google Business account
  • Sort by accuracy score to find incomplete profiles
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Per-location table showing impressions, engagement, leads, reputation, and accuracy scores.
  • Go to Reports → Locations tab
  • Select Period Type: Month and pick the reporting month
  • Optionally filter by a specific Google Business account
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Manage Google Business Profile reviews, track response metrics, and engage with customers from ProfilePilot.
  • Filter reviews by star rating and date
  • Reply to a Google review using quick responses or custom text
  • Generate AI-powered response suggestions
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Google deprecated the My Business Q&A API; Q&A sync and answering are disabled.
  • Review existing Q&A entries for context
  • Use review replies to address customer questions instead
  • Share deprecation notice with your team
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When to use Incremental vs Backfill for syncing Google reviews.
  • Run Incremental Reviews 2-3 times for regular updates
  • Select an account for targeted incremental sync
  • Use Backfill for initial setup or after 30+ day gaps
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Step-by-step guide for campaign specialists on when and how to sync Google reviews.
  • Navigate to Admin > Integrations
  • Select account for targeted sync
  • Click "Incremental Reviews" button
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Creating, scheduling, and managing posts across Google Business Profile, Facebook, and Instagram.
  • Create a post using the Smart Post Wizard on the Posts list page
  • Generate AI copy from a topic brief
  • Schedule a post to multiple locations at once
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Overview of all report types and the Combined Report PDF background export system.
  • Go to Reports in the left sidebar
  • Switch between Executive / Locations / Reputation / Listing Accuracy tabs
  • Open Combined Export and choose theme + chapters
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Find duplicate or unmanaged listings across Google and Meta; skips re-scanning the same candidates for 90 days.
  • Run a scan for all platforms
  • Filter to Google-only or Meta-only
  • Open claim links for high-match results
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Profile, integrations, notifications, widget, review perks, team onboarding, and subscription controls.
  • Go to Settings in the left sidebar
  • Connect Google Business Profile via Integrations
  • Connect Meta (Facebook Pages) via Integrations
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Admin-only tools for organization management, response time settings, and sync scope controls.
  • Go to Admin → Settings
  • Switch the active organization using the org selector
  • Set business open and close times
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Manage which campaign specialists have access to which client organizations from a centralized admin dashboard.
  • Navigate to Admin > Campaign Specialists
  • Find campaign specialist by email
  • Click "Assign to Org" to add them to a new organization
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Connect your Bing Places for Business account to sync locations from Google Business Profile.
  • Connect Bing Places for Business account
  • Enter correct Bing account email during OAuth
  • Wait for automatic initial sync to complete
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Using short links and review perks to recover unhappy customers.
  • Create perks link when responding to negative reviews
  • Use Shift+Click to customize slug when copying review links
  • Follow up with customers who submit emails via perks
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High-level business performance summary with aggregated GBP metrics, AI narrative, review health, and social media overview.
  • Go to Reports → Executive tab
  • Select Period Type: Month and pick the reporting month
  • Optionally filter by a specific Google Business account
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Export Executive Summary, Location Performance, and Reputation Health as a single merged PDF.
  • Go to Reports in the left sidebar
  • Select an account (or leave blank for all)
  • Choose Period Type: Month or Days
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Review sentiment analysis, topic sentiment, staff mentions, trends, unresolved negatives, and response time metrics.
  • Go to Reports → Reputation tab
  • Select Period Type: Month and pick the reporting month
  • Optionally filter by a specific Google Business account
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Admin-only console for sync, diagnostics, invites, pricing, templates, and health checks.
  • Run full data sync or incremental reviews
  • Set business hours and holidays for SLA math
  • Update account sync scope (include/exclude)
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All locations ranked by listing accuracy score with status filtering, top missing fields summary, and CSV export.
  • Go to Reports → Listing Accuracy tab
  • Set Min Score 0, Max Score 49 to see only critical locations
  • Click Run Report
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How the 0-100 score is calculated and what it means for a location.
  • View your average accuracy score in the Locations report
  • Filter the accuracy report by score range (below 50, 50-75, 75-90, 90+)
  • Click a location to see its specific missing fields
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Create customizable response templates with smart filtering and variable substitution.
  • Create a 5-star review response template
  • Create a 1-2 star review response template
  • Add variables to personalize responses
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Moderation hub for Facebook and Instagram comments: triage KPIs, Auto-Mod flags, escalate to Smart Inbox, and reply from one feed.
  • Open Social Inbox from the dashboard menu
  • Change the date range to see older posts
  • Filter to a specific Facebook or Instagram page
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Understand where to view Facebook and Instagram post engagement and how to create new posts.
  • View Facebook and Instagram post engagement in Social Inbox
  • Filter posts by platform tab (Facebook / Instagram)
  • Adjust the date range to see older post data
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Connect and manage your Facebook and Instagram business pages.
  • Connect Facebook Pages via Settings → Integrations
  • Authorise ProfilePilot to access your pages on the Facebook consent screen
  • Refresh pages after connecting to sync all granted location pages
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Set up your billing profile, add a payment method, and manage invoices.
  • Go to Billing in the left sidebar
  • Add your billing email and company details in Billing Settings
  • Add a payment method via Paystack
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Compare monthly and annual plans, understand what each tier includes, and learn how to change your plan.
  • Visit profilepilotapp.com/pricing to compare plans
  • Contact support to switch from monthly to annual
  • Upgrade plan mid-term (annual clients)
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Automatic detection and escalation of critical reviews requiring immediate attention.
  • View all red flag alerts
  • Filter alerts by level (Critical/Urgent/Attention)
  • Mark an alert as resolved
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How Review Perks opt-ins become CS cases, how they link to Red Flags, and which surface to close so teams do not triple-resolve.
  • Open Reputation → Customer Satisfaction
  • Filter Pending Outreach and work the queue
  • Investigate then Resolve with optional notes
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Create a search grid around a store, run a scan, then read the map (your rank at each pin) and the competitor list (who else appears on those pins).
  • Create a grid named after your Google listing
  • Search and select the real store address
  • Run a scan and wait until status is success
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Turn on WhatsApp ordering, sync external catalogs, take payments, run the kitchen queue, and send receipts.
  • Enable WhatsApp Commerce on Billing or Admin → Organizations
  • Connect WhatsApp (create or attach a WABA) and approve Utility templates
  • Save kitchen address, VAT, and billing email on the organisation
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Opt-in audiences, approved Marketing templates, paced campaigns, carousels, Flow buttons, and STOP handling.
  • Confirm marketing consent on Audience (not implied by orders)
  • Create and approve MARKETING templates in WhatsApp Manager
  • Sync templates in Marketing → WhatsApp
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Which templates belong on each client WABA, library names for Orders, and why promos must not use Utility.
  • On the client WABA, add Utility library templates for Orders
  • Create MARKETING templates in Manager for campaigns
  • Sync Marketing templates in ProfilePilot
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Send and verify one-time passcodes on your WhatsApp Business number via ProfilePilot’s API for ecommerce login, account recovery, and staff portals.
  • Confirm WA Auth is enabled for your organisation
  • Connect WhatsApp (client-owned WABA) if not already connected
  • Approve Authentication templates in WhatsApp Manager and Sync
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How Combined Export works as the document builder, why Template Studio is an admin stub, and step-by-step themes, chapters (incl. WhatsApp / Insights / Marketing), and background PDF jobs.
  • Open Reports → Combined Export on desktop
  • Confirm organisation and account scope
  • Pick Modern or Corporate Ledger theme
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Help Assistant
Hi! I'm the ProfilePilot Help Assistant. Ask about locations, metrics, reputation, posts, reports, or settings.

AI answers may be approximate. Verify critical steps in official docs above.