✦ GENERATIVE AI STUDIO & P5-PILOT

Anything You Can Do in Plumb5, P5-Pilot Can Help You Do

P5-Pilot is an intelligent agentic layer built into every Plumb5 instance. It continuously analyzes your full Plumb5 usage, understands your business objectives, and detects the gaps, inefficiencies and missed opportunities a person would take weeks to spot. Ask it to analyze marketing performance, explore leads and visitors, build a campaign or form, compare results, or generate a report — P5-Pilot works with the same data and modules you already use inside Plumb5, and gets it done.

AgenticActs inside Plumb5, not beside it

PrioritizedNext Best Actions, ranked by impact

LearningImproves from every outcome

🔒 app.plumb5.com/p5pilot

P5-Pilot panel open beside the Manage Groups screen, listing what it can help with and suggested prompts

THE PROBLEM WITH MOST PLATFORMS

You Bought the Features. Are You Using Them?

Most teams only ever touch a fraction of what their marketing platform can do. Optimization ends up depending on a support agent's availability, campaign inefficiencies go unnoticed until a quarterly review, and funnel drop-offs sit quietly in the data until someone happens to go looking. Feature adoption stays reactive instead of guided — and support costs climb as you grow.

1No one is watching your full usage context across every module, all the time

2Drop-offs and inefficiencies are discovered late, if at all

3Getting something done usually means waiting on a support ticket, or doing it manually yourself

THE VISION

An Agentic Layer Built Entirely Inside Plumb5

P5-Pilot isn't a separate tool bolted on top, and it doesn't reach outside your Plumb5 instance for answers. Everything it sees, analyzes and acts on lives inside Plumb5 already — your campaigns, contacts, journeys, forms and reports. That's what lets it move from advice to action.

1Continuously analyzes your full Plumb5 usage — every module, not just one

2Understands your business objectives, not just raw metrics

3Detects gaps, inefficiencies and missed opportunities as they emerge

4Prescribes the Next Best Action and prioritizes it by impact

5Learns from outcomes, so its recommendations keep getting sharper

SCOPED TO YOUR PLUMB5 INSTANCE

It Only Knows What's Inside Plumb5 — On Purpose

P5-Pilot doesn't reach outside your Plumb5 data for its answers or actions, and it won't launch a campaign, reallocate budget, or delete an asset without your sign-off. Every result it gives you is grounded in your own instance, and every higher-risk action still comes to you for approval before it goes live. You get an agent that can actually do the work — without giving up control of it.

WHAT YOU CAN ASK IT TO DO

If It's in Plumb5, P5-Pilot Can Do It

Analyze Marketing Performance

Ask how a channel, campaign or segment is performing and get a straight answer, pulled from your own data.

Explore Leads, Contacts & Visitors

Find and filter the people you're looking for across your unified customer data, in a sentence instead of a query.

Create Campaigns & Forms

Have P5-Pilot draft a campaign or build a form for you, ready to review and launch.

Compare Campaign Results

Set this week against last week, or one campaign against another, without building a report by hand.

Find Actionable Customer Insights

Surface the patterns worth acting on, instead of scrolling dashboards looking for them yourself.

Generate Reports

Ask for a report on any part of your Plumb5 data and get it back formatted, not just a data dump.

Growth Health Score

A single, always-current score for how well your instance is set up to drive growth.

Weekly Top 3 Summary

A short, no-scrolling digest of the three highest-impact actions to take this week.