TagPilot™

Auto-tag Pancake CRM conversations with rule-based automation. By Automatika.

TagPilot™ automatically tags your Pancake conversations based on rules you define. Stop manually tagging hundreds of chats — let TagPilot handle it. WHAT IT DOES TagPilot monitors your Pancake pages every 30 seconds and evaluates conversations against your rules. When conditions match, it applies tags, removes tags, creates customer notes, and updates lead scores — all automatically. KEY FEATURES • 19 condition types: message keywords, regex, order status, missing phone/address, conversation age, reply status, and more • POS integration: tag conversations based on order status (New, Confirmed, Shipped, Received, Returning) • Bulk Order Tagger: mass-tag conversations by POS order status with dry-run preview, live console, and one-click revert • Smart skip logic: skips conversations already in the correct state — no redundant API calls • 18 pre-built templates for common Filipino CRM workflows (COD follow-ups, lead scoring, data cleanup) • Dry run: preview what will happen before applying changes • Revert: undo any bulk operation with full audit trail • Customer notes: auto-creates audit notes on customer profiles • 30-day activity log with detailed action history HOW IT WORKS 1. Connect your Pancake access token in Settings 2. Select which pages to monitor 3. Create rules from templates or from scratch 4. Run manually or switch to Auto mode (polls every 30 seconds) REQUIREMENTS • Active Pancake CRM account with page admin access • Automatika subscription (managed via Google Sign-In) • Optional: POS API key for order-based conditions (Settings → POS Connection) PRIVACY • All rule data, settings, and logs are stored locally in your browser • Only Pancake CRM API calls are made (to read conversations and apply tags) • Google Sign-In is used solely for authentication — no contacts or calendar access • No user data is collected, sold, or shared with third parties • Full audit trail: every tag change is logged with timestamp and user email # Changelog ## v1.6.2 (2026-05-08) ### Free Trial Experience - The extension now supports a full 72-hour free Pro trial for new users. - Trial status is automatically synced after login and while using the extension. - Added a welcome banner for first-time users with a quick “Subscribe Early” button. - Added a live countdown timer showing how much trial time is left. - Trial reminders stay saved even after restarting the browser. - After the trial ends, users will see: “Your 72-hour trial has ended — continue by subscribing.” --- ## v1.6.1 (2026-05-08) ### Added - Added Meta Pixel analytics to help improve performance and track important extension events. - Tracks actions like: - Opening the extension - Completing registration - Starting automation runs - Finishing automation runs - No personal messages, emails, or phone numbers are collected or shared. - Uses a lightweight tracking method that follows Chrome Web Store policies. ---