What You Will Need
Before you start, make sure you have:
- A Facebook account with active Marketplace listings
- Google Chrome browser (the extension works on Chrome only)
- About 5 minutes for setup
Step 1: Create Your PilotAgent Account
Go to pilotagent.ai and click "Start Free Trial." You will create an account with your email and password.
Starter and Professional come with a 7-day free trial. You get full access to every feature of your plan during the trial period.
Step 2: Configure Your AI Agent
After signing up, you will land on your dashboard. The first thing to do is configure your AI agent. You have two options:
Profile Builder (Recommended)
The Profile Builder is a structured form that walks you through everything your AI needs to know. It has six parts:
About your business (About you for individual sellers): Enter your business name, what the business does, your area, opening hours, and availability. This gives the AI context about who you are.
Goals: Choose what the AI works towards when a buyer is interested, such as booking a viewing, collecting contact details, arranging pickup or confirming a sale.
Where to send interested buyers: Add your website or booking link, WhatsApp or phone number, and when the AI should share them.
How it talks: Set the tone (friendly, professional, casual, formal), reply length, sales approach and greeting for new buyers. This controls how your AI sounds.
Policies (Selling preferences for individual sellers): Define your pricing, offers and haggling, delivery and shipping, returns, payment methods and pickup. This is where negotiation rules live. Write your lowest acceptable prices and how much discount the AI can give, in plain words.
Questions and rules: Add ready answers to common questions, do's and don'ts, and anything else. For example, "Always mention that pickup is available evenings and weekends."
Reply language, reply speed and the other settings under How PilotAgent behaves sit above the Profile Builder in AI settings.
Prompt Editor (Advanced)
If you prefer writing your own AI instructions directly, switch to the Prompt Editor. This gives you a text editor where you can write custom prompts. A saved prompt is used as written, instead of your Profile Builder answers. The two do not stay in sync: if you save the Profile Builder later, it rebuilds the prompt from your answers and replaces what you wrote.
Step 3: Add Your Listings
Go to the Listings page in your dashboard. Paste the links of the Marketplace listings you are selling and press Import: PilotAgent reads the title, price, description and photo. If you add a listing by hand, include:
- Product name
- Description
- Price
- Condition
- Any relevant details the AI should know
The AI uses your listings to give accurate information when buyers ask about specific items. If a buyer asks "How much is the dining table?" the AI can reference your listing and give the correct price.
Step 4: Install the Chrome Extension
Visit pilotagent.ai/extension to install the Chrome extension from the Chrome Web Store.
After installation:
- Click the PilotAgent icon in your Chrome toolbar
- Paste your Agent ID (on the Overview page of your dashboard, with a Copy button) and press Save
- The extension will connect to your dashboard configuration
Step 5: Go Live
Open facebook.com/messages in Chrome and select Marketplace on the left. You will see the PilotAgent floating panel in the corner of your screen. It shows:
- Connection status (green means active)
- Next reply, with a countdown to when it goes out
- Pause/Resume button for the current conversation
The AI is now monitoring your Marketplace messages while that tab stays open. When a buyer sends a message, PilotAgent reads it, generates a response using your configuration and listings, and sends the reply automatically.
Step 6: Monitor and Adjust
Check your dashboard regularly during the first few days. Review the conversations to make sure the AI is responding the way you want. If something needs adjusting:
- Tone too formal? Change it in How it talks in the Profile Builder.
- Accepting offers that are too low? Tighten your negotiation rules in the Offers and haggling box under Policies.
- Missing product details? Update your listings with more information.
What Happens Next
As conversations flow, PilotAgent automatically captures buyer contact information into your CRM. You can view, filter, and export these leads from your dashboard.
If you are on the Professional plan (2 agents) or Enterprise (up to 5), you can add more agents for additional Marketplace accounts. If you are on Enterprise or Enterprise+, you can set up webhooks to push leads to external systems.
Need Help?
Visit the Knowledge Hub for detailed guides on specific features, or check the Documentation for technical details.