Pirlo Consultant Bot: The Complete A–Z Reference Guide

Whether you’re new to the A-Think Lab ecosystem or looking to get more out of your current tools, this guide serves as your complete A–Z reference to everything available on the platform. It’s designed to help you navigate, understand, and fully maximise the potential of each feature—whether you're an advisor, agency leader, or part of the support team.

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🔍 Platform Overview & Directions

• Consultant Chatbot (Pirlo)

  – A logic-driven support system designed to help consultants position products, handle objections, and simplify complex topics during client appointments.
  
  

  1.1 - Policy Navigator - How to Fully Utilize the Policy Navigator in Advisor Bot — A-Think Lab & Say Hello to Smarter Advisory: Pirlo GPT Has Arrived! — A-Think Lab

  1.2 - Adding People to Client Rewards Bot - Advisor Bot: How to Onboard Clients to the Rewards Bot — A-Think Lab

  1.3 - Update Consultant Info on Clients Bot - Advisor Bot – How to Update Your Advisor Info on Rewards Bot — A-Think Lab

  1.4 - Update Individual Client Unique Items - Advisor Bot – How to Update Individual User Items — A-Think Lab
  

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