Welcome to agentic operations.

Create any workflow in plain English. Askpilot executes it end to end.

Request access See how to connect your AI

Traditional automation

New conversationGet the customerAlready solved?End the flowSearch help centreSend the answerWait 2 daysCatch webhookSend follow-upGot a reply?Customer unhappy?Email support leadWrong item sent?Check the orderSend return labelRefund over £100?Manager approves

Agentic Automation

Customer support

Answer every request until it is solved.

New conversation

customer-support / PROCESS.md

## Role

Act as our support agent, replying to customers.

## Instructions

Friendly and short. Answer from the help centre and the order. Never guess.

## Events

Subscribe to events to listen for a reply.

## Rules

Stop: the customer confirms it is solved.

Escalate: if the customer is unhappy or asks for a person, to the support lead.

Approval: required before any refund over £100.

## Todos

Read the request and check the order

Reply with the answer from the help centre

Follow up until the customer confirms it is solved

## Paths

wrong-item If they were sent the wrong item, check the order and send a return label.

Assets

help-centre.mdrefund-policy.pdf

Ready to run

Every workflow is a PROCESS.md, written in plain English.Learn more

Customers and partners

Less admin. Faster replies.
More time for clients.

AI should take the jobs nobody wants to do. The chasing, the re-keying, the same admin over and over. … That’s still us, and we have more time in the day to do more for our clients.

James HayDirector, The Home Club

UK Property Awards winner, Best Lettings Agency SurreyThe Home ClubLettings agency, Surrey · Best Lettings Agency, four years running

6hrsper teammate

of admin saved every week

“CallSwitch One partners with Askpilot to save users hours on admin after every call.”

Official partnerCloud phone system, 200,000+ UK business usersRead the announcement

“Automatically capture applicant conversations, viewing feedback and agreed next steps.”

Official integrationThe CRM used by more than 7,000 estate agency branches across the UKRead the announcement

Why Askpilot

Powerful automation
you describe, not build.

Building it yourself
Lead follow-up flow my-agent JDMKAR+2 devs Week 6not live yet

38 steps · 10 branches

SNew reply from Sarah“Can we do next week instead?”

Run stoppedNo branch for this reply

  • my-agent/
  • agent.py
  • prompts/
  • system.md
  • tools/
  • crm_mcp.py
  • docs_mcp.py
  • email_mcp.py
  • whatsapp.py
  • workflows/
  • follow_up.py
  • memory/
  • store.py
  • evals/
  • leads.jsonl
  • infra/
  • Dockerfile
  • deploy.yml
  • .env

agent.pydocs_mcp.pyfollow_up.py

  1. 1from claude_agent_sdk import *
  2. 2from tools import crm, docs
  3. 3opts = ClaudeAgentOptions(
  4. 4 model="claude-sonnet-5-5",
  5. 5 system_prompt=SYSTEM,
  6. 6 mcp_servers={
  7. 7 "crm": crm,
  8. 8 "docs": docs,
  9. 9 },
  10. 10)
  11. 11 
  12. 12@durable(retries=3)
  13. 13async def follow_up(lead):
  14. 14 a = ClaudeSDKClient(opts)
  15. 15 await a.query(lead.brief)
  16. 16 # TODO approvals, evals

Go-live checklist3 of 9

  • Model and prompts
  • MCP tool servers
  • Document extraction
  • Memory between runs
  • Durable waits and retries
  • Approvals
  • Evals and tracing
  • Hosting and security
  • Monitoring and cost limits

$ pytest evals/ -q! 14 passed, 2 skipped: approvals, retries$ python run.py --lead sarah@brightline.coToolError: extract_document timed out after 30s on scan_0412.pdf (scanned, no text layer)

Describing it in Askpilot

PROCESS.mdDraftLive

Lead follow-up

Reply to every new lead within 5 minutes.

Follow up until they book a call.

Ask me before offering a discount.

Uses

All it needs to run, built in.

View how it works

Autonomous execution

Askpilot does the work end to end.
You stay in control.

Predictable execution with the PROCESS.md formatLearn more

How Askpilot executes

Reliable like software.
Flexible like a person.

Follows every step in a controlled environment

Turns instructions into reliable todos

The more it runs, the less it costs

Asks you when something is unclear

Centralised operations

Everything you’ve automated,
in one place.

Industries and teams

Whatever your industry,
Askpilot fits right in.

Estate agents

Explore more

IVA firms

Explore more

Call-heavy teams

Explore more

Sales and support teams

Operations and finance

Any workflow, any team

Go live instantly

Using Claude or ChatGPT?
Let it set up Askpilot for you.

Connect any system by asking your AI, or use existing integrations.

Claude ChatGPT MCP
1Step

Your AI sets up the workflowYour AI changes the workflowYour AI reviews and improvesYour AI uses a pre-made workflowYour AI adds the MCP serverYour AI connects the APIYour AI sets up the webhookYour AI sets up the webhookYour AI connects the Askpilot API

ClaudeClaude Code

When a new lead emails us, reply within 5 minutes, ask our qualification questions and chase on WhatsApp until they book a call.
I’ll set this up as a workflow in Askpilot.

Used Askpilot3 actions

  • Created the Lead qualification workflow
  • Set the trigger: new email in Outlook
  • Connected Outlook and WhatsApp
Done. Lead qualification is live and starts on the next lead email.
Reply within 2 minutes instead of 5.
Updated. Lead qualification now replies within 2 minutes.
Lead qualification: never offer a discount without asking me first.
Got it. I’ll add that rule to Lead qualification.

Used Askpilot2 actions

  • Read the Lead qualification workflow
  • Added a rule: ask before any discount
Done. From the next lead, Askpilot asks you before it offers a discount.
How did Lead qualification do this week? Anything to improve?
I’ll read this week’s runs.

Used Askpilot2 actions

  • Read 42 runs from this week
  • Compared the replies and the calls booked
Leads chased on WhatsApp after one day booked twice as often as those chased after two. Shall I change it to one day?
Yes, update it.

Used Askpilot1 action

  • Updated Lead qualification: chase on WhatsApp after 1 day
We’re a sales team. Which ready-made workflows can we start from?
Askpilot has these ready-made workflows for sales teams.

  • Lead qualificationReplies in minutes, then follows up.

  • Missed-call follow-upTexts back every missed call.

  • Post-call adminTurns calls into notes and follow-ups.

Set up Lead qualification for us, with Outlook and WhatsApp.

Used Askpilot2 actions

  • Created Lead qualification from the template
  • Connected Outlook and WhatsApp
Done. It’s live, and you can change any step by asking me.
Connect our Notion workspace, so our workflows can look up client notes.
Happy to. Which MCP server should I use? If you are not sure, send me the docs.
Here are the docs: developers.notion.com/docs/mcp
Found it. I added Notion as a custom MCP source. Sign in to Notion in Askpilot to finish.

Used Askpilot3 actions

  • Created the custom MCP source Notion
  • Turned on the 2 tools the workflow needs
  • Added Notion to Client onboarding
Connect our booking system. It has an API, but no MCP server.
No problem. Do you have the API docs or an OpenAPI file?
Here you go: api.acmebookings.com/docs
Done. I read the docs and added 4 endpoints as tools. Add your API key in Askpilot to connect it.

Used Askpilot3 actions

  • Created the custom API source Acme Bookings
  • Added 4 endpoints as tools
  • Set approval on the tools that change data
When someone fills in the contact form on our website, start Lead qualification.
Your form tool can send webhooks, so I made an event URL for it. Paste it into the form’s webhook settings and send a test.
Done, test sent.
Got it. I learned 4 fields from the test, and the form now starts Lead qualification.

Used Askpilot3 actions

  • Created the source Website form, with an event URL
  • Learned 4 fields from the test event
  • Set it as the trigger of Lead qualification
When a lead is qualified, send it to our sales dashboard. It takes webhooks at hooks.brightlinestudio.com/leads.
Sure. What should each lead look like? Send me an example, or name the fields.
Name, email, company and the lead score.
Done. I added your endpoint as a Webhook source, and Lead qualification now sends each qualified lead to it. Add a signing secret in Askpilot to finish.

Used Askpilot3 actions

  • Created the Webhook source Sales dashboard
  • Set the example request body
  • Added the send step to Lead qualification
Start Quote follow-up whenever our app gets a quote request, and send each customer reply into their case.
I’ll use the Askpilot API. Create an API key in Askpilot, then add it to the app as ASKPILOT_API_KEY.
Key added.
Done. A quote request now starts the workflow, and each reply goes into its open session.POST /v1/workflows/{id}/start POST /v1/sessions/{id}/messages

Used Askpilot3 actions

  • Found the workflow Quote follow-up
  • Read the API guide
  • Sent a test quote request
Askpilot
2StepConnectedLive

Ready for any Askpilot workflowAskpilot runs it, start to finishNew runs follow the changeAskpilot runs the new versionAskpilot runs it, start to finishYour app starts workflows

Workflows/Lead qualification

Lead qualificationStarts on a new email in Outlook

DraftLive

Todos5 tasks

  • Reply within 5 minutesReply within 2 minutesOutlook

    Updated

  • Ask the qualification questionsOutlook

  • Score the answers against your criteriaAsk agent

  • Send the booking link to qualified leadsOutlook

  • Chase on WhatsApp until they bookWhatsApp

It starts on the next lead email. Every step shows in its session.

Workflows/Lead qualification

Lead qualificationRules, from its PROCESS.md

UpdatingLive

Rules3 rules

  • Stop when they book a call or say noStop

  • Hand over after three chases with no replyEscalate

  • Ask me before offering any discountApproval

    New

Next runFollows the new rule

  • Jane Cole asked for 10% offLead qualification

    Asks you first

Changed in one sentence. No flowchart to redraw.

Lead qualification/Runs

This week42 runs

  • Tom IqbalChased on WhatsApp after 2 days

    Booked

  • Sara KhanChased on WhatsApp after 2 days

    No reply

  • Ben OrtizChased on WhatsApp after 2 days

    No reply

Workflow updated: chase on WhatsApp after 1 day

New runsNew version

  • Jane ColeChased on WhatsApp after 1 day

    Booked

  • Mark EllisChased on WhatsApp after 1 day

    Running

Workflows/Lead qualification

Lead qualification TemplateStarts on a new email in Outlook

DraftLive

TodosFrom the template

  • Reply to every enquiry in minutesOutlook

  • Ask your qualification questionsOutlook

  • Score the answers against your criteriaAsk agent

  • Follow up on WhatsApp until they bookWhatsApp

Sources/Notion

NotionCustom MCP source

Not connectedConnected
Server URL

https://mcp.notion.com/mcp

Sign in with NotionSigned in to Notion

Tools2 of 4 on

  • Search pagesFinds pages and notes by keyword

  • Read a pageGets the content of one page

  • Create a pageAdds a new page

  • Update a pageChanges an existing page

Logins are entered only in Askpilot. Your AI agent never sees them.

Sources/Acme Bookings

Acme BookingsCustom API source

Not connectedConnected
Base URL

https://api.acmebookings.com/v1

API key

••••••••••••••••

Verify and saveVerified

Tools from the API docs4 endpoints

  • GETFind a booking

  • GETList free slots

  • POSTCreate a booking

    Needs approval

  • PATCHMove a booking

    Needs approval

Logins are entered only in Askpilot. Your AI agent never sees them.

Sources/Website form

Website formCustom source with events

Waiting for a testReceiving events
Event URL

https://webhook.askpilot.com/e/k7f2x9Copy

Test event received4 fields learned

nameemailcompanymessage

Events

  • Form submittedStarts Lead qualification

    Starts a workflow

  • Same form, existing leadMatched by email, wakes their open session

    Wakes a session

Every event can start a workflow or wake a session that is waiting for it.

Sources/Sales dashboard

Sales dashboardWebhook source

Not connectedConnected
Endpoint URL

https://hooks.brightlinestudio.com/leads

Example request body
{
      "name": "Hannah Okafor",
      "email": "hannah.okafor@example.com",
      "company": "Okafor Lettings",
      "score": 82
    }
Signing secret

••••••••••••••••

Verify and saveVerified

Askpilot sends a test request first, and saves the webhook only when your endpoint answers with a 2xx.

Settings/API keys

Askpilot APIPublic API

No requests yetReceiving requests
API key for Quote app

••••••••••••••••

Create keyCreated

Requests from your appLast minute

  • POSTStart Quote follow-upOpened a session for Hannah Okafor

    202

  • POSTSend a message“Tuesday works for us.” went into her session

    200

  • GETRead the sessionRunning: booking the visit

    200

Your app can start workflows, send messages into open sessions and read their status.

You read that right. Your AI connects any system to Askpilot.

  1. 1You ask your AIShare details about your tool.
  2. 2Askpilot guides your AIThe MCP walks your AI through it.
  3. 3Your AI builds the integrationIt learns the API and connects it.
  4. 4You connect it. It’s live.Authorise or add an API key in Askpilot.
Choose an example

Ready out of the boxOutlookGmailWhatsAppFrontGoogle DriveStreetand more

Agentic workflow execution

Everything you need to run
agentic workflows.

Askpilot MCP

Set up and manage workflows from any AI agent.

Connect Askpilot once. Claude, ChatGPT, Claude Code, Gemini, Codex and OpenClaw can then create, change, pause and run the same workflows.

Durable execution

Workflows run automatically, from start to finish.

Askpilot uses the workflow’s instructions, rules, tasks and paths to complete the work across your connected tools. Every run stays visible, with each action recorded.

Integrations

Connect the tools your workflows need.

Connect your CRM, email, phone, calendar, messaging, or any tools you use. Askpilot uses them across workflows with the permissions you set. Missing one? We build it on request, at no extra cost.

Tools

Built-in tools to power your workflows.

Every workflow can search your business knowledge, create documents, work with current Drive and SharePoint files, research the web, and schedule its own next steps. All six tools are built into Askpilot and available whenever a workflow needs them.

  1. Knowledge search Search your indexed business documents for any information a workflow needs to complete its work accurately. Workflow exampleAnswer a tenant’s WhatsApp question using the approved wording from your handbook.
  2. Create and edit documents Create new documents or edit existing ones, then return the completed file. Workflow exampleCreate a completed renewal letter using details from the tenancy record.
  3. Drive and SharePoint sync Keep Google Drive and SharePoint files indexed and up to date, so workflows always use the current version. Workflow exampleRetrieve the latest gas safety certificate from SharePoint before contacting the tenant.
  4. Web search Search the web for current facts and verify details such as company records, listings, addresses and prices. Workflow exampleVerify that a new supplier is registered before releasing the first payment.
  5. Deep research Investigate larger questions across multiple sources and return a structured answer with links to the evidence. Workflow exampleResearch a corporate landlord and produce a sourced briefing before a pitch.
  6. Scheduling Plan the next step of a workflow for later, such as a follow-up in an hour or a check-in next week. Workflow exampleFollow up with a tenant who has not replied, an hour later and again the next day.

Document automation

Your documents, updated and sent automatically.

Any workflow can open a contract, letter or form, fill in the right details from your tools and send the finished file on, with the formatting exactly as it was.

Triggers

Events in your tools start or resume workflows.

Askpilot identifies the exact event each workflow needs, applies the right filter, and subscribes to it. A WhatsApp workflow listens only for replies from that number, then resumes automatically.

Approvals

Approve the sensitive actions you choose.

Anything sensitive, outside the rules, or needing judgement pauses. Askpilot sends the right person a desktop pop-up or notification for review or approval, with every action recorded.

Optimized to cost less

Fewer tools. Fewer tokens.
Lower costs.

1

Replace your automation tools.
Pay for just one.

A separate tool for every job

  • Flowchart automation toolZapier-style if-this-then-that flows
  • AI support agentAnswers customer emails
    Separate account and billing
  • AI SDRSends sales follow-ups
    Separate account and billing
  • AI lead qualifierScores and qualifies leads
    Separate account and billing
  • AI call notetakerWrites up every call
    Separate account and billing
  • AI invoice chaserChases unpaid invoices
    Separate account and billing
AskpilotOne place for every workflow automation
  • Flowchart automationsTool replaced
  • Customer supportTool replaced
  • Sales follow-upTool replaced
  • Lead qualificationTool replaced
  • Post-call adminTool replaced
  • Invoice chasingTool replaced

2

Every workflow optimised
for the lowest cost.

Lead qualification · Daniel Price

TaskModel and cost

  1. 1Read the new lead’s emailMiniMax Fast
  2. 2Find them in your CRMZ.ai Fast
  3. 3Research their company onlineGemini Research
  4. 4Write a personal replyClaude Writing
  5. 5Decide if they qualify, or ask youGPT Reasoning

Save on every run

Strongest model on every task

Cost-optimized by Askpilot

Pricing

Pay only for the
work done. Not per seat.

workflows executed

Workflow complexity

 

These are estimates. Real workflow execution can vary.

£25/month

Plans · workflows covered a month

Start free with 500 credits

Free trial · 500 credits

Start running your workflows with 500 free credits.

Your free trial includes 500 credits, so you can experience Askpilot before choosing a paid plan.

Free trial

Optional expert help

Want help setting up and maintaining your workflows?

Our team can map your workflows, set up automations around your business and help you launch, then keep everything up to date as your business changes. Remote and in-person setup is available.

On demand

Are you an AI agent? See pricing

Your data stays yours.

Your data is never used to train Askpilot or the AI models that power it.

Read the DPA

Ready to take repetitive work off your team’s plate?

Connect Askpilot to your AI agent and start running workflows.

Request access See how to connect your AI