Agentic operations
for estate agents.

Create any sales, lettings or property management workflow in plain English. Askpilot executes it end to end.

Request access See how to connect your AI

Traditional automation

Enquiry createdGet the propertyStill available?End the flowFormat the slotsSend two slotsWait 1 dayCatch webhookChase on WhatsAppGot a reply?Chased 3 times?Email the managerNot suitable?Find similar homesSend alternativesOut of hours?Manager approves

Agentic Automation

Enquiry to viewing

Answer every enquiry and chase it to a booked viewing.

Enquiry created

enquiry-to-viewing / PROCESS.md

## Role

Act as our negotiator, writing to applicants.

## Instructions

Reply within minutes. Lead with availability, never with price. Offer real slots from the diary.

## Events

Subscribe to events to listen for a reply on email or WhatsApp.

## Rules

Stop: the viewing is booked or the property is let.

Escalate: after three chases with no reply, to the branch manager.

Approval: required before offering a viewing outside office hours.

## Todos

Match the enquiry to the property

Reply with two viewing slots and the questions

Chase by email, then WhatsApp, until it is booked

## Paths

not-suitable If the property does not suit them, send up to three similar ones.

Assets

first-response.mdviewing-slots.md

Ready to run

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

Customers and partners

Less chasing. More viewings.
More time for clients.

You didn’t turn up to automate an estate agency, you turned up to understand one first. That’s why this actually looks like what agents need, not what a tech company thinks they need.

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

Street

Askpilot integrates with Street, the award-winning CRM built for modern estate agents.

IntegrationESTAS 2025 best CRM software, 112,000+ properties managedLearn more

“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.

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 portal enquiry comes in, reply within 5 minutes, offer two viewing slots and chase on WhatsApp until a viewing is booked.
I’ll set this up as a workflow in Askpilot.

Used Askpilot3 actions

  • Created the Enquiry to viewing workflow
  • Set the trigger: new enquiry in Street
  • Connected Street and WhatsApp
Done. Enquiry to viewing is live and starts on the next enquiry.
Reply within 2 minutes instead of 5.
Updated. Enquiry to viewing now replies within 2 minutes.
Enquiry to viewing: never book an evening viewing without asking me first.
Got it. I’ll add that rule to Enquiry to viewing.

Used Askpilot2 actions

  • Read the Enquiry to viewing workflow
  • Added a rule: ask before evening viewings
Done. From the next enquiry, Askpilot asks you before it books an evening viewing.
How did Enquiry to viewing 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 viewings booked
Applicants 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 Enquiry to viewing: chase on WhatsApp after 1 day
We’re a lettings team. Which ready-made workflows can we start from?
Askpilot has these ready-made workflows for lettings.

  • Compliance chaseChases every expiring certificate.

  • Tenancy setupApplication to signed tenancy.

  • Document chaseChases missing documents.

Set up Compliance chase for us, with Street and WhatsApp.

Used Askpilot2 actions

  • Created Compliance chase from the template
  • Connected Street 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 landlord 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 Tenant referencing
Connect our viewing 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 asks for a valuation on our website, start Valuation leads.
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 Valuation leads.

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 Valuation leads
When a viewing is booked, send it to our branch dashboard. It takes webhooks at hooks.hughesandco.co.uk/viewings.
Sure. What should each viewing look like? Send me an example, or name the fields.
Name, email, property and the viewing time.
Done. I added your endpoint as a Webhook source, and Enquiry to viewing now sends each booked viewing to it. Add a signing secret in Askpilot to finish.

Used Askpilot3 actions

  • Created the Webhook source Branch dashboard
  • Set the example request body
  • Added the send step to Enquiry to viewing
Start Valuation follow-up whenever our app books a valuation, and send each owner 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 booked valuation 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 Valuation follow-up
  • Read the API guide
  • Sent a test valuation booking
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/Enquiry to viewing

Enquiry to viewingStarts on a new enquiry in Street

DraftLive

Todos5 tasks

  • Reply within 5 minutesReply within 2 minutesStreet

    Updated

  • Offer two viewing slotsOutlook

  • Match their needs to the propertyAsk agent

  • Book the viewing in the diaryStreet

  • Chase on WhatsApp until it is bookedWhatsApp

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

Workflows/Enquiry to viewing

Enquiry to viewingRules, from its PROCESS.md

UpdatingLive

Rules3 rules

  • Stop when a viewing is booked or they say noStop

  • Hand over after three chases with no replyEscalate

  • Ask me before booking an evening viewingApproval

    New

Next runFollows the new rule

  • Jane Cole asked for a 7pm viewingEnquiry to viewing

    Asks you first

Changed in one sentence. No flowchart to redraw.

Enquiry to viewing/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/Compliance chase

Compliance chase TemplateStarts when a certificate is due in Street

DraftLive

TodosFrom the template

  • Find the certificate that is dueStreet

  • Ask the landlord to book the checkWhatsApp

  • Chase until it is bookedWhatsApp

  • File the new certificateStreet

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

nameemailaddressmessage

Events

  • Form submittedStarts Valuation leads

    Starts a workflow

  • Same form, existing ownerMatched 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/Branch dashboard

Branch dashboardWebhook source

Not connectedConnected
Endpoint URL

https://hooks.hughesandco.co.uk/viewings

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 Valuation app

••••••••••••••••

Create keyCreated

Requests from your appLast minute

  • POSTStart Valuation 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 boxStreetiampropertyOutlookWhatsAppCallSwitch OneGmailand 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 lead responderAnswers portal enquiries
    Separate account and billing
  • Missed-call text-backTexts back missed callers
    Separate account and billing
  • AI call notetakerWrites up every call
    Separate account and billing
  • Progression trackerChases sales to completion
    Separate account and billing
  • Compliance trackerTracks certificate expiry dates
    Separate account and billing
AskpilotOne place for every workflow automation
  • Flowchart automationsTool replaced
  • Enquiry to viewingTool replaced
  • Missed-call follow-upTool replaced
  • Post-call adminTool replaced
  • Sales progressionTool replaced
  • Compliance chaseTool replaced

2

Every workflow optimised
for the lowest cost.

Enquiry to viewing · Sarah Hughes

TaskModel and cost

  1. 1Read the portal enquiryMiniMax Fast
  2. 2Match it to the property in StreetZ.ai Fast
  3. 3Find similar homes nearbyGemini Research
  4. 4Write a reply with two viewing slotsClaude 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 branch admin off your team’s plate?

Connect Askpilot to your AI agent and start running workflows.

Request access See how to connect your AI