Agentic operations
for IVA firms.

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

Request access See how to connect your AI

Traditional automation

Payment failedGet the casePaid since?End the flowFormat arrearsSend the noticeWait 3 daysCatch webhookChase by SMSGot a reply?3 missed payments?Email supervisorHardship?Flag the caseBook an adviserTo creditors?Get approval

Agentic Automation

Missed payment

Chase a missed IVA payment until it is put right.

Payment failed

missed-payment / PROCESS.md

## Role

Act as our case administrator, writing to clients.

## Instructions

Supportive, never threatening. Confirm the arrears in Aryza Advize before you write. Never guess.

## Events

Subscribe to events to listen for a reply or a payment.

## Rules

Stop: the arrears are cleared or a catch-up is agreed.

Escalate: after three missed payments, to the supervisor.

Approval: required before anything goes to creditors.

## Todos

Confirm the arrears in Aryza Advize

Send the notice of breach

Chase by email, then SMS, until they respond

## Paths

hardship If the client mentions hardship, flag the case and book a call with an adviser.

Assets

notice-of-breach.mdvulnerability-guide.md

Ready to run

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

Customers and partners

Payments chased. Cases on track.
More time for clients.

Integration

Automate any workflow in Aryza Advize.

  • Reads client records and files
  • Creates and updates clients
  • Changes case status
  • Adds case notes
  • Records debts and I&E
  • Sends notifications

Automate any workflow

  • Missed payment chaseChases on WhatsApp, adds a case note

  • Evidence chaseAsks for payslips, updates the I&E

  • Annual reviewCollects new figures, moves the case on

  • New client onboardingCreates the client, records their debts

  • Any workflow you describeIn plain English, set up by your AI

“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

Connect your existing WhatsApp number and start automating client chases, out of the box.

Ready out of the boxMore than 3 billion people around the world use WhatsApp every monthSee integrations

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 payment fails in Aryza Advize, send the notice of breach within an hour and chase on WhatsApp until the client replies.
I’ll set this up as a workflow in Askpilot.

Used Askpilot3 actions

  • Created the Missed payment workflow
  • Set the trigger: payment failed in Aryza Advize
  • Connected Aryza Advize and WhatsApp
Done. Missed payment is live and starts on the next failed payment.
Send the notice within 30 minutes instead of an hour.
Updated. Missed payment now sends the notice within 30 minutes.
Missed payment: never agree a payment plan without asking me first.
Got it. I’ll add that rule to Missed payment.

Used Askpilot2 actions

  • Read the Missed payment workflow
  • Added a rule: ask before agreeing a plan
Done. From the next case, Askpilot asks you before it agrees a payment plan.
How did Missed payment 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 payments made
Clients chased on WhatsApp after one day paid twice as often as those chased after two. Shall I change it to one day?
Yes, update it.

Used Askpilot1 action

  • Updated Missed payment: chase on WhatsApp after 1 day
We run IVA casework. Which ready-made workflows can we start from?
Askpilot has these ready-made workflows for IVA firms.

  • Evidence chaseChases missing payslips.

  • Annual reviewCollects evidence for the review.

  • Client take-onSets up every new case.

Set up Evidence chase for us, with Aryza Advize and WhatsApp.

Used Askpilot2 actions

  • Created Evidence chase from the template
  • Connected Aryza Advize 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 case guidance.
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 Annual review
Connect our budgeting tool. It has an API, but no MCP server.
No problem. Do you have the API docs or an OpenAPI file?
Here you go: api.acmebudgets.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 Budgets
  • Added 4 endpoints as tools
  • Set approval on the tools that change data
When someone asks for debt help on our website, start Debt enquiries.
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 Debt enquiries.

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 Debt enquiries
When a payment plan is agreed, send it to our case dashboard. It takes webhooks at hooks.bennettandco.co.uk/plans.
Sure. What should each plan look like? Send me an example, or name the fields.
Name, case reference, amount and the first payment date.
Done. I added your endpoint as a Webhook source, and Missed payment now sends each agreed plan to it. Add a signing secret in Askpilot to finish.

Used Askpilot3 actions

  • Created the Webhook source Case dashboard
  • Set the example request body
  • Added the send step to Missed payment
Start Client take-on whenever our app gets a signed proposal, and send each client 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 signed proposal 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 Client take-on
  • Read the API guide
  • Sent a test signed proposal
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/Missed payment

Missed paymentStarts on a failed payment in Aryza Advize

DraftLive

Todos5 tasks

  • Send the notice within an hourSend the notice within 30 minutesOutlook

    Updated

  • Confirm the arrearsAryza Advize

  • Check the case for hardship flagsAsk agent

  • Log the notice on the caseAryza Advize

  • Chase on WhatsApp until they replyWhatsApp

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

Workflows/Missed payment

Missed paymentRules, from its PROCESS.md

UpdatingLive

Rules3 rules

  • Stop when the arrears are cleared or a plan is agreedStop

  • Refer to the supervisor after three missed paymentsEscalate

  • Ask me before agreeing a payment planApproval

    New

Next runFollows the new rule

  • Jane Cole offered a payment planMissed payment

    Asks you first

Changed in one sentence. No flowchart to redraw.

Missed payment/Runs

This week42 runs

  • Tom IqbalChased on WhatsApp after 2 days

    Paid

  • 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

    Paid

  • Mark EllisChased on WhatsApp after 1 day

    Running

Workflows/Evidence chase

Evidence chase TemplateStarts when evidence is missing in Aryza Advize

DraftLive

TodosFrom the template

  • Find what is missing on the caseAryza Advize

  • Ask the client for the exact documentWhatsApp

  • Chase until it arrivesWhatsApp

  • File it against the caseAryza Advize

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 Budgets

Acme BudgetsCustom API source

Not connectedConnected
Base URL

https://api.acmebudgets.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 Debt enquiries

    Starts a workflow

  • Same form, existing clientMatched 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/Case dashboard

Case dashboardWebhook source

Not connectedConnected
Endpoint URL

https://hooks.bennettandco.co.uk/plans

Example request body
{
      "name": "Daniel Whitfield",
      "case": "CASE-4482",
      "amount": 90,
      "first_payment": "2026-11-03"
    }
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 Proposal app

••••••••••••••••

Create keyCreated

Requests from your appLast minute

  • POSTStart Client take-onOpened a session for Karen Moss

    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 boxAryza AdvizeCallSwitch OneYayOutlookWhatsAppGmailand 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 client’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 annual review letter using details from the case 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 income and expenditure form from SharePoint before contacting the client.
  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 creditor and produce a sourced briefing before a dispute.
  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 client 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
  • Arrears letter toolSends missed payment letters
    Separate account and billing
  • Document portalCollects payslips and statements
    Separate account and billing
  • AI call notetakerWrites up every call
    Separate account and billing
  • E-sign onboarding toolTakes on new clients
    Separate account and billing
  • AI email assistantDrafts creditor replies
    Separate account and billing
AskpilotOne place for every workflow automation
  • Flowchart automationsTool replaced
  • Missed paymentTool replaced
  • Evidence chaseTool replaced
  • Post-call adminTool replaced
  • Client take-onTool replaced
  • Creditor queriesTool replaced

2

Every workflow optimised
for the lowest cost.

Missed payment · Daniel Whitfield

TaskModel and cost

  1. 1Read the client’s replyMiniMax Fast
  2. 2Check the case in Aryza AdvizeZ.ai Fast
  3. 3Check income against the last reviewGemini Research
  4. 4Write the notice of breachClaude Writing
  5. 5Decide on a payment plan, 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 case admin off your team’s plate?

Connect Askpilot to your AI agent and start running workflows.

Request access See how to connect your AI