# The Aryza Advize videos, as text Every video on https://askpilot.com/integrations/aryza-advize.html, written out step by step for AI agents: the setup video in the page's hero, then the 8 videos of "Watch it work". Each video is a drawn copy of the real screens of Claude, Aryza Advize, Askpilot and the client's iPhone, played by a script; below is that script in words, in the order it plays: each chapter, each caption (in bold), and under it every screen, click, typed text and message. The firm (Bennett & Co), its clients and their numbers are made up. Videos: 0. [The full setup, and a first run](#setup) (hero, 2:54) 1. [A new enquiry becomes a case](#enquiry) (Casework, 1:07) 2. [Run an annual review](#review) (Casework, 0:57) 3. [Update a client's details](#details) (Casework, 0:34) 4. [Protect a vulnerable client](#vulnerable) (Casework, 0:40) 5. [Check a bank statement](#statement) (Casework, 0:33) 6. [Map your Advize IDs](#idmap) (Setup, 1:36) 7. [Start the right workflow](#routes) (Setup, 1:26) 8. [Change a workflow by asking](#change) (Setup, 0:25) ## The full setup, and a first run In the hero · 2:54 · 7 chapters In short: Askpilot with Aryza Advize, from setup to a live workflow. Askpilot is added to Claude as a connector; Claude creates the Aryza Advize source; the source is connected in Askpilot and its action URL is added to a Schedule Payment Missed trigger in Advize; Claude creates the Missed payment workflow; then a client misses a payment, Askpilot messages him on WhatsApp, he replies, the new date is approved and confirmed, and the case is noted in Advize. ### Chapter 1: Add Askpilot to Claude (0:00) - Screen: Claude, a new chat (claude.ai/new). - On screen: Good morning, Alex Project Opus 5.5 **"In Claude, open Customize, then Connectors."** - Clicks "Customize". - Screen: Claude, Settings, Connectors (claude.ai/new#customize/connectors/yours). - On screen: Good morning, Alex Project Opus 5.5 Settings Search Preferences General Account Privacy Billing Usage Capabilities Memory Claude Code Claude in Chrome Customize Skills Connectors Plugins Platform API keys Connectors Yours Discover Search Add Connector Type Status Gmail Web Google Calendar Web Google Drive Web Notion Web **"Click Add, then Add custom connector."** - Clicks "Add". - In Claude: Shows: Add custom connector - Clicks "Add custom connector". - In Claude: Shows: Add custom connector Connect Claude to your data and tools. Learn more about connectors or get started with pre-built ones. Shown in the connectors list. The HTTPS address where the server accepts MCP requests, for example https://mcp.example.com/mcp. Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change. Cancel Continue **"Name it Askpilot and paste the Askpilot MCP address."** - Types "Askpilot" in "Name". - Types "https://mcp.askpilot.com/mcp" in "MCP server URL". - Clicks "Continue". - In Claude: Shows: Askpilot Web Custom Connect - In Claude: Highlighted: Askpilot Web Custom Connect **"Askpilot is in your connectors. Click Connect to sign in."** - Clicks "Connect". - In the Askpilot sign-in window: Shows: signin.askpilot.com/oauth2/authorize Claude wants to access your Askpilot account AM Alex Morgan alex@bennettco.co.uk Claude will be able to set up, run and manage workflows, sources and sessions in your organizations, with your role and permissions. Cancel Allow **"Sign in to Askpilot and allow Claude to use your account."** - Clicks "Allow". **"Connected. Claude can now set up Askpilot for you."** ### Chapter 2: Connect Aryza Advize (0:20) **"Now ask Claude to connect your Aryza Advize."** - Clicks "Close (x)". - Screen: Claude, a new chat (claude.ai/new). - Types "Connect our Aryza Advize to Askpilot." in "Claude's message box". - Clicks "Send". - Screen: Claude, the chat (claude.ai/chat/3f9c2e71-8d4b-4a51-b0e2-6c7d1a9f0b35). - On screen: Connect Aryza Advize to Askpilot Share Opus 5.5 Claude is AI and can make mistakes. Please double-check responses. - In Claude's sidebar, under Recents: Connect Aryza Advize to Askpilot **"Claude reads how Aryza Advize works in Askpilot and creates the source."** - Claude: Working with Askpilot - Claude's step: Loaded Askpilot - Claude's step: Askpilot: Article get get-started - Claude's step: Askpilot: Organization list - Claude's step: Askpilot: Article get sources - Claude's step: Askpilot: Source type get Organization id: 5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47, Type: aryza_advize - Claude's step: Askpilot: Source create Name: Aryza Advize, Type: aryza_advize, Organization id: 5a2e91c0-77d4-4b1e - Claude writes: "Aryza Advize is now a source in Askpilot. Two steps are left, both for you:" - Claude writes: "Open it in Askpilot and click Connect to add your Advize API details." - Claude writes: "On its Webhook events tab, copy the action URL into a trigger in Advize, in the action Post API Access Code to URL." - Claude adds a link: "Open Aryza Advize in Askpilot" - Clicks "Open Aryza Advize in Askpilot". - Screen: Askpilot, the Aryza Advize source (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/sources/9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10/aryza-advize-tools). - On screen: Aryza Advize Our Aryza Advize: the clients of every campaign. Tools Webhook events ID map Settings Connect Aryza Advize Connect your Aryza Advize account to create and update clients, notes, and debts. Connect **"In Askpilot, click Connect and enter your Advize API details."** - Clicks "Connect". - In Askpilot: Shows: Connect Aryza Advize Subdomain.hubsolv.com The first part of your Advize address. API username API password API key Cancel Connect - Types "bennettco" in "Subdomain". - Types "askpilot.api" in "API username". - Enters the API password (hidden). - Enters the API key (hidden). - Clicks "Connect". - In Askpilot: Shows: Name Enabled create_client Create a new client. update_client Change fields of a client that exists. change_client_status Change the status of a client. add_client_note Add a note to a client. send_notification Send a notification about a client. replace_income_expenditure Replace the income and expenditure (SFS) of a client. update_income_expenditure Change part of the income and expenditure (SFS) of a client. add_debts Add debts to a client. list_client_files List the files of a client. upload_client_file Upload a file to a client. download_client_file Download a file of a client. get_client Read the client that an Aryza Advize trigger sent to this session. **"Connected: the Advize tools are on. Now open Webhook events."** - Clicks "Webhook events". - In Askpilot: Shows: Name Client sent by an Advize action 1 filter Use this URL to start Askpilot workflows from Aryza Advize. Add it to a trigger of your campaign in Advize, in the action Post API Access Code to URL. Each time the trigger runs, for example when a client’s status changes, Advize gives Askpilot access to that client, and every workflow that uses this source’s Aryza Advize trigger starts for the client. https://webhook.askpilot.com/aryza-advize/events/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10 In Advize, go to Campaign management → Campaigns and click Edit triggers. Create a trigger, for example Status Changed. Add the action Post API Access Code to URL, paste this action URL, and leave Delay at 0. Set the condition, for example the status Send to Askpilot. Click Play to switch the trigger on. Advize creates new triggers switched off, so it sends nothing until you click Play. To start different workflows for different campaigns, filter each workflow’s Aryza Advize trigger on the client’s campaign. **"Copy the action URL. Advize will post each client to it."** - Clicks "Copy (the action URL)". - Copied. ### Chapter 3: Create the Advize trigger (0:53) **"In Advize, go to Campaign management, then Campaigns."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, Campaign management, Campaigns (bennettco.hubsolv.com/campaign/campaignlist). - On screen: Campaigns You are here: Campaign management / Campaigns Please select the default view for displaying campaign details in a client records. ACTIVE Drag and drop the campaigns to change the order. ID | Name | Description | Clients | Actions ; 12 | Approved IVAs | Live IVA cases | 1284 | ; 9 | Arrears | Missed payments to chase | 146 | ; 14 | Annual Reviews | Reviews due this quarter | 312 | ; 4 | New Enquiries | Leads from the website | 538 | ; 21 | Closures | Cases being closed | 97 | ; 17 | Variations | Variation meetings | 64 | ; **"On your campaign, click Edit Triggers."** - Clicks "Edit Triggers". - Screen: Aryza Advize, the campaign's triggers (bennettco.hubsolv.com/trigger/triggerlist/12). - On screen: Triggers / Approved IVAs You are here: Campaign management / Campaigns Trigger | Description | Campaign | Created By | Created Date | ; Status Changed | Welcome pack | Approved IVAs | Alex Morgan | 02/09/2026 10:14:22 | ; New Trigger **"Click New Trigger."** - Clicks "New Trigger". - Screen: Aryza Advize, Create trigger (bennettco.hubsolv.com/trigger/edit/0/12). - On screen: Create trigger You are here: Campaign management / Campaigns Trigger: Please select... Trigger identifier: Description: Campaign: Approved IVAs Create trigger **"Pick the event that starts your workflow: Schedule Payment Missed."** - Opens the "Trigger" list. - Picks "Schedule Payment Missed" from the list. - Selected: "Schedule Payment Missed". **"Give it a name and a description."** - Types "askpilot-missed-payment" in "Trigger identifier". - Types "Starts the Askpilot Missed payment workflow" in "Description". **"Click Create trigger."** - Clicks "Create trigger". - Screen: Aryza Advize, the campaign's triggers (bennettco.hubsolv.com/trigger/triggerlist/12). - In Aryza Advize: A new row: Schedule Payment Missed | Starts the Askpilot Missed payment workflow | Approved IVAs | Alex Morgan | 28/10/2026 08:41:07 | | **"The trigger is there, switched off. Next, its action."** ### Chapter 4: Add the Askpilot action (1:13) **"Click Add actions."** - Clicks "Add actions". - Screen: Aryza Advize, the trigger's actions (bennettco.hubsolv.com/trigger/actions/318). - On screen: Add actions / askpilot-missed-payment You are here: Campaign management / Campaigns Click the cog to configure your action when all...of the following conditions are met Add Action **"Click Add Action, then the cog to set it up."** - Clicks "Add Action". - In Aryza Advize: Shows: Click the cog to configure your action when all...of the following conditions are met - Clicks the cog of the action. - In Aryza Advize: Shows: Configure action × Action: Select action... Close Confirm **"Choose the action Post API Access Code to URL."** - Opens the "Action" list. - Picks "Post API Access Code to URL" from the list. - Selected: "Post API Access Code to URL". - In Aryza Advize: Shows: URL: Delay 0 (duration in minutes) **"Paste the action URL from Askpilot. Leave Delay at 0."** - Types "https://webhook.askpilot.com/aryza-advize/events/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10" in "URL". - Clicks "Confirm". - The action is set: "Post API Access Code to URL". **"The action is set. Go back to the triggers."** - Clicks the browser's Back button. - Screen: Aryza Advize, the campaign's triggers (bennettco.hubsolv.com/trigger/triggerlist/12). **"Click Enable trigger to switch it on."** - Clicks "Enable trigger". - The trigger is switched on. **"It is on. Advize now sends Askpilot every client whose payment is missed."** ### Chapter 5: Describe the workflow (1:40) **"Back in Claude, describe the workflow in your own words."** - Clicks the Claude tab. - Screen: Claude, the chat (claude.ai/chat/3f9c2e71-8d4b-4a51-b0e2-6c7d1a9f0b35). - Types "Now set up a workflow: when Advize sends a client with a missed payment, message them on WhatsApp. If they don’t reply, chase again after 2 days. Note everything on the case, and ask me before agreeing a new payment date." in "Claude's reply box". - Clicks "Send". **"Claude checks your sources and creates the workflow in Askpilot."** - Claude: Working with Askpilot - Claude's step: Askpilot: Article get workflows - Claude's step: Askpilot: Article get process-md - Claude's step: Askpilot: Source list Organization id: 5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47 - Claude's step: Askpilot: Source get Organization id: 5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47, Id: 9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10 - Claude's step: Askpilot: Source get Organization id: 5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47, Id: 3b7f2e19-0c4d-4f8a-9e21-5d6b7a8c9f02 - Claude's step: Askpilot: Workflow create Name: Missed payment, Description: When Advize sends a client with a missed payment - Claude's step: Askpilot: Workflow set enabled Id: 7d2c41e9-3b5a-4f60-8e17-2a9c0d4b6e83, Enabled: true - Claude writes: "Missed payment is live in Askpilot and switched on. Each time your Advize trigger sends a client, the Ask agent will:" - Claude writes: "Read the client in Aryza Advize." - Claude writes: "Send them your approved missed payment template on WhatsApp, and chase again after 2 days if there is no reply." - Claude writes: "Note each step on their case." - Claude writes: "Ask you before agreeing a new payment date." - Claude adds a link: "Open Missed payment in Askpilot" - Clicks "Open Missed payment in Askpilot". - Screen: Askpilot, Workflows (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/workflows). - On screen: Workflows Search… New Name Access Trigger Updated Annual review Only me No trigger 21 Oct 2026, 15:02 Evidence chase Only me AI Number • Message Received 18 Oct 2026, 11:47 Creditor query Only me No trigger 15 Oct 2026, 09:30 Weekly arrears report Only me No trigger 14 Oct 2026, 17:05 - A new row in Workflows: Missed payment Only me Aryza Advize • Client sent by an Advize action 28 Oct 2026, 08:52 **"Missed payment is in your workflows, switched on and waiting for Advize."** ### Chapter 6: A payment is missed (2:10) **"Wednesday 28 Oct, 09:00. Daniel Whitfield misses his payment, and Advize runs the trigger."** - A new session in Askpilot's sidebar: Daniel Whitfield 28 Oct 2026, 09:00 **"A session starts for Daniel. Open it."** - Clicks the session "Daniel Whitfield". - Screen: Askpilot, the session (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/session/2b7d4f18-9a3c-4e6b-a1d5-7c0e8f2b4a96). - On screen: Daniel Whitfield Enable auto-run Type a message… 2 sources enabled Workflow - The browser moves to the left, and the client's iPhone appears on the right. - In the session: Client sent from Advize 28 Oct 2026, 09:00 Start workflow **"Askpilot on the left. Daniel’s iPhone on the right."** - Workflow panel, a new task: Read the client in Aryza Advize Send the missed payment template on WhatsApp Note it on the case Chase again if there is no reply, Fri 30 Oct 09:00 Agree a new payment date, with approval Confirm the date on WhatsApp and note the case Check the payment, Fri 30 Oct 17:00. - In the session: Ask 28 Oct 2026, 09:00 Working - Workflow panel, in progress: Read the client in Aryza Advize. - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, done: Read the client in Aryza Advize. - Workflow panel, in progress: Send the missed payment template on WhatsApp. **"Ask reads Daniel in Aryza Advize, then sends him your WhatsApp template."** - Ask's step: Task assigned to WhatsApp agent - On the Lock Screen, a WhatsApp notification: Bennett & Co now Hi Daniel, it’s Bennett & Co. We haven’t received this month’s IVA payment. If anything has changed, reply here and we’ll help you put it right. **"It lands on Daniel’s phone the moment Ask sends it."** - Workflow panel, done: Send the missed payment template on WhatsApp. - Workflow panel, in progress: Note it on the case. - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, done: Note it on the case. - Workflow panel, in progress: Chase again if there is no reply, Fri 30 Oct 09:00. - Ask's step: Updating workflow - Ask writes: Daniel Whitfield missed this month’s IVA payment. I sent him your approved missed payment template on WhatsApp: “Hi Daniel, it’s Bennett & Co. We haven’t received this month’s IVA payment…” If he doesn’t reply, I’ll chase again on Fri 30 Oct at 09:00. I’m listening for his reply on WhatsApp. Summary 3 completed 1 in progress Work done Client read Daniel Whitfield, client 48213, Approved IVAs. No vulnerability flags; mobile contact allowed. Template sent on WhatsApp Missed payment template to +44 7700 900412, delivered. Case noted Note added in Advize: missed payment template sent on WhatsApp. - Auto-run: Once · Fri 30 Oct, 09:00 **"Then it waits: a chase on Friday at 09:00, or Daniel’s reply, whichever comes first."** ### Chapter 7: The client replies (2:25) - Later: the phone's clock shows 11:24. **"Two hours later, Daniel taps the notification and replies."** - Taps the WhatsApp notification. - The phone opens WhatsApp, on the chat with Bennett & Co. - The phone's keyboard opens. - Types on the phone, in WhatsApp: "Sorry, I got paid late this month. Can I pay it on Friday?" - Taps "Send". - The client sends, in WhatsApp, at 11:24: "Sorry, I got paid late this month. Can I pay it on Friday?" - In the session: Message Received 28 Oct 2026, 11:24 Event **"His reply resumes the session in Askpilot."** - In the session: Ask 28 Oct 2026, 11:24 Working - Workflow panel, done: Chase again if there is no reply, Fri 30 Oct 09:00. - Workflow panel, in progress: Agree a new payment date, with approval. - Ask writes: Daniel replied on WhatsApp: “Sorry, I got paid late this month. Can I pay it on Friday?” Your workflow needs your approval before I agree a new payment date. - In the session: Actions needing your approval Skip Input needed Agree that Daniel pays this month’s IVA payment on Friday 30 Oct? He was paid late this month and asked to pay on Friday. Nothing else on his case needs attention. 1 Yes, agree Friday 30 Oct 2 No, ask him to call us Custom input Submit - In Askpilot: The session shows "Awaiting input". **"A new payment date needs your approval, as the workflow says. Approve it."** - Clicks "1 Yes, agree Friday 30 Oct". - Clicks "Submit". - The card now reads "Approved actions", with "Submitted". - In the session: AM Alex Morgan 28 Oct 2026, 11:26 Reply required response: Q: Agree that Daniel pays this month’s IVA payment on Friday 30 Oct? A: Yes, agree Friday 30 Oct **"Approved. Ask carries on from there."** - In the session: Ask 28 Oct 2026, 11:26 Working - Workflow panel, done: Agree a new payment date, with approval. - Workflow panel, in progress: Confirm the date on WhatsApp and note the case. - Ask's step: Task assigned to WhatsApp agent - The client receives, in WhatsApp, at 11:26: "Thanks for letting us know, Daniel. Paying on Friday 30 October is fine, and we’ve noted it on your case." **"Ask confirms the new date with Daniel on WhatsApp and notes his case in Advize."** - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, done: Confirm the date on WhatsApp and note the case. - Workflow panel, in progress: Check the payment, Fri 30 Oct 17:00. - Ask's step: Updating workflow - Ask writes: I confirmed Friday 30 Oct with Daniel on WhatsApp and noted it on his case: new payment date agreed, approved by Alex Morgan. The chase for Friday morning is no longer needed. I’ll check his payment on Friday at 17:00. Summary 6 completed 1 in progress - The auto-run pill now reads "Once · Fri 30 Oct, 17:00". **"Set up once with Claude. Askpilot runs every missed payment from start to finish."** ## 1. A new enquiry becomes a case Casework · 1:07 · 4 chapters In short: a new debt enquiry on WhatsApp. Ask takes the fact find with the person on WhatsApp, creates her as a client in Aryza Advize with the consent she gave, adds her 3 debts and her income and expenditure, notes the fact find and sets the status that gives her to an adviser; the client record in Advize shows it all. ### Chapter 1: Someone asks for help (0:00) - The browser sits on the left, and the client's iPhone on the right, open on WhatsApp, on the chat with Bennett & Co. - Screen: Askpilot, the session (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/session/5d2a9e14-8c3f-4b6a-a0e7-2f9b1c4d7e63). - On screen: Leanne Carter Type a message… 2 sources enabled Workflow Take the fact find on WhatsApp Create the client in Aryza Advize Add her debts Add her income and expenditure Note it and set Fact find complete Tell her when an adviser will call **"Monday, 19:42. Someone finds your website and messages you on WhatsApp."** - The phone's keyboard opens. - Types on the phone, in WhatsApp: "Hi, I saw your website. I’m struggling with my debts, can someone help?" - Taps "Send". - The client sends, in WhatsApp, at 19:42: "Hi, I saw your website. I’m struggling with my debts, can someone help?" - In the session: Message Received 2 Nov 2026, 19:42 Start workflow - In the session: Ask 2 Nov 2026, 19:42 Working - Ask's step: Task assigned to WhatsApp agent - Workflow panel, in progress: Take the fact find on WhatsApp. **"Your Debt enquiries workflow starts. Ask takes the fact find on WhatsApp."** - The client receives, in WhatsApp, at 19:42: "Hi, thanks for getting in touch with Bennett & Co. I can take a few details now so an adviser can call you. What’s your full name and date of birth, and who do you owe money to?" - Ask writes: Someone new asked for help with their debts. I thanked them and asked for their name and date of birth, and who they owe. ### Chapter 2: The fact find (0:15) **"She answers in her own words: her name, her date of birth, who she owes."** - The client sends, in WhatsApp, at 19:44: "Leanne Carter, 12/05/1991. Barclaycard about £4,200, Very £1,150 and a Lending Stream loan £900" - In the session: Message Received 2 Nov 2026, 19:44 Event - In the session: Ask 2 Nov 2026, 19:44 Working - Ask's step: Task assigned to WhatsApp agent - The client receives, in WhatsApp, at 19:44: "Thank you, Leanne. What do you take home each month, and what are your rent and main bills? And can our advisers contact you by phone, text and email?" - Ask writes: Leanne Carter owes about £6,250 to 3 creditors. I asked what she takes home, her bills, and if our advisers can contact her. **"Ask asks for her income, her bills, and if your advisers can contact her."** - The client sends, in WhatsApp, at 19:46: "£1,640 a month. Rent £650, council tax £120, gas and electric £140. Yes that’s fine" - Workflow panel, done: Take the fact find on WhatsApp. ### Chapter 3: The case in Advize (0:27) - In the session: Message Received 2 Nov 2026, 19:46 Event - In the session: Ask 2 Nov 2026, 19:46 Working - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, in progress: Create the client in Aryza Advize. **"Ask creates her in Aryza Advize, with only the contact she agreed to."** - Workflow panel, done: Create the client in Aryza Advize. - Workflow panel, in progress: Add her debts. - Ask's step: Task assigned to Aryza Advize agent **"It adds her 3 debts, once, and her income and expenditure."** - Workflow panel, done: Add her debts. - Workflow panel, in progress: Add her income and expenditure. - Workflow panel, done: Add her income and expenditure. - Workflow panel, in progress: Note it and set Fact find complete. - Ask's step: Task assigned to Aryza Advize agent **"It notes the fact find and sets Fact find complete, so Advize gives her to an adviser."** - Workflow panel, done: Note it and set Fact find complete. - Workflow panel, in progress: Tell her when an adviser will call. - Ask's step: Task assigned to WhatsApp agent - The client receives, in WhatsApp, at 19:47: "Thanks, Leanne. Your details are saved, and an adviser will call you tomorrow between 10 and 12." - Ask's step: Updating workflow - Workflow panel, done: Tell her when an adviser will call. - Ask writes: Leanne Carter is now client 48577 in Aryza Advize, in New Enquiries, with her consent to contact by phone, text and email. I added her 3 debts (£6,250 in all) and her income and expenditure: £1,640 in and £910 out each month. The fact find is noted, and her status is Fact find complete, so Advize gives her to an adviser. Summary 6 completed Work done Client created Leanne Carter, client 48577, New Enquiries. Contact: phone, SMS and email. Debts added Barclaycard £4,200, Very £1,150, Lending Stream £900. Income and expenditure saved Take-home pay £1,640; rent £650, council tax £120, energy £140. Status changed Fact find complete. The fact find is noted for the Advice Team. **"Five minutes, no one from your team, and the case is ready for an adviser."** ### Chapter 4: Check it in Advize (0:49) **"In Advize, Leanne is a client in New Enquiries, with everything she said."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, the client's record (bennettco.hubsolv.com/client/add/48577). - On screen: Leanne Carter, #48577 07700900631 Estimated dividend 41.20 p/£ Latest status: Fact find complete Details SFS I&E (CFS) PPI Claims Debt Employment Assets Living Checklist Bookings Messenger Appointments IVA DAS Advice Verification Aryza Case Transfer Title: Miss First name(s): Leanne Last name: Carter Date Of Birth: 12 / 05 / 1991 Mobile no: 07700900631 Preferred contact method: Mobile Campaigns View all Notes − Select a template... Post a note... (Press Ctrl + Enter for a new line) General Create Note Search All Notes ▾ - In Aryza Advize: Highlighted: Fact find complete **"Her 3 debts, on the Debt tab."** - Clicks "Debt". - In Aryza Advize: Shows: Client Partner Search creditor name or ID... Creditor Account Number: Debt Type: Amount Owed: Monthly repayment: No. of Unsecured creditors: 3 Total Unsecured Debt: £ 6,250.00 Monthly Payments Unsecured Creditors: £ 0.00 - In Aryza Advize, a new debt: Barclaycard Credit Card £ 4200.00 £ 0.00 × - In Aryza Advize, a new debt: Very Catalogue £ 1150.00 £ 0.00 × - In Aryza Advize, a new debt: Lending Stream Pay day loan £ 900.00 £ 0.00 × **"Her income and expenditure, on the SFS tab."** - Clicks "SFS". - In Aryza Advize: Shows: Income Expenses Summary Comparison Wages / Salary £1640.00 Client's Earnings (Net): £ 1640.00 Monthly No Evidence Partner's Earnings (Net): £ Monthly No Evidence Other Earnings: £ Monthly No Evidence Benefits £0 Pensions £0 Other £0 Total Household Income: £ 1,640 Total Expenditure: £ 910.00 Balance: £ 730.00 **"And the fact find, noted for the Advice Team."** - In Aryza Advize, a new note on the case: Fact find on WhatsApp, 2 Nov 19:42 to 19:47: 3 debts (£6,250), take-home £1,640, rent £650. Consent to contact by phone, SMS and email. Adviser to call 3 Nov, 10:00 to 12:00. Type: Advice Team, November 2 2026 19:47:12 0 comments ## 2. Run an annual review Casework · 0:57 · 4 chapters In short: an annual review started from Aryza Advize. The client replies on WhatsApp with 3 payslips and what changed; Ask updates her income and expenditure in Advize and files the payslips, asks Alex Morgan to approve because the money left each month changes by more than 50 pounds, then completes the review, notes it and thanks her. ### Chapter 1: Karen replies (0:00) - The browser sits on the left, and the client's iPhone on the right, open on WhatsApp, on the chat with Bennett & Co. - Screen: Askpilot, the session (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/session/c27e5a90-4f1b-4d8e-b3a2-96d0e1f7c4b8). - On screen: Karen Moss Client sent from Advize 2 Nov 2026, 08:00 Start workflow Ask 2 Nov 2026, 08:00 Worked for 9 seconds Karen Moss is in month 11 of her IVA, so her annual review is due. I asked her on WhatsApp what has changed and for her last 3 payslips. Once · Thu 5 Nov, 08:00 Type a message… 2 sources enabled Workflow Read the client in Aryza Advize Ask what has changed and for 3 payslips Remind her after 3 days if there is no reply, Thu 5 Nov 08:00 Update her income and expenditure, file the payslips Approval: money left changes by more than £50 Set Review complete, note it, thank her **"Monday, 12:17. Karen sends her last 3 payslips on WhatsApp."** - The client sends a document in WhatsApp: Payslip Aug 2026.pdf (1 page, 84 KB). - The client sends a document in WhatsApp: Payslip Sep 2026.pdf (1 page, 86 KB). - The client sends a document in WhatsApp: Payslip Oct 2026.pdf (1 page, 85 KB). **"Then she says what has changed."** - The phone's keyboard opens. - Types on the phone, in WhatsApp: "I started a new job in September, I take home £1,850 a month now. My rent went up to £725 in August." - Taps "Send". - The client sends, in WhatsApp, at 12:18: "I started a new job in September, I take home £1,850 a month now. My rent went up to £725 in August." ### Chapter 2: Ask updates the case (0:16) - In the session: Message Received 2 Nov 2026, 12:18 Event - Workflow panel, removed: Remind her after 3 days if there is no reply, Thu 5 Nov 08:00. - The auto-run pill goes away: no run is planned now. - In the session: Ask 2 Nov 2026, 12:19 Working - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, in progress: Update her income and expenditure, file the payslips. **"She replied, so the reminder is dropped."** **"Ask updates her income and expenditure in Advize, then reads it back."** - Ask's step: Task assigned to Aryza Advize agent **"It files her 3 payslips in Income Evidence."** - Workflow panel, done: Update her income and expenditure, file the payslips. - Ask's step: Updating workflow - Ask writes: Karen started a new job in September: her take-home pay went from £1,520 to £1,850 a month, and her rent from £650 to £725. I updated her income and expenditure in Aryza Advize and read it back: the money left each month goes from £340 to £595. Her 3 payslips are in Income Evidence. The change is more than £50, so your workflow needs your approval. - Workflow panel, in progress: Approval: money left changes by more than £50. ### Chapter 3: Your approval (0:29) - In the session: Actions needing your approval Skip Input needed Approve Karen Moss’s updated income and expenditure for her annual review? Money left each month: £340 to £595, from her 3 payslips (August to October). 1 Yes, complete the review 2 No, ask an adviser to call her Custom input Submit **"The money left each month changes by more than £50, so the workflow asks you first."** - Clicks "1 Yes, complete the review". - Clicks "Submit". - The card now reads "Approved actions", with "Submitted". - In the session: AM Alex Morgan 2 Nov 2026, 12:31 Reply required response: Q: Approve Karen Moss’s updated income and expenditure for her annual review? A: Yes, complete the review - Workflow panel, done: Approval: money left changes by more than £50. **"Approved. Ask completes the review and thanks her."** - In the session: Ask 2 Nov 2026, 12:31 Working - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, in progress: Set Review complete, note it, thank her. - Ask's step: Task assigned to WhatsApp agent - The client receives, in WhatsApp, at 12:31: "Thank you, Karen. We’ve updated your details for your review. Your adviser will be in touch if anything else is needed." - Ask's step: Updating workflow - Workflow panel, done: Set Review complete, note it, thank her. - Ask writes: The review is complete: her status is Review complete and the review is noted on her case, approved by Alex Morgan. I thanked Karen on WhatsApp. Summary 6 completed ### Chapter 4: Check it in Advize (0:40) **"In Advize: her new income and expenditure on the SFS tab."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, the client's record (bennettco.hubsolv.com/client/add/47102). - On screen: Karen Moss, #47102 07700900218 Estimated dividend 41.20 p/£ Latest status: Review complete Details SFS I&E (CFS) PPI Claims Debt Employment Assets Living Checklist Bookings Messenger Appointments IVA DAS Advice Verification Aryza Case Transfer Income Expenses Summary Comparison Wages / Salary £1850.00 Client's Earnings (Net): £ 1850.00 Monthly 3 Months Wage Slips Partner's Earnings (Net): £ Monthly No Evidence Other Earnings: £ Monthly No Evidence Benefits £0 Pensions £0 Other £0 Total Household Income: £ 1,850 Total Expenditure: £ 1,255.00 Balance: £ 595.00 Campaigns View all Notes − Select a template... Post a note... (Press Ctrl + Enter for a new line) General Create Note Search All Notes ▾ Annual review letter sent. Type: General, September 18 2026 10:32:07 0 comments Client files − Drop files here to upload Root Folder / Income Evidence - In Aryza Advize: Highlighted: Client's Earnings (Net): £ 1850.00 Monthly 3 Months Wage Slips - In Aryza Advize: Highlighted: Total Household Income: £ 1,850 Total Expenditure: £ 1,255.00 Balance: £ 595.00 **"The review, noted on her case, and her status Review complete."** - In Aryza Advize, a new note on the case: Annual review on WhatsApp: new job from September, take-home £1,850 (was £1,520); rent £725 (was £650). Money left £595 (was £340). 3 payslips in Income Evidence. Approved by Alex Morgan. Type: Income, November 2 2026 12:31:52 0 comments **"And her 3 payslips, in Income Evidence."** - In Aryza Advize, a new file in the client's files: Payslip Aug 2026.pdf 02/11/2026 12:20:41 - In Aryza Advize, a new file in the client's files: Payslip Sep 2026.pdf 02/11/2026 12:20:44 - In Aryza Advize, a new file in the client's files: Payslip Oct 2026.pdf 02/11/2026 12:20:47 ## 3. Update a client's details Casework · 0:34 · 3 chapters In short: during a missed payment chase, the client replies on WhatsApp that she has paid and moved house; Ask updates only her address in Aryza Advize and notes it, and the client record shows the new address. ### Chapter 1: Sarah replies (0:00) - The browser sits on the left, and the client's iPhone on the right, open on WhatsApp, on the chat with Bennett & Co. - Screen: Askpilot, the session (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/session/71b9c3e2-0d4f-4a8b-9e65-c3a1f2d8b047). - On screen: Sarah Okafor Client sent from Advize 4 Nov 2026, 09:00 Start workflow Ask 4 Nov 2026, 09:00 Worked for 12 seconds Sarah Okafor missed this month’s IVA payment. I sent her your approved missed payment template on WhatsApp and noted it on her case. Once · Fri 6 Nov, 09:00 Type a message… 2 sources enabled Workflow Read the client in Aryza Advize Send the missed payment template on WhatsApp **"Wednesday, 09:47. Sarah replies to your missed payment message."** - The phone's keyboard opens. - Types on the phone, in WhatsApp: "Sorry! I paid it this morning, I’ve been moving house. New address is 14 Elm Road, Sheffield S6 2LT" - Taps "Send". - The client sends, in WhatsApp, at 09:47: "Sorry! I paid it this morning, I’ve been moving house. New address is 14 Elm Road, Sheffield S6 2LT" ### Chapter 2: Ask updates her address (0:12) - In the session: Message Received 4 Nov 2026, 09:47 Event - In the session: Ask 4 Nov 2026, 09:48 Working - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, a new task: Update her address and note it. - Workflow panel, in progress: Update her address and note it. **"Her reply resumes the session. Ask changes only her address in Advize, and notes it."** - Workflow panel, done: Update her address and note it. - Ask's step: Task assigned to WhatsApp agent - The client receives, in WhatsApp, at 09:48: "Thanks for letting us know, Sarah. We’ve updated your address, and we’ll check your payment has arrived." - Ask's step: Updating workflow - Workflow panel, a new task: Check her payment, Thu 5 Nov 09:00. - Workflow panel, in progress: Check her payment, Thu 5 Nov 09:00. - The auto-run pill now reads "Once · Thu 5 Nov, 09:00". **"Instead of chasing on Friday, it checks her payment tomorrow at 09:00."** - Ask writes: Sarah says she paid this morning, and she has moved house. I updated her address in Aryza Advize, from 7 Mill Lane, Rotherham, S60 1QE to 14 Elm Road, Sheffield, S6 2LT, and noted both on her case. I’ll check her payment has arrived tomorrow at 09:00. Summary 4 completed 1 in progress ### Chapter 3: Check it in Advize (0:24) **"In Advize, her new address is on her record."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, the client's record (bennettco.hubsolv.com/client/add/48344). - On screen: Sarah Okafor, #48344 07700900345 Estimated dividend 41.20 p/£ Latest status: Active Details SFS I&E (CFS) PPI Claims Debt Employment Assets Living Checklist Bookings Messenger Appointments IVA DAS Advice Verification Aryza Case Transfer Title: Ms First name(s): Sarah Last name: Okafor Mobile no: 07700900345 Email: sarah.okafor@example.com Preferred contact method: Mobile Search by postcode: Enter postcode... Current Address: 14 Elm Road Sheffield South Yorkshire S6 2LT United Kingdom Campaigns View all Notes − Select a template... Post a note... (Press Ctrl + Enter for a new line) General Create Note Search All Notes ▾ Missed payment template sent on WhatsApp. Type: Payments, November 4 2026 09:00:43 0 comments - In Aryza Advize: Highlighted: 14 Elm Road - In Aryza Advize: Highlighted: Sheffield - In Aryza Advize: Highlighted: S6 2LT **"With a note of what changed, and what she told you."** - In Aryza Advize, a new note on the case: Client moved house in October. Address updated from 7 Mill Lane, Rotherham, S60 1QE to 14 Elm Road, Sheffield, S6 2LT (told us on WhatsApp). Says this month’s payment was made today. Type: General, November 4 2026 09:48:21 0 comments ## 4. Protect a vulnerable client Casework · 0:40 · 2 chapters In short: a client with a vulnerability flag misses a payment; Ask sends no WhatsApp chase, notes the case for the Advice Team and sends Advize a notification, which starts the firm's own trigger that gives the support team a task. ### Chapter 1: A payment is missed (0:00) - Screen: Askpilot, the session (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/session/9e3f1a7c-6b2d-4e80-8c19-d4a5b7e02f31). - On screen: Mark Ellison Type a message… 2 sources enabled Workflow **"Thursday, 09:00. Advize sends Mark Ellison, who has missed a payment."** - A new session in Askpilot's sidebar: Mark Ellison 5 Nov 2026, 09:00 - Clicks the session "Mark Ellison". - In the session: Client sent from Advize 5 Nov 2026, 09:00 Start workflow - Workflow panel, a new task: Read the client in Aryza Advize. - In the session: Ask 5 Nov 2026, 09:00 Working - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, in progress: Read the client in Aryza Advize. **"Ask reads his case in Aryza Advize. It has a vulnerability flag."** - Workflow panel, done: Read the client in Aryza Advize. - Workflow panel, a new task: Vulnerable: no WhatsApp chase. - Workflow panel, done: Vulnerable: no WhatsApp chase. **"So, as your workflow says, it doesn’t chase him on WhatsApp."** - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, a new task: Note the case for the Advice Team. - Workflow panel, in progress: Note the case for the Advice Team. **"It notes the missed payment for the Advice Team."** - Workflow panel, done: Note the case for the Advice Team. - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, a new task: Send Advize a notification for the support team. - Workflow panel, in progress: Send Advize a notification for the support team. **"And sends Advize a notification, for your support team to call him."** - Workflow panel, done: Send Advize a notification for the support team. - Ask's step: Updating workflow - Ask writes: Mark Ellison missed this month’s IVA payment. His case has a vulnerability flag (V2, mental health), so, as your workflow says, I didn’t message him. I noted the missed payment for the Advice Team and sent Advize a notification, so your support team gets a task to call him. Summary 4 completed Work done Client read Mark Ellison, client 46891, Approved IVAs. Vulnerability: V2, mental health. Prefers a call after 11:00. No WhatsApp chase Vulnerable client: the support team calls him instead. Case noted Note added in Advize for the Advice Team. Notification sent Advize’s Notification received trigger gives the support team a task. ### Chapter 2: Check it in Advize (0:25) **"In Advize, the missed payment is noted on his case."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, the client's record (bennettco.hubsolv.com/client/add/46891). - On screen: Mark Ellison, #46891 07700900554 Estimated dividend 41.20 p/£ Latest status: Active Details SFS I&E (CFS) PPI Claims Debt Employment Assets Living Checklist Bookings Messenger Appointments IVA DAS Advice Verification Aryza Case Transfer Title: Mr First name(s): Mark Last name: Ellison Vulnerability Level V2 Consent Given to Discuss with a 3rd Party No Preferred contact method: Landline Campaigns View all Notes − Select a template... Post a note... (Press Ctrl + Enter for a new line) General Create Note Search All Notes ▾ Vulnerability review completed by phone. Type: Advice Team, October 12 2026 11:42:10 0 comments - In Aryza Advize, a new note on the case: Missed payment on 5 Nov. Vulnerable client (V2, mental health): no WhatsApp chase sent. Support team to call after 11:00, as he prefers. Type: Advice Team, November 5 2026 09:00:38 0 comments - In Aryza Advize: Highlighted: V2 **"The notification starts your own Advize trigger: a task for your support team."** - Clicks the Campaign management icon in Advize's menu. - Screen: Aryza Advize, Campaign management, Campaigns (bennettco.hubsolv.com/campaign/campaignlist). - On screen: Campaigns You are here: Campaign management / Campaigns Please select the default view for displaying campaign details in a client records. ACTIVE Drag and drop the campaigns to change the order. ID | Name | Description | Clients | Actions ; 12 | Approved IVAs | Live IVA cases | 1284 | ; 9 | Arrears | Missed payments to chase | 146 | ; 14 | Annual Reviews | Reviews due this quarter | 312 | ; 4 | New Enquiries | Leads from the website | 538 | ; 21 | Closures | Cases being closed | 97 | ; 17 | Variations | Variation meetings | 64 | ; - Clicks "Edit Triggers". - Screen: Aryza Advize, the campaign's triggers (bennettco.hubsolv.com/trigger/triggerlist/12). - On screen: Triggers / Approved IVAs You are here: Campaign management / Campaigns Trigger | Description | Campaign | Created By | Created Date | ; Status Changed | Welcome pack | Approved IVAs | Alex Morgan | 02/09/2026 10:14:22 | ; Schedule Payment Missed | Starts the Askpilot Missed payment workflow | Approved IVAs | Alex Morgan | 28/10/2026 08:41:07 | ; Notification received | Vulnerable client: task for the support team | Approved IVAs | Alex Morgan | 11/06/2026 15:20:33 | ; Vulnerability Review Due | Review call booked | Approved IVAs | Alex Morgan | 11/06/2026 15:24:09 | ; New Trigger - In Aryza Advize: Highlighted: Notification received | Vulnerable client: task for the support team | Approved IVAs | Alex Morgan | 11/06/2026 15:20:33 | | ## 5. Check a bank statement Casework · 0:33 · 2 chapters In short: Advize's Bank Statements Received trigger starts a session; Ask finds and downloads the new statement from the client's files, compares it with her income and expenditure, and notes three differences for her adviser. ### Chapter 1: A statement arrives (0:00) - Screen: Askpilot, the session (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/session/2c8d4f60-b17e-4a93-95d2-e0f3a6c81b74). - On screen: Priya Shah Type a message… 2 sources enabled Workflow **"Friday, 14:05. Priya Shah’s bank statement arrives in Advize, and its trigger sends her."** - A new session in Askpilot's sidebar: Priya Shah 6 Nov 2026, 14:05 - Clicks the session "Priya Shah". - In the session: Client sent from Advize 6 Nov 2026, 14:05 Start workflow - Workflow panel, a new task: Find the new statement in her files Download and read it Compare it with her income and expenditure Note the differences for her adviser. - In the session: Ask 6 Nov 2026, 14:05 Working - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, in progress: Find the new statement in her files. **"Ask finds the new statement in her files, and downloads it."** - Workflow panel, done: Find the new statement in her files. - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, in progress: Download and read it. - Ask's step: Read file · Statement October 2026.pdf **"It reads the statement and compares it with her income and expenditure."** - Workflow panel, done: Download and read it. - Workflow panel, in progress: Compare it with her income and expenditure. - Workflow panel, done: Compare it with her income and expenditure. - Ask's step: Task assigned to Aryza Advize agent - Workflow panel, in progress: Note the differences for her adviser. - Workflow panel, done: Note the differences for her adviser. - Ask's step: Updating workflow - Ask writes: Priya Shah’s October bank statement arrived. I compared it with her income and expenditure in Aryza Advize: | Income and expenditure | Statement ; Wages | £1,720 | £1,720 ; Groceries | £380 | £522 ; Gym (PureGym) | none | £45 ; Betting (3 payments) | none | £60 ; I noted the 3 differences for her adviser. Nothing in her income and expenditure is changed. **"3 differences, noted for her adviser. Nothing is changed without them."** ### Chapter 2: Check it in Advize (0:22) **"In Advize, the note is on her case, for her adviser."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, the client's record (bennettco.hubsolv.com/client/add/47950). - On screen: Priya Shah, #47950 07700900761 Estimated dividend 41.20 p/£ Latest status: Active Details SFS I&E (CFS) PPI Claims Debt Employment Assets Living Checklist Bookings Messenger Appointments IVA DAS Advice Verification Aryza Case Transfer Income Expenses Summary Comparison Wages / Salary £1720.00 Client's Earnings (Net): £ 1720.00 Monthly Wage Slip Partner's Earnings (Net): £ Monthly No Evidence Other Earnings: £ Monthly No Evidence Benefits £0 Pensions £0 Other £0 Total Household Income: £ 1,720 Total Expenditure: £ 1,395.00 Balance: £ 325.00 Campaigns View all Notes − Select a template... Post a note... (Press Ctrl + Enter for a new line) General Create Note Search All Notes ▾ Bank statements requested. Type: General, October 30 2026 10:11:04 0 comments Client files − Drop files here to upload Root Folder / Bank Statements Statement September 2026.pdf 05/10/2026 09:31:12 - In Aryza Advize, a new note on the case: Bank statement October 2026 checked against the I&E: groceries £522 (I&E £380); PureGym £45 a month, not on the I&E; 3 betting payments, £60 in all. For the adviser to discuss with the client. Type: Advice Team, November 6 2026 14:05:51 0 comments **"With the statement Ask read, in her Bank Statements folder."** - In Aryza Advize, a new file in the client's files: Statement October 2026.pdf 06/11/2026 14:04:58 ## 6. Map your Advize IDs Setup · 1:36 · 5 chapters In short: mapping Aryza Advize IDs in Askpilot. A campaign number is read from Advize's campaign list, a status number from the campaign's statuses, a note type number and a folder number with Inspect, and each is added on the ID map tab of the Aryza Advize source in Askpilot, then saved. ### Chapter 1: Why the ID map (0:00) - Screen: Askpilot, the Aryza Advize source, ID map tab (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/sources/9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10/aryza-advize-id-map). - On screen: Aryza Advize Our Aryza Advize: the clients of every campaign. Tools Webhook events ID map Settings Campaigns 0 No campaigns yet. Add campaign Statuses 0 No statuses yet. Add status Note types 0 No note types yet. Add note type Folders 0 No folders yet. Add folder Save To add notes, change statuses, or use campaigns and folders, map them first on the ID map tab of this source in Askpilot. If they are not mapped, these actions will not work: Advize can’t share them with Askpilot, and the tools refuse any number that is not in the map. Statuses: in Advize, go to Campaign management → Campaigns and click the Campaign Statuses icon of the campaign. Each status shows its number before its name, for example 611 Not Contacted. Note types: in Advize, open any client and find the box where you add a note. The types in its dropdown are numbered in order: the first is 1, the second 2, and so on. To be sure, right-click the dropdown, choose Inspect, and read the value of each option. Campaigns: in Advize, go to Campaign management → Campaigns. Each campaign shows its number next to its name. Folders: in Advize, go to Settings → Document Structure, right-click a folder, choose Inspect, and read its data-folder value. In Askpilot, go to Sources, open this Aryza Advize source, and open its ID map tab. Click Add status, Add note type, Add campaign or Add folder, and enter each one with its number and its name as in Advize. Give a status a campaign only if Askpilot will create new clients with that status. **"Advize keeps its own numbers for statuses, note types, campaigns and folders."** **"Ask needs them to note a case or change a status. Map each one once, here."** ### Chapter 2: Campaigns (0:11) **"In Advize, each campaign shows its number in Campaign management, Campaigns."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, Campaign management, Campaigns (bennettco.hubsolv.com/campaign/campaignlist). - On screen: Campaigns You are here: Campaign management / Campaigns Please select the default view for displaying campaign details in a client records. ACTIVE Drag and drop the campaigns to change the order. ID | Name | Description | Clients | Actions ; 12 | Approved IVAs | Live IVA cases | 1284 | ; 9 | Arrears | Missed payments to chase | 146 | ; 14 | Annual Reviews | Reviews due this quarter | 312 | ; 4 | New Enquiries | Leads from the website | 538 | ; 21 | Closures | Cases being closed | 97 | ; 17 | Variations | Variation meetings | 64 | ; - In Aryza Advize: Highlighted: 12 - In Aryza Advize: Highlighted: Approved IVAs **"Add it on the ID map tab: 12, Approved IVAs."** - Clicks the Askpilot tab. - Screen: Askpilot, the Aryza Advize source, ID map tab (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/sources/9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10/aryza-advize-id-map). - Clicks "Add campaign". - A new empty row in Campaigns, with the fields ID Name. - In Askpilot: Now reads: Campaigns 1 - Types "12" in "ID (Campaigns)". - Types "Approved IVAs" in "Name (Campaigns)". ### Chapter 3: Statuses (0:24) **"A campaign’s statuses have numbers too: click its Campaign statuses button."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, Campaign management, Campaigns (bennettco.hubsolv.com/campaign/campaignlist). - Clicks "Campaign statuses". - Screen: Aryza Advize, the campaign's statuses (Manage statuses) (bennettco.hubsolv.com/campaign/status/12). - On screen: Manage statuses / Approved IVAs You are here: Campaign management / Campaigns Campaign statuses: Drag and drag the statuses to change the order. 90 Active 104 Payment missed 105 Arrears contacted 106 Arrangement agreed 109 Annual review due 96 Completed 108 Terminated Import statuses Create status **"Each status shows its number before its name: 105, Arrears contacted."** - In Aryza Advize: Highlighted: 105 Arrears contacted - Clicks the Askpilot tab. - Screen: Askpilot, the Aryza Advize source, ID map tab (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/sources/9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10/aryza-advize-id-map). **"Add it. Leave Campaign empty, unless Ask creates new clients with this status."** - Clicks "Add status". - A new empty row in Statuses, with the fields ID Name Campaign Optional. - In Askpilot: Now reads: Statuses 1 - Types "105" in "ID (Statuses)". - Types "Arrears contacted" in "Name (Statuses)". ### Chapter 4: Note types (0:43) **"Note types show no number on screen. Open any client in Advize."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, the client's record (bennettco.hubsolv.com/client/add/48213). - On screen: Daniel Whitfield, #48213 07700900412 Estimated dividend 41.20 p/£ Latest status: Active Details SFS I&E (CFS) PPI Claims Debt Employment Assets Living Checklist Bookings Messenger Appointments IVA DAS Advice Verification Aryza Case Transfer Title: Mr First name(s): Daniel Last name: Whitfield Place Of Birth: Sheffield Date Of Birth: 14 / 03 / 1987 Marital status: Married Mobile no: 07700900412 Email: daniel.whitfield@example.com Preferred contact method: Mobile Employment status: Employed Full Time Occupation: Warehouse supervisor Campaigns View all Notes − Select a template... Post a note... (Press Ctrl + Enter for a new line) General Create Note Search All Notes ▾ Called client to confirm the new direct debit date. Type: Payments, October 2 2026 14:06:51 0 comments Annual review letter sent. Type: General, September 18 2026 10:32:07 0 comments **"Right-click the note type list, the one that says General, and choose Inspect."** - Right-clicks "General". - The browser's menu opens (Back, Forward, Reload, Save As, Print, View Page Source, Inspect). - Clicks "Inspect". - DevTools opens at the foot of the page, on the Elements tab, at the element: `
` `
` `` `
` `
…
` **"Open the list in DevTools. Each option’s value is the note type’s number."** - Clicks the arrow that opens the list's options. - DevTools shows: `` `` `` `` `` `` `` `` `` - In DevTools, highlighted: `` **"Payments is 21: read the value, as hidden note types leave gaps in the count."** - Clicks the Askpilot tab. - Screen: Askpilot, the Aryza Advize source, ID map tab (app.askpilot.com/org/5a2e91c0-77d4-4b1e-9c0a-1f3b8e6d2a47/sources/9c41d0b2-6e1a-4c55-8f0d-2b7a9e3c5d10/aryza-advize-id-map). **"Add it: 21, Payments."** - Clicks "Add note type". - A new empty row in Note types, with the fields ID Name. - In Askpilot: Now reads: Note types 1 - Types "21" in "ID (Note types)". - Types "Payments" in "Name (Note types)". ### Chapter 5: Folders (1:11) **"Folders too: in Settings, Documents Structure, right-click a folder and Inspect it."** - Clicks the Aryza Advize tab. - Screen: Aryza Advize, Settings, Documents Structure (bennettco.hubsolv.com/folder/index). - On screen: Documents Structure You are here: Settings / Documents Structure Root Folder Email Attachments Introducer Files Drafting Notice of Meeting Meeting of Creditors Post Appointment Income Evidence Bank Statements Compliance & QA Signed Proposal Call Recordings General Documents - In Aryza Advize: Highlighted: Income Evidence - Right-clicks "Income Evidence". - The browser's menu opens (Back, Forward, Reload, Save As, Print, View Page Source, Inspect). - Clicks "Inspect". - DevTools opens at the foot of the page, on the Elements tab, at the element: `