# Automate the work behind every Front conversation. Askpilot does any work behind your Front conversations, from chasing payments to putting properties on the market. You approve anything sensitive. Add Askpilot to Front as an AI teammate. Assign it a conversation or @mention it, and it does the work across your tools, end to end. Connecting Askpilot in Claude [Are you an AI agent? Read this video as text](https://askpilot.com/integrations/front-videos.md) More conversations, same team ## Grow without hiring, for a fraction of the cost. - **Hire a teammate**: ~£4.60 per job done. About £2,600 a month each. Office hours; Weeks to start; One person’s capacity. - **Askpilot**: ~35p per job done. Plans from £25 a month. Works 24/7; Live the same day; Grows with your conversations. [Work out your cost](#cost) - 13× less per job done with Askpilot. A job is one multi-step task, like quoting a collection and following it up: about 15 minutes of a teammate’s time at £2,600 a month with NI and pension, or about 28 credits on Askpilot’s £25 plan. Beyond flowcharts ## Bring agentic operations to your Front inbox. Traditional automation Agentic Automation quote-requests / **PROCESS.md** *##* Role Act as our sales desk, quoting collections and deliveries. *##* Instructions Clear and quick. Price from our 2026 rate card only. Hold the collection slot in our calendar while they decide. *##* Events Subscribe to events to listen for the customer's reply in Front. *##* Rules **Stop:** the job is booked, or they say no. **Escalate:** for more than 10 pallets or a route we don't cover, to the operations lead. **Approval:** required before any discount. *##* Todos Read the request and price it from the rate card Reply with the quote and a collection slot When they say yes, book it in the calendar and on the jobs board *##* Paths `slot-taken` If the slot has gone, offer the next free one from the collections calendar. Why Askpilot ## Powerful automation you describe, not build. Lead follow-up flow my-agent JD MK AR +2 devs Week 6 not live yet **38** steps · **10** branches SNew reply from Sarah“Can we do next week instead?” **Run stopped**No 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. *1*from claude_agent_sdk import * 2. *2*from tools import crm, docs 3. *3*opts = 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. *13*async def follow_up(lead): 14. *14* a = ClaudeSDKClient(opts) 15. *15* await a.query(lead.brief) 16. *16* # TODO approvals, evals **Go-live checklist****3** 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) **PROCESS.md***DraftLive* 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. Autonomous execution ## Askpilot does the work end to end. You stay in control. Predictable execution with the **PROCESS.md** format[Learn more](https://askpilot.com/process-md.html) 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](https://askpilot.com/integrations.html).** 1 Step ### Your AI sets up the workflowYour AI changes the workflowYour AI reviews and improvesYour AI uses a pre-made workflowYour AI adds the MCP serverYour AI connects the APIYour AI sets up the webhookYour AI sets up the webhookYour AI connects the Askpilot API ClaudeClaude Code When a new lead emails us, reply within 5 minutes, ask our qualification questions and chase on WhatsApp until they book a call. I’ll set this up as a workflow in Askpilot. Used Askpilot3 actions - Created the Lead qualification workflow - Set the trigger: new email in Outlook - Connected Outlook and WhatsApp Done. Lead qualification is live and starts on the next lead email. Reply within 2 minutes instead of 5. Updated. Lead qualification now replies within 2 minutes. Lead qualification: never offer a discount without asking me first. Got it. I’ll add that rule to Lead qualification. Used Askpilot2 actions - Read the Lead qualification workflow - Added a rule: ask before any discount Done. From the next lead, Askpilot asks you before it offers a discount. How did Lead qualification do this week? Anything to improve? I’ll read this week’s runs. Used Askpilot2 actions - Read 42 runs from this week - Compared the replies and the calls booked Leads chased on WhatsApp after one day booked twice as often as those chased after two. Shall I change it to one day? Yes, update it. Used Askpilot1 action - Updated Lead qualification: chase on WhatsApp after 1 day We’re a sales team. Which ready-made workflows can we start from? Askpilot has these ready-made workflows for sales teams. - **Lead qualification**Replies in minutes, then follows up. - **Missed-call follow-up**Texts back every missed call. - **Post-call admin**Turns calls into notes and follow-ups. Set up Lead qualification for us, with Outlook and WhatsApp. Used Askpilot2 actions - Created Lead qualification from the template - Connected Outlook and WhatsApp Done. It’s live, and you can change any step by asking me. Connect our Notion workspace, so our workflows can look up client notes. Happy to. Which MCP server should I use? If you are not sure, send me the docs. Here are the docs: developers.notion.com/docs/mcp Found it. I added Notion as a custom MCP source. Sign in to Notion in Askpilot to finish. Used Askpilot3 actions - Created the custom MCP source Notion - Turned on the 2 tools the workflow needs - Added Notion to Client onboarding Connect our booking system. It has an API, but no MCP server. No problem. Do you have the API docs or an OpenAPI file? Here you go: api.acmebookings.com/docs Done. I read the docs and added 4 endpoints as tools. Add your API key in Askpilot to connect it. Used Askpilot3 actions - Created the custom API source Acme Bookings - Added 4 endpoints as tools - Set approval on the tools that change data When someone fills in the contact form on our website, start Lead qualification. Your form tool can send webhooks, so I made an event URL for it. Paste it into the form’s webhook settings and send a test. Done, test sent. Got it. I learned 4 fields from the test, and the form now starts Lead qualification. Used Askpilot3 actions - Created the source Website form, with an event URL - Learned 4 fields from the test event - Set it as the trigger of Lead qualification When a lead is qualified, send it to our sales dashboard. It takes webhooks at hooks.brightlinestudio.com/leads . Sure. What should each lead look like? Send me an example, or name the fields. Name, email, company and the lead score. Done. I added your endpoint as a Webhook source, and Lead qualification now sends each qualified lead to it. Add a signing secret in Askpilot to finish. Used Askpilot3 actions - Created the Webhook source Sales dashboard - Set the example request body - Added the send step to Lead qualification Start Quote follow-up whenever our app gets a quote request, and send each customer reply into their case. I’ll use the Askpilot API. Create an API key in Askpilot, then add it to the app as ASKPILOT_API_KEY . Key added. Done. A quote request now starts the workflow, and each reply goes into its open session. POST /v1/workflows/{id}/start POST /v1/sessions/{id}/messages Used Askpilot3 actions - Found the workflow Quote follow-up - Read the API guide - Sent a test quote request 2 Step Connected Live ### Ready for any Askpilot workflowAskpilot runs it, start to finishNew runs follow the changeAskpilot runs the new versionAskpilot runs it, start to finishYour app starts workflows Workflows*/***Lead qualification** **Lead qualification**Starts on a new email in Outlook Draft Live **Todos**5 tasks - **Reply within 5 minutesReply within 2 minutes**Outlook*Updated* - **Ask the qualification questions**Outlook - **Score the answers against your criteria**Ask agent - **Send the booking link to qualified leads**Outlook - **Chase on WhatsApp until they book**WhatsApp It starts on the next lead email. Every step shows in its session. Workflows*/***Lead qualification** **Lead qualification**Rules, from its PROCESS.md Updating Live **Rules**3 rules - **Stop when they book a call or say no**Stop - **Hand over after three chases with no reply**Escalate - **Ask me before offering any discount**Approval*New* **Next run**Follows the new rule - **Jane Cole asked for 10% off**Lead qualification*Asks you first* Changed in one sentence. No flowchart to redraw. Lead qualification*/***Runs** **This week**42 runs - **Tom Iqbal**Chased on WhatsApp after 2 days*Booked* - **Sara Khan**Chased on WhatsApp after 2 days*No reply* - **Ben Ortiz**Chased on WhatsApp after 2 days*No reply* Workflow updated: chase on WhatsApp after 1 day **New runs**New version - **Jane Cole**Chased on WhatsApp after 1 day*Booked* - **Mark Ellis**Chased on WhatsApp after 1 day*Running* Workflows*/***Lead qualification** **Lead qualification *Template***Starts on a new email in Outlook Draft Live **Todos**From the template - **Reply to every enquiry in minutes**Outlook - **Ask your qualification questions**Outlook - **Score the answers against your criteria**Ask agent - **Follow up on WhatsApp until they book**WhatsApp Sources*/***Notion** **Notion**Custom MCP source Not connected Connected Server URL https://mcp.notion.com/mcp Sign in with Notion Signed in to Notion **Tools**2 of 4 on - **Search pages**Finds pages and notes by keyword - **Read a page**Gets the content of one page - **Create a page**Adds a new page - **Update a page**Changes an existing page Logins are entered only in Askpilot. Your AI agent never sees them. Sources*/***Acme Bookings** **Acme Bookings**Custom API source Not connected Connected Base URL https://api.acmebookings.com/v1 API key *••••••••••••••••* Verify and save Verified **Tools from the API docs**4 endpoints - ***GET*Find a booking** - ***GET*List free slots** - ***POST*Create a booking**Needs approval - ***PATCH*Move a booking**Needs approval Logins are entered only in Askpilot. Your AI agent never sees them. Sources*/***Website form** **Website form**Custom source with events Waiting for a test Receiving events Event URL https://webhook.askpilot.com/e/k7f2x9*Copy* **Test event received**4 fields learned `name``email``company``message` **Events** - **Form submitted**Starts Lead qualificationStarts a workflow - **Same form, existing lead**Matched by email, wakes their open sessionWakes a session Every event can start a workflow or wake a session that is waiting for it. Sources*/***Sales dashboard** **Sales dashboard**Webhook source Not connected Connected Endpoint URL https://hooks.brightlinestudio.com/leads Example request body ```markdown { "name": "Hannah Okafor", "email": "hannah.okafor@example.com", "company": "Okafor Lettings", "score": 82 } ``` Signing secret *••••••••••••••••* Verify and save Verified Askpilot sends a test request first, and saves the webhook only when your endpoint answers with a 2xx. Settings*/***API keys** **Askpilot API**Public API No requests yet Receiving requests API key for Quote app *••••••••••••••••* Create key Created **Requests from your app**Last minute - ***POST*Start Quote follow-up**Opened a session for Hannah Okafor202 - ***POST*Send a message**“Tuesday works for us.” went into her session200 - ***GET*Read the session**Running: booking the visit200 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. *1***You ask your AI**Share details about your tool. 2. *2***Askpilot guides your AI**The MCP walks your AI through it. 3. *3***Your AI builds the integration**It learns the API and connects it. 4. *4***You connect it. It’s live.**Authorise or add an API key in Askpilot. **Your AI** Connect our HubSpot. Done. Authorise HubSpot in Askpilot to finish. HubSpot Your tool Askpilot Runs your workflows Authorise Connected Askpilot MCP Guide Through its MCP server Askpilot can now**Find contacts****Update deals** Choose an example Ready out of the boxand more 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 tool**Zapier-style if-this-then-that flows - **AI support agent**Answers customer emails*Separate account and billing* - **AI SDR**Sends sales follow-ups*Separate account and billing* - **AI lead qualifier**Scores and qualifies leads*Separate account and billing* - **AI call notetaker**Writes up every call*Separate account and billing* - **AI invoice chaser**Chases unpaid invoices*Separate account and billing* - **Flowchart automations**Tool replaced - **Customer support**Tool replaced - **Sales follow-up**Tool replaced - **Lead qualification**Tool replaced - **Post-call admin**Tool replaced - **Invoice chasing**Tool replaced **2** ### Every workflow optimised for the lowest cost. **Lead qualification · Daniel Price** TaskModel and cost 1. 1Read the new lead’s emailMiniMax Fast 2. 2Find them in your CRMZ.ai Fast 3. 3Research their company onlineGemini Research 4. 4Write a personal replyClaude Writing 5. 5Decide if they qualify, or ask youGPT Reasoning Save on every run Strongest model on every task **Cost-optimized by Askpilot** Pricing ## Pay only for the work done. Not per seat. workflows done end to end Workflow complexity These are estimates. Real workflow execution can vary. **£25**/month Plans · workflows covered a month 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 ## Your data stays yours. Your data is never used to train Askpilot or the AI models that power it. --- This is the Markdown version of https://askpilot.com/integrations/front.html. Site index for agents: https://askpilot.com/llms.txt