Automate post-call admin with AI

Transcribe calls, update your CRM, send follow-ups, create tasks, or automate any post-call workflow end to end.

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Works with

Claude
Claude Code
ChatGPT
Codex
Hermes
Gemini
OpenClaw

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

ContactsAdd Contact

Search ContactsFilter

Caller ID +44 20 3051 4687▼

DHDefault Hunt Group

PAExt 1001 · Priya A.

TIExt 1002 · Tom I.

DKExt 1003 · Dom K.

Search Recent CallsFilter

Today

SMSarah MitchellOutbound · Ext 1001 · Priya A.Ended4m 12s14:32

DODaniel OkaforOutbound · Ext 10017m 38s11:05

?+44 7911 123 456Missed · Main lineMissed10:41

RARachel AdeyemiInbound · Main line · answered by Tom I.2m 04s09:18

Webhook sent call.ended

Askpilot

Askpilot

OpenDone

DKDom Krpan

New session Auto-run on

Ask anything… 5 sources enabled

Connect Askpilot to the AI agent you already use

You: Connect Askpilot. The setup instructions are at askpilot.com/mcp.

Claude: Askpilot runs and manages long-running business workflows. I will add it as a custom connector.

Askpilot, custom connector. Remote MCP server: https://mcp.askpilot.com. What it does: run and manage long-running business processes. Workspace: Bennett & Co. Askpilot connected.

Set the workflow up once, in the AI agent you already use

You: When a call ends in CallSwitch One, match it to the right record, log what was agreed, send the follow-up we promised on the call, and raise any task the caller asked for. If a request has no clear owner, bring it to me.

Claude: Here it is. It starts the moment a call ends and stops once the admin is done. Have a look, and approve it if it reads right.

Post-call admin, PROCESS.md. Trigger: A call ends in CallSwitch One. Todos: Match the call to the right record. Log the summary and the key details. Send the follow-up we promised. Raise any task the caller asked for. Sources: CallSwitch One, Street CRM, Outlook. Rules. Stop: the call is logged and the follow-up is sent. Escalate: if the caller asked for something no one owns.

Claude: Active. Askpilot is listening to the phone system now, and every call gets its own run.

The event arrives from the tool where the work happens

CallSwitch One: Priya dials Sarah Mitchell from the keypad on Ext 1001, the call runs for 4m 12s and ends. It lands in the call history, and CallSwitch One sends call.ended to Askpilot.

Askpilot runs the workflow end to end

Session: Sarah Mitchell · 14:32. Call ended, so Askpilot started Post-call admin. Process: Match the call to the right record. Log the summary and the key details. Send the follow-up we promised. Raise any task the caller asked for.

Matching the number to a record in Street CRM. Call matched: Sarah Mitchell, called back by Priya from Ext 1001, 4m 12s.

Writing up what was asked and what was agreed. Summary logged: she asked to view 14 Foxley Mews on Thursday afternoon. Logged on her record with the recording attached.

Sending the follow-up Priya promised on the call. Follow-up sent: emailed sarah.mitchell@gmail.com with the Thursday slot, directions and Priya as the contact.

Raising the task the caller asked for. Task created: property pack for 14 Foxley Mews, assigned to Priya, due Thursday 09:00.

Official partner

Official integration

Agentic workflow execution

Fully customisable workflow execution infrastructure.

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.

Claude
Create a workflow that chases missing documents on new tenancies.
Created Document chase
ChatGPT
Pause Invoice chasing over the bank holiday weekend.
Paused Invoice chasing
Claude Code
Add a rule to Lead qualification: reply within five minutes.
Added a rule to Lead qualification
Gemini
Hand Customer support over to Priya.
Handed Customer support to Priya
Codex
Run Post-call admin on this morning’s calls now.
Ran Post-call admin
OpenClaw
Delete New client onboarding, we no longer use it.
Deleted New client onboarding

Workflows

NameAccessUpdated

Document chaseNewOnly mePriyaCreated byJust now

Lead qualificationUpdatedAll membersPriyaYesterdayUpdated byJust now

Invoice chasingPausedOnly mePriya2 days agoPaused byJust now

Customer supportOnly mePriya2 days agoUpdated byJust now

Post-call adminRunningAll membersPriya4 days agoRun byJust now

New client onboardingDeletedOnly mePriya6 days agoDeleted byJust now

Agentic workflow 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.

Sarah Bennett · enquiry Auto-run on

Ask anything… 5 sources enabled

ContactsAdd Contact

Search ContactsFilter

Caller ID +44 20 3051 4687▼

DHDefault Hunt Group

PAExt 1001 · Priya A.

TIExt 1002 · Tom I.

DKExt 1003 · Dom K.

Search Recent CallsFilter

Today

DODaniel OkaforOutbound · Ext 10017m 38s11:05

?+44 7911 123 456Missed · Main lineMissed10:41

RARachel AdeyemiInbound · Main line · answered by Tom I.2m 04s09:18

Webhook sent call.ended

Askpilot

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.

Askpilot

OpenDone

Enquiry to booked

DKDom Krpan

Sources

NameAccessUpdated

Add source

Add files, web content, or connect your tools.

Type

Files

Search…

Access

Only me

Name

HR Policies

Give this source a short, descriptive name (e.g., "HR Policies", "Hubspot CRM", "Gmail Inbox").

Description

HR policies, PTO, benefits. Use for employee handbook questions.

Summarize the contents and best use cases. Ask relies on this to know when to search this knowledge source.

Cancel Create

Connect CallSwitch One

Connect your CallSwitch One account to read and transcribe calls and voicemails.

Microsoft

dom@askpilot.com

Permissions requested

Askpilotaskpilot.com

This app would like to:

Sign you in and read your profile
Read your mail
Send mail as you
Maintain access to data you have given it access to

Accepting these permissions means that you allow this app to use your data as specified in their terms of service and privacy statement. You can change these permissions at myapps.microsoft.com.

Cancel Accept

Tools

Built-in tools to power your workflows.

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

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.
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.
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.
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.
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.

Triggers

Triggers start workflows and keep them moving.

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.

Sarah Mitchell · call Auto-run on

Ask anything… 5 sources enabled

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.

09:41

Approval needed

Send this WhatsApp to Rachel Adeyemi?

"Hi Rachel, sorry we missed you! Are you free Thursday 2pm or Friday 11am for a viewing?"

Workflows

Automate any post-call workflow
from start to finish.

Pre-built post-call workflows

Call logged (After the call). Every answered call written up on the right record, with no typing. Trigger: Call ended on CallSwitch One.
Follow-up sent (After the call). The email you promised on the call, sent while it is still fresh. Trigger: Call ended on CallSwitch One.
Task created (After the call). Whatever the caller asked for, raised on the right person with a date. Trigger: Call ended on CallSwitch One.
Missed call chased (No answer). Nobody picked up, so Askpilot texts them back within minutes. Trigger: Missed call on CallSwitch One.
Callback booked (No decision). The call ended with no decision, so Askpilot books the next one. Trigger: Call ended on CallSwitch One.
Daily call report (Every day). One message each morning: what came in, and what still needs a person. Trigger: Every weekday at 08:00.
Voicemail handled (No answer). Every voicemail transcribed, logged and answered the same hour. Trigger: Voicemail left on CallSwitch One.
Create your own (Custom). Create a completely custom workflow.

Select

Created using the PROCESS.md format. See how PROCESS.md works

Every company process, documented

Build the system of record
for how your company works.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Askpilot

OpenDone

Enquiry to booked

DKDom Krpan

Workflows

Missed call chasedReception

CallSwitch OneMissed callPAPriya A.

Call loggedAdmin

CallSwitch OneCall endedTITom I.

Follow-up sentSales

CallSwitch OneCall endedPAPriya A.

Task createdAdmin

CallSwitch OneCall endedDKDom K.

Callback bookedSales

CallSwitch OneCall endedPAPriya A.

Voicemail handledReception

CallSwitch OneVoicemail leftTITom I.

Daily call reportOpsScheduleEvery weekday at 08:00DKDom K.

You: We miss calls all day and nobody rings people back. Can you set something up in Askpilot so every missed call gets chased?

Claude: Yes. Two quick questions so I get it right: which phone system do the calls come through, and what should happen when one is missed?

You: CallSwitch One. Text them back straight away with a callback window, log it on their record in Street CRM, and if they are already a customer tell whoever owns them. Try once more the next morning, then stop.

Claude: Got it. Here is the process. It starts the moment a call is missed in CallSwitch One, replies within minutes, and stops once they call back or reply.

Missed call chased. Trigger: Missed call in CallSwitch One. Process: Match the number to a record in Street CRM. Text back within minutes with a callback window. Log the missed call and the reply on their record. Route existing customers to whoever owns them. Chase once more the next morning, then stop. Sources: CallSwitch One, Street CRM, WhatsApp. Rules: Stop when they call back or reply. Escalate after two attempts with no reply, to the team lead.

You: That is exactly it. Make it live in Askpilot.

Claude: Done. Missed call chased is now in Askpilot, owned by Priya. It will start every time a call is missed in CallSwitch One.

How it works

Get your first workflow
running in minutes.

Step 01

Activate your Askpilot account.

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Askpilot

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Total due today£0.00

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You will not be charged today. We will remind you before the trial ends.

Account created

Your workspace is ready and the 14-day trial has started.

WorkspaceBennett & Co

PlanAskpilot Pro · trial

Trial endsin 14 days

Open in Claude Open in another platform

Continue to Askpilot

Step 02

Install Askpilot MCP in any AI agent.

Works with

Claude
Claude Code
ChatGPT
Codex
Hermes
Gemini
OpenClaw

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 03

Set up a workflow from your AI agent.

Create new and manage workflows by talking to your AI agent.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Step 04

Workflow runs automatically in Askpilot.

Askpilot runs the workflows set up by your AI agent end to end.

ContactsAdd Contact

Search ContactsFilter

Caller ID +44 20 3051 4687▼

DHDefault Hunt Group

PAExt 1001 · Priya A.

TIExt 1002 · Tom I.

DKExt 1003 · Dom K.

Search Recent CallsFilter

Today

SMSarah MitchellOutbound · Ext 1001 · Priya A.Ended4m 12s14:32

DODaniel OkaforOutbound · Ext 10017m 38s11:05

?+44 7911 123 456Missed · Main lineMissed10:41

RARachel AdeyemiInbound · Main line · answered by Tom I.2m 04s09:18

Webhook sent call.ended

Askpilot

Askpilot

OpenDone

DKDom Krpan

New session Auto-run on

Ask anything… 5 sources enabled

The event arrives from the tool where the work happens

CallSwitch One: Priya dials Sarah Mitchell from the keypad on Ext 1001, the call runs for 4m 12s and ends. It lands in the call history, and CallSwitch One sends call.ended to Askpilot.

Askpilot runs the workflow end to end

Matching the number to a record in Street CRM. Call matched: Sarah Mitchell, called back by Priya from Ext 1001, 4m 12s.

Writing up what was asked and what was agreed. Summary logged: she asked to view 14 Foxley Mews on Thursday afternoon. Logged on her record with the recording attached.

Sending the follow-up Priya promised on the call. Follow-up sent: emailed sarah.mitchell@gmail.com with the Thursday slot, directions and Priya as the contact.

Raising the task the caller asked for. Task created: property pack for 14 Foxley Mews, assigned to Priya, due Thursday 09:00.

Reports

Get daily reports or ask for any.

Askpilot reports on your workflows every morning, or whenever you ask.

Claude

Write a message…

Claude is AI and can make mistakes. Please double-check responses.

Request early access

What it does

Beyond transcripts. Every call, intelligently logged.

Intelligent data logging

Key details extracted and logged.

Askpilot analyses every call, extracts key details like names and budgets, then logs them in the right CRM record or any tool.

Live call

Unknown caller

Inbound · +44 7700 900882

Listening to the call

iamproperty

New property To let · identifying landlord…

Available

Property address

Monthly rent

Furnishing

Available from

Management

Source Inbound call · logged by Askpilot

iamproperty

Letting compliance Recognised: new letting · building checklist…

EPC
Gas safety (CP12)
Right to Rent check
Deposit protection
EICR (electrical)

Uncertain data logging

No duplicates. No wrong matches.

When matching is uncertain or required details are missing, Askpilot asks for clarification before creating or updating a record.

Live call

Unknown caller

Inbound · No record found · +44 7700 900882

09:46

New contact 02:18

You're on a call with +44 7700 900882

New caller, your input needed.

No record matched +44 7700 900882. I caught their details on the call, review and create the contact?

Name

Emma Hughes

Phone

+44 7700 900882

emma.hughes@gmail.com

TypeNew applicant

Why Askpilot

Your team manages the calls.
Askpilot manages the admin.

On the call

Written up automatically

Focus on the call, not taking notes.

No scribbled notes or half-listening while you type. Talk to the caller while Askpilot writes everything up for you in the background. Nothing forgotten.

Mobile

Waiting back at the office

Calls logged, even while you’re talking on the go.

Taking a call on your mobile and away from your desk? Askpilot still intelligently logs the call data and gets the post-call admin done in the background.

Every call transcript, in one searchable place.

No chasing colleagues or relistening to calls. Every conversation is transcribed and kept in one place. Search it, or just ask, and get the answer in seconds.

Full visibility

See every run and action, from open to done.

Askpilot OpenDone

Callback booked · Rachel Adeyemi Missed-call follow-up Needs your approval

Compliance chase · 42 Oakfield Rd EPC & gas safety reminder Running

Call logged → Street CRM Inbound call · transcript attached Done · 2m ago

Offer recap email · Priya Anand Post-call follow-up Done · 14m ago

Web app Live Desktop app Live Mobile Coming soon

Askpilot is now an official
CallSwitch One partner.

callswitchone.com · Partner announcementCallSwitch One partners with Askpilot to save users hours on admin after every call

Pricing

Pay only for the work done.
Not per seat.

Pro

£100/month

Choose the credits that fit your team.

2,000 monthly credits

Monthly credits

Create and run custom workflows
Connect your business tools
Event triggers, approvals, and notifications
Unlimited users

Request early access

Free trial · 500 credits

Enterprise

Custom

A package designed around your volume and controls

For larger teams running complex workflows

SSO
Multi-factor authentication
Audit logs
Dedicated support

Talk to sales

Custom trial available

How many credits does each process use?

Estimates per run. Cost varies with todos, sources and complexity.

Call logged Call ends → logged against contact, transcribed, summarised ~4credits
Missed-call follow-up Missed call → message sent, logged, reminder set ~7credits
Post-call admin Call ends → logged, follow-up email sent, reminder task created ~8credits
Enquiry to booked valuation Enquiry → qualified, responded, valuation booked ~13credits
Repair intake to action-ready Report → gathered, classified, logged, escalated ~13credits
Information chasing Missing information → chased up to 3 times until received or escalated ~24credits
Property to market Instruction → terms sent, certificates filed, AML, photoshoot booked ~48credits

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 setup

Want help setting up your workflows?

Our team can map your workflow, configure it around your business, connect your tools, and help you launch. Remote and in-person setup is available.

Free onboarding

Are you an AI agent? See pricing

Ready to take post-call admin off your team’s plate?

Connect Askpilot to Claude, ChatGPT, or your preferred AI agent and start running workflows.

Request early access

Automate post-call admin with AI

Fully customisable workflow execution infrastructure.

Set up and manage workflows from any AI agent.

Workflows

Workflows run automatically, from start to finish.

Connect the tools your workflows need.

Sources

Add source

Connect CallSwitch One

Built-in tools to power your workflows.

Triggers start workflows and keep them moving.

Approve the sensitive actions you choose.

Automate any post-call workflow from start to finish.

Process

Build the system of record for how your company works.

Workflows

Get your first workflow running in minutes.

Activate your Askpilot account.

Sign up

Account created

Install Askpilot MCP in any AI agent.

Set up a workflow from your AI agent.

Workflow runs automatically in Askpilot.

Get daily reports or ask for any.

Beyond transcripts. Every call, intelligently logged.

Key details extracted and logged.

No duplicates. No wrong matches.

Your team manages the calls. Askpilot manages the admin.

See every run and action, from open to done.

Askpilot is now an official CallSwitch One partner.

Pay only for the work done. Not per seat.

Start running your workflows with 500 free credits.

Want help setting up your workflows?

Ready to take post-call admin off your team’s plate?

Automate any post-call workflow
from start to finish.

Build the system of record
for how your company works.

Get your first workflow
running in minutes.

Your team manages the calls.
Askpilot manages the admin.

Askpilot is now an official
CallSwitch One partner.

Pay only for the work done.
Not per seat.