AI Agents
Workflows that build and run themselves
As a new extension of your team, AskElephant removes a large burden and empowers your team to focus on strengthening customer relationships.
Workflow Assistant
Ask Elephant...
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Sales Scorecard WorkflowSales Scorecard Agent
NATURAL LANGUAGE WORKFLOW ASSISTANT
Describe it, AskElephant will build it.
Just tell AskElephant what you need in plain English—our AI builds the workflow for you.
- No coding or complex configuration required
- AI interprets your description and builds custom workflows
- Tailored to your team's specific processes
Conversation-to-action triggers
Every call triggers the right action
AI listens for what matters and automatically takes action—no manual follow-up needed.
- Auto-update CRM, create tasks, send alerts
- Rules fire based on conversation content, not just metadata
- AI understands context and chooses the right action
Multi-step automations
One conversation, many actions
Chain workflows across CRM, Slack, email, and more—automatically.
- Connect CRM, Slack, email, project tools in one flow
- A single call can update CRM, notify team, create tasks
- Generate reports—all without manual intervention
Workflow Assistant
Ask Elephant...
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Sales Scorecard WorkflowSales Scorecard Agent
Built For
Every revenue team, one platform.
AskElephant automates the busy work across sales, post-sales, and operations—so your team can focus on what matters.
Sales
Call recordings
Auto CRM updates
Deal intelligence
Follow-up drafts
Win/loss analysis
Leaders
Coaching insights
Rep scorecards
Deal visibility
Methodology tracking
Forecast accuracy
Related Features
Everything flows through AI Agents
FAQ
Frequently asked questions
How does AskElephant automate workflows?
AskElephant automates workflows by using AI agents that listen to customer conversations and execute predefined actions based on conversation content. These workflows can update CRM fields, send follow-up emails, create tasks, trigger alerts, and sync data across connected systems without manual intervention.
What AI agents does AskElephant support?
AskElephant supports multiple types of AI agents designed for revenue teams. These include CRM automation agents that update Salesforce and HubSpot records, conversation capture agents that extract insights from meetings, handoff agents that facilitate transitions between sales and customer success, alert agents that notify teams of important changes, and coaching agents that provide feedback on sales conversations. Each agent can be customized to match specific business requirements.
Ready to see AI Agents in action?
Book a demo and we'll show you how our AI workflows can run themselves for your team.