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 builder
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.
Leaders
Coaching insights
Rep scorecards
Deal visibility
Methodology tracking
Forecast accuracy
Connected Products
Everything flows through AI Agents
FAQ
Frequently asked questions
How do I create custom workflows?
Simply describe what you want automated in plain English. AskElephant's AI workflow builder interprets your description and creates the appropriate workflow connecting your CRM, communication tools, and business systems.
Can workflows connect multiple systems?
Yes, workflows can span multiple tools and systems. For example, a single workflow might update your CRM, send a Slack notification, create a task in your project management tool, and generate a report—all automatically.
What happens if a workflow fails?
Workflows include built-in error handling and notifications. If something goes wrong, you'll receive an alert and can review the issue. Failed steps can often be retried, and you can set up fallback processes for critical workflows.
Can I modify workflows after they're created?
Absolutely. You can edit existing workflows, add new steps, change conditions, or completely redesign them. The AI workflow builder helps you make changes using natural language descriptions.
Do I need technical skills to use AI Agents?
No technical skills required. The natural language workflow builder handles the complexity. However, our team provides human assistance if you need help designing particularly complex workflows.
How quickly can I get workflows running?
Most simple workflows are up and running within minutes. More complex workflows might take a day or two to configure and test. Our onboarding team helps you get started with your most important automations.
Ready to see AI Agents in action?
Book a demo and we'll show you how workflows can run themselves for your team.