Autopilot
· پراستفادهترین #306Customer journey automation that ships with Ortto's muscle
Autopilot (now Ortto) is a customer journey automation platform that lets you design, send, and analyse multi-channel campaigns across email, SMS, and in-app messaging from a single canvas. Connect it to Actionist and your agents can create and update contacts, add people to journeys, trigger custom events, and pull broadcast metrics — all in plain English, all without opening the Autopilot dashboard. The result: journeys that react to real behaviour in seconds, not hours.
کار دستی را حذف میکند. Agents eliminate manual contact management, list enrolment, and post-send metric gathering that marketers repeat every day across the Autopilot dashboard.
عامل Autopilot شما چه چیزهایی را خودکار اجرا میکند
یک هفته کارهای زمانبندیشده که عامل Actionist از طرف شما اجرا میکند.
Autopilot × همه اپلیکیشنهای دیگر شما
اتوماسیونهای سرتاسری که چند اپلیکیشن را به هم وصل میکنند؛ هرکدام یک خروجی واقعی کسبوکار.
New lead to onboarding journey in 60 seconds
When a trial sign-up email hits Gmail, your agent fetches the contact's current record from Autopilot to check for duplicates, enrols them in the onboarding journey, and fires a Slack alert to the CS team — all before the welcome email has finished rendering. The result: every new trial user enters a structured nurture sequence within one minute of sign-up, with zero manual intervention from your team.
زمانی که تیم شما هر هفته و بهصورت خودکار پس میگیرد
صرفهجویی
چیزی که تیم شما پس میگیرد: کارهای دستیای که حذف میشوند و ارزشی که ایجاد میشود.
کاری که امروز دستی انجام میدهید
کاری که عامل شما برایتان اجرا میکند
- Sales18 دقیقه در هفتهManual contact updates
Reps copy deal data from the CRM into Autopilot by hand after every stage change.
عامل Sales۰ دقیقهAgent syncs contacts on deal closeAgent upserts the Autopilot contact the instant a deal moves to Closed Won, triggering the expansion journey automatically.
- Marketing13 دقیقه در هفتهPost-campaign metric pull
Marketer exports broadcast stats from Autopilot, pastes them into a spreadsheet, and builds the weekly report manually.
عامل Marketing۰ دقیقهAgent posts the broadcast digestAgent fetches email broadcast metrics every Friday and posts a formatted performance summary to Slack before the team meeting.
- Customer Support18 دقیقه در هفتهOnboarding journey enrolment
CS rep logs into Autopilot after every new sign-up to manually add the contact to the onboarding list.
عامل Customer Support۰ دقیقهAgent enrols on sign-up triggerAgent adds the contact to the onboarding journey within 60 seconds of a new trial being confirmed, with no human step.
- Human Resources7 دقیقه در هفتهNew-hire comms list setup
HR manually creates a new-hire list and adds each new employee's contact record to the onboarding sequence.
عامل Human Resources۰ دقیقهAgent provisions new-hire listAgent creates the list and enrols the new-hire contact the moment an HRIS event fires, ready for the first day.
- Finance13 دقیقه در هفتهRenewal contact sync
Finance checks Autopilot manually before renewal dates to ensure each customer's contact record is current and on the renewal list.
عامل Finance۰ دقیقهAgent syncs renewal contacts dailyAgent triggers the renewal event and updates the CRM field for every upcoming renewal automatically, no login required.
- Operations25 دقیقه در هفتهAt-risk re-enrolment
Ops manager exports churn-risk contacts from analytics, then manually adds each one to the re-engagement journey in Autopilot.
عامل Operations۰ دقیقهAgent re-enrols on signalAgent reads churn signals from the analytics sheet and adds each at-risk contact to the re-engagement journey the same hour.
- Legal6 دقیقه در هفتهGDPR deletion from Autopilot
Legal team processes deletion requests by manually finding and removing contacts from Autopilot one by one.
عامل Legal۰ دقیقهAgent deletes on erasure requestAgent deletes the contact from Autopilot immediately on a verified erasure request and logs the action with a timestamp.
محاسبه کنید تیم شما چه چیزی ذخیره میکند
بر اساس الگوی رایج استفاده تیمی از Autopilot: کارهای قابل مشاهده بهعلاوه چند اتوماسیون دیگر که عامل اجرا میکند: حدود2.5 ساعت / نفر / هفته کار اداری خودکار میشود.
چطور Autopilot را به Actionist وصل کنید
روش اتصالی را انتخاب کنید که با محیط کاری شما سازگار است.
The fastest path to Autopilot. Connect via the MCP server and the agent accesses your contacts, lists, and journeys through a permissioned handshake — no tokens to rotate, no credential leaks.
Find Autopilot in the Apps library and click Connect. MCP is selected by default.
You'll be redirected to ortto.com to approve access. Select the workspace and confirm the read/write scopes the agent needs.
Actionist runs a read-only call against your contact list to verify the handshake. A green tick means you're ready.
15 اکشن که عامل شما میتواند اجرا کند
عملیات خواندن و نوشتنی که برای عامل Actionist شما در دسترس است.
7 رویداد که عامل شما میتواند به آن واکنش نشان دهد
رویدادهایی که عامل شما زیر نظر میگیرد و در پاسخ به آنها اکشن اجرا میکند.
مهارتهایی که با Autopilot خوب کار میکنند
مهارتهای قابل استفاده مجدد عامل که کنار این اپلیکیشن مفید هستند.
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سرورهای MCP سازگار با Autopilot
Actionist را به سرورهای MCP ساختهشده برای این اپلیکیشن یا پیرامون آن وصل کنید.
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