Autopilot

· پراستفاده‌ترین #306

Customer journey automation that ships with Ortto's muscle

CRMMarketingایمیلتحلیل دادهاتوماسیون

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.

میانگین زمان صرفه‌جویی‌شده
10 ساعت
برای هر نفر · در هر ماه
تقریبا 1 روز کاری برگشتی

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.

زمان‌بندی

عامل Autopilot شما چه چیزهایی را خودکار اجرا می‌کند

یک هفته کارهای زمان‌بندی‌شده که عامل Actionist از طرف شما اجرا می‌کند.

28کارهای زمان‌بندی‌شده
7عامل‌های فعال
24/7همیشه روشن
عامل‌ها
چهارشنبهجمعه
چهارشنبه
پنجشنبه
جمعه
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
گردش‌کارهای چنداپلیکیشنی

Autopilot × همه اپلیکیشن‌های دیگر شما

اتوماسیون‌های سرتاسری که چند اپلیکیشن را به هم وصل می‌کنند؛ هرکدام یک خروجی واقعی کسب‌وکار.

6گردش‌کارها
9اپلیکیشن‌های درگیر
حدود 42 ساعتصرفه‌جویی در هفته
6نقش‌های پوشش‌داده‌شده
برای موفقیت مشتری
ویژه4 اپلیکیشن

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.

حدود 17 ساعت

زمانی که تیم شما هر هفته و به‌صورت خودکار پس می‌گیرد

جریان کار
تریگر·When a trial sign-up confirmation lands in Gmail
نتیجه
Add contact to journey — OnboardingPost new-trial alert to #cs-teamSchedule 7-day check-in call for CSM
برد اصلی
صرفه‌جویی در هر اجرا
25 دقیقه
اجرا در هفته
~40×
Every trial contact hits the journey within 60 seconds
اجرا توسطCustomer Support Agent
بازگشت سرمایه

صرفه‌جویی

چیزی که تیم شما پس می‌گیرد: کارهای دستی‌ای که حذف می‌شوند و ارزشی که ایجاد می‌شود.

بدون Actionist

کاری که امروز دستی انجام می‌دهید

با Actionist

کاری که عامل شما برایتان اجرا می‌کند

  • Sales
    18 دقیقه در هفته
    Manual contact updates

    Reps copy deal data from the CRM into Autopilot by hand after every stage change.

    عامل Sales
    ۰ دقیقه
    Agent syncs contacts on deal close

    Agent upserts the Autopilot contact the instant a deal moves to Closed Won, triggering the expansion journey automatically.

  • Marketing
    13 دقیقه در هفته
    Post-campaign metric pull

    Marketer exports broadcast stats from Autopilot, pastes them into a spreadsheet, and builds the weekly report manually.

    عامل Marketing
    ۰ دقیقه
    Agent posts the broadcast digest

    Agent fetches email broadcast metrics every Friday and posts a formatted performance summary to Slack before the team meeting.

  • Customer Support
    18 دقیقه در هفته
    Onboarding journey enrolment

    CS rep logs into Autopilot after every new sign-up to manually add the contact to the onboarding list.

    عامل Customer Support
    ۰ دقیقه
    Agent enrols on sign-up trigger

    Agent adds the contact to the onboarding journey within 60 seconds of a new trial being confirmed, with no human step.

  • Human Resources
    7 دقیقه در هفته
    New-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 Resources
    ۰ دقیقه
    Agent provisions new-hire list

    Agent creates the list and enrols the new-hire contact the moment an HRIS event fires, ready for the first day.

  • Finance
    13 دقیقه در هفته
    Renewal contact sync

    Finance checks Autopilot manually before renewal dates to ensure each customer's contact record is current and on the renewal list.

    عامل Finance
    ۰ دقیقه
    Agent syncs renewal contacts daily

    Agent triggers the renewal event and updates the CRM field for every upcoming renewal automatically, no login required.

  • Operations
    25 دقیقه در هفته
    At-risk re-enrolment

    Ops manager exports churn-risk contacts from analytics, then manually adds each one to the re-engagement journey in Autopilot.

    عامل Operations
    ۰ دقیقه
    Agent re-enrols on signal

    Agent reads churn signals from the analytics sheet and adds each at-risk contact to the re-engagement journey the same hour.

  • Legal
    6 دقیقه در هفته
    GDPR deletion from Autopilot

    Legal team processes deletion requests by manually finding and removing contacts from Autopilot one by one.

    عامل Legal
    ۰ دقیقه
    Agent deletes on erasure request

    Agent deletes the contact from Autopilot immediately on a verified erasure request and logs the action with a timestamp.

+ صدها اتوماسیون دیگر Autopilot
میانگین ماهانه
10 ساعت / نفر / ماه
میانگین ماهانه
10 ساعت / نفر / ماه
محاسبه‌گر

محاسبه کنید تیم شما چه چیزی ذخیره می‌کند

اندازه تیم
10 نفر
نرخ ساعتی
20 دلار / ساعت
ساعت ذخیره‌شده / هفته
25
ساعت ذخیره‌شده / سال
1,250
بازگشت سالانه
$25,000

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.

اتصال

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.

1
Open the Apps tab

Find Autopilot in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Autopilot (Ortto)

You'll be redirected to ortto.com to approve access. Select the workspace and confirm the read/write scopes the agent needs.

3
Test the connection

Actionist runs a read-only call against your contact list to verify the handshake. A green tick means you're ready.

اکشن‌ها

15 اکشن که عامل شما می‌تواند اجرا کند

عملیات خواندن و نوشتنی که برای عامل Actionist شما در دسترس است.

تریگرها

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.

مهارت‌ها

مهارت‌هایی که با Autopilot خوب کار می‌کنند

مهارت‌های قابل استفاده مجدد عامل که کنار این اپلیکیشن مفید هستند.

Agent Autopilot

A self-driving agent that runs on a heartbeat schedule, executes tasks autonomously, and consolidates long-term memory across sessions.

Agent Builder

Designs new Actionist agents end-to-end — persona, operating rules, and all required workspace files — or iterates on an existing agent's behaviour and guardrails.

UI Audit

Audits interfaces against proven UX principles for visual hierarchy, accessibility, and cognitive load, producing a scored report of findings.

سرورهای MCP

سرورهای MCP سازگار با Autopilot

Actionist را به سرورهای MCP ساخته‌شده برای این اپلیکیشن یا پیرامون آن وصل کنید.

costajohnt/oss-autopilot
رسمی

Open-source contribution manager with PR tracking, issue discovery, and CI diagnosis for developer workflows.

VibeCom Growth Autopilot
رسمی

Turns your codebase and product context into ready-to-publish content across 10+ marketing channels directly from your IDE.

Citedy/citedy-seo-agent

Full-stack AI marketing toolkit with 41 MCP tools for trend scouting, competitor analysis, content gap detection, and SEO content generation.

پرسش‌ها

پرسش‌ها درباره Autopilot + Actionist

How do I connect Autopilot to Actionist?
Open the Apps tab, find Autopilot, and click Connect. The recommended path is MCP — you'll authorise the connection in Ortto with a single OAuth handshake and the agent gets scoped read/write access. If you prefer a long-lived token, paste your API key from Settings > Autopilot API and click Test connection. Either way, the agent verifies the link with a read-only contacts call before any writes happen.
What API scopes does the Autopilot connection need?
The Actionist agent needs read and write access to contacts, lists, and journeys, plus read access to broadcasts if you want broadcast metrics. For the API key method, the key from Settings > Autopilot API carries full account access by default — keep it in a password manager and rotate it if someone leaves the team. See the official Autopilot API authentication docs at autopilot.docs.apiary.io for scope details.
Can the agent react to Autopilot events like unsubscribes or segment changes?
Yes — Actionist exposes seven Autopilot triggers: Contact added, Contact added to a list, Contact entered a segment, Contact left a segment, Contact removed from a list, Contact unsubscribed, and Contact updated. Set any of these as the entry point for a workflow and the agent acts the moment Autopilot fires the webhook — no polling, no delay.
How does the agent avoid enrolling the same contact in a journey twice?
Before any enrolment action, instruct the agent to call Check if contact is on list or Get a contact and inspect journey membership. If the contact is already enrolled, the agent skips the Add contact to journey step and routes to an alternative action instead. You can also use the Remove contact from journey action to exit a contact before re-enrolment if your journey logic requires a clean re-entry.
What objects can the agent read and write in Autopilot?
The agent can create, update, read, and delete Contacts; add and remove contacts from Lists; enrol and exit contacts from Journeys; fire custom Events on any contact; and retrieve broadcast performance metrics. It can also create new lists programmatically — useful when a campaign requires a fresh segment that doesn't exist yet in Autopilot.
Can I use Autopilot triggers to kick off Actionist workflows?
Absolutely. Any of the seven Autopilot triggers — from a new contact being added to a contact unsubscribing — can be the entry point for a multi-step Actionist workflow. For example, a Contact unsubscribed trigger can immediately suppress the contact across your CRM, SMS platform, and preference centre in a single automated run, with no human in the loop.
How does Autopilot's rebrand to Ortto affect the integration?
Autopilot rebranded to Ortto in 2021, but the underlying API and authentication endpoints remain the same. Your existing API keys and workflows continue to work without changes. In Actionist we display the app as 'Autopilot' to match the integration name familiar to most users, while the website and new Ortto branding live at ortto.com.
Are there rate limits I should know about when the agent runs frequent Autopilot calls?
Autopilot's REST API enforces rate limits per account — typically a few hundred requests per minute depending on your plan. For high-volume workflows (such as bulk contact updates or full-list exports), instruct the agent to paginate calls and add brief waits between batches. The Get all contacts action uses pagination automatically; for custom high-frequency patterns, check the Autopilot API docs for current limits before scheduling.