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Claim OfferAsk Taspi to create invoices, manage projects, update CRM records, and complete routine work using natural language.
No credit card required · Cancel anytime · Free migration help
4.8/5★★★★★rating on G2
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Overview
Total Revenue
$0
+5%Total Customers
0
+5%Total Invoice Send
0
+5%Total Project
78 / 219
-10%Total Deals
0
+5%Total Sales
Leads
Xgenious, great to see you!
Let's get things done!
I can handle invoices, tasks, leads, tickets & more
Taskip AI isn’t just a chatbot or AI writer. It works directly with your clients, projects, deals, and invoices to automate work and generate contextual replies, with monthly AI credits included in every paid plan.
What is Taskip Taspi (AI Agent)?
Taspi is Taskip’s built-in AI agent. It works inside your workspace to create invoices, add leads, draft client responses, summarize conversations, generate task lists, and answer questions about your workspace, part of what makes Taskip an AI-first client portal.
Learn about intelligent agents on Wikipedia| Without Taskip | With Taskip Taspi (AI Agent) | |
|---|---|---|
| Admin work | Manually creating invoices, leads, and task lists | Ask Taspi, it acts directly on your workspace |
| Catching up | Scrolling through weeks of messages | Instant AI summaries of any conversation |
| Getting answers | Digging through menus to find workspace data | Ask Taspi anything about clients, deals, or projects |
Taspi isn’t a bot bolted onto one feature, the same chat acts on invoices, leads, pipeline deals, projects, support tickets, email, and WhatsApp.
“This serves as an all-in-one agency management solution for me. I enjoy communicating with clients and team members directly within this app.”
Bulbul Ahmed, Founder, BinaryFusion
Same chat, every part of your workspace:
One agent, not seven separate bots — no switching tools or tabs
Ask Taspi to move a deal stage, assign a task, or close a ticket, it updates the real record, not just a chat log.
Done — and here's what else I've handled today:
Every action updates the real record — no copy-pasting results back in
Taspi reads the full context of a client thread and drafts a reply in your tone, or gives you the summary instantly, email, WhatsApp, or a support ticket.
Olivia Hart · Email
Draft"Of course — Friday works. I'll update the timeline today."
Marcus Bennett · WhatsApp
SummaryAsked about invoice status, approved the homepage draft, wants a call Thursday.
Sophia Reyes · Support Ticket
Draft"Fixed — please clear your cache and try again. Let us know if it persists."
Drafts every reply — you always review before it sends
Get answers that pull from invoices, tickets, and pipeline at once, no dashboards to build first, no menus to dig through.
Pulled from Invoices, Support & Pipeline:
2
Overdue Invoices
$1,900 total
4
Open Tickets
1 urgent
$18.4k
In Negotiation
3 deals
No dashboards to build first — grounded answers, straight from your data
Ready to bring Taspi (AI Agent) into your workflow?
No credit card required · Free migration help
AI
agent built directly into your workspace
0
separate apps or tabs needed to get answers
24/7
available inside Taskip
10+
hours saved weekly on admin work
Read verified Taskip reviews on G2
“Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.”
Nurul Amin
Founder, Bitcommerz
“The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly. Everything feels well thought out, dependable, and genuinely reliable.”
Aminul I.
CEO · Small Business
“Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. It is easily one of the most reactive teams I've encountered. Responses are fast, and they turn user suggestions into reality.”
Karlo R.
WordPress Developer & Marketing Consultant
Taspi is Taskip’s built-in AI agent, built directly into your workspace rather than bolted on as a separate app. It can create invoices, add leads, move pipeline deals, assign project tasks, close support tickets, draft client responses, summarize conversations, and answer questions about your data, all from one chat panel inside Taskip.
Taspi works with your actual workspace data, deals, clients, projects, invoices, and support tickets, not generic responses. Every answer and action is grounded in what’s already in your Taskip account, so a summary or invoice it prepares reflects your real records, not a guess.
No. Taspi drafts responses, summaries, and action cards, but nothing is sent or created until you review it and confirm. For actions like invoices or leads, it shows a summary card first; for client replies, you always approve the draft before it goes out.
Taspi is included on every paid Taskip plan, with a monthly AI-token allowance that scales by tier, 200 on Freelancer, 1,000 on Startup Team, 4,000 on Growing Agency, and 10,000 on Agency Pro. Each reply, summary, or action Taspi takes uses tokens, which reset monthly.
Yes. Taspi can read and draft across email, WhatsApp, discussion channels, and support tickets, summarizing a busy thread or drafting a reply in your tone, no matter which channel the client messaged you on.
Yes. Taspi reaches across your whole workspace, invoices, leads, pipeline deals, projects and tasks, support tickets, email, and WhatsApp are all the same chat. You’re not switching to a different bot for each part of the platform.
Taspi is the AI agent built into your Taskip workspace. You chat with it directly inside the app to create invoices, add leads, or draft replies. The MCP Server is different: it lets an external AI assistant, like Claude, connect to Taskip from outside and act on your data through its own interface. Use Taspi day-to-day inside Taskip; use the MCP Server if you already work from an AI assistant.
Taskip Taspi (AI Agent), no credit card required
Start with Taspi (AI Agent)
