Auditing conversations
See what was blocked, escalated or flagged in every conversation, open the full record of any of them, and download it as a PDF.
29 September 2026 3:35
More walkthroughs
1:38
Follow up from your own CRM
Add a small script to your CRM and each client record gets a follow-up button. It drafts a message from your latest call note, and your adviser checks it before it's sent.
CRMOutreachAI agents
2:31
Taking bookings
Connect Google Calendar and your agent can book calls into free slots, with a Google Meet link in the invite.
BookingsAI agents
2:25
Reaching your existing customers
Add customers to an outreach stream and each gets a personal first message. Approve them one by one or let them send, and your agent picks up the replies.
OutreachAI agents