Setting up your first agent

Create an agent, tell it about your firm and its rules, try it in a test chat, then put it live on the channels you want.

30 September 2026 2:50

AI agents

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More walkthroughs

CRM Follow up from your own CRM 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
Bookings Taking bookings 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
Outreach Reaching your existing customers 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