Learn
Learn Subcontext
Short walkthroughs and step-by-step guides to every part of the platform.
Walkthroughs and guides
A few minutes each, one feature at a time, and step-by-step guides from set-up to results.
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.
2:31
Taking bookings
Connect Google Calendar and your agent can book calls into free slots, with a Google Meet link in the invite.
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.
2:25
Testing your agent with compliance checks
Run a set of questions, like the FCA Consumer Duty pack, against your agent as real conversations. Each answer is graded and you can read the whole chat.
2:14
Your firm in ChatGPT and Claude
Set up an app for ChatGPT or Claude using your agent. When a customer asks to be put in touch, the lead comes into Subcontext and your CRM.
3:35
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.
2:31
Connecting to a partner's system
Give the assistant a partner's API guide. It asks about anything missing, sets up the connection for you to approve, and tests it with a made-up lead.
2:50
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.
2:24
Workflows
Do something every time something happens to a lead: assign it, add a task, tell the team or write a note. Test it first, and see every run afterwards.
2:23
Setting up text and WhatsApp
Verify your business once, add a number for texts, then connect your WhatsApp Business account and its message templates.
2:08
Sales flows and the audit log
Set out the steps of your sale and add your own requirements. Each sale is checked as it happens, and the record is kept and locked so you can show it later.
3:16
Consent and opt-outs
How customers opt out by email, text or WhatsApp, where their answers are kept, and how you set the rules every message follows.
2:09
Recording outcomes
Record quotes and sales with their value, see which campaigns brought them in, and send them back to Google Ads and Meta.
2:36
Selling through AI assistants
A customer asks their own AI assistant for life cover, and it buys from you in one conversation. Then see the lead, the chat and each rule it kept.