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.
2:14
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.
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.
2:24
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.
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.