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.
Win back quiet leads with a nurture stream
Find leads that have gone quiet, save them as a segment, and message them through an outreach stream with drafts you approve.
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.
Let customers' own AI assistants reach you
Publish a ChatGPT or Claude app, add WebMCP tools to your website, publish an A2A agent card, then see what assistants ask and which leads they bring.
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.
Send every new lead to your CRM or a Google Sheet
Connect a Google Sheet, a webhook or a custom integration, and use it in a workflow that runs each time a lead arrives.
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.
Stay compliant when calling and messaging
Screen numbers against the TPS register, respect consent and quiet hours, protect people who may be vulnerable, limit what the agent may do and test it regularly.
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.