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.
2:25
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.
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.