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Cost Control
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Keep your callsand context together.

Connect the agent's work with the team's next conversation. Answer and return calls, use the built-in dialer and keep recordings, texts and contact details in one hub.

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Conversation workspaceExample
Appointment inquiryExample contact
  1. Call received

    The conversation starts here.

  2. Recording in the hub

    Return to the conversation.

  3. Follow-up text

    Keep the next step together.

Your dialer, in the same workspace.
Illustrative workflow, not a live product screen.

A shared place for phone work.

Move from the call to the follow-up with the details in reach.

Give calls a first step.

Use an AI voice agent to answer and return calls. Define the questions it should ask and the situations where your team should take over.

Keep dialing close.

Work from a hub with a built-in dialer. Calls and contact information sit alongside the recordings and messages your team uses.

Keep the history in reach.

Bring recordings, texts and contacts into the same place so a team member can get familiar with the conversation before continuing it.

A callback with the details in reach.

An example of how the hub connects an earlier call with a team's next action.

  1. 01

    Handle the first call.

    The voice agent asks the configured questions and identifies when a person is needed.

  2. 02

    Review the conversation.

    A team member works with the call, recording and contact details in the hub.

  3. 03

    Make the next call.

    The built-in dialer gives the team a place to return the call and continue the conversation.

Illustrative workflow. Your setup starts with your business.

Explore the products.

Get a closer look at the parts that bring this workflow together.

A few more details.

Start with these questions, then bring your own.

Talk it through
What is included in the hub?

The CRM and dialer hub brings together calls, recordings, texts and contacts, with a dialer built in.

Can a person take over from the agent?

Yes. Map the handoff points during setup so the agent can bring callers to your team when a person is needed.

Can we discuss our existing workflow?

Yes. Bring the steps your team follows today and the tools you use. The demo is the place to discuss fit and any specific requirements.

Put your workflow to work.

Talk through your calls, your team and the setup that fits.

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