How the work actually runs
- Source and consent context checked
- Approved workflow selected
Private Beta
Add supervised response capacity for defined callbacks, qualification, booking, summaries, and CRM updates—while keeping consent and important conversations under human control.
AI Voice Agent workflow
01 / 07Only place calls where the business has a documented, appropriate basis for contact and a clear operational purpose.
AI Voice Agent workflow
Only place calls where the business has a documented, appropriate basis for contact and a clear operational purpose.
Identify the AI voice agent clearly, name the business, explain the reason for the call, and provide a simple opt-out.
Gather only the job, location, timing, service fit, and contact details required by the approved script.
Offer approved callback or appointment options when the enquiry meets the defined criteria.
Produce a concise record of what was said, what was agreed, and what the team needs to do next.
Update the stage, qualification fields, booking, contact preference, and next action automatically.
Move high-value, complex, vulnerable, objecting, or uncertain conversations to a person.
Defined calls are handled consistently, CRM records are updated, and important or uncertain conversations move to the team.
AI voice contact must clearly identify itself, respect opt-out choices, minimise collected data, follow documented contact rules, and preserve a clear human escalation route. Final requirements must be reviewed for the specific campaign.
Google Ads managed against booked jobs, with campaigns, quote pages, tracking, and lead-quality review connected.
AvailableA connected system for capturing, qualifying, progressing, and reporting every quote opportunity.
AvailableSearch-focused websites and quote pages designed as an active part of the revenue pipeline.