Your first agent: create it, test it, put it live
Name your agent, choose its persona, and give it what your firm knows and the rules it works under. Try it in a private test chat, promote it when you're happy, then switch on the channels where customers can reach it.
September 30, 2026 2:50
More walkthroughs
1:38
Nurture with AI: the follow-up button inside your own CRM
Add one small script tag to your CRM and every client record gets a follow-up button. The assistant writes the message from your latest call note, and your advisor approves it before it goes anywhere.
2:31
Bookings: your agent fills the diary itself
Connect your Google Calendar and switch on booking for your agent. It offers times that are genuinely free, books the call, and adds a Google Meet link to the invite.
2:25
Customer outreach: from your book to personal conversations
Add customers to an outreach stream and the AI drafts a personal intro for each one. Approve each message or let the stream send on its own, then your agent handles the replies.