Integrations: hand the assistant the API guide and let it build
Drop a partner's integration guide into the assistant, however messy. It reads every page, asks about what's missing, then builds the connection, endpoint and request body for your approval, tests it with a made-up lead and shows you the call in the log.
September 30, 2026 2:31
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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.