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.

8 September 2026 1:38

CRMOutreachAI agents

Read the guide

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.

Want to see it with your own products?

Talk to us and we'll walk you through it.

Talk to Subcontext

More walkthroughs

Bookings Taking bookings 2:31

Taking bookings

Connect Google Calendar and your agent can book calls into free slots, with a Google Meet link in the invite.

BookingsAI agents
Outreach Reaching your existing customers 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.

OutreachAI agents
Compliance Testing your agent with compliance checks 2:25

Testing your agent with compliance checks

Run a set of questions, like the FCA Consumer Duty pack, against your agent as real conversations. Each answer is graded and you can read the whole chat.

ComplianceAI agents