Sales flows and the audit log
Set out the steps of your sale and add your own requirements. Each sale is checked as it happens, and the record is kept and locked so you can show it later.
22 October 2026 2:08
More walkthroughs
1:38
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.
CRMOutreachAI agents
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
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