Workflows: the jobs nobody has to remember
When something happens to a lead, do something about it, every time. Pick what starts it, add conditions, then give it an owner, a task, a word to the team or a note. Test it on a lead before it goes live, see every run logged, or ask the assistant to build one for you.
September 30, 2026 2:24
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.