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Short walkthroughs and step-by-step guides to every part of the platform.
Walkthroughs and guides
A few minutes each, one feature at a time, and step-by-step guides from set-up to results.
Take leads from a partner and follow them up automatically
Set up a campaign for a partner's leads, give them the sending details, and build a workflow that assigns, tasks and messages each new lead.
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.
Move your web chat visitors to WhatsApp
Connect WhatsApp to your chat agent, get the essential templates approved, and add a button that moves visitors from web chat to WhatsApp.
Send every new lead to your CRM or a Google Sheet
Connect a Google Sheet, a webhook or a custom integration, and use it in a workflow that runs each time a lead arrives.
Bring in your existing contacts and reach out to them
Import a spreadsheet of contacts, check how every row landed and settle anything held, then message them or add them to an outreach stream.
Hand over from the AI to your team
Decide when the agent passes a conversation to a person, make sure the right people hear, then take over, reply and hand it back.
Stay compliant when calling and messaging
Screen numbers against the TPS register, respect consent and quiet hours, protect people who may be vulnerable, limit what the agent may do and test it regularly.
Put your agent on the phone
Attach a number, choose a voice, test a call, and handle callbacks, bookings and calls you make yourself from a lead's page.
Let customers' own AI assistants reach you
Publish a ChatGPT or Claude app, add WebMCP tools to your website, publish an A2A agent card, then see what assistants ask and which leads they bring.
Put a lead form on your website
Turn on a campaign's lead form, design it, paste one snippet, and every enquiry lands on the campaign with where it came from and what they agreed to.