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Learn Subcontext
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.
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.
CRMOutreachAI agents
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.
OutreachAI agents