Features
Everything between the form submit and the sale
Every feature below ships with the one plan. No tiers, no gating.
The conversation
What your leads experience on the phone.
60-second first call
The agent dials the moment a lead arrives: nights, weekends, and holidays included.
Natural voice conversations
Listens, answers questions, handles interruptions, and never talks over the lead.
A library of voices
Seven distinct voices, US and UK, male and female. Pick per agent; preview before you choose.
Honestly an AI
Every agent introduces itself as an AI assistant. Leads respond well to it, and it is the right thing to do.
Custom rules
House rules the agent always follows: what to say about pricing, what to deflect to the team, how to speak.
Merge fields
The agent knows the lead's name, form answers, and any field your webhook sends, and uses them naturally.
Qualification
Your policy, enforced on every call.
Visual qualification flows
Build the call like a timeline: greeting, your questions in order, then the goal.
Pass / fail logic per question
Each question can end the call politely, skip ahead, or just note the answer. You write the rule in plain words.
Hard disqualification gates
A failed gate means the lead can never be booked or transferred, enforced by the system, not the model's mood.
Confirm instead of re-ask
Answers already on the form get confirmed, not repeated. Nobody likes reciting their loan balance twice.
Test calls from any step
Call yourself and start mid-flow to test one branch. Coverage tracking shows which paths you have exercised.
Routing and handoff
Getting hot leads to humans, live.
Warm handoff with a press-1 gate
Your rep hears a whisper summary and presses 1 to accept. Leads never get bridged into a voicemail.
Round-robin and weighted routing
Distribute handoffs and bookings across the team by weight; renormalizes automatically around who is available.
Per-member schedules
Each team member has their own hours. Off-schedule members are skipped; the agent can still field the call after hours.
Handoff with booking fallback
Nobody picks up? The agent offers calendar times in the same breath, on the same call.
Dynamic buyer routing
Selling leads? Your distribution platform names the buyer per lead, and the handoff dials that buyer.
Booking and calendars
Appointments on real calendars, during the call.
Live calendar booking
The agent offers actual open times and books while the lead is on the phone.
Calendly integration
Connect once; the agent books on each routed team member's Calendly. Invites, Zoom links, and reminders come from Calendly.
Per-lead buyer calendars
Dynamic campaigns book on the individual buyer's calendar when the lead carries one.
Calendar-full honesty
Zero openings? The agent never invents a time. It promises follow-up and your team gets a loud alert.
Persistence
Reaching leads usually takes more than one try.
Retry ladders you control
Set the number of calls and the spacing, per campaign, up to 12 attempts. Or use the tuned default.
Voicemail drop in the agent's voice
Your message, spoken by the same voice that calls. Billed once per lead; stop-on-voicemail is a setting.
Inbound callback answering
Lead calls the number back? We answer, ring your team live with a press-1 gate, and take a message if they miss.
Duplicate control
Same phone number twice? Blocked by default, with a per-campaign switch when duplicates are legitimate.
A lead is never dropped
Every lead ends in a definite state; a reconciliation sweep re-queues anything that stalls. Structural, not aspirational.
Text follow-up
The same agent, the same goal, a second channel.
Text touches on the schedule
Put texts between calls in the retry ladder, or run a text-only campaign. Single messages, written from your agent's flow, 7 cents per message sent.
Texts that talk back
A reply opens a live AI conversation working the same goal as the call: qualify, book a real calendar time, or hand off to your team.
Follow-up, never blasts
Texts go only to leads who just inquired and consented. STOP stops texts and calls instantly; quiet hours apply to texts too.
Registered sending
Messages go out A2P-registered with carriers, so they deliver instead of getting filtered.
Lead screening and reputation
We protect your calling reputation before the first dial.
Pre-dial number screening
Every number is checked before it enters the queue. Invalid or nonexistent numbers are never dialed, and never billed.
Line-type intelligence
Mobile, landline, or burner-style VoIP: we know before we call, and risky line types are held for your review instead of dialed blind.
A review queue, not a black hole
Held numbers show up flagged in your dashboard with the reason. Release them in one click or suppress them for good.
Behavioral tripwires
A campaign whose traffic starts behaving like a cold list (collapsing connect rates, spiking opt-outs) auto-pauses before it damages your numbers, and you get told why.
Your business name on caller ID
We register your business identity with the carriers (CNAM), so leads see your name instead of an unknown number. Done for you during onboarding.
Verified caller status
Your calls carry SHAKEN/STIR Level A attestation, the carriers' strongest verified-caller signal, plus spam-label monitoring so a mislabel gets remediated instead of ignored.
Persistent number reputation
Your dedicated numbers build answer-rate reputation over time. We treat rotation as remediation, never as strategy.
Compliance
Built in and visible, not bolted on.
Consent at capture
Consent records stored with text, timestamp, IP, and form URL, kept 5 years. TrustedForm and Jornaya certs supported.
Quiet hours, lead-local
8am to 9pm in the lead's own timezone, inferred from their state, zip, or area code, with stricter state overrides.
Do-not-call list
A lead who asks is suppressed instantly, account-wide, forever. One click adds anyone manually.
Suppression log
See every call we refused to make and why. Compliance you can show an auditor, not just claim.
Fresh inquiries only
No cold lists, no reactivation, by policy and by design. We turn that business away.
Team and notifications
Everyone finds out the moment something happens.
SMS notifications
Booked, transferred, voicemail, missed callback: short texts to the right team member, from your campaign number.
Email notifications
Full lead details, extraction summary, and calendar invites (.ics) in the inbox seconds after the call ends.
Qualified-but-unbooked alerts
The lead who qualified but did not book is flagged loudly: they are expecting your call.
Rep-ready summaries
A structured post-call summary of what the lead said, so your rep walks in knowing everything.
Visibility
Every call, inspectable.
The lead view
One page per lead: chat-style transcript, recording player, what they submitted, consent, and every call attempt.
Call recordings
Every call recorded and stored securely for a year, playable in the dashboard.
The call queue
Watch every pending lead, who gets called next and when, and pause or stop any of them.
Campaign analytics
Contact rates, connects by attempt number, talk time, and daily activity, per campaign and account-wide.
Multiple agents and campaigns
Different scripts, voices, and rules per campaign. Unlimited, included.