Launch readiness

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steps done

Your launch checklist

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Sending status

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{{g.mark}}{{g.label}}

Quote recovery

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Connect the mailbox you send quotes from. We pull them in as contacts and follow up on the ones that went quiet, on their own.

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{{dqFunnelText}}{{dqRecText}}

LiveEverything is running. Numbers below are sample data.

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Replies and interested leads

Last 14 days

RepliesInterested

14 days ago7 days agoToday

Callbacks due

Open inbox

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{{d.name}}

{{d.prev}}

{{d.label}}{{d.sla}}

Quote recovery

{{dqState}}{{dqBtn}}

Connect the mailbox you send quotes from. We pull them in as contacts and follow up on the ones that went quiet, on their own.

{{s.k}}

{{s.v}}

{{dqFunnelText}}{{dqRecText}}

Recent activity

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{{a.text}}

{{a.when}}

Four checks stand between you and sending

{{gateShort}}

{{r.mark}}

{{r.label}}

{{r.sub}}

Business verification

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{{kybText}}

Start verification Checking the registry…

Wallet

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{{fundsText}}

Add $25 Add $50 Add $100

Auto top-up

Add $25 when the balance drops below $5.

At $0 running workflows pause and the owner is alerted. The balance never goes negative.

Phone number

{{numLabel}}

{{n.num}}{{n.where}}

Buy for $2.00 {{buyHint}}

{{number}}

Shared across your workflows. Warm-up and delivery health are tracked per number.

Carrier registration (10DLC)

{{dlcLabel}}

{{dlcText}}

Submit campaign With the carrier…

{{s.n}}

{{s.label}}

Add one contact

Bring your contacts

CSV or XLSX. You will map columns and confirm consent next.

Use sample file (leads.csv)

Or pull contacts from your sent quotes

{{cqPromo}}

{{dqBtn}}

Phones are cleaned up

Numbers are checked and converted to the +1 format for you.

Duplicates are skipped

Matched on phone and email so nobody is texted twice.

Consent comes first

You confirm permission before anything is imported.

Map your columns

1,248 rows found

{{m.col}}

{{m.sample}}

NamePhoneEmailCompanyCustom fieldIgnore

ContinueBack

Preview

1,120

Valid, will import

38

Invalid phone or email

90

Duplicates, skipped

Phones are checked and converted to the +1 format. Duplicates are matched on phone and email.

Consent

Where did these contacts come from? Existing customersWebsite sign-upsEvent leads

I confirm I have permission to contact these people by text, call and email, and I will honor every opt-out.

Import 1,120 contactsBack

Importing in the background

{{impPct}}% · you can leave this page

Import complete1,120 contacts added from {{source}}. Sample rows below.

NamePhoneEmailCompany

{{c.name}}{{c.phone}}{{c.email}}{{c.company}}

Review workflowImport another file

{{cqTitle}}

Source: quotesOpen quotes

NamePhoneEmailQuoteStatus

{{c.name}}{{c.phone}}{{c.email}}{{c.amt}}{{c.status}}

Triggers

Batch+

Contact event+

Webhook or API+

Actions

Send SMS+

AI call+

Send email+

Notify team+

Logic

Wait+

Branch+

Tag or field+

Follow-up: SMS, then AI call{{wfVersion}}

{{simBtn}} Save and mark reviewed

Replied

No reply

{{n.kind}} {{n.title}}

{{simLog}}Reset layout

{{selKind}}

{{selTitle}}

Message

{{msgLen}} characters · {{msgSegs}} segment to send

Must include opt-out wording. Replies of STOP are caught by rule, never by the model.

−

{{days}} days

+

Sends only 9am to 6pm in the contact's own timezone, Monday to Friday. Applies to every send node.

Which agent makes this call? {{o.name}}, {{o.role}}

{{nodeAgentName}}

{{nodeAgentBrief}}

Open agent

In-app

Email

SMS to owner

The lead gets an owner and a callback clock: 15 minutes if it needs a human, 60 if interested.

{{selText}}

Remove this step

{{f.label}}

{{t.ini}}

{{t.name}}{{t.time}}

{{t.prev}}

{{t.label}}{{t.src}}

{{selName}}

{{selPhone}}

{{selSrc}}{{selLabel}}Call

{{m.who}}

{{m.text}}

Reply Send

Callback clock

{{selSla}}

Mark as called

Owner is reminded, then alerted, then reassigned if this runs out.

{{noSlaText}}

Contact

{{selPhone}}

{{selSource}}

Channel: SMS, then AI call

{{t.label}}

{{t.n}}

Search workflows

{{f.label}} New workflow

WorkflowStatusEnrolledInterestedVer.

{{f.name}}

{{f.trig}}

{{f.status}}

{{f.enrolled}}{{f.interested}}{{f.ver}}

{{f.toggleLabel}}Open

No workflows match

Try a different search or filter.

Start from a template

Each one opens as an editable draft

{{t.name}}{{t.desc}}Use template

{{agCountText}}

New agent

{{a.ini}}

{{a.name}}

{{a.role}}

Active

{{a.brief}}

{{a.voice}}{{a.lang}}{{a.docs}}

{{a.calls}}

Calls

{{a.chats}}

Chats

{{a.wf}}

Workflows

Open and talk

Create a new agent

Give it a name, a voice and what it knows. Takes about two minutes.

All agents

{{agWizTitle}}

{{agFlowLabel}}

{{st.mark}}{{st.title}}{{st.sub}}

{{agKicker}}

{{agTitle}}

{{agDesc}}

Name

Role

{{r.label}}

What should it do and how should it sound?

Always enforced by the platform

Says who it is calling forStops when someone opts outNever claims to be humanHangs up at the time limit

{{v.label}}{{v.desc}}

{{playLbl}}

LanguageEnglish (US)French (Canada)Spanish (US)

Call length limit: {{dCapText}}

Calls always end by 20 minutes. That ceiling cannot be raised.

{{d.name}}{{d.meta}}

Add a document or web page

The agent answers from these. Nothing here? It says it will check and follow up.

Hang up

Ends the call politely when the conversation is over.

Always on

Opt the person out

Stops every message and call the moment they ask.

Always on

Request a callback

Books a time for a person on your team to call back.

Always on

Look up the knowledge base

Answers questions from the documents you added.

{{r.k}}

{{r.v}}

Edit

After you save, open the agent to talk to it and see how it answers.

Back {{agCount}} {{agNextLabel}}

All agents {{adIni}}

{{adName}}

{{adRole}}

Active{{adVer}}

Call with {{adName}}Edit agent

Talk to {{adName}}

You are playing a customer. Replies follow the agent’s brief.

Clear chat

{{m.who}}

{{m.text}}

{{i.label}}

Message as a customerSend

About this agent

{{r.k}}

{{r.v}}

{{adCalls}}

Calls

{{adChats}}

Chats

{{adWf}}

Workflows

Calling is locked. It opens when all four launch checks pass.Open Launch setup

{{m.label}}

{{o.name}}, {{o.role}}

{{cDisplay}}

{{cNameShown}}

{{k.k}}{{k.l}}

{{cCallLabel}}

{{cCostHint}}

{{c.ini}}{{c.name}}

Recent calls

{{cRecentCount}}

{{r.ini}}

{{r.name}}

{{r.meta}}

{{r.outcome}}{{r.dur}}

{{cIni}}

{{cTitle}}

{{cNumShown}}

{{cStText}}

{{cTimer}}

{{cMuteLabel}}SpeakerNote

Duration

{{cTimer}}

Cost

{{cCostText}}

How did it go?

{{o.label}}

Save callDiscard

{{cRightTitle}}

{{cRightTag}}

{{cNoTxText}}

{{m.who}}

{{m.text}}

{{o.label}}

{{lTotal}} Drag a card to another stage, or use the arrows

{{col.title}}{{col.count}}

{{c.name}}

{{c.note}}

{{c.dueText}}

{{c.ini}}

{{c.owner}}

Drop a lead here

Quote recovery

Win back the quotes that went quiet.

Connect the mailbox you send quotes from. We find each quote, turn the sender into a contact, and follow up by email, text and AI call until they answer.

{{p.ini}}{{p.label}}{{p.note}}

Read-only access. Disconnect any time and what was imported stays yours.

What we find in your inbox

Preview with sample emails

{{m.ini}}

{{m.from}}

{{m.subject}}

{{m.tag}}

{{h.n}}

{{h.t}}

{{t.mark}}

{{t.title}}

{{t.sub}}

{{qCtaTitle}} {{qCtaText}}

Start autopilot

{{qConnText}} {{qScanText}} {{qDoneText}} Disconnect

Quotes found

{{qV0}}

Open value

{{qV1}}

Saved as contacts

{{qV2}}

Recovered

{{qV3}}

Where the money sits

{{qPipeTotal}}

{{p.label}}{{p.amt}}

{{t.label}} {{t.count}}

{{qSelLabel}}

Add as contacts AI call now Create campaign

{{q.ini}} {{q.name}}{{q.subject}} {{q.amt}} {{q.age}} {{q.status}}

{{qEmptyText}}

{{qdIni}}

{{qdName}}

{{qdContact}}

{{qdAmt}}

{{qdStatus}}

{{qdSub}}

Original email

{{qdMail}}

Timeline

{{t.text}}

{{qdSaveLabel}}CallOpen in Inbox

Autopilot follow-up

{{qAutoTitle}}

{{c.label}}

{{st.dayLabel}}{{st.what}}

Stops the moment they reply, book or opt out. Replies go to the owner in the Inbox.

Preview only. Nothing is sent until the four checks in Launch setup pass.

Open Launch setup

Activity

{{qRecText}}

Turn autopilot on and the follow-ups show up here as they happen.

{{l.tag}}{{l.text}}

Your numbers (sample)

{{n.num}}

{{n.where}}

{{n.label}} Buy another number

Auto-halted. {{nmNote}}

Review and resume

{{nmNum}}

{{nmStatus}}

Delivered, 6h

{{nmDelivered}}

Filtered, 6h

{{nmFiltered}}

Messages, 6h

{{nmSent}}

{{nmHealthNote}}

Warm-up ramp, messages per day

Day {{nmDay}} of 7

{{r.cap}}

{{r.label}}

Sends are capped to today's step. Carrier campaign attached: approved.

Plan lapsed. You can still view everything, but launching is blocked until the plan is renewed.

Plan

{{planLabel}}

$99 / month

One flat plan, billed by Stripe. Usage is paid from the wallet.

{{planBtn}}

Wallet

{{fundsText}}

Add $25Add $50Add $100

At $0 workflows pause. The balance never goes negative.

Auto top-up

When the balance falls below $5$10$20 Add this amount $25$50$100

Usage this month (sample)

{{usageTotal}}

{{u.label}}{{u.amt}}

Daily spend limit per workflow

Ledger, newest first

{{e.label}}

{{e.when}}

{{e.amt}}{{e.bal}}

No transactions yet

Top-ups and purchases appear here and cannot be edited.

Members

{{m.ini}}

{{m.name}}

{{m.email}}

Invited OwnerAdminAgentViewer

Invite by email AdminAgentViewer Invite

API keys

Create key

{{k.name}}

{{k.mask}}

Revoke

Audit log

{{a.ini}}

{{a.who}} {{a.what}}

{{a.when}}