What Your Agents Do
Four core capabilities. Running automatically from day one.
Every Call. Every Email. Every Text.
Your agents monitor every communication channel and log every client interaction the moment it happens. Calls transcribed. Emails archived. Texts threaded. Nothing slips through — ever.
Personalized Drafts. One-Tap Send.
When a lead comes in, the agent researches them and drafts a personalized email or SMS for your rep to review and send in one tap. Faster follow-up, better first impressions.
See Everything. Without Asking.
Daily activity briefs. Pipeline at a glance. Rep-by-rep summaries. You see what's happening across your entire sales team in real time — without reports, meetings, or chasing anyone.
Your Knowledge Base. Owned Forever.
Every client conversation and project detail lives in a permanent knowledge base your company owns. When a rep leaves, their history stays. New hires ramp instantly.
Your Reps Aren't at Desks.
The Portal Isn't Either.
Field sales teams don't win from a desk. The Agent Portal is built mobile-first and voice-activated — so reps can manage their entire pipeline from a parking lot between appointments.
- Full portal on any phone — no app download, works from the browser
- Voice notes transcribed instantly — speak your reply, agent types it
- One-tap approval for every drafted message Vanessa queues
- Push notifications when a lead replies or an urgent action is needed
- Add to home screen for a native app feel on iOS and Android
- Built for reps in the field, between appointments, in the car
The Agents and the CRM
Work Together.
Most CRMs fail because adoption is zero. Your reps are selling, not logging. We remove humans from the data entry loop entirely. The agents capture everything and feed it directly into the CRM.
- Every interaction logged the moment it happens — no manual entry
- Data attributed to the right contact, deal, and rep automatically
- The system gets smarter the longer it runs — compounding value
- Who's gone cold, which rep is slipping, what needs attention today
- Intelligence delivered in plain language, not a spreadsheet
- Your data, forever — even if you cancel
Every conversation compounds into a permanent knowledge base your company owns forever.
Live in One Week
From signed agreement to your agents running inside your team.
We Connect Your Stack
We link your agents to your team's phone system, email, and SMS. Your reps don't change a thing — the agents run in the background.
Your Agents Go Live
Within one week of signing, your agents are active. Every communication is captured. Lead briefs generate. Outreach drafts appear for rep review.
You See Everything
Log into the Agent Portal. See every agent's activity, every rep's follow-ups, lead status, and outreach queues across your entire team.
Common Questions
Does my team need to install anything?
No. The agents integrate with your existing tools. Your reps keep working exactly as they do today.
How long does it take to deploy?
One week from signed agreement to your agents going live. We handle the entire technical setup.
What phone systems do you support?
We work with most VoIP systems. Book a demo and we'll assess your stack.
Does it work with our existing CRM?
The Agent Portal is the primary interface. Enterprise plans include custom CRM integration.
Who owns the data?
You do. Always. If you cancel, we export everything and hand it over. Nothing is locked in.