SalesCustomer follow-upCandidate connectPayment recoveryReminders and other callsPatient follow-upAged home care check-insAgentAI disclosureWho it's forReason by ~15sOpt-out honored instantlyHuman on requestOnly in your hoursRecording noticeNo deception or pressureHardship goes to a humanFixed: cannot be switched off

Sales and customers

Calls to people who might buy

The agent calls the leads on your list, asks if they are interested, and books a meeting when they are.

What this agent is for

  • Calls new leads, asks if they are interested, and books the meeting.
  • Runs inside your call window and cadence: once, daily, weekdays, or weekly.
  • Add any details you want the agent to know about each lead.

How it sounds. It asks a few questions. It does not push.

The same steps for every kind of call

You choose this kind of call, name the project, and set the schedule.

Upload a CSV with the names and phone numbers of the people to call. Add any other details you want your agent to know.

You then see a readiness score, in plain English, that says what is left before anything runs.

How the setup and the score work

How a call can open

Names and businesses are samples.

Sample

Hi Jordan, I'm Ava, an AI assistant from Brighton Solar. You asked about home solar last week. Is now a good time for two quick questions?

When your account opens

Join the waitlist and we'll let you know when your spot is ready.