Platform Features

See Every Call. Control Every Outcome.

From lead import to booked appointment — complete operational control, intelligent qualification, and real-time visibility into everything your AI is doing.

47
Calls Today
12
Appointments
68%
Qualified
3
Active Campaigns
Recent Calls
Sarah M. — Appointment Set — 4m 32s
James R. — Qualified Lead — 3m 15s
David L. — Follow-up Needed — 2m 48s
Maria C. — Not Interested — 1m 12s
Robert K. — Appointment Set — 5m 04s
Active Campaigns
Spring Roof Inspection — 156 contacts — Running
HVAC Maintenance — 312 contacts — Scheduled
New Leads Q1 — 89 contacts — 78% reached
Platform Walkthrough

Everything You Need, Step by Step

From connecting your CRM to reviewing call analytics — here's exactly what the platform does at every stage.

Connect Your CRM

Link your GoHighLevel account and your contacts, pipelines, and calendars sync automatically. No CSV gymnastics — just authorize and go.

CRM Integration
2,847
Contacts Synced
4
Pipelines
3
Calendars
GoHighLevel — Connected — Syncing
Contacts — 2,847 imported — 12s ago
Pipeline: Sales — 6 stages — Active

Import & Prepare Leads

Pull contacts from your CRM, upload CSVs, or add manually. Built-in phone scrubbing and DNC checking ensures you only call valid, compliant numbers.

Lead Import
1,240
Imported
1,198
Scrubbed
42
DNC Removed
CSV Upload — 500 contacts — Processed
CRM Sync — 740 contacts — Complete
Phone Scrub — 42 invalid removed

Train Your AI Agent

Customize your agent's personality, greeting, qualification questions, and industry-specific scripts. Add knowledge base entries so it speaks with authority about your business.

AI Agent — Configuration
Warm
Personality
Roofing
Industry
English
Language
Greeting: "Hi, this is Sarah from..."
Qualification: 4 custom questions
Knowledge Base: 28 entries loaded

Build Your Campaign

Define your target list, set calling hours, choose cadence, and let the TCPA-compliant scheduler handle the rest. Business hours enforcement is built in.

Campaign Builder
312
Contacts
8a–9p
Window
2
Max/Day
Target: Spring Roof Inspections
Schedule: Mon–Fri, 8 AM — 9 PM CT
Cadence: Max 2 attempts/day, 5/week

Monitor Calls in Real Time

Watch active calls as they happen from your dashboard. See which contacts are being called, how long each conversation runs, and get live status updates.

Live Call Monitor
3
Active Now
47
Today
3m 42s
Avg Duration
Sarah M. — In Progress — 2:15
James R. — Ringing — 0:04
David L. — Wrap-up — 4:32

Call Logs, Summaries & Qualification

Every call gets a full transcript, AI-generated summary, sentiment analysis, and lead score. Know exactly where each lead stands without listening to a single recording.

Call Intelligence
78/100
Lead Score
Positive
Sentiment
Qualified
Outcome
Summary: Interested in Q2 roof replacement...
Action: Follow-up call scheduled for Tuesday
Qualification: Budget confirmed, timeline Q2

Appointments & Reporting

Qualified leads land directly on your calendar. Track conversion rates, campaign performance, and agent effectiveness with built-in analytics dashboards.

Dashboard — Overview
12
Appointments
24%
Conversion
186 calls
This Week
Appointments this week: 12 booked
Top campaign: Spring Inspections — 31%
Agent performance: 78% qualification rate
And More

Built-In Capabilities That Compound

Every feature works together. Inbound handling, SMS follow-up, live transfer, compliance tools, and team collaboration — all in one platform.

Inbound Call Handling

Every call answered instantly — 24/7, including holidays. No more leads lost to voicemail.

SMS Follow-Up

Automated text messages after calls. A2P 10DLC compliant out of the box.

10 Languages

English, Spanish, French, Portuguese, German, and more. Serve diverse markets natively.

Voicemail Detection

AI detects voicemails and leaves a custom message or skips — your choice.

Live Transfer

Hot leads transfer to your team mid-call. The prospect never knows AI started the conversation.

DNC Compliance

Global and org-level Do Not Call lists enforced automatically on every dial.

Knowledge Base

Upload FAQs, pricing, and product details. Your AI speaks with authority about your business.

Team Collaboration

Invite team members, assign roles, and share dashboards. Everyone stays in the loop.

See It in Action

Try the live demo and hear the AI handle a real conversation. Or book a walkthrough with our team.