Your connected lead workflow

One place to move the next step forward.

Connect AI calls, texts, follow-up, and CRM context with the tools your team uses to take over. The specialist catalog adds industry-specific workflows and managed coordination where they fit.

Shared contact historyTeam handoffIndustry-specific specialists
Operations overviewIllustrative workflow

Today's attention

Three decisions. Everything else is moving.
GetsYou CopilotWatching the pipeline 01 active
GetsYou DialerContact context open 02 active
GetsYou Live CoachGuidance ready 03 active

Needs you

Review callback request01
Confirm next action02
Assign team handoff03

Lead workflow

1Inquiry
2Context
3Follow-up
4Handoff
Synthetic data · Copilot + dialer + coach
3Team toolsGetsYou Copilot, Dialer, and Live Coach
15Specialist catalogShared lead tools + industry-specific jobs
1Connected contact historyFrom first inquiry to team handoff
The top of the system

Three surfaces your team feels immediately.

Your team can review the context, make the call, and get guidance without starting the conversation over. Product access and usage depend on your plan.

01

GetsYou Copilot

The pipeline tells you what matters next.

Copilot brings contact history, open tasks, and next actions into one view so your team can pick up the work with context.

  • Daily priorities
  • Contact history
  • Human decision queue
Explore Copilot
02

GetsYou Dialer

Make the call with the full conversation in view.

Keep the contact, conversation history, and next action in the same workspace while a member of your team makes the call.

  • Contact context
  • One-click calling
  • Automatic timeline
See GetsYou Dialer
03

GetsYou Live Coach

Get guidance while your team leads the conversation.

GetsYou Live Coach surfaces the relevant context and next move during the conversation while the operator keeps control of what is actually said.

  • In-call context
  • Objection guidance
  • Operator-controlled conversation
Meet GetsYou Live Coach
How the dashboard makes sense

Connected workspaces. Clear workflow scope.

The contact workflow applies across supported businesses. Property tools serve real estate investment teams, and managed orchestration follows the workflows agreed during onboarding.

01

Contact workspace

Voice · SMS · CRM Hygiene · Nurture

Every inquiry adds to the same contact history.

Calls, texts, request details, timing, follow-up, and tasks stay attached to one contact so the next person can pick up where the conversation left off.

02

Real estate workspace

Property Marketing · GetsYou Intelligence · Negotiation · GetsYou Sign · GetsYou Transactions · Buyer

The property becomes a shared decision room.

For investment teams, GetsYou Intelligence, negotiation, GetsYou Sign, GetsYou Transactions, and buyer work share property context. These specialists support the investment workflow from property evaluation through closing and disposition.

03

Operations overview

Acquisitions Manager · GetsYou Hermes · GetsYou Signals

Your team sees the work that needs attention.

Tasks, blockers, and approvals help your team see what happens next. Managed orchestration is configured during Autopilot onboarding; real estate pipeline prioritization stays industry-specific.

Visible control

The work can move fast without taking the wheel.

See what happened, what needs attention, and where a person decides. Routine actions follow the workflow and approval rules configured for your business.

Approval boundaries

Offers, documents, outreach, and material changes stop where your rules say they should.

Visible work and ownership

Agent state, confidence, output, and ownership are visible where the operator makes the decision.

Context follows the work

Your team picks up with the contact history and request details already attached.

Bring your lead workflow

See what fits your business.

A 30-minute walkthrough shows how an inquiry becomes a follow-up and a handoff, which tools apply to your industry, and where your team stays in control.

Platform Features — 15 AI Agents, GetsYou Copilot, Dialer & Live Coach | GetsYou.ai