Platform details
The CRM, scheduling, payments and messaging your business runs on, plus the optional AI receptionist and the compliance work that decides whether your texts reach customers at all.
The work that happens after the conversation ends.
Workflows triggered by schedule, webhook, system event, or entering a step in a conversation flow.
Define your own actions with typed inputs and outputs and let the AI call them mid-conversation.
Prebuilt document generators including a service quote with line items, tax, and totals.
Contacts with custom fields, tags, merge and dedupe, bulk operations, and custom object types.
Real availability, read and written during the conversation.
The AI reads real open slots and books, reschedules, or cancels during the call or chat. No callback, no phone tag.
Recurring weekly availability plus one-off date overrides and blocks, with timezones. Buffer time before and after, default duration, how far ahead people can book, and minimum notice.
Booking links you can text or email. They follow the same availability rules the AI uses, so a link and a phone call can never double-book the same slot.
Manage every calendar in one place: who is bookable for what, working hours, overrides, blackout dates, and per-service durations.
Shared calendars with weighted round robin or waterfall assignment across staff, so work lands on the right person automatically.
Money moves to your own Stripe account, not through ours.
A Stripe Connect account per business, so money moves to you directly.
Invoices with line items, tax, numbering, finalize, void, and refund.
A payment page you can text or email, with configurable tip presets and custom tips.
Take payment on site from a phone with Tap to Pay, or from a card terminal.
Lifetime billed, paid, and outstanding on every customer record.
One contact record, one history, however they reach you.
Voice, SMS and MMS, email, and web chat share one inbox, one contact record, and one history.
An inbound text goes to your people first. The AI answers only if nobody replies within a delay you set.
Connects through Gmail or Microsoft 365 with genuine inbound sync, threading, bounce handling, and suppression lists. Shared mailboxes with per-address default senders.
Managed, not just built, with capture and booking wired into the same system that answers the phone.
Your site is managed alongside everything else: pages kept current, updates handled for you, and the chat widget, lead forms, and booking links wired in rather than bolted on.
Forms and capture points on your site drop straight into the CRM, deduplicated against existing contacts, and trigger instant follow-up by text or email while the visitor is still interested.
Embeddable and brand-colored, with your logo and avatar, an attention bubble message, and file uploads.
Anonymous visitors can be pushed through a scripted flow that collects contact details and verifies them by one-time code before the bot engages.
The part that quietly kills small-business texting programs before anyone notices.
Brand and campaign registration through Twilio Trust Hub, including customer profiles and use cases. Most small businesses cannot get through this process alone, and until they do, their texts fail silently. Carriers do not send a warning.
A full consent record per channel and per purpose, with opt-in and opt-out keywords, national do-not-call, unsubscribe, and complaint and hard-bounce suppression.
Answered around the clock, fast enough that callers do not notice the machine.
Inbound calls answered around the clock. Phone numbers are provisioned in-app through Twilio, so there is no separate carrier account to manage.
ElevenLabs text to speech with roughly two dozen named voices across turbo, flash, and multilingual models. Adjustable speaking speed and backchannel sounds keep the line from going dead.
Latency is measured per stage and reported at median, p90, and p99 across voice detection, transcription, model response, and speech synthesis. Most vendors say “fast.” You can read the distribution.
An ordered waterfall for every number: ring the AI, ring the mobile app, ring a cell. Each hop has its own wait timer and caller ID mode.
Place outbound calls with answering-machine detection, so the AI knows whether it reached a person or a voicemail box.
The feature most competitors do not have, and the one that decides whether a hot lead reaches a human.
A real audio mixing hub lets the AI whisper privately to your team member, explain who is calling and why, then bridge everyone into a three-way call and step back. Your person opens with context instead of “how can I help you?”
A transfer rings your mobile app and your cell phone at the same time. If nobody picks up, the caller stays with the AI instead of getting dropped.
Push notifications, a notification inbox, and the ability to take a transferred call in the app over WebRTC.
Straight hand-off without the briefing step, for the calls where you would rather just take it.
Trained on your documents, with memory that survives past the end of the call.
Upload PDFs, Word documents, and scanned images. A real OCR pipeline handles large multi-page documents, with a vision-model fallback for poor scans.
Retrieval is graph-based with ranked passages and provenance, not keyword matching. The bot's instructions can be generated from your documents automatically.
The AI remembers prior conversations with the same customer: past call excerpts, the people and topics involved, and facts they stated, compacted so long histories stay usable.
Node-based conversation graphs with conditional branching, required field collection, prefill from existing contact records, sub-flows, versioning, and validation.
Guided from the first screen, and legible once it is running.
Onboarding reads your website, proposes your business profile, suggests which capabilities you need, and walks a step checklist. “I don’t have time to set this up” is the objection that kills most software for small business, so we removed it.
Conversations, contacts, calls, messages, response times, an activity feed, and period-over-period comparisons.
Break performance down by bot and by individual call rather than one blended average.
See why the AI said what it said on any message or transcript.
Run it for your own book of clients under your own brand.
Multi-tenant agencies with sub-accounts and member roles.
Your branding, your custom domain.
Tiered pricing plans with versioned rate cards, usage summaries, auto-recharge credits, and leaderboards.
API keys with origin validation and webhooks for custom integrations.
Every capability above ships today.
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