AI agents that work the lead until it's warm.
Every qualified opportunity gets a sequence: email, SMS, and call tasks executed by AI agents, escalated to a human the moment the shopper responds, and written back to your CRM as a warm, qualified lead.
Email & SMS agents
Personalized, on-brand outreach sent on the timing that converts.
Call tasks
Prioritized call queues with the signal and talk track attached.
Human handoff
A reply, a click, or a callback instantly routes to your team.
CRM-ready leads
Only qualified, engaged leads land in the CRM — not raw noise.
A cadence that runs itself.
Sequences start from the signal that created the opportunity, so the first message references what the shopper actually did.
- Email, SMS, and call tasks timed across Day 0 to Day 7
- Every message references what the shopper actually did
- No response reschedules the next touch automatically
- A positive reply hands off to a rep — a negative one exits and suppresses
Behavioral triggers
Saw your CTV / display ad
Ad exposure · 2 days ago
Viewed a high-intent page
3 visits this week
Started, then left a form
Abandoned · yesterday
Returned to your site
Session · 9:42pm
AI SDR Agent
Scores the signal, writes the message, picks the timing.
Orchestrated outcomes
Replied → human handoff
Routed to the right rep, full context
No reply → next touch
Re-times to Day 3, then Day 7
Written back to CRM
Transcript, signal, and status synced
Day 0
Email referencing what they viewed
Day 1
SMS with one easy reply path
Day 3
Call task with talk track
Day 7
Re-engage or graceful exit
Automation with adult supervision.
AI oversight reviews message quality, frequency, and tone before anything sends, and every conversation is visible to your team in real time.
- Frequency caps and quiet hours enforced per channel
- Opt-out honored instantly across email, SMS, and mail
- Peer review on message templates before they go live
- Full transcript history on every opportunity record
Drafted touch
Message draft
“Saw you were looking at the premium plan — want me to walk you through it?”
AI Oversight
Every message is screened before it can send.
Peer review on templates
Guardrails applied
Quality & tone review
On-brand, on-message, no hallucinated claims
Frequency caps
Per-channel limits enforced before send
Quiet hours
Local time window respected on every touch
Opt-out & suppression
Honored instantly across email, SMS, mail
Visible to your team in real time
Full transcript history on every opportunity record — sends, replies, and stops.
Your team only touches warm.
When a shopper engages, the agent stops and a person takes over. Your rep opens one screen and sees the whole journey — the ad, the pages, the email opened, the text replied to — scored, timestamped, and flagged ready to call.
- Every touch in one timeline — ads, sessions, opens, replies
- Intent scoring flags the moment a shopper turns warm
- Full history synced to the CRM record automatically
Jordan Ellis
High intentColumbus, OH · Returning visitor
Intent score
91
Interested in
Premium package · High-value offer
Shopper history
Served your CTV / display ad
Mon 7:12pm
Clicked retargeting ad
Tue 8:04am
Viewed key product page ×3
Tue–Wed · 6m total
Started, then left a form
Wed 9:38pm
Opened AI SDR email
Thu 7:02am · clicked link
Replied to SMS: “Still interested”
Thu 11:26am
Ready to call
Best window: today 11am–1pm · assigned to Your on-duty rep
Agent paused — routed to your team with full history synced to CRM.