Agent templates
Design an agent once, deploy it for every client. Preview every change before you re-apply it — to one agent or all of them.
AI agents now answer, call, book and follow up — and everything they do lands in the same contacts, calendars and automations as the rest of your operation.
Inbound and outbound agents qualify leads, book appointments, send texts, hand off to a human and check your systems mid-conversation. Every call is kept with its transcript, recording, collected answers and an AI quality grade.
Design an agent once, deploy it for every client. Preview every change before you re-apply it — to one agent or all of them.
An agent, its actions, phone number and automations move as one self-wiring bundle — between environments and between clients.
Run a list of contacts through an agent with a three-step wizard. Live activity, per-contact status and dashboard widgets included.
Upload a playbook or process document. The AI proposes the automation changes; you review them and apply.
Branded emails and texts with merge tags, live desktop and mobile preview and test sends. One-click unsubscribe and sender rules built in.
Code, live preview and AI side by side. Turn design files into pages, publish private team pages, print a QR code for any page.
Every visit carries its campaign tags, and the last campaign follows the visitor to the order — so you know what actually sells.
Bundle capabilities into subscription plans with included minutes and automatic overage. Resell AI as your own product.
Use one or all of them. They share the same data, the same automation engine and the same admin — so every module can see, and react to, every other.
Contacts, bookings, orders, calls and files live in one model that every module reads.
Flow design, content generation and agents work inside the platform, with your context.
Every module is reachable through one managed API and webhook layer.
Roles, audit trails, encryption and data scoping ship with every module — never as add-ons.
Run it in the cloud, or inside your own perimeter.
Heavy work runs in the background, so the people using it never wait.
| Capability | Orchestrator | Typical CRM suite | Stitched tool stack |
|---|---|---|---|
| One shared data model | ● Native | ◐ Partial | ○ None |
| Managed AI voice agents | ● Native | ◐ Paid add-on | ○ Separate vendor |
| AI automation | ● Native | ◐ Paid add-on | ○ Third party, per task |
| Website & landing pages | ● Native | ◐ Basic | ○ Separate tool |
| Booking engine | ● Native | ◐ Add-on | ○ Separate tool |
| Workforce scheduling | ● Native | ○ Rare | ○ Separate tool |
| Plans with usage billing | ● Native | ○ No | ○ Custom build |
| Cost per automation run | ● $0 | ◐ Tiered | ○ Per task |
| On-premise option | ● Yes | ○ Cloud only | ◐ Varies |