In short
- A lead arrives in the campaign: from a CSV file, a webhook, Shopify, Meta Lead Ads or added by hand.
- It shows up in the CRM with the status “New”.
- The workflow decides when to call: based on the schedule and the sequence of steps.
- The agent calls and talks in the voice and language you chose, following your instructions.
- The lead gets an outcome and a follow-up: qualified / disqualified / no contact, and the agent can send an SMS or an email.
Where to check progress
- Leads: the status and history of every contact.
- Activity → Calls: the recording, transcript and AI summary of each conversation.
- Activity → Action log: everything that happened in the campaign, in order.
You only pay for answered calls. Unanswered attempts and voicemail are free, see pricing.