A HEAD START ON THE AHA MOMENT Pick the story. 20 starting points. Pilot includes the 10 original options; Starter adds 5 more, and Agency includes all 20. Preview any demo, then choose the plan that fits your service.
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INPUT → WORKFLOW → OUTCOME Finance operations Invoice processing Demonstrate extraction, duplicate checks, approval, and an example accounting entry.
Included in every plan Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Customer experience Customer support Show a support reply, a policy check, and the moments that need a person.
Included in every plan Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Business operations Document review Walk through an example document, findings, and a review decision.
Included in every plan Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Sales operations Sales prospect research Show sample research, fit reasoning, and a personalized outreach draft.
Included in every plan Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Marketing operations Content creation & approval Demonstrate a content draft, brand checks, revision, and approval.
Included in every plan Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Voice automation AI phone conversations Explore a scripted call, alternate caller intents, and a handoff summary.
Included in every plan Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Any workflow Build your own workflow Start with a simple structure and create the steps and outcomes your agency needs.
Included in every plan Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Business operations Inbox sorting Sort incoming messages, draft a reply, and flag uncertain requests.
Starter + Agency Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Starter + Agency INPUT → WORKFLOW → OUTCOME Sales operations Lead qualification Collect requirements, show service fit, and flag inquiries needing clarification.
Starter + Agency Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Starter + Agency INPUT → WORKFLOW → OUTCOME Client operations Client onboarding Turn a sample project brief into a checklist, welcome draft, and kickoff handoff.
Starter + Agency Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Starter + Agency INPUT → WORKFLOW → OUTCOME Team productivity Meeting follow-ups Show a meeting summary, assigned actions, and a follow-up draft for review.
Starter + Agency Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Starter + Agency INPUT → WORKFLOW → OUTCOME Customer experience Review reply drafts Draft on-brand replies and escalate sensitive complaints for a person to review.
Starter + Agency Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Starter + Agency INPUT → WORKFLOW → OUTCOME E-commerce operations Return requests Check sample order and policy details, then prepare a return or human handoff.
Agency only Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Agency only INPUT → WORKFLOW → OUTCOME Retail operations Inventory alerts Compare sample stock against thresholds and prepare a purchase request.
Agency only Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Agency only INPUT → WORKFLOW → OUTCOME Customer success Renewal reminders Prepare a renewal summary and outreach draft with a human check.
Agency only Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Agency only INPUT → WORKFLOW → OUTCOME Sales operations Proposal preparation Build a sample scope, outline deliverables, and flag pricing decisions for review.
Agency only Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Agency only INPUT → WORKFLOW → OUTCOME Business reporting Weekly performance reports Summarize sample metrics, show comparisons, and review a client-facing report.
Agency only Up to 12 editable steps & outputs Up to 6 customizable scenarios Your agency branding & sample inputs Shareable link & engagement tracking Try this demo Use with Agency only INPUT → WORKFLOW → OUTCOME Home services Inquiry to booked clean Turn a service inquiry into a qualified lead, a thoughtful follow-up, and a scheduled appointment.
Included in every plan Preset booking steps & outputs 4 preset booking scenarios Your branding, service & timing Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Professional services Lead to discovery call Qualify a new inquiry, capture the brief, and invite the right prospects to a discovery call.
Included in every plan Preset booking steps & outputs 4 preset booking scenarios Your branding, service & timing Shareable link & engagement tracking Try this demo Use this template INPUT → WORKFLOW → OUTCOME Automotive Inquiry to test drive Collect vehicle preferences, organize a customer record, and arrange a test drive.
Included in every plan Preset booking steps & outputs 4 preset booking scenarios Your branding, service & timing Shareable link & engagement tracking Try this demo Use this template