operating as —
?How it works
connecting…
Use Case
Only the playbooks enabled in the active profile are shown
Customer Details
Ready to call?
The active company's details are merged in automatically — credentials never leave the backend.
📊 Download CRM Template
All-in-one CSV covering every use case, with live dates. 7 sample customers.
🧪 Try a file that looks nothing like ours
A sample shaped like a partner's own export: their column names, no use-case column, and gaps in it. Every row still finds the right call.
🧠 How routing works
1. Your columns are matched to ours. By name where it is obvious, by meaning where it is not (msisdn, consignee, appt_dt), and by reading the values themselves when the header says nothing at all. What we settled on is shown above the results, so you can check it.
2. Each row is matched to a call. Every use case switched on for this agent declares the details it needs; the one whose needs your row actually meets is the one it gets. A use_case column, if you have one, overrides that.
3. Gaps are handled, not invented. What can be worked out is (days overdue from a due date); what cannot is left unsaid. A figure or a date is never made up to fill a hole. If something essential is missing, the row is held back and the missing column is named, and if nothing on the row matches any call this agent makes, it says so rather than falling back to a sales pitch.
📥 Data source
A CSV, a URL / Google Sheet, a REST API, or your database / CRM
Upload CRM Data
CSV — one row per customer. Upload it as it comes out of your system; the columns do not need renaming.
🧠
Drop CRM CSV here or click to browse
Your own headers are fine — msisdn, consignee, appt_dt, Bill Amount. All we need somewhere in the file is a name and a number.
🧠
No customers analysed yet
Go to Smart Targeting, upload your CRM CSV, review the analysis, then come back to launch.
Recent Calls
📞
No calls yet
Calls you launch will appear here.
Schedules
0
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Active
0
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Next run
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Calls placed
0
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New schedule
Uses the agent that is currently active in the console. Build the agent you want first, then schedule it — the configuration is snapshotted, so later edits will not change what a scheduled run says.
to
Who to call
Scheduled
Server time: —
Destination
off
Field mapping
Call outcome → the column or field written back in your own system.
Write-back log
🔄
Nothing written back yet
Enable auto write-back, or run it manually after calls have outcomes.
🔖 Saved setups
Bookmark a configuration you use often. Loading one fills in every field below, so you can go straight to Generate.
0 saved
1 · Industry & Region
Use cases for this industry
These are the real outbound calls this industry makes. Tick the ones this agent should handle — each one gets its own conversation playbook.
2 · Voice, Language & Brain
ElevenLabs
3 · Brand & Labels
Auto-filled from the industry & region above — edit any field to override (your edits are kept).
What the agent actually knows
Offerings say what you sell. This says what you can answer about it. Anything you put here, the agent can state with confidence. Anything you leave out, it will honestly hand to a specialist rather than guess.
One fact per line, in plain speakable English. Numbers and codes are read aloud, so write them as you want them heard.
⚠ The agent will never improvise on these, whatever you write here: certification claims it cannot see, structural or safety suitability for a specific job, medical, legal or tax positions, or anything financially binding. Those always go to a human. That boundary is deliberate and it protects the client, not just us.
4 · Custom placeholders
Any extra {{key}} to expose in the prompt
Generate the agent
Composes the profile, applies it to the console, and drives every call.
Load a preset
Instantly become a different company for a demo
Active profile
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Enabled playbooks
Quick edit
Patch the most common fields, then apply
Full profile (JSON)
Advanced — edit any field, then apply
Variables sent to the agent
The flattened dynamic variables merged into every call