Solutions for teams
Marketing
Every request from your website reaches the right person.
A form on your site files each request as a contact with the pages they read, the site agent answers visitors from your brief when nobody is at the desk, and one board puts traffic beside the deals it brought.
What your marketing team hands to the Agent.
From the visit to the request on the right person's desk. Every marketing use case
Put a form on your site
Pro and up.
Choose the fields, the button and what happens after sending. Paste one line into your site, or share the form's own link.
- You get
- Requests listed as Filed, Held or Queued, with spam kept apart.
- You decide
- A person does it.
Answer visitors when nobody is at the desk
Pro and up.
Give the site agent a brief: your services, hours and prices, and what it must never promise.
- You get
- Answers from the brief only, and one lead per conversation, filed on the visitor's contact.
- You decide
- The reply to a lead is a person's.
Choose the record types and fields you publish.
- You get
- An embed that reads the live records each time the page loads.
- You decide
- Always waits for a person.
A workflow with an AI step reads each request, scores it and branches on the score.
- You get
- A score from 1 to 5 on the request, and a "Worth a look" notice to its owner.
- You decide
- Publishing the workflow always waits for a person.
Put traffic and pipeline on one board
Pro and up, with the Marketing module on.
Visitors by source beside the deals each source created.
- You get
- A saved report, with each number opening its records.
- You decide
- A person saves it.
What your team works in.
Every page of the product is on All features.
You decide what goes out.
The Agent works with the rights of the person it works for. What it prepares waits for your yes, and approval rules can name who decides an order over an amount or a quote over a discount.
Start with one form.
Put a form on your site, and see the next request arrive as a contact and a deal.