Example scenario
A website inquiry becomes a signed agreement
Moves a lead from a form to a filed signature without re-keying.
- The form creates a prospect, adds a note and notifies the owner.Website form-fill intake and routing
- The call queue serves the lead when the owner is ready.Dialer and call queues
- The proposal is drafted from the record and filed.Proposals and quote follow-up
- The agreement is signed electronically and filed.E-signature requests
Example scenario
A list nobody has time to call
A large audience gets a first conversation, and interested people reach a person.
- The Records Explorer shows what the list contains.Records Explorer
- An AI voice agent calls inside the calling windows you set.AI voice agents: outbound
- Interested leads are handed to a person by e-mail.AI voice agents: outbound
- Outcomes set next actions on the records.Dialer and call queues
Example scenario
A service request across many locations
One request tracked from quote to invoice on the right location's account.
- A quote ticket is raised on the location.Quotes and invoices
- A technician is found and a work order is issued.Work orders, technicians and requests for quotation
- The visit is scheduled and completed.Installations and scheduled work
- An invoice is issued on the account.Quotes and invoices
Example scenario
A monthly campaign that stays on brand
One brief, several channels, a person approving before anything is published.
- Brand Intelligence supplies voice, rules and the logo.Brand Intelligence
- AI drafts a post, a story and an e-mail.AI drafting and voice dictation
- A person approves and publishes to the connected pages.Social publishing
- The e-mail goes out through Mailchimp and its numbers are reviewed.Email marketing with Mailchimp
Example scenario
Calls that arrive when nobody is free
An answering agent handles the first conversation and passes the details on.
- The inbound agent answers from your knowledge base.AI voice agents: inbound
- A forwarding rule routes the caller to a person when it matches.AI voice agents: inbound
- A voicemail arrives with a transcript and a summary.Voicemail
- The record shows what happened.One record per business
Example scenario
A new owner for a large set of records
A territory change or departure handled in one guided step.
- Filters choose the records to move.Bulk management
- The wizard sets the new owner and next action.Bulk management
- Reminders and call-backs follow the new owner.Reminders, calendar and invitations
- The activity feed shows who changed what.Global activity feed
Example scenario
A manager asks a question and gets an answer
Plain-language answers from the platform's own data, without building a report.
- The assistant is asked about follow-ups, quotes or work orders.AI assistant
- Its answer respects the user's role and permissions.Granular permissions
- The dashboard shows the same numbers over time.Dashboard
Example scenario
Rolling out carefully
Turn things on one at a time, with the right people watching.
- Permissions are set for the pilot team first.Granular permissions
- Each automation is switched on separately.A switch on every automation
- Outreach starts with a small audience and a conservative pace.Wide-area communications
- The activity feed and reports show what is happening.Global activity feed
