WORKFLOWS & ACTIONS

A call is the middle of the job, not the end of it.

Calls start from your forms, ads and lists. The AI books slots during the call and updates your tools after it, so the work gets finished, not just discussed.

Starts from your lead sourcesBooks during the callUpdates your tools after
WhenA new lead fills your form
ThenPriya calls within seconds
On call
If qualified
Book a site visitCalendar
Alert the sales teamMessage
If not ready
Add to follow-up sheetSpreadsheet
Call again in a monthReminder
WHAT STARTS A CALL

Leads come in from everywhere. They all get the same fast call.

Connect the places your leads already arrive. Each new one goes straight into the call queue.

Website form Ad lead form Your CRM Spreadsheet upload Missed call
Call queueEach new lead is called in seconds, inside your calling hours
DURING THE CALL

It checks your calendar while the caller is still on the line.

Give the AI the actions it's allowed to take. When a caller asks for a slot, it looks up what's actually free and books it, instead of promising something and hoping.

  • Only the actions you allow
  • Real availability, not guesses
  • Confirmed with the caller before it hangs up
CallerCan I visit on Saturday morning?
AI employeeLet me check Saturday for you.
AI employeeI have 10 AM or 11:30 AM. Which works?
Caller11:30, please.
Calendar · Saturday
Checking free slots…
  • 9:00 AMBusy
  • 10:00 AMFree
  • 11:30 AMFree
  • 1:00 PMBusy
Booked · 11:30 AM
AFTER THE CALL

The follow-up happens by itself, seconds after hang-up.

This runs after the conversation, so the caller never waits while your tools update.

ConnectionsWhat this employee can use
CalendarConnected · checks free slots
Working
CRMConnected · updates leads
Working
SpreadsheetConnected · adds rows
Working
MessagesNot set up yet
Set up

Messages won't be sent until you set this up. Nothing pretends it worked.

NO SURPRISES

You always see what's connected and what isn't.

If a connection isn't set up, or something fails, it's shown plainly. The AI won't tell a caller a message is on its way when it can't send one.

COMMON QUESTIONS

Workflow questions, answered.

What teams ask about connecting calls to their tools.

01What can start a call?

A new lead from your website form, an ad lead form or your CRM, a spreadsheet you upload, a campaign schedule, or someone calling your number.

02Can the AI do things during the call?

Yes, the actions you allow. For example, it can check your calendar for free slots and book one while the caller is still on the line.

03What happens after the call?

The summary is written and your connected tools are updated, such as your CRM, a spreadsheet, your calendar or a confirmation message. This runs after the call, so the conversation never waits for it.

04What if a connection isn't set up?

You'll see it marked as not set up, and nothing is sent to it. The AI never pretends an action worked when it didn't.

05Do I need a developer?

Not for the common connections. You choose what to connect and what the AI is allowed to do.

READY WHEN YOU ARE

Finish the job, not just the call.

Tell us where your leads come from and which tools your team uses. We'll map the workflow with you.

Book a demo Test it before it goes live Pay only for connected calls