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AgentAnswer questions and return customers to the right next step.InboxSee customer messages that need attention.PipelineTrack inquiries as leads through clear stages.AutomationCollect details, follow up, and route next steps.FormsCapture structured inquiries with optional scheduling.AppointmentsView bookings and confirmed schedules.CustomersKeep customer profiles and history together.SalesTrack won leads and revenue when enabled.

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Agent highlight

Goes off-script, then returns to the next action.

Customers do not always follow a script. The agent can answer a side question from your business context, then bring them back to the action you wanted them to take.

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Agent highlight

Goes off-script, then returns to the next action.

Customers do not always follow a script. The agent can answer a side question from your business context, then bring them back to the action you wanted them to take.