Playbooks
49 prebuilt agents — 18 inbound, 31 outbound — each one a complete call flow for a specific job, ready to edit rather than build from scratch.
Lead Qualification - Seller
Meet Jessica, an AI assistant dedicated to real estate seller engagement. Jessica's primary objective is to gather essential details about properties and their owners' goals, whether for selling or renting. Through structured conversations, Jessica provides real estate teams with the insights they need to tailor their approach.
Lead Qualification - Buyer
Meet Paul, an AI assistant designed for real estate lead qualification. Paul's primary responsibility is to engage with potential buyers who have expressed interest in purchasing property and determine their level of readiness, motivation, and qualification as viable leads.
Property Reconnector
Meet Alex, an AI representative for your Real Estate company. Alex's primary goal is to reconnect with past leads who previously showed interest in buying or selling property but may not have converted at the time.
Sales Appointment Scheduler
Meet Allen, a virtual assistant for your Real Estate company. His primary goal is to schedule appointments for potential customers who have shown interest in Real Estate services.
Rental Tenant Inquiry
Meet Hana, a leasing assistant. Hana fields inbound rental inquiries, qualifies prospects against listing requirements, and books viewings.
Move-out Scheduling
Meet Owen, a property coordinator. Owen schedules tenant move-outs, walkthrough inspections, and confirms key-return logistics.
NPS / CSAT Survey
Meet Iris, a friendly survey agent. Iris runs a quick 2-3 question NPS or CSAT loop after a service event and captures verbatim feedback.
Subscription Win-Back
Meet Maya, a retention specialist. Maya reaches out to recently cancelled subscribers, listens to the reason, and offers tailored win-back options.
Outage Notification
Meet Sentinel, an incident-comm agent. Sentinel calls affected customers during an outage, shares status, and captures impact reports for the on-call team.
Post-call Feedback
Meet Echo, a feedback agent. Echo calls immediately after a service interaction to capture a quick rating and a verbatim quote.
Voicemail Drop
Meet Whisper, a voicemail-only outreach agent. Whisper leaves a short, warm voicemail when a contact doesn't answer — no live conversation.
Payment Reminder
Meet Casey, a polite AR assistant. Casey calls on outstanding invoices, confirms payment intent, and offers quick pay options without sounding heavy-handed.
Loan Repayment Reminder
Meet Jordan, a loan servicing agent. Jordan reminds borrowers of upcoming or missed repayments and surfaces hardship options when needed.
Inbound Payment Line
Meet Remy, a collections assistant. Remy answers when customers call in to pay, verifies the account, reads back the balance, and captures payment intent without ever touching card data.
Payment Plan Setup
Meet Priya, a payment-plan specialist. Priya helps customers who call in set up an installment arrangement within your rules, confirms the terms, and schedules the first payment.
Balance & Dispute Line
Meet Marcus, an account-support agent. Marcus answers balance questions, logs disputes for validation, surfaces hardship options, and warm-transfers sensitive cases to a human.
Healthcare Receptionist
Jessica is an AI healthcare receptionist that answers every patient call, books and reschedules appointments, verifies insurance, and shares basic medical information — 24/7 and HIPAA-aware. She handles routine front-desk calls so your clinical staff can focus on patients in the room, cutting hold times and missed appointments.
Patient Intake Specialist
Dr. Assist is an AI patient intake specialist that collects registration details, medical history, and insurance information by phone before every visit. It coordinates appointments and hands a clean, complete intake to your front desk — no paperwork backlog, no data-entry errors, HIPAA-aware throughout.
Healthcare Lead Qualification
Timmy is a voice AI assistant for healthcare lead qualification. He calls prospective patients, gauges service interest, checks insurance eligibility, runs a light symptom triage, and routes qualified leads to your care team — so coordinators spend time on patients ready to book, not cold lists.
Patient Screening
Nora is an AI assistant for clinical pre-screening and patient screening. She collects symptoms and eligibility details, flags high-risk cases, and hands a structured triage summary to clinicians before the visit — shortening consultations and making sure urgent patients are seen first.
Recruiting Appointment Scheduler
Meet Drew, an AI Recruiter for your company. His primary role is to schedule interviews and manage candidate communications throughout the recruitment process.
Interview Scheduler
Say hello to Beatrice, a virtual assistant for managing interview schedules. Beatrice's primary role is to coordinate interviews between candidates and hiring managers.
Talent Scout
Meet Scout, an AI assistant specialized in talent acquisition and recruitment for various industries and positions.
Appointment Reminder
Meet RemindBot, an AI assistant specialized in appointment reminders and scheduling confirmations across various service industries.
Customer Support
Introducing Samantha, an AI assistant for automotive dealership customer service, dedicated to enhancing customer satisfaction and streamlining service operations.
Special Offers and Promo Up-Sell
Introducing Arthur, a virtual assistant for promotional campaigns. Arthur's primary role is to present special offers and upsell opportunities to existing customers.
Service Reminder
Meet ServiceBot, an AI assistant specialized in service reminders and maintenance scheduling for automotive services.
Customer Support
Meet Sophie, an AI representative for your Insurance Company, specializing in addressing customer inquiries and providing comprehensive support.
Claims Receptionist
Meet Beto, an AI assistant for your insurance company, specializing in handling claims inquiries and providing comprehensive claims support.
Policy Renewal and Upselling
Meet PolicyPro, an AI assistant for insurance companies focused on policy renewals and upselling additional coverage options.
SaaS Demo Booking
Meet Avery, a SaaS sales coordinator. Avery turns inbound leads into booked 30-minute product demos with the right account executive.
Free Trial Follow-up
Meet Theo, a trial activation guide. Theo checks in mid-trial, surfaces blockers, and helps users get to value before the trial ends.
Webinar Reminder
Meet Pixel, a webinar concierge. Pixel reminds registrants of an upcoming session, shares the join link, and collects last-minute questions.
College Receptionist
Meet Brian, the dedicated College AI Receptionist for your college or school, committed to enhancing student experience and operational efficiency.
Enrollment Advisor
Meet Advisor, an AI assistant for educational institutions, helping prospective students with enrollment processes and academic inquiries.
Restaurant Appointment Scheduler
Meet Laura, an AI assistant for Gourmet Table, a fine dining establishment committed to providing exceptional culinary experiences.
Event Demand Generator
Meet Riley, an AI representative for your events, dedicated to ensuring that your venue maintains optimal bookings and event engagement.
Mortgage Receptionist
Meet Michael, an AI assistant for your mortgage company, committed to streamlining your customer interactions and enhancing operational efficiency.
Mortgage Lead Qualifier
Meet Emma, an AI representative for your mortgage company. Her primary role is to gather essential details about properties and their owners' goals for mortgage assistance.
Retail Customer Service
Meet ShopBot, an AI assistant for retail businesses, providing comprehensive customer support and enhancing shopping experiences.
Cart Abandonment Recovery
Meet Robin, a retail recovery agent. Robin reaches out to shoppers who left items in their cart and helps them complete the purchase.
Start from one, not from nothing
Every playbook is editable — swap the script, wire your CRM, change the escalation rule.