What it does
It re-opens a conversation that went quiet and finds out where it actually landed. Reaches out, on Phone, Text, Email.
What it can actually do
Not just talk — these are real actions it takes in your account mid-conversation:
- Check the calendar
- Book the appointment
- Transfer the live call
- Hand off in another language
- Record an opt-out
What it finds out
Topics it works through in its own words — never a script, and never the same phrasing twice:
- where things ended up after you last spoke
- whether the need is still there at all
- what would need to be different for it to be worth another look
The rails it runs on
Every agent in Sales Team Toolbox runs on the same rails:
- It says what it is. Asked whether it's a person, it answers honestly — every time, and that isn't a setting.
- Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send.
- STOP always wins. A spoken or texted opt-out is recorded by the server, not just acknowledged in the conversation, and it halts everything for that contact.
- The Approvals inbox. AI-drafted texts and calls queue for your approval until you deliberately switch a step to auto-approve.
- Quiet hours and frequency caps. Touches respect calling hours, and a rolling cap on how often any one contact is reached.
- It doesn't take card numbers. Payments go out as a secure link instead.
The fine print lives in the compliance FAQ.
You don't build this. Pick Online / Digital Sales at signup and your agents arrive already knowing the trade. Every word of it is yours to edit afterwards, and nothing here ever overwrites your edits.
The rest of the Online / Digital Sales team
Under the hood
Read how the AI teammate works, the Online / Digital Sales workflow suite it plugs into, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).