Agent workspace
Lead records, history, scripts and next actions together in a clear interface.
Organise campaigns, distribute leads and track outcomes in an interface designed for call centres. We adapt the tool to your team and existing telephony setup.
Custom proposal · Remote collaboration worldwide
Appointment booking campaign
Prospecting, qualification, appointment booking and customer follow-up each have their own rules. Agent and supervisor screens are designed around your statuses, scripts and operational goals.
Tell us about your needs ↗Modules and services are selected together and detailed in your proposal.
Lead records, history, scripts and next actions together in a clear interface.
File imports, segmentation, agent assignments and campaign organisation.
Assignment rules, duplicate handling and lead tracking tailored to your operation.
Custom statuses, notes, appointments and reminders for consistent follow-up.
Agent activity, campaign results and indicators defined with your managers.
Connection to your compatible telephony provider where its APIs allow it and the proposal includes it.
Your goals, users, constraints and priorities.
Journeys and deliverables to review before production.
Development or setup, with progress reviews.
Checks, your approval, deployment and onboarding.
Management software and telephony are scoped separately. Compatible providers can be integrated; subscriptions, phone numbers and calling costs are specified in the proposal.
Yes. The workspace can manage records, outcomes and callbacks without automatic dialling.
Yes. Permissions can be defined by role, campaign and team so people access the information needed for their work.