Give every enquiry
a next step.
For the owner who is also the sales and marketing team. One gives you AI bots to answer from your brief, record enquiries and prepare follow-up for your review. The same crew drafts your next campaign.
Phone agent “I’m an AI assistant for Morrowfold Studio.”
Caller “We need a new studio website.”
Phone agent “I can’t confirm that deadline. I’ll note your callback request.”
New website “We need a new studio website.”
Callback requested “Tomorrow after ten.”
The enquiry that sat overnight
63.5% of 1,000 B2B software companies never replied to a demo request.
RevenueHero · 2024 vendor study ↗Follow-up that depends on who is free
Only 31% of 16.7 million missed calls to Quo customers got a callback within 48 hours.
Quo · 2026 customer analysis ↗The brief re-explained in every tool
The offer, the audience and the deadline have to travel with every draft.
Copy that sounds like a different company
Your email, website and first conversation should make the same promise.
From a missed moment
to a prepared next step.
Give the crew the answers you approve, the questions to ask and the decisions to leave with you.
- TodayYou piece together what the caller wanted.
- With A call record holds the details and the caller’s words behind them.
- TodayResearch and follow-up wait until you have time.
- With A Qualified record wakes Alex to research the business and draft a reply.
- TodayYou paste the campaign brief into another tool.
- With Iris reads the brief and brand notes in your Library.
- TodayYou check five drafts for five different promises.
- With Email, posts and a landing preview start from the same offer.
The call, the research, and the campaign have an owner.
An example crew. The Architect proposes yours around how your business works.
Sage
Calls & conversationsBuilds the voice agent, asks the useful questions and leaves the enquiry in Leads.
Alex
Research & follow-upResearches promising enquiries on the public web and writes the follow-up for you to review.
Iris
Marketing & contentTurns your approved brief into campaign concepts, copy, images and a landing preview.
Architect
Your workspace partnerProposes the crew, tables and handoff rules. You review and apply the changes.
7:12 pm. A new enquiry.
You have finished for the day.
Choose how it arrives. Follow it from the first question to the decision you make in the morning.
Morrowfold Studio · Fictional company · Illustrative workspace · No call or message is sent.
It is 7:12 pm. You have finished work. Someone has just found your campaign.
See what was said, what is still uncertain and why this enquiry is worth following up.
The Qualified stage wakes Alex. Public research becomes a short brief and a draft in chat.
Read the draft. Send it from your own mailbox, or hold it while you check the deadline.
In the morning, the enquiry has a record, a next step and a clear decision waiting for you.
Step 1 of 5 · Answer the enquiry
Phone agentHi, I’m an AI assistant for Morrowfold Studio. How can I help?
CallerI’m Robin Hale. We’re Bracken Quay Workshop. We need a new studio website. We have about four thousand pounds.
Phone agentA studio consultation is £120 for 45 minutes, on weekdays. What would you like to work through?
CallerCan you guarantee we’ll launch by Friday? Could someone call tomorrow after ten?
Phone agentI can’t confirm that deadline. I’ll record your callback request for the studio to review.
The answers Sage was given
Studio consultation: £120 · 45 minutes · Weekdays. No guaranteed delivery dates. Record callback requests; do not promise a time.
Website form → Your server → Webhook → Sage
- Name
- Robin Hale
- Business
- Bracken Quay Workshop
- Enquiry
- New studio website. Budget £4,000. Can we launch by Friday? Please call tomorrow after 10 am.
The webhook secret stays on your server. Web research and records can run; actions beyond the safe set ask you first.
RobinWe’re Bracken Quay Workshop. We need a new studio website, budget £4,000. Can you launch by Friday?
SageI’m the studio’s AI assistant. I can’t confirm a delivery date. A consultation is £120 for 45 minutes, on weekdays.
RobinCould someone call tomorrow after ten?
SageI’ll note your request for the studio to review.
Sage replies in the chat app, then writes a Leads record. Replies only; this does not start an outbound message sequence.
Robin Hale
Qualified- Name
- Robin Hale
I’m Robin Hale.
- Business
- Bracken Quay Workshop
We’re Bracken Quay Workshop.
- Need
- A new studio website
We need a new studio website.
- Budget
- £4,000
We have about four thousand pounds.
- Callback request
- Tomorrow after 10 am
Could someone call tomorrow after ten?
- Phone
- +44 •••• 0100
A call · 7:14 pm
Success criteria
Pass · Captured the need We need a new studio website.
Pass · Captured a budget We have about four thousand pounds.
Fail · Confirmed the launch date The caller’s Friday deadline is still unconfirmed.
Robin Hale
Qualified- Name
- Robin Hale
- Business
- Bracken Quay Workshop
- Need
- A new studio website
- Budget
- £4,000
- Callback request
- Tomorrow after 10 am
- Phone
- +44 •••• 0100
Written by the bot · 7:12 pm
Created by a call → Stage: Qualified
The need and budget fit. The deadline still needs you.
When a record enters Qualified, Alex is woken with it.
✓ Handoff firedBracken Quay makes small-batch furniture and runs open-studio visits. Lead with the workshop’s work, then explain how people can enquire.
Sources I used: About the workshop ↗ · Studio visits ↗
Friday’s launch date is not confirmed. Ask for the page list before promising a date.
Links above open fictional source extracts. Alex’s run uses web research and records, then writes its reply in chat.
Masked. Alex prepares the words; you address the email.
Your studio website
Hi Robin,
Thanks for telling us about Bracken Quay. We’d love to hear more about the website and the work you want it to show.
A consultation is £120 for 45 minutes. Before we confirm a launch date, could you share the pages you need and any existing copy or photographs?
You asked for a callback after 10 tomorrow. I’ll check the studio’s availability and get back to you.
You review the draft, choose the recipient and send from your own mailbox.
Follow-up draft ready for your review.
Reports · Calls
- Calls
- 3
- Answered
- 2
- Median length
- 2m 14s
- Success
- 1 / 2
Illustrative call report · One no answer. One answered call still needs a deadline confirmed.
Confirm the callback time. Check the Friday deadline.
View the fictional research sources
bracken-quay.example/about — Bracken Quay Workshop makes small-batch furniture in a shared workshop.
bracken-quay.example/visit — Visitors can enquire about open-studio visits. These are sample extracts, not real businesses or fetched pages.
One brief.
A campaign that stays together.
Choose a direction for Morrowfold Studio. Iris carries the same offer and voice into each draft.
Studio websites, thoughtfully made.
- Audience
- Independent makers
- Offer
- £120 consultation · 45 minutes · Weekdays
- Voice
- Warm, clear, no hard sell
- Do not claim
- Guaranteed launch dates or sales results
A calm invitation for a business ready for its next chapter.
Library · 2 sourcesMake room for your next chapter
Your next website starts with a conversation about your work, your audience and what you need.
£120 · 45 minutes · Weekdays ↗
For you to review and sendYour studio has changed. Your website can catch up.
Tell us what you’re making. We’ll help you think through what your website needs.
Start with a £120 studio consultation ↗
For you to review and post
A website with room for what’s next.
Image draft · Made with your own image model in One. This illustration uses generated artwork, not a client project. Review copy, images and claims before publishing.
Sources Iris used
Campaign brief: audience, consultation price, length and availability. Brand notes: warm, clear language; no hard sell; no claims about guaranteed dates or sales. These are the two fictional Library sources used in this example.
More of the work around the lead.
Build the call you want
Choose Call type, Use case and Activity description. Watch the bot draft the flow; edit it or ask for a change.
Try the awkward questions
Test Agent by browser voice, chat or a Simulated caller. Inspect the result, Validate, then Publish when you are ready.
Keep the enquiry in view
Leads has stages, a record history and handoffs. Call Outputs add quoted evidence and Pass/Fail criteria.
Prepare the next conversation
Ask for a prospect brief, questions for a discovery call or a follow-up draft with the research links written in.
Make the campaign assets
Draft email and social copy, images and short video with your own model key, and a private landing-page preview.
Read what happened
Reports shows calls, answered, median length, success and outcomes. Schedule a bot to review the week in its chat.
Your CRM. Your channels.
Your choice of connection.
Connect the account you want your bots to use. Each tool below names the setup it needs.
One-click · CRM
HubSpotOne-click connect
Reads contacts and updates deals
SalesforceOne-click connect
Reads and updates CRM records
AttioOne-click connect
Works with contacts and sales activity
Bigin by Zoho CRMOne-click connect
Works with contacts and sales activity
One-click · Email & newsletters
GmailOne-click connect
Finds messages and drafts replies
One-click connect
Reads mail and drafts replies
MailchimpOne-click connect
Works with campaigns and audiences
KitOne-click connect
Works with campaigns and audience data
One-click · Ads, analytics & social
Google AdsOne-click connect
Reads campaigns and performance
Google AnalyticsOne-click connect
Reads website performance reports
Google Search ConsoleOne-click connect
Reads search performance
One-click connect
Reads your profile and publishes posts
Profile and posting only; no sourcing or messaging.
FacebookOne-click connect
Works with campaigns and audience data
InstagramOne-click connect
Works with campaigns and audience data
YouTubeOne-click connect
Works with campaigns and audience data
PinterestOne-click connect
Works with campaigns and audience data
RedditOne-click connect
Works with campaigns and audience data
One-click · Scheduling, meetings & forms
Calendar tools are for text work outside a phone call.
Google CalendarOne-click connect
Reads availability and creates events
CalendlyOne-click connect
Reads bookings and availability
Cal.comOne-click connect
Reads schedules and meeting details
ZoomOne-click connect
Works with meetings and recordings
Google MeetOne-click connect
Reads schedules and meeting details
TypeformOne-click connect
Works with forms and signed documents
IntercomOne-click connect
Reads and updates support records
GongOne-click connect
Works with contacts and sales activity
One-click · Briefs & creative work
Google DriveOne-click connect
Finds and reads shared files
Google SheetsOne-click connect
Reads and updates spreadsheet rows
AirtableOne-click connect
Finds and works with workspace records
NotionOne-click connect
Finds pages and updates databases
CanvaOne-click connect
Works with designs and exports
FigmaOne-click connect
Reads design files and comments
ContentfulOne-click connect
Works with content and publishing tools
Connect with your key · Sales & marketing tools
ApolloConnect with your key
Works with contacts and sales activity
ActiveCampaignConnect with your key
Works with campaigns and audience data
Connect with your key
Works with campaigns and audience data
CloseConnect with your key
Works with contacts and sales activity
HunterConnect with your key
Works with contacts and sales activity
LemlistConnect with your key
Works with contacts and sales activity
InstantlyConnect with your key
Works with contacts and sales activity
SmartleadConnect with your key
Works with contacts and sales activity
SemrushConnect with your key
Works with campaigns and audience data
JotformConnect with your key
Works with forms and signed documents
One-time setup · Ask your workspace operator
These apps need an operator-configured connection before they work on the hosted service.
PipedriveNeeds a one-time setup
Works with contacts and sales activity
KlaviyoNeeds a one-time setup
Works with campaigns and audience data
BrevoNeeds a one-time setup
Works with campaigns and audience data
Needs a one-time setup
Works with campaigns and audience data
Meta AdsNeeds a one-time setup
Works with campaigns and audience data
XNeeds a one-time setup
Works with campaigns and audience data
TikTokNeeds a one-time setup
Works with campaigns and audience data
ShopifyNeeds a one-time setup
Works with campaigns and audience data
BitlyNeeds a one-time setup
Works with campaigns and audience data
BufferNeeds a one-time setup
Works with content and publishing tools
WebflowNeeds a one-time setup
Works with content and publishing tools
WordPress.comNeeds a one-time setup
Works with content and publishing tools
Bring your own MCP · Vendor accounts required
OutreachBring your own MCP / OpenAPI
Works with sales tasks and account activity
Requires a licensed seat and the Amplify add-on.
HootsuiteBring your own MCP / OpenAPI
Drafts and schedules social posts
Perch publishing tools; other Hootsuite products have separate endpoints.
Built in · Carriers & voices
Bring your carrier account, numbers and voice provider key. Calling availability is explained in the FAQ.
Built into One
Provides phone numbers and SMS chat
Your carrier account and existing numbers. See calling availability below.
PlivoBuilt into One
Connects voice agents to your carrier account
Your carrier account and existing numbers. See calling availability below.
TelnyxBuilt into One
Connects voice agents to your carrier account
Your carrier account and existing numbers. See calling availability below.
VonageBuilt into One
Connects voice agents to your carrier account
Your carrier account and existing numbers. See calling availability below.
VobizBuilt into One
Connects voice agents to your carrier account
Your carrier account and existing numbers. See calling availability below.
ExotelBuilt into One
Connects voice agents to your carrier account
Your carrier account and existing numbers. See calling availability below.
ElevenLabsBuilt into One
Generates speech with a connected voice provider
Also: Connect with your key.
OpenAIBuilt into One
Provides models, speech and image generation
CartesiaBuilt into One
Provides a connected speech service
Built in · Chat apps — next release
WhatsAppBuilt into One
Connect a bot to reply to incoming messages. Choose who can message it.
Next release · Replies only.
MessengerBuilt into One
Connect a bot to reply to incoming messages. Choose who can message it.
Next release · Replies only.
Built into One
Built into One.
Next release · Via Twilio. Replies only.
Built into One
Connect a bot to reply to incoming messages. Choose who can message it.
Next release · Via Sendblue. Replies only.
TelegramBuilt into One
Connect a bot to reply to incoming messages. Choose who can message it.
Next release · Replies only.
SlackBuilt into One
Connect a bot to reply to incoming messages. Choose who can message it.
Next release · Replies only.
DiscordBuilt into One
Connect a bot to reply to incoming messages. Choose who can message it.
Next release · Replies only.
Built in · Your image & video model
Use your own model connection and key. Provider charges apply.
Google GeminiBuilt into One
Provides models, images and video
OpenAIBuilt into One
Provides models, speech and image generation
Black Forest LabsBuilt into One
Generates images with your provider
xAIBuilt into One
Provides models, images and video
falBuilt into One
Generates images and video with your provider
OpenRouterBuilt into One
Provides connected models and media generation
Let the crew prepare.
Keep the promises yours.
Give the agent approved answers. Tell it what it cannot promise. Test the questions that need a person.
In this workflow, you send the follow-up and launch the campaign.
- Start with a disclosure
- On
- Record calls
- Off by default
- Do not call
- Maintained by you
- Calling hours
- 09:00–17:00 · Your configured zone
- Handoff daily cap
- 25
- Cooldown
- 24 hours
Illustrative outbound rule. Calls outside your hours are skipped.
What asks for your approval?
Calls the bot places itself ask each time by default. A calling handoff is a rule you confirm once; its calls then run within your cap, cooldown, hours and Do not call list.
Turn on Ask before sending external email to make Gmail and Outlook sends wait on a card. It does not cover Mailchimp or Kit campaign sends.
Webhook, call-triggered and record-handoff runs ask before actions beyond the safe set, which includes records and web research. Chat-app runs follow normal action rules.
Review before sending email → recipient you supplied
Allow once · Always allow this tool · DenyDisclosure, consent, recording and do-not-call obligations remain with your business, including all-party recording consent where required. The FCC’s 2024 ruling applies consent requirements to many outbound AI-voice calls. One gives you controls; people must honour requests to stop calling.
Start with the enquiry
you wish you had handled better.
- 01
Bring one real enquiry
Show the Architect what arrived, what a useful lead looks like and what only you can decide.
- 02
Give it your answers
Add the brief and brand notes to the Library. Set the voice agent’s knowledge, disclosure and callback limits.
- 03
Test the whole next step
Try an uncertain caller. Read the record and follow-up draft. Adjust the flow before you choose to publish it.
What it can do.
What still needs you.
Can it answer real phone calls, and where?
Live calls are not enabled on the hosted service. They require a deployment with the calling add-on enabled, a supported carrier account and numbers you own. Build, edit and test voice agents wherever the calling engine runs. Calls are English only, with a default maximum length of five minutes. The engine has been tested with a test carrier; real-carrier operation has not yet been verified.
What stops it inventing an answer?
You give the voice agent approved knowledge, a call flow and instructions for uncertainty. Test those limits with difficult questions. These are controls, not a guarantee: inspect transcripts and records, and have it request a callback when it cannot answer.
Does it tell callers it is an AI?
Turn on Start with a disclosure and write the introduction. The example here opens with “I’m an AI assistant.” Record calls is off by default.
Can a person take over the call?
No. There is no live transfer or listening-in. The agent can record a callback request and end the call; a person returns it later. The live view shows the transcript as text.
Can it book appointments?
Not during a call. It can record a preferred callback time, not reserve a calendar slot. Connected calendar tools are available to bots doing text work outside the call.
Does it work with our CRM?
Bots can use tools from connected HubSpot, Salesforce, Attio and other catalogue apps. Pipedrive needs a one-time setup by your workspace operator. Connecting provides tools; it does not import your data or create automatic CRM sync. App connections are shared by your bots in the Space.
Can it call a list of leads?
You can import a CSV into a table with a confirmed call-on-create handoff. Each call is checked against the daily cap, cooldown, calling hours and Do not call list. A call outside hours is skipped, not queued for later. There is no campaign dialer, retry sequence or pacing. People maintain Do not call; a spoken refusal does not add someone automatically.
Can it answer WhatsApp or website forms?
A form reaches a routine’s Webhook through your server or an automation tool; keep the webhook secret out of browser code. The bot can write a record and draft a reply. Webhook runs ask before actions beyond a small safe set, including records and web research. WhatsApp and the other chat apps arrive in the next release: replies only, with no proactive messages, images or files. Who can message controls access. Chat-app runs follow normal action rules, not the webhook’s always-ask rule. WhatsApp Business limits general-purpose assistants outside the EU, and Meta bills replies per message.
Will the copy sound like us?
Give Iris brand notes and examples in the Library, then ask it to use them. Replies using those sources show Library · N sources. Your feedback shapes the next draft; you still check the tone and factual claims.
Does it publish our landing page or send our campaigns?
A landing page stops at a private development preview, with operator setup required. One does not publish or host it or manage its domain. In this workflow, you review generated copy and images and send campaigns yourself. Ask before sending external email covers Gmail and Outlook sends; it does not cover Mailchimp or Kit campaign sends, and there is no per-app approval switch.