Five steps from a list to a sat appointment.
Everything below is yours to do from the console. Nothing needs us in the room.
- Upload a list
Drop in a CSV. Map name, phone, address and ZIP once. Duplicates against your own list are merged, and numbers on the do-not-call register are set aside before anything dials.
- Name your agent
Give the agent a name and a voice, describe your pitch in your own words, and write or edit the call scripts. What you upload as material is filtered before the agent uses it, so a bad file cannot make it say the wrong thing.
- Switch it on
A master switch for the account and one per campaign. Calling hours per state are applied for you; the agent will not dial outside them.
- Watch the floor
Dials placed, ringing, live right now, and the agent mid-conversation. Every call keeps its recording and transcript for the people allowed to hear it.
- Dispatch the yeses
A booked appointment goes to the sales manager whose team covers that territory. They hand it to a rep, who accepts or bounces it from their phone and records how it went.