A structured, AI-readable map of what the platform can do. Each feature page follows the same shape — overview, capabilities, use cases, prompt patterns, integrations, and limits — so an AI agent can learn the platform and write better prompts.
The contact database at the center of the platform — records, pipelines, custom fields, and segmentation.
ExploreOutbound campaigns across email, SMS, social, and paid channels, plus lead capture and nurture.
ExploreConversational channels — SMS, email, phone, and the unified inbox.
ExploreCalendars, appointments, round-robin booking, and reminders.
ExploreWorkflows, triggers, and conditional logic that connect every other feature.
ExplorePayments, invoices, estimates, and product/catalog management.
ExploreConversational AI, AI voice, and content generation built into the platform.
ExploreReview requests, monitoring, and listing management across directories.
ExplorePage builders, funnels, websites, memberships, and forms/surveys.
ExploreAPIs, webhooks, custom values, user management, and the agency/white-label layer.
ExploreThe unified contact record at the center of everything.
A contact-centric CRM where every person (lead, customer, patient, student) is a record with custom fields, tags, activity history, and relationships. Contacts are the join key for nearly every other feature — messages, appointments, opportunities, and invoices all hang off a contact.
Visual deal stages from new lead to won.
Kanban-style pipelines track deals (opportunities) through customizable stages. Each opportunity is tied to a contact and a monetary value, with stage automations, probability, and reporting. Multiple pipelines can model different sales processes.
Bulk and automated email with a drag-and-drop builder.
A full email marketing engine: template builder, contact-based sending, scheduling, A/B subject testing, and automation-driven sends. Emails can be one-off broadcasts or steps inside a workflow.
Text-message campaigns with compliance built in.
Bulk and automated SMS/MMS to contacts, with carrier-compliance (opt-out keywords, consent tracking) and template management. SMS is also a workflow action and a conversational channel in the unified inbox.
Plan, schedule, and publish across social platforms.
A content calendar for scheduling posts to connected social accounts (Facebook, Instagram, LinkedIn, Google Business Profile, Twitter/X, TikTok). Supports text, image, video, and multi-platform publishing from one composer.
All channels — SMS, email, IG, FB, Google — in one inbox.
A single conversation view aggregating SMS, email, Google Business Messages, Facebook, Instagram DMs, and WhatsApp. Each thread is tied to a contact and can be assigned, tagged, and automated. AI and humans can both reply.
VoIP calling, call tracking, and recordings.
Make and receive VoIP calls in-browser or via the mobile app, with call tracking numbers that attribute inbound calls to campaigns, recordings, transcripts, and notes logged to the contact.
Bookable calendars with round-robin and reminders.
Calendars with availability rules, booking pages, round-robin/class-event/service scheduling, buffers, blackout dates, and automated reminders. Bookings create contact records and can drive pipelines and workflows.
Visual trigger → action automation across the platform.
The automation engine. A workflow is a trigger (contact created, form submitted, stage changed, inbound message, schedule) followed by a sequence of actions (send email/SMS, wait, branch, update fields, create opportunities, call webhook). Branches, filters, and time windows make it conditional.
Reusable automation recipes you can clone.
Pre-built and custom workflow templates that package a complete automation (triggers + actions) so it can be cloned across sub-accounts or reused. Trigger Links are shareable URLs that enroll a contact into a workflow on click.
Accept payments, bill clients, and manage products.
Integrated payments (cards, ACH, payment plans) with a product catalog, invoices, estimates, and payment links. Transactions create records, trigger workflows, and feed reporting. Stripe and other processors are supported per region.
AI that replies in the inbox and over SMS/web chat.
An AI agent that can auto-respond in the unified inbox and web chat, answer FAQs, qualify leads, book appointments, and hand off to humans. Configurable with a knowledge base, persona, and guardrails.
Inbound and outbound AI phone calls.
An AI voice agent that answers or places phone calls, holds a spoken conversation, can book appointments, answer FAQs, qualify, and transfer to a human. Configurable persona, knowledge, and call flows.
Generate copy for email, SMS, social, and pages.
An inline AI writer that drafts email, SMS, social posts, and page copy from a prompt, with tone controls and platform-aware formatting. Speeds up content production across marketing channels.
A conversational workspace that builds websites, pages, and apps from a prompt.
A dedicated conversational project workspace for generating websites, landing pages, forms, booking experiences, and small interactive web projects from a prompt, template, or reference. It produces layouts, copy, images, and code-level edits, then publishes to a preview or custom domain. New projects run full-stack on TanStack Start with server-side rendering, server functions, REST APIs, and Secrets (Sep 8, 2026), and can add a Cloud backend — database, auth, storage (Oct 9, 2026), native payments (Oct 8, 2026), and built-in Analytics & Submissions (Oct 8, 2026). Existing projects can migrate to SSR as a separate copy (Sep 22, 2026), and the builder can now run shell commands to inspect, test, and verify the live app before it finishes (Sep 3, 2026). Distinct from the agent builders: AI Studio ships web experiences, not conversational agents.
Request, monitor, and respond to reviews.
Automate review requests after appointments or purchases, monitor incoming reviews across Google, Facebook, and other directories, and respond from one inbox. Aggregate rating and volume feed reporting.
Sync business info across directories.
Manage and sync business name, address, phone, hours, and categories across directories (Google Business Profile, Bing, etc.) from one place, so info stays consistent and local SEO stays strong.
Drag-and-drop pages, funnels, and full websites.
A block-based page builder for landing pages, multi-step funnels, and full websites with global headers/footers, custom domains, SEO controls, and form integration. Funnels connect steps with opt-in, sales, booking, and thank-you pages.
Capture structured data into contacts and workflows.
Build forms and surveys with conditional logic, custom-field mapping, file uploads, and multi-page flows. Submissions create or update contacts, set tags, and trigger workflows. Surveys add scoring and branching.
Gated content, courses, and member portals.
A membership portal for selling or gating access to courses, libraries, and communities. Members get credentials, content is gated by product/offer, and access can be granted/revoked automatically based on purchases or workflows.
Per-account schema extension and templated tokens.
Custom Fields extend the contact (and other objects) with account-specific data. Custom Values are reusable tokens (like merge fields for business info) that can be dropped into templates so one change propagates everywhere.
Dashboards for pipeline, marketing, and revenue.
Pre-built and custom dashboards aggregating pipeline, marketing, communication, reputation, and revenue data. Includes call, message, and conversion reporting, plus customizable widgets and exportable reports.
Programmatic access and event-driven integration.
A REST API and webhook system to read/write contacts, opportunities, appointments, messages, and more, and to receive real-time events. Used to sync with external systems and build custom automations.
Roles, teams, and per-account access control.
Manage users and teams within a sub-account, with roles controlling access to features and data. Agency-level users can manage multiple sub-accounts. Permissions scope who sees and does what.
Manage many sub-accounts and resell under your brand.
The agency layer: manage many sub-accounts (locations/clients) from one dashboard, push templates and snapshots, white-label the platform with your domain and branding, and resell with SaaS mode and rebilling.