HOW IT WORKS

A simpler route from lead to meeting.

Here's what the workspace looks like in practice, from account setup to reviewing activity and booking the next conversation.

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SET UP

Create a workspace

Create your account, review the subscription plans and choose the allowances that fit your team's outreach volume. Your workspace brings contact management and account settings together.

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AccountPersonal workspaceSubscription-based access

ORGANIZE

Add your prospects

Import an existing CSV or add leads one by one. Capture the context your team needs to understand each contact and follow up with intention.

Lead managementContacts in one placeSearchable activity

PERSONALIZE

Set your business context

Write your opening message and describe your services. Your plan defines the content length and usage limits. The system handles the underlying calling infrastructure.

Assistant settingsYour words, your businessWithin plan limits

CONNECT

Link your scheduling account

Connect your own Cal.com credentials and choose an event type for consultations. Appointment availability and booking can then form part of the call workflow.

SchedulingYour calendar connectionCustomer-managed

REVIEW

Understand the outcomes

Review call statuses and activity. Use that information to plan follow-ups and keep your next steps clear.

ActivityOne clear historyPlan usage in view

THE IMPORTANT PART

Real appointments are confirmed by the scheduling service—not by the assistant simply offering a time.

Time availability, actual booking and confirmation are separate steps. Make sure your calendar connection and recipient details are configured correctly.

Read the FAQs →