Cadences, campaigns, dialer, and AI Agents — outbound at scale.
Use cadences to run repeatable multi-step follow-up across email, SMS, calls, and manual touches.
Create a cadence template with clear timing, channel mix, approval points, and safe exit rules.
Enroll one record into the right sequence and confirm that the first step is eligible.
Use filters to find active, paused, completed, and needs-attention cadence work.
Read reply, meeting, drop-off, and template performance so teams improve follow-up over time.
Understand why cadence steps send, skip, pause, or wait for manual action.
Test one variable at a time and choose winners from enough real engagement data.
Use Campaigns for one-to-many email and SMS sends that are separate from 1:1 Inbox conversations.
Build an email campaign by choosing an audience, writing the message, reviewing compliance, and sending.
Send a compliant SMS broadcast to a verified audience with consent and credit checks.
Use the Dialer for one-off calls, power dial sessions, parallel dial sessions, and call history.
Run focused call blocks with a queue, AI brief, outcome logging, and timeline updates.
Use parallel dialing carefully with limits that reduce dropped calls and compliance risk.
Review calls, recordings, transcripts, outcomes, filters, and linked contact or lead activity.
Use AI Agents to watch CRM signals, draft follow-up, and queue actions for human review.
Configure the agent that finds missed follow-up, drafts next actions, and routes them for approval.
Set up AI-assisted voicemail workflows for dialer sessions and follow-up review.
Control AI Agent safety, autonomy, channels, reviewer rules, and workspace policy defaults.
Review, edit, approve, reject, and audit AI-proposed follow-up actions.
Audit what agents scanned, recommended, skipped, and completed.
Set first-touch and follow-up expectations so managers can catch missed opportunities.
Use overnight AI review to prepare morning follow-up without sending blindly while the team is offline.
Find stalled, no-response, and invalid-contact records before revenue leaks out of the pipeline.
Use AI review to find unhealthy cadences, blocked steps, and better next actions.
Draft a grounded reach plan using the record timeline, source, stage, and recent activity.