Story tour idle

Live sim: ON

Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.

Coach · All conversations with leads live here — website chat, SMS, and voice follow-ups in one place.

AI drafted a reply for John Davis in 12s — reps review and send in one tap.

Inbox

Demo dataUnread · 2

SMS, chat, and voice summaries — one timeline per lead.

Conversations

John Davis
Great, you're booked for 10:30 AM.
Voice + SMS · 9:48 AM
Sarah Williams
What's the cost for HVAC tune-up?
Website Chat · 11:20 AM
Mike Torres
Yes! I can send you details now.
SMS · 1 hr ago
Lisa T.
Voice assistant helped me submit everything.
Voice Widget · 3 hrs ago

John Davis

AI assist on

Suggested reply: “Locked for 10:30 AM — sending calendar invite + deposit link now.”

I used your voice assistant and need a same-day roof quote.9:42 AM

Perfect — I can book an inspection today. What address should we use?9:43 AM

221 Oak Ridge Dr, Winter Park.9:45 AM

Great, you're booked for 10:30 AM and your transcript is attached to this lead.9:46 AM

Awesome, thanks!9:48 AM

Replies sync to the lead timeline; automations read the same thread.

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