Customers
Keep your leads and customers in Contacts, let your AI Receptionist answer calls, texts and website chat, get a Business Phone Number, and send follow-ups.
Open Contacts or AI Receptionist from Dashboard, or Tools on a phone. Contacts is your customer list. People land there when they fill in a form, chat on your site, text or call your number. Your AI Receptionist answers calls and texts, chats on your website and replies to emails. A Business Phone Number gives you calls and texts. Follow-ups send emails, texts and calls on a schedule. Projects that already had a voice agent or a text agent also see AI Agents (legacy).
- Contacts: your customer list (CRM)Contacts holds everyone who signs up, chats, texts or calls, with filters, notes, CSV export and follow-up enrollment.
- Set up your AI ReceptionistSet up your AI Receptionist in AI Receptionist to answer calls, texts, website chat and email replies for you.
- Get a Business Phone Number for calls and textsGet a Business Phone Number in AI Receptionist for $39.95 a month on any paid plan; US texting needs a one-time registration.
- Set up follow-upsCreate follow-ups in AI Receptionist > Follow-ups to send emails, texts or calls on a schedule after someone joins your list.
- Voice agents and text agents (legacy)Older voice agents, text agents and their numbers keep working under AI Agents (legacy); minutes became calls and texts balance.