Business Agent · Lead capture & pipeline
Your agent asks for the details you chose, in the middle of the conversation, and drops the result on a pipeline board. It moves the card forward as the conversation warms up. You open the board and work the leads.
Free to build. A licence is what puts the agent live in front of customers.
The Lead Pipeline. Pick one of your agents, pick a pipeline, and every lead it has captured is a card in a stage column — drag any card to move it by hand.
Up to eight fields, written in your words. A name and an email for a simple enquiry; a budget, a timeline and a decision-maker if your sale needs them. Mark the ones you cannot do without as required.
On top of your fields, every lead-collecting agent runs a discovery pass: it reads the visitor's goal and your own knowledge base, then asks about the things that actually matter for that conversation — what they sell, what they already have, what is not working today. All of it stays on the transcript behind the lead.
A board only stays honest if something keeps it up to date. Your agent reads the same conversation you would have read, and moves the lead as it goes — silently, never announced to the visitor.
The moment the agent has something worth keeping, a card appears in the first stage of your default pipeline — with whichever fields it has gathered so far, and the rest filled in as the conversation continues.
Asking what it costs, how it would work for them, when they could start — that is the cue to move the lead to qualified. Not a keyword match: the agent judges the conversation it is actually having.
A commitment moves it to converted. A clear no moves it to did not convert, with the conversation still attached, so a dead lead is a record rather than a card nobody dares delete.
Drag a card into any column, or move it from inside the lead itself. The agent never fights you for a card — your move is the one that sticks.
Every agent starts with awaiting confirmation, qualified, converted and did not convert. Rename them, recolour them, add the step your business actually has, and the automation follows — it aims at the meaning of a stage, not its label.
The agent works more than one channel, and a lead is a lead wherever it came from. They all land on the same board, in the same columns.
You set when you are free. A visitor who is ready takes a slot from inside the conversation, and it appears on your calendar with the transcript behind it.
Agent Meetings, in month view. The same calendar also reads as a week, a day or a plain list.
Filter the calendar down to a single agent, or leave it on all of them and read the whole week in one screen.
Colour the month by status, by the channel the booking came from, by campaign keyword, or by agent — with a legend that counts what is on screen.
Meetings still waiting on you are marked as requested, cancelled ones stay struck through, and confirming picks the time the visitor asked for.
Open a meeting for the visitor, the time and length, the timezone they booked in, where it came from and the notes they left.
An agent locked to your knowledge will sometimes be asked something you never wrote down. It says so honestly instead of inventing an answer — and raises an alert for you, with the customer's own wording attached.
Whatever you say it is. You configure up to eight fields in your own words — name, email, phone, company, budget, timeline, anything your sale needs — and mark the ones you cannot do without. The agent gathers them during the conversation and each one lands on the lead.
No. There is no gate in front of the answer. The agent asks for your fields inside the conversation, one or two at a time, keeps track of which are still missing, and does not close the conversation while one is unanswered. If someone declines a question it moves on rather than pressing.
Both of you. The agent moves the card as the conversation reveals intent — forward on real interest, converted on a commitment, did not convert on a clear no — and never mentions any of that to the visitor. You can drag any card to any column yourself, and your move is the one that stands.
Yes. Every agent starts with awaiting confirmation, qualified, converted and did not convert, and you can rename, recolour, reorder, add and remove stages, or run several pipelines and pick which is the default. You can do it on the board, or just tell your agent in chat what the pipeline should look like. A lead whose stage no longer exists falls back into the first column rather than disappearing.
Yes. Wherever the agent works — the widget on your site, its public page, its email inbox, your Instagram DMs and comments, a voice call, or a showcase page someone unlocked — the lead lands on the same board in the same columns.
You set the hours you are available. A visitor who is ready for a human takes a slot from inside the conversation, and it appears on the Agent Meetings calendar as month, week, day or list, colour-coded by status, channel, campaign keyword or agent. A slot someone asked for shows as requested until you confirm it.
It tells the customer honestly rather than inventing an answer, and raises an alert for you with the customer's own wording attached. Over time those alerts read as a list of the gaps in your knowledge base, in the order real customers found them.
Yes. The board is readable and writable from your own systems with an API key, so leads and their stages can be pushed to or pulled from whatever you already run.
Build the agent free, tell it which details matter, and watch the first card land on the board.
