One conversation. Five stages.
Compliant at every gate.
Watch a single high-intent conversation travel through the line. Every one is disclosed up front, screened against your criteria, and warm-transferred only when it qualifies. Here is the whole path, and every channel it can start on.
Follow one call from the first ring to the audit trail.
A call does not become a lead because somebody picked up. It becomes a lead because it passed five checks in a fixed order, and because you can go back afterwards and see that it did. What follows is that order. One consumer reaches the line, hears who they are talking to, is measured against the rules you wrote rather than the rules we assume, and is either handed to your agent or stopped before it costs you anything. The sequence does not shorten on a busy Friday, and it does not lengthen for a caller nobody wants.
High-intent call
A consumer who asked to be contacted reaches the line.
Consent on record
Disclosure first
The voice identifies itself as an AI assistant and reads the required disclosures before anything else happens.
Voice and recording disclosure
Screen and qualify
It checks vertical, geography, and your qualification rules. Out-of-criteria calls stop here.
DNC and criteria check
Warm live transfer
A qualified prospect is handed to your licensed or closing agent, or connected on a tracked number.
Only in-criteria calls pass
Tracked and recorded
Attribution, recording where permitted, post-call data, and a full audit trail, every time.
Full audit trail
Five ways to start a qualified conversation.
Inbound calls and live transfers
Our core. When a high-intent consumer calls in, we identify the conversation, give the required disclosures, screen against your criteria and Do Not Call requirements, and warm-transfer only the qualified callers to your team. The number the consumer dialed is a tracked number, so the source is already known by the time your agent says hello, and the screening finishes before the handoff rather than during it. You pay for the conversations that meet your bar, with recording where permitted and a full audit trail on every call.
Outbound campaigns
For the contacts you are permitted to reach, we open the conversation with the required disclosures, screen for intent against your criteria, and connect only the people who qualify. Use it to reactivate an aged database, reach new leads while intent is still live, set appointments, and work back through the dials that never connected. Every dial runs under documented consent, Do Not Call screening, and TCPA and TSR standards, with a full audit trail.
WhatsApp
The channel your customers already have open. Calls run natively on the line, and messaging is provisioned per deployment, because those approvals sit with the platform rather than with us. Qualified contacts move to a call or a booking from there. Every exchange carries the required disclosures and a full record.
Web chat
Catch a visitor while they are still on the page, screen them there, and route the ready ones to a live call or a booked slot instead of a form they will forget. The required disclosures and a full record are kept on every chat.
Email follow-up
Recaps, reminders, and re-engagement, worked inside your own mailbox rather than a tool your team has to open. Every message carries documented consent, clear sender identification, and an easy opt-out.
Every contact handled the same way.
Always on
Inbound or outbound, every hour, with no queue and no waiting for a callback.
The same, every time
Every conversation gets the same screening and the same required disclosures, with nothing skipped.
Scales on demand
A spike costs you no hiring and no ramp.
AI by default. People when the campaign calls for it.
However a conversation starts, the same five stages run. What changes is who is on the line, and that is a choice you make per campaign rather than one you inherit from us. The AI agent is the default. A complex offer, a script that needs judgment, or a buyer who requires live people on the line are all good reasons to put a person there instead, and not one of them changes what the call has to pass through on its way to you.
| Method | What it means | Next step |
|---|---|---|
| AI agents, on by default | Answers in seconds at any hour, works every lead at once, and gives the same disclosures and the same screening on every contact. Where speed and consistency decide the outcome, this is the right instrument. | See the AI agent in depth |
| Human agents, when a campaign needs them | Some campaigns want a person on the line: a complex offer, a script that needs judgment, or a buyer who requires live people on the line. We bring in trained agents through our partner network for those, working to the same requirements as any campaign we run: documented consent, Do Not Call screening, the required disclosures, and a full audit trail. | Tell us what your campaign needs |
| Your own team, by live transfer | The qualified conversation is warm-transferred to your licensed or closing agent. Screening happens before the handoff, so the call reaches you already in criteria. | See what you get back |
Whoever is on the line, the bar does not move. See our compliance standards.
Done the same way on every call.
Discloses first
Every call opens with the voice identification and recording disclosures, before any screening.
Screens in real time
Your criteria, checked on the call, before anybody on your side is interrupted.
Transfers warm
A real handoff to your licensed or closing agent, not a cold drop or a voicemail.
Records the trail
Recordings where permitted, attribution, and post-call data on every contact, kept for review.
Compliance is wired into the path, not added after.
Every stage above runs inside the same rules. Nothing reaches your team that did not pass through them first.
Disclosure first
The line identifies itself and gives the recording notice at the top of every call.
Consent and the DNC
Calls are built around proper consent and screened against Do Not Call requirements.
TCPA and the TSR
Campaigns follow the Telephone Consumer Protection Act and the Telemarketing Sales Rule, federal and state.
A reviewable trail
Recordings where permitted and post-call data on every contact, kept so any campaign can be checked.
Every conversation, measured and attributed.
Stage five is not a summary. It is the record you use to check our work, in your own platform, on your own terms.
| What you get | What it means |
|---|---|
| Dynamic number insertion | DNI assigns tracking numbers on the fly, so every call ties back to the right source, campaign, and creative. That is what makes the rest of this section auditable rather than merely reported: the number the consumer dialed is the evidence, not our word for it. |
| Real-time postbacks | Conversions fire back to your platform as they happen, so your reporting stays in sync with ours. |
| Full attribution | Every call carries its full story: source, timing, duration, geography, and outcome. You can measure it yourself. |
| Call data and recordings | Post-call data and recordings, where permitted by law, help you and your buyers keep raising the quality bar. |
Run campaigns you can stand behind.
Every campaign runs under TCPA, TSR, and DNC standards with full audit trails, and we partner only with people who hold the same bar. See our compliance standards.