Set up
Cut the "I don't know" answers
A weekly half hour with the gaps report. The highest-return loop in the
product, and most teams never open it.
Serve customers in their own language
One knowledge base, 37 languages — and why templates are the part that needs
real work.
Make your agent sound right on the phone
Why a reply that reads well can sound wrong out loud, and the handful of
changes that fix it.
Answer the phone
Take bookings over the phone
A clinic line that asks for four details one at a time and reads the whole
booking back — with the questions to try before you print the number.
Turn a calling list into a filled spreadsheet
Ring a list, get the answers back in the rows you started with, and a line
about each call — including the ones who say no.
Create a survey agent
Ask the same questions of a thousand people and get answers you can count,
not a thousand transcripts.
Text the caller
Text the caller during and after a call
An insurance line that sends a renewal link on WhatsApp and a loan line that
sends a documents list by SMS, with the templates and the call.
Connect your systems
Answer "where is my order?"
Your API, one action, and an agent that will not confirm an order to a
stranger.
Recognise signed-in customers (Next.js)
A complete App Router implementation, with the secret staying on the server.
Reach out
Send your first campaign
Start to finish, with the expensive mistakes marked.
Recover abandoned carts
An event, a two-step sequence, and messages that stop when they buy.
In what order?
If you are new, this sequence wastes the least time:1
Get it answering
Quickstart, then run the gaps
loop once. You will learn more about your own
customers in half an hour than in a week of planning.
2
Make it useful
Order status — the point where an agent stops being
a search box with manners.
3
Make it personal
Signed-in customers. Everything downstream gets
better once the agent knows who it is talking to.
4
Then reach out
Broadcasts and
sequences last. Outbound to people your agent
cannot yet help well is a way to spend money on disappointing customers.