Dialer & messaging

For the calls and campaigns humans still make

Ava answers and pursues on her own — but your team still calls, texts, and emails all day. This module is their side of the phone system: call lists that end, a dialer that logs itself, mass messaging with real editors, and one inbox where every channel lands on the same timeline.

Start free trial See all twelve modules

What it does

What’s in the box.

Team dialer with call lists
Build a list from any segment, work it top to bottom with dispositions, and let the outcome write the record. The list gets shorter; the CRM gets smarter.
Voicemail drop
No answer? Leave the message without saying it for the fortieth time. Logged like everything else.
Mass text & MMS
Send to a segment with merge fields and STOP handling built in — throttled, capped, and windowed by the gate, not by your conscience.
Mass email with a real editor
Compose once, personalise with merge fields, send to a segment, and see who opened and replied on each contact's timeline.
WhatsApp
For the clients who live there. Same thread, same timeline, same rules.
One inbox, synced mailboxes
Calls, texts, emails, and WhatsApp in one queue per workspace, with two-way Gmail/Microsoft 365 sync so the CRM sees the whole conversation — not just the half that happened inside it.

In practice

How it runs, day to day.

1
Build the list
Any segment becomes a call list or a send audience: new Zillow leads, spring buyers gone quiet, past clients in one ZIP.
2
The gate walks it first
Before the first dial or send, every contact is checked: consent, suppression, window, caps. Blocked contacts are counted and shown — not silently skipped.
3
Work it down
Dial through with dispositions, or fire the campaign. Replies pull the contact out of any running sequence and into the inbox.
4
Everything writes itself
Outcomes, recordings, transcripts, opens, replies — on the timeline as they happen, not from memory at 6pm.

What you get

Included with every plan.

No module is held back for a higher tier. Plans differ on seats and usage, never on which product you get.

How pricing works →

Call lists from any segment, with dispositions
Voicemail drop on no-answer
Mass SMS/MMS with merge fields and STOP handling
Mass email with editor, templates, and open/reply tracking
WhatsApp conversations on the shared timeline
Two-way Gmail / Microsoft 365 mailbox sync
One team inbox across calls, texts, and email
Shared numbers: Ava and your agents on the same line
Per-send audit trail, including every skip and its reason
Usage metering you can see, per workspace

The honest bit — scope

US carrier registration (A2P 10DLC) is part of onboarding — texting volume unlocks as carriers approve your registration, which is how compliant texting works everywhere. Mailbox sync is enabled workspace-by-workspace while our Google and Microsoft app verifications complete.

How the gate applies here

Human sends clear the same gate as AI sends. There is no "manual mode" that skips consent, suppression, quiet hours, or attempt caps — a mass text that can't legally go to forty of the four hundred selected contacts goes to three hundred and sixty, and tells you why.

Read the compliance detail →

The rest of the platform