Every lead called back, enriched, followed up. No CRM to fill.
Website form, call, email: the Sales agent captures the lead, enriches it (company registry), qualifies it on every exchange and drafts follow-ups at the right time. You approve, it sends.
It reads, it attaches, it shows you. It does not reply on its own.
Every message the agent sends carries a reply address that belongs to it. Replies therefore come back to it, not into a noreply mailbox nobody reads. Here is what happens next.
Scope is fixed before content
The reply address identifies the agent and the customer concerned before a single line of the message is read. An email cannot move the case it belongs to.
The message is attached to its thread
The reply header links it to the original send, and therefore to the invoice, quote or chaser concerned. Failing that, the sender address is compared against known customers.
An unknown sender stays unknown
It is presented as unverified, to attach by hand. The agent does not guess which customer it is: a wrong attachment would file an exchange in the wrong case.
A card is raised, with the message
Subject, excerpt, attachments, and the proposed action. You decide: reply, prepare a payment plan, forward. Nothing goes out without that decision.
your approvalContent is never an instruction
An email saying "cancel the invoice" or "wire the money here" is treated as text to show you, not as an order to execute. That is an architectural rule, not a setting.
The same agent handles inbound requests from the website: forms, the calculator, demo requests. They arrive qualified, with the context the visitor left, and become opportunities when you qualify them.
Do emails go out from my address?
From your domain, once verified (two DNS records to set). Until then, the agent sends from a neutral address carrying your name: never from an unverified domain.
Can the agent send without me?
No. Every outgoing message is a draft in your queue: you approve, edit or dismiss. That is the rule across the whole platform, not an option.
What about my existing leads?
They import with your history, deduplicate by phone, and re-enter the same follow-up cycle.
No commitment. Nothing changes with your current tools or insurer.