Late May 2026AI voice agent, smarter inbox, sharper contact actions
A wave of work on the conversation layer — outbound AI calling, inbound reply parsing, in-app SMS composition, and a tightened contact workflow.
AI voice agent for outbound calls
Dispatch a voice agent to call a lead. The agent runs the conversation, captures the outcome, and writes it back to the contact record. You review the call, the transcript, and the next step.
- ✓Brand-aware agent configuration per tenant
- ✓Recordings + transcripts attached to the contact
- ✓Outcome categorization (interested, callback, voicemail, not interested, do-not-call, etc.)
- ✓Automatic follow-up creation when the call says one is needed
Try AI calling→AI Call Outcome routes leads automatically
When an AI call surfaces a new lead — or matches an existing one — the system routes it the right way. No duplicate leads, no orphan calls.
- ✓Auto-match against existing leads by address or phone
- ✓Auto-create a new lead row when there is no match
- ✓Cross-channel dedupe so an SMS-then-call sequence stays on one record
AI reply drafts in the inbox
When a contact replies, the inbox drafts a response in your voice. Edit and send, or send as-is. The draft references the conversation history and the lead context.
- ✓Drafts ground on the actual thread
- ✓Per-tenant cost budget so drafts respect your plan
- ✓Drafts attach as the proposed next message in the unified inbox
Inbound email parsing into the unified inbox
Replies to platform-sent emails route back into the inbox as threaded messages. No more checking a separate inbox.
- ✓Reply-To tokenization keeps threads attached to the right contact
- ✓Quoted-text stripping so the new message is what you read
- ✓Email and SMS threads sit side by side in one inbox
In-app SMS composer from contact detail
Open a contact, tap SMS, write the message, send. No bouncing into the native messages app, no losing the conversation.
- ✓Composer surfaces from the contact detail page
- ✓Threaded inbox automatically picks up the send
- ✓Compliance and DNC checks run before send
Contact detail action wiring
Every primary action on a contact record now does what it says — call, SMS, email, log activity, schedule follow-up, link to a deal, view timeline, run skip trace, send mail. Nine buttons, seven modals, all working end to end.
- ✓Each action is one tap and runs in place
- ✓Activity log captures whatever happened
- ✓Skip trace and mail respect the same cost discipline as the rest of the funnel
Inbox channel clarity
Email subject lines surface in the thread list. Channel badges tell you whether a message was a call, SMS, email, or mail. Overrides let you read whichever channel matters for that contact.
- ✓Subject-line preview on email threads
- ✓Channel badges on every thread row
- ✓Per-contact channel preferences honored