Governed AI calling from configured purpose to reviewable outcome.

Search businesses or decision-makers, review scored candidates and select contacts before import. Optional enrichment and email verification depend on available source data and prepaid services.

Import CSV contacts or supported CRM records, check duplicates, assign campaigns and review each contact's timeline. Keep corrected contacts, callback notes and do-not-contact states attached to the record.

Search and assign workspace numbers, set an approved caller ID and route returned calls to configured inbound handling. Availability depends on country, number capability and workspace capacity.

Prepare your offer, audience, FAQs, objection playbook and approved call to action. Website-assisted setup creates a draft for review; campaign guidance uses approved configuration.

Use an approved caller name, organization and voice. Eligible workspaces can add premium voices or consent-based instant voice cloning, with separate voice settings for supported workflows.

Set calling windows, timezone and pacing; start, pause, resume or stop campaigns. Build prompts, questions and answer branches, publish workflow versions and review execution traces.

Run approved outbound qualification, capture needs and contact details, respond with approved knowledge and move interested contacts toward the campaign's configured next step.

Run non-sales reminders, confirmations, surveys, notifications and structured intake with a configured purpose, desired outcome and capture fields. This is a standalone calling product.

Receive calls using approved business context, screen intent, capture messages and route or transfer where supported. Connected booking and after-hours handling follow your workspace rules.

Make browser-based calls with assigned team seats and caller numbers. Use mute, hold, supported keypad digits and optional recording, transcription and post-call AI summaries.

Prepare leads, connect sender accounts and run sequential or goal-driven outreach. Use messages, connection steps and ready voice-note paths, with previews, schedules, action limits and conversation review.

Check real availability and confirm critical details before a booking. Enabled calendar workflows support confirmations, reminders and signed-link rescheduling or cancellation.

Use permitted call context and approved resources with a connected sending account. Add a workspace signature and PDF or PowerPoint attachment, with recipient, delivery and duplicate-send controls.

Store configured General Outbound capture fields against the contact and open printable or downloadable PDFs. Missing answers remain explicitly missing.

Keep agreed callback timing and contact context in the callback queue. Use live transfers where the provider and destination policy support them, and surface follow-up that needs a person.

Review call identity, timing, outcomes, captured fields, bookings and follow-up status. Recordings, transcripts and grounded summaries appear where the relevant capture paths are enabled.

Configured Google Meet, Zoom and Microsoft Teams capture paths can provide recordings, participant context and transcripts. Review summaries, topics, actions, objections and next steps where those assets exist.

Set a distinct agent name, role, voice and knowledge sources. Enable knowledge-grounded meeting participation for directed questions, with readiness checks and restricted-topic guidance.

Review outcomes and conversion funnels, compare campaigns and channels, and examine opening-line effectiveness, objections, source performance and callback signals through existing review surfaces.

Supported adapters include HubSpot, Salesforce, Salesloft and Bullhorn. Configure connections, field mappings and conflict rules; review import/export jobs and retry failed sync actions where supported.

Ask about authenticated workspace campaigns, leads, calls, bookings, meetings and configuration. The in-app workspace intelligence assistant reads stored data and does not launch calls or edit it.

Connect your Vantara account to supported AI platforms to discover and review leads, prepare setup and use permitted actions. Campaign control and calendar actions require the relevant authority and explicit confirmation.

Assign eligible team seats, manage subscriptions and inspect usage. Calling and paid actions follow plan allowances and hard caps; extra usage requires an explicit top-up or upgrade.