What happens if the CRM is unavailable?

Changes queue and replay once the connection is restored. The sync log shows exactly what was held and when it landed.

Can we roll a playbook out to part of the floor first?

Yes. Stage it to a subset of reps, measure against the rest as control, and promote it once the numbers justify it.

Do we need engineering to roll out a change?

No. Approval and staged rollout are done in the product by whoever owns the messaging.

For ops & RevOps

Change the pitch everywhere, on purpose

Rolling out a messaging change usually means a deck, a training session, and hoping. Here it is a versioned artefact: approved once, live everywhere, measured against the version it replaced, and reversible in one click.

Start free Start free → See a rollout See a rollout →

Versioned · Reversible · Measured against control

Contact-centre dashboard: live calls, answer rate and talk time, call volume over the day, disposition split and top agents

Rollout

A rollout with a version number and an owner

Every playbook change carries who approved it, when, what it replaced and what happened next. That is the difference between a messaging change you can defend in a QBR and one you can only describe.

Versioned playbooks with a named approver on every release.
Staged rollout to a subset of reps before the whole floor.
Version-versus-control measurement on live traffic.
One-click rollback that takes effect on the next call.

See a rollout See a rollout →

Sync · Salesforce

Call outcomeOpportunity stage

TranscriptActivity note

ScoreCustom field

Two-way, every 30 seconds No CSV

Two-way Every 30s

Systems

The CRM stays right without anyone typing into it

Outcome, objection, next step and the transcript land on the record automatically, in the fields your team already reports on. Two-way, so a change in the CRM reaches the floor too.

Two-way sync every thirty seconds — not a nightly CSV.
Field mapping you control, into the objects you already use.
Webhooks and a REST API for the parts that are yours alone.

See integrations See integrations →

What ops teams ask about first

Does it fit our stack?

Salesforce, HubSpot, Zoho, LeadSquared, Freshdesk and webhooks for the rest.
Integrations
Where does the data sit?

In your region, encrypted, with an audit trail on every access.
Security
Can we automate it?

A REST API and webhooks cover provisioning, campaigns and events.
API reference
What about our numbers?

Ported with the paperwork handled, and no dual-running gap.
Numbers

Questions ops teams ask about rollout

See the API reference →

The ones you map it to. Outcome, transcript, score and next step go into the objects and fields your reports already use, rather than into a parallel set nobody looks at.