Inbound lead qualifier
Qualify, route, and book in one call.
Greet → BANT-style discovery → score → book with AE → CRM log.
Curated playbooks covering intent design, prompt patterns, eval harnesses, tool-use, guardrails, and rollout - everything between a demo and a production agent.
Playbook library
The idea
Every playbook ships with real eval data from production.
PII handling, refusals, escalation triggers - all wired.
Pre-built MCP integrations for the tools you already run.
How it works
Pick an intent, fork a playbook, customize copy and tools.
Run the bundled eval suite against synthetic + real transcripts.
Add guardrails, escalation, and compliance checks.
Launch behind a canary, monitor, iterate weekly.
Coverage
Capabilities
System + few-shot + tool prompts, tested at scale.
PII redaction, refusal patterns, escalation logic.
MCP tools wired to CRM, calendar, helpdesk, payments.
Golden dataset, regression tests, drift alerts.
Canary → 10% → 100% with rollback triggers.
On-call procedures, common incidents, fixes.
Old vs. new
In practice
Qualify, route, and book in one call.
Greet → BANT-style discovery → score → book with AE → CRM log.
Resolve common tickets without a human.
Identify intent → fetch context → resolve or escalate → CSAT survey.
Multi-resource scheduling across locations.
Caller intent → check availability → book → confirm → reminder cadence.
"AI Agent Playbooks replaced three vendors for us - and we ship customer experiences in days instead of quarters."
Plays nice with your stack
Related products
FAQ
Skip the blank page. Start from a production-tested template and customize from there.