TRIGGERLead entersWebsite form or inbound email
00:04Check & enrichConsent, duplicates, company, routing
00:18Agent respondsCall first while intent is fresh
ANSWEREDHandle & qualifyQuestions, fit, urgency, intent
OUTCOMEBook or hand offCalendar invite and complete context
01 / 05Lead received
A prospect reaches out through your website, a form, or email.
TRIGGERLead entersForm / inbound

SWIFTINREACHConversation agentPersonalizes the next message
ActivePOST CALL LOGCall record createdTranscript and agent logs are recorded
WhatsAppFollow-up
SMSFollow-up
EmailFollow-up
SwiftInReach portal
CRM INTEGRATIONPush to CRMCalls and follow-ups synced
HANDOFF RECORDLead handoff recordFull context sent to sales team


