CallableAI · Data & Revenue
Background agents for your operations.
Task Agents are background AI agents that run the work around the calls: mining your client book for slipped contacts, allocating leads, auditing calls, reporting on what converts, and turning customers into reviews and referrals. Every run is logged and auditable, like a routine you can read back.
Task Agents are background agents running the jobs above the calls — mining your client book for slipped contacts, allocating leads, auditing calls, reporting what converts, and turning customers into reviews and referrals. Every run visible, like a routine you can audit.
Tasks · run history
liveLead source report — October draft ready: portals 3× ads
Run #12Compliance audit — 214 calls reviewed, 2 flagged
Run #62Call analysis — 9 warmest leads found, CRM updated
Run #131Reactivation sweep — 38 slipped contacts → Ivy's queue
Run #48Key facts
- Business-event triggers
- 83 across 14 apps — CRM, email, calendar, billing — bound directly to an agent source
- Event to dial queued
- 0.19s median across 3,368 live events source
- Visibility
- Every run logged with inputs, actions and outcome source
- Briefed in
- Plain English source
- Pricing
- Flat monthly fee, scoped with sales source
Last reviewed
How it works
Three moves. That's the whole trick.
01
Connect your data
CRM, booking system, spreadsheets — CallableAI plugs in and Tasks map who's dormant, who's lapsed, who's owed a call.
02
Brief a Task like a new hire
Describe the goal, what a successful run should hand back, which systems it may touch, and when it fires. That's the whole setup — from then on it's just CallableAI doing the task.
03
Revenue resurfaces
Tasks build the queues, AI Voice Agents make the calls and log their own outcomes, and your existing book starts producing like a new lead channel — without the ad spend.
Capabilities
What it does all day.
Reactivation sweeps
Tasks find the contacts that slipped through the cracks and queue them straight into a reactivation AI Voice Agent's calling list.
Warm-lead analysis
Every conversation analysed; the warmest buyers surfaced and the CRM updated to reflect it — before you've read a single transcript.
Lead source intelligence & allocation
Which channels actually convert, reported monthly — and every new lead routed to the right person or AI Voice Agent automatically.
Compliance auditing
Your team's calls reviewed for compliance issues as they happen, with anything questionable flagged for a human.
Inbox curation
Personalised emails drafted from your inbox: prospects into customers, customers into reviews, reviews into referrals.
Every run, visible
Each Task keeps a run history like a routine you can audit: what fired, what it did, what it produced. Full autonomy on the job, full visibility on the work.
Event-driven Tasks
Missed call, form fill, settlement date, policy anniversary — any event can trigger a workflow.
Questions
Asked often. Answered straight.
More detail lives in the documentation, or ask us directly via support.
Major CRMs and booking platforms out of the box, spreadsheets for everything else, and an API when something custom needs wiring in — though you'll never need to touch it yourself.
One Task, start to finish
“Reactivate anyone we haven't spoken to in 90 days.”
That sentence is the entire setup. Here's what the Task does with it — on schedule, every run logged.
Trigger
Every Monday, 8:00am
Skill · HubSpot CRM
Scan the book for contacts with no touchpoint in 90+ days
Run #48 · 38 contacts found
Handoff · Calling Queue
Queue the 38 for Ivy, the reactivation AI Voice Agent — full history attached
Warm scripts, your voice, right context
Skill · Google Calendar
Interested clients booked straight into the right diary
6 appointments booked this run
Output
Run report in your inbox — CRM updated, next run scheduled
Every step visible in the run history
Deployed white glove. Backed by an SLA.
CallableAI works with organisations that need quality, volume and compliance to hold at once. Bring us your requirements — we'll scope the deployment, the rollout and the SLA with you.