# Thoughtly — Full content reference > Thoughtly is a voice AI platform for autonomous, high-volume inbound lead conversion in regulated and high-consideration industries. Real estate brokerages, mortgage lenders, insurance carriers, financial services firms, multi-location healthcare networks, automotive groups, education enrollment teams, and home services franchises use Thoughtly to deploy, monitor, and govern AI agents that engage 100% of inbound leads across voice, SMS, iMessage, WhatsApp, and email — qualifying interest, scheduling meetings, and updating CRM records autonomously. Customers include Siemens, 2U, Sleep Doctor, Nomad, and Farmers Insurance. > > Thoughtly owns the conversion layer end-to-end: omnichannel agent orchestration, native CRM read/write, intent routing, and shared conversation context across every channel a lead touches. The platform delivers sub-350ms response latency, supports 34 languages natively, and ships with 24+ certified integrations across CRMs, schedulers, dialers, and comms tools — HubSpot, Salesforce, Pipedrive, Calendly, Acuity, Mindbody, Zapier, Slack, and Gmail among them. Pricing is per-minute. Each customer is paired with a dedicated account manager and customer success team that builds, launches, and optimizes their agents. > > Thoughtly holds SOC 2 Type II, HIPAA, and GDPR certifications. Headquartered in New York City and backed by many of the world's leading venture funds, including Greycroft and Afore Capital. This file is the full-content companion to [/llms.txt](https://thoughtly.com/llms.txt). Every public marketing page's body is inlined below so AI surfaces can cite passages without a follow-up fetch. Updated automatically when content changes in Sanity. ## What Thoughtly is Thoughtly gives your CRM a voice — and the autonomy to act. Inbound leads land in your CRM; Thoughtly's agents call, text, and email them across channels, qualify interest, book meetings, and hand warm conversations to your human team. It is inbound lead conversion, not cold outbound and not an AI SDR. ## Who it's for GTM teams in high-consideration consumer industries that get real inbound volume (500+ opted-in leads/month) but only have the human capacity to follow up with the top 10%. Validated verticals: real estate, insurance, automotive, legal, education, elective healthcare, home services, financial services, mortgage. ## Homepage ### Homepage URL: https://thoughtly.com/ CRM-driven AI voice agents that call your leads — then text, follow up, and stay on every channel until they pick up. **What our customers say…** Customer case studies live under [/blog?type=case-study](https://thoughtly.com/blog?type=case-study). **Your CRM sends leads. Your Thoughtly agent handles the rest.** Lead: Sofia Ramirez — Insurance shopper - 8:57 am · **Lead landed in Salesforce.** (Salesforce) New inbound quote request synced to the segment Thoughtly watches. Record claimed automatically. - 8:57 am · **Dialed Sofia — 10 seconds after the form.** (Thoughtly Agent) Voice: Marcus. Script: inbound quote. Well inside the 60-second window where inbound intent still converts. - 9:02 am · **Answered — couldn't talk.** (Sofia) "Interested, but I'm driving right now. Text me the details?" - 9:16 am · **Pivoted to SMS. Sofia picked 6pm.** (Thoughtly Agent) Sent coverage summary + booking link. Sofia replied "call me at 6pm". Callback armed on the calendar — no human review. - 6:18 pm · **Callback at 6:18. Sofia got her quote.** (Policy Bound) "Okay, let's get it set up." > One lead. One agent. Zero human hours. **Sounds human. Converts like your best rep.** Trained on your script. Tuned to your brand. Calling every lead in seconds, then following up across SMS, email, and WhatsApp until they pick up. - **Voice — Calls the lead. They answer.** — Branded caller ID your customers recognize and trust — verified across iOS and Android so calls reach the lock screen, not the spam folder. - **TEXT — iMessage, SMS, WhatsApp.** — Calls convert at 3× the rate of any other channel — getting someone on the phone is the bottleneck. Thoughtly works every channel until they pick up. - **Email — Same agent. Every channel.** — The agent that placed the call and sent the text is the one in their inbox now. Build the flow once — Thoughtly carries the same name, brand, and voice whether it's dialing, texting, or emailing. - **CRM — Every conversation, in your CRM.** — The instant a call ends or an email sends, Thoughtly writes it back — call notes, deal stage, next steps — to Salesforce, HubSpot, and the rest of your stack. Your reps inherit pipeline, not paperwork. > "Without Thoughtly these last two years, we wouldn't have been able to double our business year over year. Thoughtly has single-handedly expanded the capability of Nomad." > — Nomad Work every lead. Close the ones your team never reaches. - **Every lead. Every time.** — Thoughtly contacts every form fill by phone, text, or email the moment they raise their hand. - **First to call. First to win.** — Thoughtly calls every new lead within 10 seconds of form submission — while your competitors are still checking their queue. - **The close never clocks out.** — Agents call, text, and email around the clock. No lead goes cold because it came in at midnight. **Every call tracked. Every result measured.** Every call lands in your dashboard the moment it ends, auto-tagged, scored, and synced back to your CRM. - **A live record of every conversation.** — Inbound, outbound, voicemail — every interaction lands in one feed with the contact, the outcome, and what happened. Your team stops piecing the day together from CRM notes. - **Every call, auto-tagged.** — Booked, qualified, voicemail, DNQ — Thoughtly classifies the result the moment a call ends. The right ones surface for follow-up; the rest stay out of the way. - **Pipeline impact, week over week.** — Watch the bottom 90% of leads turn into booked meetings and tracked revenue. The number that matters is the one that moves on Friday. KPIs: Calls today 1,284 (+12%) · Qualified 72% (+4 pts) · Pipeline booked $186K (+$28K) > "For the first time, we were able to call every single one of our opportunities." ## Product ### Product overview URL: https://thoughtly.com/product AI agents that call, text, and email every inbound lead — automatically, before they go cold. **VOICE AI** Call every lead. The second they're ready. Agents pick up the phone in under 60 seconds, qualify with natural conversation, and hand off warm — 24/7, without burnout. - Sub-60s speed-to-lead, every time - Branded caller ID your leads recognize - Dynamic qualification that adapts to answers - Warm transfer with full context to your rep **SMS & MESSAGING** No lead left on read. 98% open rate. Two-way texting that follows up, qualifies, and books — in the voice of your brand, not a robot. - Reply in seconds, 24/7 - Voice-to-SMS failover when calls miss - Book meetings directly in-thread - Compliant opt-out handling, globally **EMAIL** Email that earns a reply. Agents draft, send, and respond to real inbound threads — personalized to each lead, not templated with a first name. - Written per lead, not from a template - Threaded replies that stay in context - Channel-aware — pivots to voice or SMS if needed - Attribution tied to every click and reply **REVENUE AUTOPILOT** Give your CRM a voice — and the autonomy to act. Autopilot sits on top of your existing CRM and runs every play your reps used to run — faster, at full coverage, around the clock. - Works every lead, not just the top 10% - Qualifies, nurtures, and books automatically - Two-way sync with Salesforce, HubSpot, and more - Reps wake up to booked meetings, not a backlog **Results:** - **60s avg. speed-to-lead** — Form fill to first voice contact. - **+47% more connects** — Inbound leads reached vs. human-only baseline. - **100% lead coverage** — Every lead worked — including the long tail. > "Without Thoughtly these last two years, we wouldn't have been able to double our business year over year. Thoughtly has single-handedly expanded the capability of Nomad." --- ### AI Voice Agents URL: https://thoughtly.com/product/voice Agents that call, qualify, and route every inbound lead in under 60 seconds — in voices that feel human. **Capabilities:** - **Sub-60s speed-to-lead** — Form fill → ring. The agent is on the call before the lead closes the tab. - **Cloned, licensed voices** — Pick from our library or clone your best rep's voice. Callers hear the same tone, every time. - **Dynamic qualification** — Branching scripts that adapt to answers. Unqualified leads get nurtured, not thrown away. - **Real-time handoff** — Qualified lead? The agent warm-transfers to a human rep, or books directly on their calendar. - **Every word transcribed** — Full transcript, intent scoring, and summary in your CRM. Your reps start at yes. - **Compliance-first** — TCPA-safe dialing, consent tracking, do-not-call honoring. Compliance is built in, not bolted on. --- ### Analytics URL: https://thoughtly.com/product/analytics Funnels, attribution, and conversation quality — all in one dashboard. **Capabilities:** - **Funnel by source** — Track inbound leads from ad click to closed-won. - **Conversation quality** — Every call scored on intent, sentiment, and objection type. - **Agent vs. human lift** — Measure exactly how much pipeline the agent added. - **Queryable logs** — Search 100k conversations by phrase in milliseconds. - **Real-time dashboards** — Live connects, queued leads, active agents — all updating by the second. - **CAC payback** — Attribution to the channel and campaign level. --- ### Email Campaigns URL: https://thoughtly.com/product/email Email drip sequences that actually convert replies — because an agent is writing them, not a template. **Capabilities:** - **Written, not templated** — Each email is drafted per lead. No 'Hi {{first_name}}' awkwardness. - **Threaded replies** — Agents respond to real replies in tone, thread, and time-of-day. - **Channel-aware** — If the lead would rather text or talk, the agent pivots — same thread, different channel. - **Attribution built in** — Every click, reply, and booked meeting tied back to the campaign. - **Deliverability watched** — Domain warming, SPF/DKIM, bounce handling — all managed. - **A/B without the spreadsheet** — Subject lines, tone, CTAs — the agent runs variants and learns. --- ### Integrations URL: https://thoughtly.com/product/integrations 200+ native integrations. Salesforce, HubSpot, Twilio, and every CRM your team already runs. **Capabilities:** - **Two-way sync** — Read your contacts, deals, and pipeline state. Write back call summaries, dispositions, and full transcripts to the same record. - **Trigger from anywhere** — Form fill, webhook, list membership, or workflow event — Thoughtly fires within seconds and works the lead in the right channel. - **Native auth** — OAuth on every connection. No credentials shared with the agent. SOC 2-aligned controls on every integration we ship. --- ### SMS & Messaging URL: https://thoughtly.com/product/sms Two-way texting that converts. Thoughtly's SMS agents follow up, qualify, and book — without feeling automated. **Capabilities:** - **Reply in seconds** — The agent threads responses instantly. No 20-minute gaps, no cold leads. - **Voice to SMS failover** — Missed the call? The SMS thread picks up where voice left off. - **iMessage + RCS ready** — Blue bubbles, read receipts, tapbacks. Partner integrations via Linq. - **Tone-matched to your brand** — We tune the agent's voice to your brand guide. Emoji optional, always on-brand. - **Book straight from the thread** — Lead wants a call? The agent drops a calendar link and confirms. - **Opt-out handled for you** — STOP, UNSUBSCRIBE, HELP — all honored instantly, logged in your CRM. --- ### Voice Library URL: https://thoughtly.com/product/voices Cloned and licensed voices for every brand. Hear before you buy. **Capabilities:** - **Studio library** — 80+ voices across accents, ages, and tones. All licensed for commercial use. - **Clone your own** — 10 minutes of recording. The clone sounds indistinguishable. - **Multi-lingual** — English, Spanish, French, German, Portuguese. More on the way. - **Emotion-aware** — The agent shifts tone based on the lead's mood. - **Brand-safe** — Every voice comes with a license. No surprise legal exposure. - **A/B by voice** — Test which voice converts better. Ship the winner. --- ### Workflows URL: https://thoughtly.com/product/workflows Design multi-channel lead journeys with a canvas built for GTM teams, not engineers. **Capabilities:** - **Visual canvas** — Nodes and branches. No YAML, no 'automations' tab with 400 rules. - **Channel-aware branches** — If voice fails, try SMS. If SMS doesn't reply in 24h, email. Agent decides. - **Triggered from your CRM** — Lead source, score, field change — any trigger you define. - **Waits and delays** — Smart backoff based on timezones, business hours, and reply history. - **Fork by intent** — When the agent detects 'buying signal,' warm-transfer. Otherwise, nurture. - **Version + preview** — Test new flows in a sandbox. Roll back if it doesn't lift. ## Revenue Autopilot ### Revenue Autopilot URL: https://thoughtly.com/product/autopilot Thoughtly's agents call, text, and email every inbound lead until someone's ready to talk. Your reps wake up to booked meetings, not a backlog. **How autonomy works:** - **Reach every lead in under 60s** — Inbound form fill triggers a voice agent before the tab closes. No lead left sitting in a queue. - **Multi-channel follow-up that never sleeps** — Voice → SMS → email, orchestrated by intent. Autopilot knows when to push and when to back off. - **Hand off the moment it's human-worthy** — When the lead is qualified, the agent books the meeting — and your rep starts at yes, not at dial one. **Stop losing revenue to the bottom 90%.:** - **100% lead coverage** — Every form fill, every returning visitor, every uncontacted contact — worked until they respond or opt out. - **Outcome-based pricing** — Pay per conversation that connects, not per seat. Scale up in-hour, pause on weekends. - **Compliant by default** — TCPA, HIPAA, and GDPR baked in. Every call recorded, every message logged, every consent honored. - **Lives inside your CRM** — Two-way sync with Salesforce, HubSpot, and the stack you already run. No data migration, no new logins. > "For the first time in the history of our company, we're reaching 100% of leads. Thoughtly's agents call every opportunity the minute it comes in — there's no bottom 90% anymore." **FAQ:** - **How is this different from a human BDR team?** Autopilot works every lead, not just the scored ones. It reaches them in under a minute, at 3am or on Christmas morning, in the voice and cadence you define. It doesn't replace your reps — it feeds them. - **Will my customers know they're talking to an agent?** We identify the agent at the start of every call, and customers consistently report the interaction feels human. No tricks. Most teams see higher NPS from agent-handled conversations than from cold BDR outreach. - **How long does it take to go live?** Most teams ship their first agent in under a week. We connect to your CRM, clone the voice, and run the agent in a sandbox before it ever dials a real number. - **What about compliance?** TCPA, HIPAA, and GDPR are first-class. Every call is recorded with consent, every message is logged, and opt-outs propagate across voice, SMS, and email. ## Solutions by industry ### Solutions overview URL: https://thoughtly.com/solutions High-consideration decisions — education, mortgage, insurance, financial services. You paid to acquire these leads. Thoughtly makes sure you reach all of them. From form fill to qualified call — in 60 seconds. **Key results:** - +47% more connects vs. human-only - 100% lead coverage, every day - 60s avg. speed-to-lead --- ### For Education URL: https://thoughtly.com/solutions/education Vertical: EDUCATION AI voice agents for education enrollment teams that call every inquiry, qualify program fit, and book counselor conversations before prospects go cold. --- ### For Mortgage URL: https://thoughtly.com/solutions/mortgage Vertical: MORTGAGE Win the speed-to-lead race. Thoughtly calls every rate inquiry in seconds, pre-qualifies the borrower, and warm-transfers to your loan officers — synced to Encompass, Salesforce, and HubSpot. --- ### For Insurance URL: https://thoughtly.com/solutions/insurance Vertical: INSURANCE AI voice agents for insurance teams that call every inbound quote request, pre-qualify shoppers, capture risk profile, and route warm prospects to producers. --- ### For Financial Services URL: https://thoughtly.com/solutions/financial Vertical: FINANCIAL SERVICES Convert every account opening, loan inquiry, and wealth-management lead — Thoughtly's agents pre-qualify inbound interest under SOC 2, GLBA, and FINRA-aligned controls before routing to a licensed advisor. --- ### For Ecommerce URL: https://thoughtly.com/solutions/ecommerce Vertical: SHOPIFY & ECOMMERCE Shopify AI voice agents that call high-intent shoppers, recover abandoned checkouts, answer product questions, and route high-value buyers to your team. --- ### For Real Estate URL: https://thoughtly.com/solutions/real-estate Vertical: REAL ESTATE AI voice agents for real estate teams that call, text, and email every inbound lead to book showings, qualify buyers, and reach leads before they go cold. --- ### For Healthcare URL: https://thoughtly.com/solutions/healthcare Vertical: HEALTHCARE HIPAA-compliant agents for intake, outreach, and claims. Patients reached, paperwork off your plate. --- ### For Home Services URL: https://thoughtly.com/solutions/home-services Vertical: HOME SERVICES Turn missed calls into booked jobs. Agents pick up every ring, quote, and appointment. --- ### For Sales Teams URL: https://thoughtly.com/solutions/sales Vertical: SALES AI voice agents for sales teams that call and qualify inbound demo requests, form fills, and high-intent leads by budget, authority, need, and timeline. --- ### Speed to Lead URL: https://thoughtly.com/solutions/speed-to-lead Vertical: SPEED TO LEAD Speed-to-lead AI voice agents that call every inbound form fill in 60 seconds or less, qualify intent, and route warm leads to your team before competitors respond. --- ### Appointment Setting URL: https://thoughtly.com/solutions/appointment-setting Vertical: APPOINTMENT SETTING Book qualified appointments automatically — Thoughtly's agents qualify, schedule, and confirm so your team only takes calls worth taking. --- ### Lead Re-engagement URL: https://thoughtly.com/solutions/re-engagement Vertical: LEAD RE-ENGAGEMENT Revive your dormant CRM — Thoughtly re-engages cold leads, old inquiries, and inactive contacts at scale so your pipeline never goes stale. ## Vertical × use-case combinations ### Insurance × Lead Re-engagement URL: https://thoughtly.com/solutions/insurance/re-engagement Every aged lead. Every renewal window. Reactivate dormant quotes, renewal-window prospects, and aged aggregator leads. Thoughtly's TCPA-aware agents work the bottom 90% your producers never get to. **TCPA-first by default:** State-specific recording-consent disclosures, FCC-compliant time windows, internal/external DNC scrubbing, and recorded consent on every call. The compliance layer is enforced — not optional. **FAQ:** - **How do you handle TCPA across 50 states?** Time-of-day windows, recording-consent scripts, and DNC scrubbing run per-state automatically. State rules are encoded in the agent's call logic, not the producer's memory. - **Can this work alongside our existing producers?** Yes. Thoughtly works the bottom 90% your producers don't have time for — aged leads, lapsed prospects, renewal windows. Hot intent gets transferred live; everything else logs to your AMS for follow-up. - **What AMSes do you connect to?** Applied Epic, Vertafore, EZLynx, HawkSoft, and most agency systems via webhook or Zapier. See /product/integrations. --- ### Mortgage × Speed to Lead URL: https://thoughtly.com/solutions/mortgage/speed-to-lead 60 seconds. The whole game. Call every rate inquiry within 60 seconds. Thoughtly's licensed-aware agents pre-qualify mortgage leads — income, LTV, timeline — before competitors can dial. **Compliance, not afterthought:** Required state-specific MLO disclosures, TCPA-compliant consent capture, and CFPB-aligned scripts — enforced on every call. Audit-ready transcripts retained on the call record. **FAQ:** - **Do your agents need MLO licensing?** No. Thoughtly handles the pre-qualification call — gathering qualifying details with the required disclosures — and warm-transfers to your licensed LO before any rate or product-specific advice is given. - **Will this work for purchase, refi, or both?** Both. Most lenders run separate intake scripts for purchase vs refi vs HELOC; Thoughtly routes by lead source or form data and runs the right script automatically. - **What CRMs / LOSes does this connect to?** Encompass, Velocify, LendingPad, Surefire, Salesforce Financial Services Cloud, and most generic CRMs via Zapier or webhook. See /product/integrations for the full list. ## Integrations directory ### Make URL: https://thoughtly.com/product/integrations/make Category: automation Setup docs: https://docs.thoughtly.com/integrations/automations/make Visual workflow builder with deep Thoughtly hooks for trigger-based call orchestration. Make (formerly Integromat) is the visual workflow builder for ops teams that need more power than Zapier without writing code. Thoughtly is published as a full Make app with both trigger and action modules — so you can build complex, branching, multi-step scenarios with Thoughtly as a first-class node. Make's strength is conditional logic, error handling, and data transformation. Thoughtly fits naturally: branch a scenario on call outcome, retry failed calls, transform captured fields before they hit your CRM, run scenarios in parallel across thousands of records. Teams pick Make over Zapier for the same reasons they pick Thoughtly over generic dialers: more control, better economics at scale, and a model that respects how complex workflows actually look. **Common use cases:** - Visual scenarios with Thoughtly as a node - Conditional branching on call outcome - Bulk processing — thousands of calls per scenario run - Error handling and retries for failed calls - Data transformation before/after Thoughtly - Multi-system orchestration (CRM + Sheets + Slack + Thoughtly) **Key benefits:** - Visual scenarios are easier to maintain: Make's canvas shows the full flow at a glance. Easier to debug than chained Zaps. - Better economics at scale: Make's pricing scales better than Zapier for high-volume use cases. Pair it with Thoughtly's per-minute pricing for predictable cost. - Branching, error handling, and retries: Make handles complex flows: try this, on failure try that, retry up to N times. - Bulk processing: Run a scenario across thousands of records in one execution. Faster than chaining Zaps. **Triggers (events that start a Thoughtly call):** - Call completed: Make scenario fires when a Thoughtly call ends. - Hot lead detected: Branch the scenario based on whether the call qualified the lead. - Booking confirmed: Meeting booked → fire downstream nodes for invite, CRM, notifications. - Outcome filter: Filter by specific outcomes for different scenario branches. **Actions (what Thoughtly does in Make):** - Place a call: Make module fires a Thoughtly call with full context. - Send SMS: Send a Thoughtly outbound SMS as a Make action. - Update contact: Push captured data back into Thoughtly contact context. - Look up call history: Pull a contact's call history into the scenario for branching. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Make. OAuth flow takes about 30 seconds and respects your existing Make permissions. 2. Map your data — Pick which Make objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Make record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Make record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Bulk outbound campaign: Make scenario reads 5,000 rows from a sheet, fires Thoughtly calls in parallel, branches outcomes to downstream systems. - Multi-step lead orchestration: New lead in CRM → Thoughtly call → branch on outcome → CRM update + Slack alert + Sheets log + email — all in one scenario. - Error handling and retries: Call fails (no answer). Make retries 3 times over 24 hours, then routes to a 'follow up later' queue. - Cross-system reconciliation: Pull data from CRM A, transform, fire Thoughtly call, push outcome to CRM B and dashboard. Makes data-migration projects voice-driven. **FAQ:** *Q: How long does it take to connect Make to Thoughtly?* A: Most teams have a working Make integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Make integration bidirectional?* A: Yes. Thoughtly reads from Make (to know who to call and what context to use) and writes back to Make after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Make?* A: No. The Make integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your automation platform. *Q: Will Thoughtly create duplicates in Make?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Make fields or workflows?* A: Yes. Any Make field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Make connection uses scoped OAuth tokens that you can revoke at any time from your Make admin panel. Call recordings, transcripts, and any data passed to Make are encrypted in transit and at rest. --- ### Zapier URL: https://thoughtly.com/product/integrations/zapier Category: automation Setup docs: https://docs.thoughtly.com/integrations/automations/zapier 5,000+ apps. Use Zapier to wire Thoughtly into anything not on this list. Thoughtly's Zapier app is the universal adapter. Thoughtly is published as both a trigger app (calls fire Zaps) and an action app (Zaps fire calls), so you can wire Thoughtly into any of the 5,000+ apps Zapier supports — even ones we don't have a native integration for. Use it as a fallback when a native integration doesn't exist yet, or use it as the primary path when your stack is already Zapier-based. Common Zaps: 'New row in MySQL → Thoughtly call,' 'Thoughtly call ended → ClickUp task,' 'Thoughtly outcome = Hot → Slack DM + ClickUp task + Notion entry, all in parallel.' The Zapier integration supports both trigger and action paths, multi-step Zaps, conditional branching (Paths), Filter, Format, and the rest of Zapier's transformation tools. Webhooks fire instantly so latency is negligible. **Common use cases:** - Connect Thoughtly to apps without a native integration - Multi-step Zaps with Thoughtly as trigger or action - Fallback when a CRM-native integration is in development - Glue voice outputs into reporting tools (Sheets, BigQuery, Looker) - Conditional Zaps that branch on call outcome - Simple proofs-of-concept before committing to a native integration **Key benefits:** - 5,000+ destinations from one integration: If Zapier supports it, Thoughtly works with it. No more 'we don't have that yet'. - Both trigger and action published: Use Thoughtly as the trigger (calls fire Zaps) or the action (Zaps fire calls). Or both. - No-code-friendly: Marketing and ops teams can build Zaps themselves without a developer. - Real-time webhooks, no polling: Calls fire Zaps instantly. No 15-minute polling delay for time-sensitive outcomes. **Triggers (events that start a Thoughtly call):** - Call completed: Thoughtly call ends; Zapier fires with full call context (transcript, summary, outcome, captured fields). - Hot lead detected: Thoughtly tags a call 'hot'; Zapier fires for downstream notifications, CRM updates, etc. - Booking confirmed: Meeting booked on a call; Zapier fires to update calendar, CRM, and notification systems. - Specific outcome: Filter by call outcome (Disqualified, Nurture, Won, Lost) so different Zaps fire for different results. **Actions (what Thoughtly does in Zapier):** - Place a call: Any Zap can trigger a Thoughtly call. New row in any app → call placed. - Send an SMS: Zap fires a Thoughtly outbound SMS. - Look up an existing call or contact: Pull Thoughtly call history into a Zap for downstream branching. - Update Thoughtly contact context: Push new context into a Thoughtly contact record so future calls have it. **Setup steps:** 1. Connect Thoughtly via Zapier — Find the Thoughtly app in Zapier and authenticate with your Thoughtly API key. 2. Pick trigger or action — Decide whether Thoughtly is the trigger of your Zap or the action. 3. Build the Zap — Wire Thoughtly to the other app(s). Use Filter, Path, Format, and other Zapier tools as needed. 4. Test and turn on — Run a test through the Zap. Confirm both ends behave correctly. Turn the Zap on for production. **Popular workflows:** - Call → multi-app distribution: Thoughtly call ends. Zap fires: update CRM, post to Slack, create ClickUp task, append to BigQuery, all in parallel. - Multi-source lead → call: New row in any of 5 different apps (Sheets, Notion, Airtable, ClickUp, MySQL) triggers a Thoughtly call. - Outcome-conditional fan-out: Hot leads go to one Zap path (Slack DM, fast-track CRM stage, calendar invite). Lost leads go to another (suppress lists, log to BI, archive). - Bridging legacy systems: Old CRM doesn't have a native integration? Use Zapier as the bridge while you migrate. Voice still works on day one. **FAQ:** *Q: Is Thoughtly published in the Zapier app directory?* A: Yes — search 'Thoughtly' in the Zapier app catalog. The app is publicly available and supported. *Q: Can I use Thoughtly as both a trigger and an action in the same Zap?* A: Yes. Multi-step Zaps support Thoughtly in any position. A common pattern: a non-Thoughtly app triggers, Thoughtly places a call, then a downstream step updates a third system based on the call outcome. *Q: Does Zapier add latency to Thoughtly calls?* A: Real-time triggers (called 'instant triggers' in Zapier) fire within seconds. Polling triggers (default for some apps) check every 1–15 minutes. For speed-to-lead use cases, ensure your trigger app supports instant. *Q: What's the difference between native integration and Zapier?* A: Native integrations (HubSpot, Salesforce, etc.) are tighter, faster, and support deeper functionality. Zapier is the universal adapter for everything else. Use native when available; use Zapier when not. *Q: Does Zapier count against my Thoughtly plan?* A: Calls fired through Zapier are billed at standard Thoughtly per-minute rates. There's no extra charge for using Zapier as the trigger. Zapier itself charges based on Zap runs per their plan. *Q: Can I conditionally trigger Thoughtly based on data?* A: Yes — use Zapier's Filter or Paths to control when Thoughtly fires. 'Only call if score > 80', 'only call between 9 AM and 6 PM', etc. --- ### Gmail URL: https://thoughtly.com/product/integrations/gmail Category: communication Setup docs: https://docs.thoughtly.com/integrations/communication/gmail Send and parse mid-call email confirmations, contracts, or follow-ups directly from your Gmail account. On every call where the lead asks for a confirmation, a contract, a brochure, or a price sheet, Thoughtly sends the email — from your Gmail, signed with your name — before the call ends. The lead hangs up with the resource already in their inbox. No 'I'll have someone send it over.' The integration uses OAuth-scoped Gmail send permissions and per-domain customization. Thoughtly can pull canned templates, swap in dynamic fields captured on the call, attach the right document, and send. Replies route to a shared inbox or back to the rep depending on your config. Beyond send, Thoughtly can also read inbound replies and trigger follow-up calls when a lead engages with the email. The full thread becomes part of the contact's call context for the next conversation. **Common use cases:** - Mid-call confirmation emails (booking, quote, agreement) - Send templated follow-ups with dynamic fields from the call - Trigger a Thoughtly call when a lead replies to an outbound email - Forward call summaries to a rep's Gmail inbox automatically - Send post-call surveys or NPS prompts - Auto-attach contracts, price sheets, or brochures based on conversation **Key benefits:** - Send from your domain, not a generic relay: Gmail OAuth means emails go out from your address with full DKIM/SPF — no spam-folder risk. - Mid-call sends close the loop: Promise a brochure, send it before hangup. The lead gets it while they're still excited. - Templates with dynamic fields: Use Gmail templates and let Thoughtly substitute name, time, product, and any captured field. - Read replies and trigger calls: When a lead replies, Thoughtly can call back automatically — closing the inbound loop end-to-end. **Triggers (events that start a Thoughtly call):** - Inbound email match: Inbound email matches a rule (subject contains, sender domain is). Thoughtly fires a follow-up call. - Reply on a Thoughtly-sent thread: Lead replies to an email Thoughtly sent. The reply triggers a callback or routes to the right rep. - Label applied: Move a thread to a 'Call back' label and Thoughtly takes the thread. **Actions (what Thoughtly does in Gmail):** - Send templated email mid-call: Pull a Gmail draft template, swap in captured fields, send to the lead before hangup. - Send call summary to a rep: After the call, email the assigned rep a structured summary with transcript link. - Reply to an existing thread: Maintain Gmail thread context — Thoughtly's reply lands in the existing thread, not a new one. - Attach files: Pull files from Drive and attach them based on what the lead asked about. **Setup steps:** 1. Connect Gmail via OAuth — Authenticate with the Google account that should send. Workspace and personal Gmail both supported. 2. Pick or build templates — Use existing Gmail drafts or create new templates with placeholders for dynamic fields. 3. Configure send rules — Set 'when' and 'what' rules: which calls should trigger which template, with which attachments. 4. Test and go live — Run a test call. Confirm the email lands in the test inbox correctly. Then enable production traffic. **Popular workflows:** - Mid-call confirmation: Lead books a demo. Thoughtly sends a Gmail confirmation with the calendar invite and a one-pager attached. Lead has it before hangup. - Quote follow-up: Lead asks for pricing. Thoughtly captures the use case, pulls the right pricing template, customizes it, sends it. The quote is in their inbox in seconds. - Reply-triggered callback: Cold email goes out. Lead replies. Thoughtly reads the reply, dials the lead within minutes to qualify. - Internal handoff: Hot lead from the call gets a full Gmail summary to the rep, with action items and timestamps. Rep walks in to a fully briefed conversation. **FAQ:** *Q: Does this work with both Gmail Workspace and personal Gmail?* A: Yes — the integration supports both Workspace (paid Google Workspace accounts) and free Gmail. Workspace is recommended for production sends because of the higher daily quotas and better deliverability. *Q: Will emails go to spam?* A: No. Because Thoughtly sends through your authenticated Gmail account, not a third-party relay, the emails inherit your domain's DKIM, SPF, and DMARC. Deliverability matches what your team gets sending manually. *Q: Can it read inbound emails too?* A: Yes — Thoughtly can be granted read access to specific labels or filters. Replies trigger downstream actions like a callback, a tag update, or a CRM disposition. *Q: Is there a daily send limit?* A: Gmail enforces daily send quotas (2,000/day for Workspace, 500/day for free Gmail). Thoughtly stays well under those limits and queues sends if you hit them. For higher volume, we recommend connecting an SMTP relay. *Q: Are emails encrypted?* A: Yes. Thoughtly uses OAuth tokens (revocable any time from your Google admin), and emails are sent over TLS. Stored Thoughtly call data follows your retention policy. *Q: Can different agents send from different addresses?* A: Yes. Each Thoughtly agent can be wired to a different Gmail account, so 'sales-agent@' sends from sales and 'support-agent@' sends from support, even though both run on Thoughtly. --- ### Slack URL: https://thoughtly.com/product/integrations/slack Category: communication Setup docs: https://docs.thoughtly.com/integrations/communication/slack Notify reps when high-intent calls land, post call summaries to channels, escalate based on call outcome. Slack is where reps live. Thoughtly meets them there. Every Thoughtly call can post a structured summary into Slack — channel for the team, DM for the rep, alert for the hot ones — with the transcript, summary, and a one-click link to listen back. More importantly, Thoughtly uses Slack for live escalation. When a call qualifies a high-intent lead and the rep isn't on the call, Thoughtly DMs the rep, posts in the channel, and tags the manager. The handoff is instant, with full context attached. Beyond notifications, Thoughtly listens to Slack too. Drop a phone number into a designated channel and Thoughtly dials it. Type a slash command and Thoughtly summarizes a call. Slack becomes a control surface for voice AI. **Common use cases:** - Live alerts when high-intent calls book or escalate - Channel summaries of the day's call activity - Slash commands to trigger calls or pull transcripts - DM the right rep when their lead converts - Slack-based dispositioning ('mark this lead hot') - Escalation routing for support calls **Key benefits:** - Reps don't leave Slack: Hot lead summaries, escalations, and call outcomes all land where reps already are. - Live escalation, in seconds: When a call qualifies a hot lead, Thoughtly pings the right rep and tags the manager — before the lead hangs up. - Slash commands as a control surface: /thoughtly-call, /thoughtly-summary, /thoughtly-trigger — Slack becomes a voice-AI command line. - Channel-specific routing: Sales, Support, CS, and Ops each get their own channel posts with the right context for each team. **Triggers (events that start a Thoughtly call):** - Slash command: /thoughtly-call +1 555 1234 fires an outbound call. /thoughtly-summary pulls a summary into the channel. - Phone number posted in a channel: Drop a phone number into a watched channel and Thoughtly dials it. Useful for lightweight outbound. - Reaction emoji: React with a 📞 to a Slack message and Thoughtly calls the linked record. - Workflow Builder step: Use Thoughtly inside Slack Workflow Builder to trigger calls from any Slack workflow. **Actions (what Thoughtly does in Slack):** - Post call summary to a channel: Structured summary with outcome, qualifying answers, and a transcript link. - DM a rep on hot-lead escalation: When a call qualifies a hot lead, the assigned rep gets a DM with full context and a 'take it from here' button. - Tag a manager on critical calls: Refund threats, churn risk, exec-tier prospects — Thoughtly tags the right escalation owner. - Update Slack status: When Thoughtly is on a call with a rep's lead, it can post a status update so the team has visibility. **Setup steps:** 1. Install the Thoughtly Slack app — Authenticate via OAuth and grant the channel and DM scopes you want Thoughtly to use. 2. Pick channels and DM rules — Decide which channels get summaries, which get hot-lead alerts, and how DMs route to reps. 3. Configure slash commands — Enable /thoughtly-call, /thoughtly-summary, and any custom commands you want exposed. 4. Test and refine — Run a test call. Verify the summary lands in the right channel and the rep gets the right DM. Tune rules as needed. **Popular workflows:** - Hot-lead escalation: Thoughtly qualifies a high-intent lead. The assigned rep gets a DM with the transcript, the team channel gets a summary, and the manager is tagged for visibility. - Daily call digest: End of day, Thoughtly posts a structured digest to the team channel: total calls, conversion rate, hot leads, escalations. Standup material, automated. - Slash-command outbound: AE drops /thoughtly-call +1-555-... into a channel. Thoughtly dials, qualifies, books the meeting, and posts the result back into the channel. - Support escalation: Caller mentions 'cancel' or 'lawsuit'. Thoughtly tags the support manager in the support channel within seconds. Human takes over before the call ends. **FAQ:** *Q: Does this work with Slack Connect (cross-org channels)?* A: Yes — Thoughtly can post to and listen in Slack Connect channels with the same scopes as a normal channel. Useful for shared partner or client channels. *Q: Are call recordings ever shared in Slack?* A: Only the transcript and AI-generated summary are posted by default. Recording links require an explicit 'attach recording' rule, and access is controlled by Thoughtly's recording-share permissions, not Slack's. *Q: Can I use Slack Workflow Builder with Thoughtly?* A: Yes — Thoughtly is exposed as a step in Workflow Builder. You can trigger calls, post summaries, and DM users from any Slack-built workflow. *Q: How are slash commands scoped?* A: Each command is scoped to your Slack workspace and the Thoughtly account it's tied to. Permission to invoke commands is governed by Slack's app-permission rules — admins can restrict who can trigger calls. *Q: Will it spam our channels?* A: No — channel posts are entirely opt-in per channel and per call type. Most teams send only hot-lead alerts and a daily digest, not every call. *Q: Does it support Enterprise Grid?* A: Yes. The Thoughtly Slack app is Enterprise Grid–compatible and can be installed at the org level with workspace-by-workspace channel routing. --- ### Attio URL: https://thoughtly.com/product/integrations/attio Category: crm Setup docs: https://docs.thoughtly.com/integrations/crm/attio Modern CRM, modern voice. Trigger calls from views, log full conversation context to records. Attio's flexible data model meets Thoughtly's autonomous voice agent. The integration syncs Attio People, Companies, Deals, and any custom object you've built — Properties, Loans, Cases, anything — into Thoughtly's queue. Calls are triggered from Attio Lists, Views, or Workflow events; outcomes write back to the record in real time as structured attributes, with the full transcript and summary attached as a Note. What teams love about the combo is how lightweight it is. Attio's promise is 'the CRM you actually want to update' — Thoughtly's promise is 'never having to update your CRM again because the agent does it.' Together, they make CRM hygiene a non-issue: every conversation is captured, structured, and on the record without anyone touching a form. The integration is bidirectional. Pull a Thoughtly queue from any Attio List. Filter by attributes, owners, or tags. Trigger from new entries, attribute changes, or scheduled cohorts. Whatever data shape Attio is in, Thoughtly bends to fit. **Common use cases:** - Trigger Thoughtly from any Attio List or filtered View - Log full transcripts and structured outputs as Attio Notes and attributes - Custom-object support for non-standard CRM deployments - Workflow-based outreach for SaaS, services, and PE teams - Inbound speed-to-lead from forms wired through Attio - Re-engagement of dormant People records at scale **Key benefits:** - Sub-60-second response on every lead: Thoughtly dials new Attio leads the second they hit the system. No queue, no rep ramp, no business hours. - Bidirectional, real-time sync: Thoughtly reads from Attio and writes back to Attio during the call. Reps see live updates on their pipeline view as the agent works. - 100% coverage of the bottom 90%: Reps still take the high-fit demos. Thoughtly works the rest — the leads your team would otherwise never call. - No-code setup, marketer-owned: Connect Attio, map your fields, write your script in plain English. Engineering doesn't have to be in the loop. **Triggers (events that start a Thoughtly call):** - New record on an Attio List: Add a Person to a List and Thoughtly dials. Filter Lists by attribute (industry, role, score) for highly targeted cohorts. - Attribute change: Status moves to 'Attempting Contact'. Score crosses 80. NPS turns negative. Any attribute change becomes a Thoughtly trigger. - Workflow event: Drop Thoughtly into any Attio Workflow as a step. The Workflow continues with the call outcome as input. - Webhook from form / external event: Form submits, webhook fires Attio + Thoughtly in parallel. Person record created and call placed in the same second. - Scheduled / cohort-based: Build a Smart List for 'last activity > 60 days' and have Thoughtly work it on a recurring schedule. **Actions (what Thoughtly does in Attio):** - Update People / Companies / Deals attributes: Captured fields land back on the Attio record as native attributes. Custom attributes are fully supported. - Add Notes with full transcript and summary: Each call lands as an Attio Note with the AI-generated summary on top and the full transcript inline. - Create or update a Deal: When intent is qualified, Thoughtly opens a Deal and pre-fills value, close date, and any custom Deal attributes. - Move List membership: Outcome drives Lists. 'Hot' goes to one List, 'Nurture' to another, 'Disqualified' is removed from active outreach. - Mention or assign owner: Thoughtly can @-mention a specific Attio user or change record owner based on the call outcome. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Attio. OAuth flow takes about 30 seconds and respects your existing Attio permissions. 2. Map your data — Pick which Attio objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Attio record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Attio record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - List-driven outreach: Build a List for your ICP. Thoughtly works it. Outcomes update the List in place, and the rep walks in to a curated set of qualified Records. - Account-based voice motion: Pull a target account list into Attio, expand the People graph, and Thoughtly runs personalized calls into every named contact at a target account. - Renewal and expansion: Thoughtly calls customers approaching renewal, captures sentiment, and updates the Account record with risk signals before a CSM steps in. - Custom-object workflows: Property records (real estate), Loan records (mortgage), Case records (services) — Thoughtly works whatever object Attio is shaped around. **FAQ:** *Q: How long does it take to connect Attio to Thoughtly?* A: Most teams have a working Attio integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Attio integration bidirectional?* A: Yes. Thoughtly reads from Attio (to know who to call and what context to use) and writes back to Attio after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Attio?* A: No. The Attio integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your CRM. *Q: Will Thoughtly create duplicates in Attio?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Attio fields or workflows?* A: Yes. Any Attio field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Attio connection uses scoped OAuth tokens that you can revoke at any time from your Attio admin panel. Call recordings, transcripts, and any data passed to Attio are encrypted in transit and at rest. --- ### GoHighLevel URL: https://thoughtly.com/product/integrations/highlevel Category: crm Setup docs: https://docs.thoughtly.com/integrations/crm/highlevel Replace your dialer. Thoughtly handles inbound and outbound for HighLevel pipelines, with full context written back. Agencies running GoHighLevel use Thoughtly as the voice layer behind every sub-account. Instead of paying for a dialer per location and training a small army of SDRs, the agency drops Thoughtly into HighLevel pipelines and the agent works inbound and outbound for every client at once. Each client's contacts, opportunities, and pipelines stay isolated; Thoughtly just provides the voice. The integration ties into HighLevel's Workflows, Triggers, and Pipelines. New form submission? Thoughtly calls. Opportunity moves stage? Thoughtly takes the next action. Tag added? Thoughtly works the cohort. The full call — recording, transcript, AI summary, structured outputs — lands on the contact and rolls up to the agency dashboard for reporting. It's the highest-leverage motion for marketing agencies and small business operators using HighLevel: take the same campaigns you're already running and add a voice agent that responds in seconds, qualifies, books, and updates the CRM — with no per-seat cost, no dialing software, no rep payroll for low-converting top-of-funnel work. **Common use cases:** - Multi-location voice for HighLevel agency clients - Trigger calls from HighLevel Workflows and Triggers - Auto-disposition Opportunities by pipeline stage - Tag-based cohort outreach (warm, cold, no-show, churned) - Inbound form-to-call within seconds for paid lead campaigns - Replace third-party dialers with native Thoughtly + HighLevel sync **Key benefits:** - Sub-60-second response on every lead: Thoughtly dials new GoHighLevel leads the second they hit the system. No queue, no rep ramp, no business hours. - Bidirectional, real-time sync: Thoughtly reads from GoHighLevel and writes back to GoHighLevel during the call. Reps see live updates on their pipeline view as the agent works. - 100% coverage of the bottom 90%: Reps still take the high-fit demos. Thoughtly works the rest — the leads your team would otherwise never call. - No-code setup, marketer-owned: Connect GoHighLevel, map your fields, write your script in plain English. Engineering doesn't have to be in the loop. **Triggers (events that start a Thoughtly call):** - New lead created in GoHighLevel: The instant a lead lands in GoHighLevel — from a form, a paid ad, an import, anywhere — Thoughtly dials them. Average time-to-call is under 60 seconds. - Lead status or stage changes: Stage moves to "Attempting Contact"? Thoughtly takes the queue. No more "I'll get to it tomorrow" — the agent works it now. - Lead score crosses a threshold: A lead score crosses your threshold and Thoughtly handles the outreach so reps stay focused on warm pipeline. - Stale lead — no activity for N days: Re-engage the dormant cohort. Thoughtly auto-revives leads that have gone quiet, with messaging tuned to the time since last touch. - Workflow / sequence step: Drop Thoughtly into your existing GoHighLevel workflows as a "voice step." Triggered like any other step in a sequence. **Actions (what Thoughtly does in GoHighLevel):** - Update lead / contact record: Push every captured field — appointment time, budget, intent, qualifying answers — back to the GoHighLevel record while the call is still on. - Move stage / change status: Outcome from the call drives the stage transition. Booked = Meeting Scheduled. Not interested = Disqualified. No manual disposition. - Log call activity with full transcript: Every call is logged as a GoHighLevel call activity with the recording, full transcript, and AI-generated summary attached. - Create or update opportunity / deal: When intent is qualified, Thoughtly opens a deal and pre-fills it from the conversation — close size, pain points, decision criteria. - Add to list / sequence / campaign: Put leads into the right downstream sequence based on what was said. Different paths for "callback later," "hot now," "send the form again." - Notify the right rep: Owner assignment, @mentions, task creation — Thoughtly drives the rep handoff so the right human picks up where the agent left off. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with GoHighLevel. OAuth flow takes about 30 seconds and respects your existing GoHighLevel permissions. 2. Map your data — Pick which GoHighLevel objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new GoHighLevel record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test GoHighLevel record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Agency-wide inbound voice: One Thoughtly setup, every sub-account benefits. New form submission across any client triggers a call from a number provisioned for that location. - Pipeline-driven outbound: Drop Thoughtly into the 'Awaiting Contact' stage of every pipeline. The agent works the queue overnight, moves opportunities to the right next stage, and surfaces only qualified prospects to the agency's reps. - Tag-based reactivation: Tag a cohort 'reactivation-Q2-2026' and Thoughtly takes them. Outcomes update tags so reporting stays clean across all sub-accounts. - Replace your existing dialer: Cancel the per-seat dialer subscriptions for every client. Thoughtly is per-minute, ride-along with HighLevel, and never asks for a day off. **FAQ:** *Q: How long does it take to connect GoHighLevel to Thoughtly?* A: Most teams have a working GoHighLevel integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the GoHighLevel integration bidirectional?* A: Yes. Thoughtly reads from GoHighLevel (to know who to call and what context to use) and writes back to GoHighLevel after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with GoHighLevel?* A: No. The GoHighLevel integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your CRM. *Q: Will Thoughtly create duplicates in GoHighLevel?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom GoHighLevel fields or workflows?* A: Yes. Any GoHighLevel field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The GoHighLevel connection uses scoped OAuth tokens that you can revoke at any time from your GoHighLevel admin panel. Call recordings, transcripts, and any data passed to GoHighLevel are encrypted in transit and at rest. --- ### HubSpot URL: https://thoughtly.com/product/integrations/hubspot Category: crm Setup docs: https://docs.thoughtly.com/integrations/crm/hubspot Trigger calls from list memberships and workflows. Push call summaries, transcripts, and outcomes back to the contact record. Thoughtly is the voice layer your HubSpot stack has been missing. Wire it into Workflows, Lists, and Sequences and Thoughtly works the queue — calling new leads in under 60 seconds, requalifying dormant cohorts overnight, and moving deals through stages based on what's actually said on the call. Reps stop spending their day dialing and start spending it on the qualified meetings Thoughtly hands them. The integration is bidirectional and real-time. Thoughtly reads HubSpot Contacts, Companies, Deals, and any Custom Object you've set up. It writes back transcripts, summaries, and structured field updates as Engagements that surface on the timeline. Lifecycle Stage moves automatically based on call outcome. Lists update. Workflows continue. Reports stay accurate without anyone editing a property. Setup takes minutes — OAuth into HubSpot, pick your objects and field maps, choose a trigger (List Membership, Workflow step, form submission, custom webhook), and go. No middleware, no Zaps, no 'we'll need a sprint for that.' This is what marketers and RevOps teams stand up themselves. **Common use cases:** - Speed-to-lead on every form: Thoughtly calls inbound contacts within seconds - Workflow voice step — drop Thoughtly into any HubSpot Workflow - Dormant lead reactivation across last-activity cohorts - Auto-disposition Deals based on call outcome - Round-robin booked meetings to the right HubSpot owner - Re-engage trial signups, demo no-shows, and abandoned carts **Key benefits:** - Sub-60-second response on every lead: Thoughtly dials new HubSpot leads the second they hit the system. No queue, no rep ramp, no business hours. - Bidirectional, real-time sync: Thoughtly reads from HubSpot and writes back to HubSpot during the call. Reps see live updates on their pipeline view as the agent works. - 100% coverage of the bottom 90%: Reps still take the high-fit demos. Thoughtly works the rest — the leads your team would otherwise never call. - No-code setup, marketer-owned: Connect HubSpot, map your fields, write your script in plain English. Engineering doesn't have to be in the loop. **Triggers (events that start a Thoughtly call):** - New Contact (form, API, or import): Inbound form fires, Thoughtly dials. Works with HubSpot Forms, embedded forms, Marketing Hub forms, or any source that creates a Contact. - List Membership added: Add a Contact to an Active List and Thoughtly takes them. Best for cohort-based outreach: 'demo no-shows', 'trial day-7', 'high-fit ICP'. - Workflow action: Thoughtly is a custom Workflow action. Drop it in alongside emails and tasks. The Workflow continues based on the call outcome. - Lifecycle Stage change: Stage moves to 'MQL' or 'SQL'? Thoughtly takes the handoff. The right call at the right point in the funnel. - Deal Stage change: Deal moves to 'Connect Call' or 'Decision Maker'? Thoughtly schedules and runs it. - Custom Property change: Any HubSpot property change can fire Thoughtly. 'Score > 80', 'NPS = Detractor', 'Renewal date < 30 days' — pick your trigger. **Actions (what Thoughtly does in HubSpot):** - Update Contact, Company, or Deal: Properties captured on the call land on the record in real time. Custom properties supported, including dropdowns, multi-checkboxes, and dates. - Move Lifecycle Stage / Deal Stage: Outcome maps to stage. Thoughtly handles the transition automatically — no rep dispositioning required. - Log Engagement (call) with transcript: Every call shows up on the Contact timeline as a Call Engagement with the recording, full transcript, summary, and outcome. - Create a Deal from a qualified call: Thoughtly opens a Deal, pre-fills amount, close date, pipeline, and any custom Deal properties from what was said. - Add to Active or Static List: Outcome drives list membership. 'Hot' goes to one list, 'Nurture' to another, 'Disqualified' is suppressed from future outreach. - Enroll in / pause a Workflow: Drop the Contact into the right downstream Workflow based on call outcome. Or pause the existing Workflow if Thoughtly already handled the next step. **Setup steps:** 1. Connect HubSpot via OAuth — From Thoughtly Settings → Integrations, click 'Connect HubSpot' and authenticate. Choose which Hub (Sales, Marketing, Service) and which objects Thoughtly should read. 2. Map your properties — Pick the HubSpot properties Thoughtly should read for context (use case, source, lifecycle stage) and the ones it should write to after the call. 3. Pick a trigger — List Membership, Workflow step, Lifecycle change, form submission, or webhook. Layer multiple triggers per agent if you need them. 4. Test on a real Contact, then go live — Run a sandbox call against a test Contact, watch the Engagement land on the timeline, then enable the agent for production traffic. **Popular workflows:** - Sub-60-second response on inbound forms: HubSpot Form submits, Workflow fires Thoughtly. The lead's phone rings before they finish reading the thank-you page. Conversion rates jump because you got there first. - Demo no-show recovery: Meetings tool flags a no-show. Thoughtly calls the same day to reschedule. The Deal moves back to 'Connect' instead of dying in 'Demo Scheduled'. - Trial-end conversion: Day 12 of a 14-day trial. Thoughtly calls every active trial user, surfaces objections, and books a paid-plan walkthrough with the right rep. - Renewal outreach for Service Hub: Renewal date approaches. Thoughtly calls the customer, captures churn risk signals, and either confirms renewal or routes the at-risk accounts to a CSM. **FAQ:** *Q: Which HubSpot Hubs does this work with?* A: All of them. Marketing Hub for inbound + lists, Sales Hub for Deals + Sequences, Service Hub for tickets + renewals, and Operations Hub for advanced Workflows. The integration is single — what changes is what you wire it into. *Q: Does Thoughtly use HubSpot's calling minutes?* A: No. Thoughtly is its own voice infrastructure. You don't burn HubSpot Calling minutes, and you don't need a Sales Hub Pro/Enterprise seat per agent. Calls are billed through Thoughtly, per-minute. *Q: Can I trigger Thoughtly from a HubSpot Workflow?* A: Yes — Thoughtly is a custom Workflow action available on any Contact, Company, or Deal-based Workflow. The Workflow can branch on the call outcome (e.g., 'if booked → enroll in Demo Prep sequence; if not interested → suppress'). *Q: How does it handle HubSpot's contact-creation rules?* A: Thoughtly always tries to match an existing Contact (by phone, email, or HubSpot ID) before creating a new one. When it does create, it respects your duplicate properties and de-dupe rules. You can also configure 'update only' mode. *Q: Will the calls show up on the Contact timeline?* A: Yes. Every call lands as a HubSpot Call Engagement with the recording link, full transcript, AI-generated summary, structured outputs, and the agent name. It's indistinguishable from a manually-logged call activity for reporting purposes. *Q: Does this work with HubSpot's free tier?* A: The free CRM works for the basic write-back path. Workflow-based triggers require a Marketing Hub Pro+ or Operations Hub plan, since custom Workflow actions are gated by HubSpot. List-based triggers work on any tier with Lists access. --- ### Keap URL: https://thoughtly.com/product/integrations/keap Category: crm Setup docs: https://docs.thoughtly.com/integrations/crm/keap Run Thoughtly as your front-line voice for Keap campaigns and tag-based automations. Keap is built around tags, campaigns, and automation sequences — Thoughtly fits in like a missing piece. The integration listens to Keap tags and campaign goals, dials contacts when the right signal fires, captures the conversation, and tags or sequences them based on what was said. No human in the loop until the lead is qualified. Small businesses running Keap use Thoughtly to scale outreach without hiring. A single owner-operator can have Thoughtly call every new lead, run requalification on the dormant list, follow up on missed appointments, and book demos — all on autopilot, all written back to Keap as activity. The integration honors Keap's strengths: tag logic, campaign builder, e-commerce orders, and Pipeline. Whatever automations you've built in Keap, Thoughtly slots into them as a voice action. No re-engineering required. **Common use cases:** - Trigger Thoughtly from any Keap tag application or campaign goal - Auto-tag contacts based on call outcome - Replace manual dialing for solo operators and small teams - Drive Pipeline movement from voice conversations - Re-engage dormant tagged cohorts at scale - Post-purchase voice follow-ups for Keap commerce orders **Key benefits:** - Sub-60-second response on every lead: Thoughtly dials new Keap leads the second they hit the system. No queue, no rep ramp, no business hours. - Bidirectional, real-time sync: Thoughtly reads from Keap and writes back to Keap during the call. Reps see live updates on their pipeline view as the agent works. - 100% coverage of the bottom 90%: Reps still take the high-fit demos. Thoughtly works the rest — the leads your team would otherwise never call. - No-code setup, marketer-owned: Connect Keap, map your fields, write your script in plain English. Engineering doesn't have to be in the loop. **Triggers (events that start a Thoughtly call):** - New lead created in Keap: The instant a lead lands in Keap — from a form, a paid ad, an import, anywhere — Thoughtly dials them. Average time-to-call is under 60 seconds. - Lead status or stage changes: Stage moves to "Attempting Contact"? Thoughtly takes the queue. No more "I'll get to it tomorrow" — the agent works it now. - Lead score crosses a threshold: A lead score crosses your threshold and Thoughtly handles the outreach so reps stay focused on warm pipeline. - Stale lead — no activity for N days: Re-engage the dormant cohort. Thoughtly auto-revives leads that have gone quiet, with messaging tuned to the time since last touch. - Workflow / sequence step: Drop Thoughtly into your existing Keap workflows as a "voice step." Triggered like any other step in a sequence. **Actions (what Thoughtly does in Keap):** - Update lead / contact record: Push every captured field — appointment time, budget, intent, qualifying answers — back to the Keap record while the call is still on. - Move stage / change status: Outcome from the call drives the stage transition. Booked = Meeting Scheduled. Not interested = Disqualified. No manual disposition. - Log call activity with full transcript: Every call is logged as a Keap call activity with the recording, full transcript, and AI-generated summary attached. - Create or update opportunity / deal: When intent is qualified, Thoughtly opens a deal and pre-fills it from the conversation — close size, pain points, decision criteria. - Add to list / sequence / campaign: Put leads into the right downstream sequence based on what was said. Different paths for "callback later," "hot now," "send the form again." - Notify the right rep: Owner assignment, @mentions, task creation — Thoughtly drives the rep handoff so the right human picks up where the agent left off. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Keap. OAuth flow takes about 30 seconds and respects your existing Keap permissions. 2. Map your data — Pick which Keap objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Keap record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Keap record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Tag-driven calling: Apply 'new-lead-2026' tag in Keap. Thoughtly dials. Outcome tags ('hot', 'nurture', 'lost') update the contact for downstream campaigns. - Campaign goal voice step: Use Thoughtly as a Campaign goal. The campaign continues based on whether the call connected, qualified, or booked. - Pipeline movement: Thoughtly works leads in the 'New' stage, qualifies, and moves them to the right next stage automatically. - Post-purchase follow-up: Order placed in Keap commerce. Thoughtly calls the next day to confirm satisfaction, upsell, or recover at-risk customers. **FAQ:** *Q: How long does it take to connect Keap to Thoughtly?* A: Most teams have a working Keap integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Keap integration bidirectional?* A: Yes. Thoughtly reads from Keap (to know who to call and what context to use) and writes back to Keap after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Keap?* A: No. The Keap integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your CRM. *Q: Will Thoughtly create duplicates in Keap?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Keap fields or workflows?* A: Yes. Any Keap field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Keap connection uses scoped OAuth tokens that you can revoke at any time from your Keap admin panel. Call recordings, transcripts, and any data passed to Keap are encrypted in transit and at rest. --- ### Pipedrive URL: https://thoughtly.com/product/integrations/pipedrive Category: crm Setup docs: https://docs.thoughtly.com/integrations/crm/pipedrive Trigger calls from pipeline stages. Auto-update deal status from call outcomes. Pipedrive's pipeline-first model is built for clear stage-driven motion — Thoughtly extends it with a voice agent that works every stage automatically. Deal lands in 'Lead In'? Thoughtly qualifies it. Stuck in 'Contact Made' for 5+ days? Thoughtly nudges. Moves to 'Demo Scheduled'? Thoughtly confirms 24 hours before. The integration syncs Pipedrive Persons, Organizations, Deals, and Activities into Thoughtly. Outcomes flow back as Activities (call type) with the full transcript, a summary, and structured field updates on the Deal and Person. Pipeline stages move automatically based on what was said. Sales teams that live in Pipedrive's daily view appreciate that nothing changes about how reps work — they still open Pipedrive in the morning, still see the Deal cards, still close in the same flow. What changes is that the cold and unqualified work is gone before they wake up. **Common use cases:** - Trigger Thoughtly when a Deal lands in a specific Pipeline stage - Auto-move Deals based on call outcomes - Re-engage Deals stuck in stage for too long - Inbound speed-to-lead with Pipedrive Web-to-Deal - Round-robin booked meetings to Deal owners - Capture Person and Organization custom fields from voice conversations **Key benefits:** - Sub-60-second response on every lead: Thoughtly dials new Pipedrive leads the second they hit the system. No queue, no rep ramp, no business hours. - Bidirectional, real-time sync: Thoughtly reads from Pipedrive and writes back to Pipedrive during the call. Reps see live updates on their pipeline view as the agent works. - 100% coverage of the bottom 90%: Reps still take the high-fit demos. Thoughtly works the rest — the leads your team would otherwise never call. - No-code setup, marketer-owned: Connect Pipedrive, map your fields, write your script in plain English. Engineering doesn't have to be in the loop. **Triggers (events that start a Thoughtly call):** - Deal added to a Pipeline: New Deal in 'Lead In'? Thoughtly takes the first call within 60 seconds. - Deal stage change: Stage moves to 'Contact Made' or 'Demo Scheduled' and Thoughtly handles the right next outreach. - Deal idle for N days: Stale-Deal trigger keeps the pipeline moving. Thoughtly nudges Deals that haven't moved in 5, 10, or 30 days. - Activity created: When a rep schedules a 'Call' Activity, Thoughtly can pick it up and run the call on their behalf. - Webhook / Smart Docs event: Wire any Pipedrive automation event to Thoughtly via webhook for fully custom triggers. **Actions (what Thoughtly does in Pipedrive):** - Update Person and Organization fields: Captured fields write back to the Person and Organization records. Custom fields fully supported. - Move Deal to next stage: Outcome drives the stage transition. Booked → 'Demo Scheduled'. Not interested → 'Lost' with reason. - Log call as completed Activity: Every call lands as a 'Call' Activity with recording, transcript, and summary attached. - Update Deal value, expected close, probability: Forecast accuracy improves because Thoughtly captures real budget and close timing during the call. - Add note with summary: AI-generated call summary lands on the Deal as a Note for the rep to skim before their next interaction. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Pipedrive. OAuth flow takes about 30 seconds and respects your existing Pipedrive permissions. 2. Map your data — Pick which Pipedrive objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Pipedrive record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Pipedrive record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Stage-driven calling: Each pipeline stage maps to a different agent. 'Lead In' gets a qualifier. 'Contact Made' gets a discovery call. 'Negotiation' gets a follow-up nudge. - Stale-Deal recovery: Deals that haven't moved in 14 days hit a Thoughtly queue. The agent calls, surfaces the blocker, and either revives the Deal or marks it Lost with a reason. - Inbound to demo: Pipedrive Web-to-Deal fires. Thoughtly calls in seconds, qualifies, books with the round-robin owner, and updates the Deal value and close date in real time. - Lost-Deal interview: Deal moves to 'Lost'. Thoughtly calls a week later to capture the real reason, surfacing patterns that improve win rate over time. **FAQ:** *Q: How long does it take to connect Pipedrive to Thoughtly?* A: Most teams have a working Pipedrive integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Pipedrive integration bidirectional?* A: Yes. Thoughtly reads from Pipedrive (to know who to call and what context to use) and writes back to Pipedrive after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Pipedrive?* A: No. The Pipedrive integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your CRM. *Q: Will Thoughtly create duplicates in Pipedrive?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Pipedrive fields or workflows?* A: Yes. Any Pipedrive field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Pipedrive connection uses scoped OAuth tokens that you can revoke at any time from your Pipedrive admin panel. Call recordings, transcripts, and any data passed to Pipedrive are encrypted in transit and at rest. --- ### Salesforce URL: https://thoughtly.com/product/integrations/salesforce Category: crm Setup docs: https://docs.thoughtly.com/integrations/crm/salesforce Sync inbound calls and dispositions to leads, contacts, and opportunities — bidirectional updates in real time. Thoughtly's Salesforce integration turns your CRM into a closed loop. Every inbound call, every outbound dial, every disposition flows into Salesforce as a structured record — Lead, Contact, Opportunity, or Custom Object — without a single rep keystroke. Conversations don't sit in a separate system waiting to be reconciled; they land on the record as they happen. Under the hood, Thoughtly authenticates via OAuth against your Salesforce org (Sales Cloud, Service Cloud, or Financial Services Cloud), respects field-level security and sharing rules, and uses the Bulk API for high-volume pushes and the streaming API for real-time triggers. You can wire Thoughtly into Process Builder, Flow, or Apex triggers — anywhere you'd put a workflow rule, you can put a Thoughtly call. Teams use it to close the speed-to-lead gap on inbound forms, requalify dormant cohorts, follow up after webinars and trials, and run dispositioned outbound campaigns where the agent calls thousands of leads in parallel and only escalates the qualified ones to a rep. Salesforce stays the system of record. Thoughtly is the voice surface that reads from it and writes back. **Common use cases:** - Speed-to-lead on Web-to-Lead forms — Thoughtly calls within 60 seconds of submission - Requalify dormant Leads (last activity > 30/60/90 days) at scale - Auto-route booked meetings to the right Salesforce owner with full context attached - Trigger callbacks from List Views, Reports, or Process Builder flows - Run dispositioned outbound campaigns and only escalate qualified Leads to AEs - Auto-update Opportunity Stage from call outcome (Disqualified, Nurture, Demo Booked) **Key benefits:** - Sub-60-second response on every lead: Thoughtly dials new Salesforce leads the second they hit the system. No queue, no rep ramp, no business hours. - Bidirectional, real-time sync: Thoughtly reads from Salesforce and writes back to Salesforce during the call. Reps see live updates on their pipeline view as the agent works. - 100% coverage of the bottom 90%: Reps still take the high-fit demos. Thoughtly works the rest — the leads your team would otherwise never call. - No-code setup, marketer-owned: Connect Salesforce, map your fields, write your script in plain English. Engineering doesn't have to be in the loop. **Triggers (events that start a Thoughtly call):** - New Lead created (Web-to-Lead, API, or import): Thoughtly dials the lead the moment it hits Salesforce. Sub-60-second response on every channel — paid ads, organic forms, partner referrals. - Lead Status changes: Move a Lead to 'Working' or 'Attempting Contact' and Thoughtly takes the queue. Drop it into your existing Lead Status workflow with no rebuild. - Lead Score crosses a threshold: Hand off Pardot- or Marketing-Cloud-scored leads to Thoughtly the second they cross your MQL bar. - Opportunity Stage moves: Stage changes to 'Negotiation' and Thoughtly schedules the close call. Stage changes to 'Closed Lost' and Thoughtly runs a churn-reason interview. - Process Builder / Flow step: Drop Thoughtly into any Salesforce Flow as an Action. Treat it as a 'voice step' alongside emails and tasks. - Apex trigger / Platform Event: For complex triggers, fire a Platform Event and Thoughtly subscribes via streaming API. Real-time, decoupled, no polling. **Actions (what Thoughtly does in Salesforce):** - Update Lead, Contact, or Person Account: Thoughtly writes captured fields back to the record — qualifying answers, intent score, budget, custom picklists — during the call, not after. - Move Lead Status / Opportunity Stage: Outcome drives the transition: booked → 'Demo Scheduled', not interested → 'Disqualified' with reason populated. - Log a completed Call Task with transcript and recording: Every call becomes a Salesforce Task with subject, full transcript, AI-generated summary, and a link to the recording. Surfaces in the activity timeline. - Create an Opportunity from a qualified call: When intent is qualified, Thoughtly opens an Opp, pre-fills Amount, Close Date, Type, and any Opportunity custom fields from the conversation. - Assign owner / @-mention a rep: Owner assignment respects your existing rules; Thoughtly can also @-mention a specific rep in Chatter when a hot one comes in. - Add to Campaign, Path, or Cadence: Drop the lead into the right Salesforce Campaign, Sales Engagement cadence, or Marketing Cloud journey based on call outcome. **Setup steps:** 1. Connect via OAuth (Sandbox or Production) — In Thoughtly, choose 'Connect Salesforce' and authenticate. We support Sandbox and Production orgs. Permissions are scoped — Thoughtly only sees the objects you grant. 2. Pick your objects and field maps — Map Thoughtly's call output (transcript, summary, captured fields) to Lead, Contact, Opportunity, or Custom Object fields. Field-level security and validation rules are honored. 3. Configure your trigger source — Pick the trigger: New Lead webhook, Lead Status change, Process Builder action, Platform Event subscription, or List View dialer queue. 4. Test in Sandbox, promote to Production — Run a test call against a Sandbox Lead, validate the writeback in Salesforce, then promote the agent to your Production org with one click. **Popular workflows:** - Speed-to-lead on Web-to-Lead forms: Inbound form fires Web-to-Lead. Thoughtly calls within 60 seconds, qualifies, books a meeting if there's intent, and updates the Lead with all captured fields. The AE wakes up to a calendar that's already filling. - Dormant-Lead reactivation: Build a Salesforce Report of Leads with no activity in 60+ days. Thoughtly works the queue overnight. Hot leads come back into the active pipeline; the rest get a 'Lost — no response' disposition with a fresh call attempt logged. - Post-Demo follow-up at scale: Demo happens, AE marks it 'Held'. Thoughtly calls 24 hours later to gather feedback, surface objections, and confirm next steps. The full conversation lands on the Opp as a Task. AEs walk into the next sync prepped. - Stage-based outbound: Opportunity sitting in 'Proposal' for 14 days? Thoughtly calls the champion to nudge. Stage 'Closed Lost'? Thoughtly runs the win/loss interview. Free your team from chasing. **FAQ:** *Q: Does the Salesforce integration work with Sales Cloud, Service Cloud, and FSC?* A: Yes. The integration is org-agnostic. We support Sales Cloud, Service Cloud, Marketing Cloud Account Engagement (Pardot), Financial Services Cloud, Health Cloud, and any org with custom objects. Permissions and field maps are configured per object. *Q: How does Thoughtly handle Salesforce duplicate rules?* A: Thoughtly respects your Duplicate Management rules. Before creating a Lead or Contact, it runs a match on phone, email, and any custom external ID, then either updates the existing record or surfaces a duplicate alert per your Salesforce config. *Q: Can Thoughtly trigger from Salesforce Flow or Process Builder?* A: Yes. Thoughtly is exposed as an Invocable Action in Flow and as an HTTP callout target in Process Builder. You can pass Lead, Contact, or any record context to Thoughtly and receive structured results back into your Flow. *Q: Is the data sent to Thoughtly stored long-term?* A: Call recordings and transcripts are stored in Thoughtly per your org's retention policy (configurable, default 90 days). The structured outputs written back to Salesforce live in Salesforce on your retention rules. Nothing is shared with third parties. *Q: What happens if Salesforce is offline during a call?* A: Thoughtly queues the writebacks locally and replays them once Salesforce is reachable. The call experience for the lead is unaffected. You'll see the activity land within seconds of recovery. *Q: Does this work with the Salesforce CTI / Open CTI framework?* A: Yes. Thoughtly ships an Open CTI adapter for the Lightning Service Console, so reps can take Thoughtly-routed calls inline with screen-pop, click-to-dial, and full context. --- ### Zoho CRM URL: https://thoughtly.com/product/integrations/zoho Category: crm Setup docs: https://docs.thoughtly.com/integrations/crm/zoho Two-way sync with Zoho Leads and Contacts — Thoughtly works the queue, Zoho stays the system of record. Zoho CRM teams use Thoughtly to put a voice on every lead — without adding a single seat to their dialer or hiring offshore SDRs. The integration syncs Zoho Leads, Contacts, Accounts, and Deals into Thoughtly in real time, then writes call outcomes, transcripts, and structured fields back to Zoho the moment a conversation ends. Thoughtly fits naturally with Zoho's Workflow Rules, Blueprint stages, and Sales Signals. You can wire Thoughtly into any Workflow as a 'voice step,' trigger calls from Lead status changes, or pull queues from CRM Views. Custom modules and custom fields are fully supported — Thoughtly is module-agnostic, so if you've extended Zoho with industry-specific objects, the integration extends with them. It's especially common for high-volume teams — real estate, mortgage, insurance, education, and home services — running Zoho. They use Thoughtly to call inbound leads in seconds, requalify dormant cohorts overnight, and run dispositioned outbound campaigns where only the qualified prospects ever reach a human. **Common use cases:** - Inbound speed-to-lead on Zoho Web Forms - Trigger calls from Workflow Rules or Blueprint state changes - Auto-update Lead Status and Stage from call outcomes - Dormant-lead reactivation across Zoho CRM Views - Round-robin meeting bookings honoring Zoho assignment rules - Custom-module support for industry-specific Zoho deployments **Key benefits:** - Sub-60-second response on every lead: Thoughtly dials new Zoho CRM leads the second they hit the system. No queue, no rep ramp, no business hours. - Bidirectional, real-time sync: Thoughtly reads from Zoho CRM and writes back to Zoho CRM during the call. Reps see live updates on their pipeline view as the agent works. - 100% coverage of the bottom 90%: Reps still take the high-fit demos. Thoughtly works the rest — the leads your team would otherwise never call. - No-code setup, marketer-owned: Connect Zoho CRM, map your fields, write your script in plain English. Engineering doesn't have to be in the loop. **Triggers (events that start a Thoughtly call):** - New lead created in Zoho CRM: The instant a lead lands in Zoho CRM — from a form, a paid ad, an import, anywhere — Thoughtly dials them. Average time-to-call is under 60 seconds. - Lead status or stage changes: Stage moves to "Attempting Contact"? Thoughtly takes the queue. No more "I'll get to it tomorrow" — the agent works it now. - Lead score crosses a threshold: A lead score crosses your threshold and Thoughtly handles the outreach so reps stay focused on warm pipeline. - Stale lead — no activity for N days: Re-engage the dormant cohort. Thoughtly auto-revives leads that have gone quiet, with messaging tuned to the time since last touch. - Workflow / sequence step: Drop Thoughtly into your existing Zoho CRM workflows as a "voice step." Triggered like any other step in a sequence. **Actions (what Thoughtly does in Zoho CRM):** - Update lead / contact record: Push every captured field — appointment time, budget, intent, qualifying answers — back to the Zoho CRM record while the call is still on. - Move stage / change status: Outcome from the call drives the stage transition. Booked = Meeting Scheduled. Not interested = Disqualified. No manual disposition. - Log call activity with full transcript: Every call is logged as a Zoho CRM call activity with the recording, full transcript, and AI-generated summary attached. - Create or update opportunity / deal: When intent is qualified, Thoughtly opens a deal and pre-fills it from the conversation — close size, pain points, decision criteria. - Add to list / sequence / campaign: Put leads into the right downstream sequence based on what was said. Different paths for "callback later," "hot now," "send the form again." - Notify the right rep: Owner assignment, @mentions, task creation — Thoughtly drives the rep handoff so the right human picks up where the agent left off. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Zoho CRM. OAuth flow takes about 30 seconds and respects your existing Zoho CRM permissions. 2. Map your data — Pick which Zoho CRM objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Zoho CRM record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Zoho CRM record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Web Form → instant qualified call: Zoho Web Form submits, the Workflow Rule fires Thoughtly. The lead is on a call within 60 seconds and either booked, qualified, or marked nurture before the rep starts their morning. - Blueprint-driven outreach: Use Thoughtly as a Blueprint transition. Lead moves from 'New' to 'Attempting Contact' and Thoughtly takes the dial. Move-on-success keeps the pipeline flowing. - Dormant View reactivation: Build a Zoho View for 'Leads with no activity > 30 days'. Thoughtly works the View overnight. Hot ones come back; cold ones get a clean disposition. - Custom module workflows: Thoughtly works against any Zoho module — Properties, Loans, Policies, Cases. Wire it into your custom module's Workflow Rules and the integration just works. **FAQ:** *Q: How long does it take to connect Zoho CRM to Thoughtly?* A: Most teams have a working Zoho CRM integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Zoho CRM integration bidirectional?* A: Yes. Thoughtly reads from Zoho CRM (to know who to call and what context to use) and writes back to Zoho CRM after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Zoho CRM?* A: No. The Zoho CRM integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your CRM. *Q: Will Thoughtly create duplicates in Zoho CRM?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Zoho CRM fields or workflows?* A: Yes. Any Zoho CRM field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Zoho CRM connection uses scoped OAuth tokens that you can revoke at any time from your Zoho CRM admin panel. Call recordings, transcripts, and any data passed to Zoho CRM are encrypted in transit and at rest. --- ### Shopify URL: https://thoughtly.com/product/integrations/shopify Category: ecommerce Setup docs: https://docs.thoughtly.com/integrations/e-commerce/shopify Voice-driven CX, post-purchase calls, abandoned-cart recovery — driven by your Shopify customer data. Shopify customers are mostly self-serve — but the highest-LTV ones don't have to be. Thoughtly puts a voice agent on top of Shopify customer data to drive abandoned-cart recovery, post-purchase concierge, subscription renewal calls, and high-value win-back campaigns. The integration syncs Shopify Customers, Orders, Carts, Products, and Subscriptions. Trigger calls from any Shopify event — abandoned checkout, order fulfilled, subscription canceled, refund requested. Outcomes write back to customer notes, order metafields, and connected systems. DTC brands use this to add a high-touch human-feel layer to a digital business without hiring a customer-experience team. Repeat-purchase rate, subscription retention, and CSAT all move on the right cohorts. **Common use cases:** - Abandoned-cart recovery via voice - Post-purchase concierge for high-value orders - Subscription renewal and save calls - Win-back campaigns for lapsed customers - VIP / loyalty program outreach - Refund and return prevention calls **Key benefits:** - Make Shopify the source of truth: Thoughtly never duplicates state. Shopify stays the system of record; Thoughtly is the voice surface that reads and writes to it. - Real-time, while the call is live: Updates land in Shopify during the call, not after. Reps watching the pipeline see new state immediately. - Owner-aware and rules-aware: Whatever ownership, routing, and assignment rules you've set in Shopify, Thoughtly inherits. No re-implementing logic. - Setup measured in minutes, not weeks: OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand. **Triggers (events that start a Thoughtly call):** - Abandoned cart: Cart abandoned over a threshold value? Thoughtly calls within an hour to recover. - Order fulfilled: High-value order ships; Thoughtly calls to confirm and upsell. - Subscription about to renew or cancel: Run save calls before churn or expansion calls before renewal. - Refund requested: Customer requests refund; Thoughtly calls to capture reason and offer alternatives. - VIP threshold crossed: Customer crosses VIP / loyalty threshold; Thoughtly calls with the perks treatment. **Actions (what Thoughtly does in Shopify):** - Update customer notes and tags: Captured insights and outcomes write back to customer record. - Create or update order metafields: Track save-call outcomes, win-back results, and customer feedback per order. - Trigger discount or save offer: When the conversation warrants, Thoughtly can issue a save-discount code. - Update subscription status: Pause, resume, modify, or save subscriptions from inside the call. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Shopify. OAuth flow takes about 30 seconds and respects your existing Shopify permissions. 2. Map your data — Pick which Shopify objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Shopify record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Shopify record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Abandoned-cart recovery: Cart over $100 abandoned. Thoughtly calls within the hour, asks what happened, offers a save discount, recovers the order. - Subscription save: Subscription canceled. Thoughtly calls within 24 hours to capture reason and offer to pause, downgrade, or save with a discount. - Post-purchase concierge: $500+ order ships. Thoughtly calls 48 hours after delivery to confirm satisfaction and upsell related products. - VIP win-back: Lapsed VIP customer (LTV > $1k, no order in 90 days). Thoughtly calls with a personalized offer. **FAQ:** *Q: How long does it take to connect Shopify to Thoughtly?* A: Most teams have a working Shopify integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Shopify integration bidirectional?* A: Yes. Thoughtly reads from Shopify (to know who to call and what context to use) and writes back to Shopify after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Shopify?* A: No. The Shopify integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your store. *Q: Will Thoughtly create duplicates in Shopify?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Shopify fields or workflows?* A: Yes. Any Shopify field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Shopify connection uses scoped OAuth tokens that you can revoke at any time from your Shopify admin panel. Call recordings, transcripts, and any data passed to Shopify are encrypted in transit and at rest. --- ### Airtable URL: https://thoughtly.com/product/integrations/airtable Category: productivity Setup docs: https://docs.thoughtly.com/integrations/productivity/airtable Drive multi-table workflows with Thoughtly as the voice surface for any base. Airtable's relational power matched with Thoughtly's voice agent. Your base might track leads, properties, loans, applications, cases, or anything else — Thoughtly is base-agnostic. Point it at the right table, configure the trigger, and the agent works your records as native Airtable rows. The integration handles linked records, multi-select fields, attachments, formulas, and rollups. Thoughtly reads context from linked records (so it knows about the Account when calling the Contact) and writes outcomes that respect your Automation rules. Common pattern: marketing ops or RevOps teams that lean on Airtable instead of a heavyweight CRM use Thoughtly as the voice layer. They get the same outcomes — sub-60s response, autonomous qualification, real-time CRM updates — without leaving Airtable. **Common use cases:** - Voice agent on top of any custom Airtable base - Multi-table relational logic respected (linked records, lookups, rollups) - Trigger calls from Airtable Automations - Update views and grouped rows from call outcomes - Capture rich field types (multi-select, attachments, dates) on calls - Lightweight CRM replacement for ops-driven teams **Key benefits:** - Make Airtable the source of truth: Thoughtly never duplicates state. Airtable stays the system of record; Thoughtly is the voice surface that reads and writes to it. - Real-time, while the call is live: Updates land in Airtable during the call, not after. Reps watching the pipeline see new state immediately. - Owner-aware and rules-aware: Whatever ownership, routing, and assignment rules you've set in Airtable, Thoughtly inherits. No re-implementing logic. - Setup measured in minutes, not weeks: OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand. **Triggers (events that start a Thoughtly call):** - New record in a table: Add a record to a watched table and Thoughtly dials. - Field value changes: Status flips to 'Call Now', score crosses a threshold — Thoughtly takes it. - Airtable Automation step: Use Thoughtly as a step in any Airtable Automation. Pre-existing automations gain a voice action. - View entry/exit: Build a filtered view; when a record enters or exits the view, Thoughtly fires. **Actions (what Thoughtly does in Airtable):** - Update record fields: All field types supported — single line, long text, multi-select, attachments, dates, formulas. - Create linked records: Open a related Deal, Activity, or Note in linked tables based on call outcome. - Append to attachments: Attach call recording or transcript PDF to the record's attachment field. - Update grouped views: Move records between grouped views (e.g., 'Untouched' → 'Contacted' → 'Qualified') based on outcome. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Airtable. OAuth flow takes about 30 seconds and respects your existing Airtable permissions. 2. Map your data — Pick which Airtable objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Airtable record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Airtable record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Custom CRM-on-Airtable: RevOps team runs the entire pipeline in an Airtable base. Thoughtly connects, calls, updates fields, moves views, and tags records — exactly as a CRM agent would. - Industry-specific workflows: Real estate property tables, mortgage application records, legal case files — Thoughtly fits your domain model, not the other way around. - Marketing campaign tracker: Campaign records linked to Lead records linked to Activity records. Thoughtly fires on new Leads, updates Activities, and rolls up campaign-level metrics. - Multi-base orchestration: Inbound base captures leads, outbound base runs campaigns, ops base tracks fulfillment. Thoughtly connects them via linked records. **FAQ:** *Q: How long does it take to connect Airtable to Thoughtly?* A: Most teams have a working Airtable integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Airtable integration bidirectional?* A: Yes. Thoughtly reads from Airtable (to know who to call and what context to use) and writes back to Airtable after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Airtable?* A: No. The Airtable integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your automation platform. *Q: Will Thoughtly create duplicates in Airtable?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Airtable fields or workflows?* A: Yes. Any Airtable field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Airtable connection uses scoped OAuth tokens that you can revoke at any time from your Airtable admin panel. Call recordings, transcripts, and any data passed to Airtable are encrypted in transit and at rest. --- ### Google Sheets URL: https://thoughtly.com/product/integrations/google-sheets Category: productivity Setup docs: https://docs.thoughtly.com/integrations/productivity/google-sheets Read lead lists from a sheet, append call results to a row. The simplest way to stand up a campaign. Google Sheets is the lowest-friction way to launch a Thoughtly campaign. Drop a list of phone numbers and any context columns into a sheet, point Thoughtly at it, and the agent works the queue. Outcomes — disposition, transcript, captured fields — append back to each row in real time as the calls happen. It's the right tool when you're testing an outbound idea, running a one-off blitz, or working with data that lives in a spreadsheet today and isn't worth migrating to a CRM. No mapping ceremony. No custom fields. Just a sheet and an agent. Teams also use Sheets as a lightweight reporting surface: pipe Thoughtly's call outputs into a sheet for live dashboards, hand-off lists for human reps, or downstream pivots. **Common use cases:** - Launch a one-off outbound campaign in minutes - Append call outcomes to a lead-list sheet automatically - Live reporting dashboards driven by Thoughtly call output - Hand off qualified leads as a sheet for human reps - Test a script before wiring it into your CRM - Cohort outreach when CRM segmentation would take too long **Key benefits:** - Make Google Sheets the source of truth: Thoughtly never duplicates state. Google Sheets stays the system of record; Thoughtly is the voice surface that reads and writes to it. - Real-time, while the call is live: Updates land in Google Sheets during the call, not after. Reps watching the pipeline see new state immediately. - Owner-aware and rules-aware: Whatever ownership, routing, and assignment rules you've set in Google Sheets, Thoughtly inherits. No re-implementing logic. - Setup measured in minutes, not weeks: OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand. **Triggers (events that start a Thoughtly call):** - New row added to a sheet: Append a phone number to a watched sheet and Thoughtly dials it. Real-time, no batching needed. - Cell value changes: Update a status cell to 'Call Now' and Thoughtly takes that row. - Scheduled sheet sweep: Run Thoughtly across the sheet on a schedule — every morning, every Monday, etc. **Actions (what Thoughtly does in Google Sheets):** - Append call outcome to a row: Status, disposition, summary, transcript link, captured fields all land in the row's columns. - Update existing row: Find by phone or row ID and update in-place. No duplicate rows. - Create a new sheet for outputs: Run Thoughtly into a fresh output sheet so the source list stays clean. - Read context for personalization: Read columns for first name, company, last touch, or any context to personalize the call. **Setup steps:** 1. Connect Google Sheets via OAuth — Authenticate with the Google account that owns the sheet. 2. Pick the source sheet and columns — Tell Thoughtly which sheet to read, which column has the phone number, and which columns have context. 3. Pick the output sheet — Choose to append outcomes back to the same sheet or a new output sheet. Configure the output columns. 4. Run a test row — Add a test row, watch Thoughtly call and append the outcome. Then enable for the full sheet. **Popular workflows:** - One-day campaign: Marketer pulls a list of 1,000 leads into a sheet at 9 AM. By 5 PM, every lead has a call outcome appended to their row. Reps walk in tomorrow to a curated list of qualified prospects. - Live reporting dashboard: Thoughtly writes outputs to a sheet powering a live Looker Studio dashboard. Conversion rate, dial volume, hot-lead count — updated by the second. - CRM-free testing: Test a new script on 50 leads in a sheet before wiring it into your CRM. Iterate fast without touching production data. - Hand-off lists for human reps: Thoughtly works the cold list, qualifies the top 10%, and exports them to a 'Hand-off' sheet that reps work next. **FAQ:** *Q: How long does it take to connect Google Sheets to Thoughtly?* A: Most teams have a working Google Sheets integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Google Sheets integration bidirectional?* A: Yes. Thoughtly reads from Google Sheets (to know who to call and what context to use) and writes back to Google Sheets after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Google Sheets?* A: No. The Google Sheets integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your automation platform. *Q: Will Thoughtly create duplicates in Google Sheets?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Google Sheets fields or workflows?* A: Yes. Any Google Sheets field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Google Sheets connection uses scoped OAuth tokens that you can revoke at any time from your Google Sheets admin panel. Call recordings, transcripts, and any data passed to Google Sheets are encrypted in transit and at rest. --- ### Smartsheet URL: https://thoughtly.com/product/integrations/smartsheet Category: productivity Setup docs: https://docs.thoughtly.com/integrations/productivity/smartsheet Project- and ops-grade data flowing into and out of voice agents. Smartsheet is where ops, PMO, and enterprise project teams operate. Thoughtly drops a voice agent on top of those sheets without rebuilding the data model. Update statuses, trigger follow-up calls, capture stakeholder feedback — all from inside Smartsheet's grid, Gantt, or card views. Use cases skew toward enterprise ops: vendor outreach, project stakeholder calls, compliance follow-ups, and large recurring campaigns where Smartsheet is the canonical record. The integration respects sheet permissions, hierarchy, and cell-level locking. Workflows in Smartsheet's automation builder can include Thoughtly as a step. The result writes back to specific cells, columns, and child rows. Reports and dashboards built on Smartsheet stay accurate without anyone touching them. **Common use cases:** - Enterprise ops campaigns driven from Smartsheet - Vendor and stakeholder outreach with structured follow-up - Compliance and audit-style call workflows - Project status capture via voice agent - Trigger calls from Smartsheet Automations - Update dashboards and reports in real time **Key benefits:** - Make Smartsheet the source of truth: Thoughtly never duplicates state. Smartsheet stays the system of record; Thoughtly is the voice surface that reads and writes to it. - Real-time, while the call is live: Updates land in Smartsheet during the call, not after. Reps watching the pipeline see new state immediately. - Owner-aware and rules-aware: Whatever ownership, routing, and assignment rules you've set in Smartsheet, Thoughtly inherits. No re-implementing logic. - Setup measured in minutes, not weeks: OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand. **Triggers (events that start a Thoughtly call):** - New row added to a sheet: Sheet receives a row; Thoughtly dials. - Cell value changes: Status cell updated; Thoughtly fires the appropriate follow-up call. - Smartsheet Automation step: Drop Thoughtly into the Smartsheet automation builder. Conditional flows continue based on call outcome. - Sheet share / collaborator added: New stakeholder joins; Thoughtly handles the welcome / kickoff call. **Actions (what Thoughtly does in Smartsheet):** - Update cell values across columns: Outcome and captured fields write to specific columns on the row. - Add a child row: Spawn a child row representing the call activity, with full transcript attached. - Move row across sheets: Move 'Hot' rows to a hand-off sheet, 'Lost' rows to an archive sheet. - Update report and dashboard data: Thoughtly's writes feed any downstream Smartsheet report or dashboard. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Smartsheet. OAuth flow takes about 30 seconds and respects your existing Smartsheet permissions. 2. Map your data — Pick which Smartsheet objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Smartsheet record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Smartsheet record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Vendor outreach campaign: Smartsheet of vendors with renewal dates. Thoughtly calls each ahead of renewal, captures status, and updates the row. - Project stakeholder check-ins: Stakeholder rows in a project sheet. Thoughtly calls weekly, captures status, and pushes updates back to the row. - Compliance follow-up: Audit row triggers Thoughtly call, captures attestation, updates compliance fields. - Enterprise dashboard automation: Voice-captured data flows into Smartsheet's dashboard rollups. Execs see real numbers, not lagging ones. **FAQ:** *Q: How long does it take to connect Smartsheet to Thoughtly?* A: Most teams have a working Smartsheet integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Smartsheet integration bidirectional?* A: Yes. Thoughtly reads from Smartsheet (to know who to call and what context to use) and writes back to Smartsheet after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Smartsheet?* A: No. The Smartsheet integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your automation platform. *Q: Will Thoughtly create duplicates in Smartsheet?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Smartsheet fields or workflows?* A: Yes. Any Smartsheet field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Smartsheet connection uses scoped OAuth tokens that you can revoke at any time from your Smartsheet admin panel. Call recordings, transcripts, and any data passed to Smartsheet are encrypted in transit and at rest. --- ### Trello URL: https://thoughtly.com/product/integrations/trello Category: productivity Setup docs: https://docs.thoughtly.com/integrations/productivity/trello Turn call outcomes into cards on the right list — no manual logging. Trello's card-and-list model is a natural fit for voice-agent outputs. Each call becomes a card; each disposition becomes a list move. Hot leads land on the 'Active' list, nurture goes to 'Follow up,' lost goes to 'Archive' — all without anyone manually moving cards. Teams using Trello as their lightweight CRM (services, freelancers, agencies, support orgs) get a voice surface that respects how they already work. Cards inherit labels, members, due dates, and checklists from the source automation; Thoughtly just drives card creation and movement based on what's said on the call. Power-Ups and Butler automations integrate seamlessly. Thoughtly outputs become inputs to your existing Trello workflows. **Common use cases:** - Lightweight CRM for service-based businesses - Card creation and movement based on call outcomes - Service team daily card generation - Trigger calls from Trello card events - Capture call summaries on cards as comments - Integrate with Butler automations and Power-Ups **Key benefits:** - Make Trello the source of truth: Thoughtly never duplicates state. Trello stays the system of record; Thoughtly is the voice surface that reads and writes to it. - Real-time, while the call is live: Updates land in Trello during the call, not after. Reps watching the pipeline see new state immediately. - Owner-aware and rules-aware: Whatever ownership, routing, and assignment rules you've set in Trello, Thoughtly inherits. No re-implementing logic. - Setup measured in minutes, not weeks: OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand. **Triggers (events that start a Thoughtly call):** - Card added to a list: New card on a watched list fires Thoughtly. The card's data fuels the call. - Card moved between lists: Move a card from 'New' to 'Working' and Thoughtly takes it. - Label applied: Apply 'Call Now' label and Thoughtly dials. - Butler rule: Use Butler to fire Thoughtly off any custom condition you can build in Trello. **Actions (what Thoughtly does in Trello):** - Create a card from call outcome: Each call spawns a card with summary, fields, and outcome encoded. - Move existing card: Move from 'In progress' to 'Won' or 'Lost' list based on outcome. - Comment on the card: Add the call summary and transcript link as a card comment. - Update labels, members, due dates: Outcome drives label, owner, and follow-up date changes. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Trello. OAuth flow takes about 30 seconds and respects your existing Trello permissions. 2. Map your data — Pick which Trello objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Trello record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Trello record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Service-team intake: New customer card on the 'Inbound' list. Thoughtly calls within minutes, captures intent, moves card to 'Booked' or 'Nurture'. - Daily lead-card generation: Thoughtly works a cohort of leads, spawning cards on the right Trello list per outcome. Reps walk in to a clean board. - Project follow-up: Project cards approaching due date. Thoughtly calls the stakeholder, captures status, comments on the card. - Butler-driven calling: Combine Butler rules with Thoughtly: when card is x days old AND no comments, Thoughtly calls. **FAQ:** *Q: How long does it take to connect Trello to Thoughtly?* A: Most teams have a working Trello integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Trello integration bidirectional?* A: Yes. Thoughtly reads from Trello (to know who to call and what context to use) and writes back to Trello after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Trello?* A: No. The Trello integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your automation platform. *Q: Will Thoughtly create duplicates in Trello?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Trello fields or workflows?* A: Yes. Any Trello field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Trello connection uses scoped OAuth tokens that you can revoke at any time from your Trello admin panel. Call recordings, transcripts, and any data passed to Trello are encrypted in transit and at rest. --- ### Typeform URL: https://thoughtly.com/product/integrations/typeform Category: productivity Setup docs: https://docs.thoughtly.com/integrations/productivity/typeform Trigger an outbound call the second a Typeform completes — close the speed-to-lead gap. Typeform forms convert better than most because the experience is friendlier — but the lead is just as cold by the time they finish. Thoughtly closes that gap: the second a Typeform submits, Thoughtly calls. Sub-60-second response, every time, with the form responses as conversation context. The integration captures every Typeform field as call context — name, company, use case, qualifying answers — so the agent doesn't ask redundant questions. Thoughtly opens with what the lead already shared and goes straight to qualification or booking. It's the cleanest implementation of speed-to-lead: form completion → call placed → qualified or booked, end-to-end, without a rep in the loop. Conversion rates on Typeform-sourced leads typically 2–3x when Thoughtly handles first response. **Common use cases:** - Sub-60-second outbound on Typeform completion - Use form responses as call context for personalization - Trigger different agents based on form answers - Capture additional fields not asked in the form during the call - Re-engage form abandoners with a callback - Replace 'we'll be in touch' with 'we're calling now' **Key benefits:** - Make Typeform the source of truth: Thoughtly never duplicates state. Typeform stays the system of record; Thoughtly is the voice surface that reads and writes to it. - Real-time, while the call is live: Updates land in Typeform during the call, not after. Reps watching the pipeline see new state immediately. - Owner-aware and rules-aware: Whatever ownership, routing, and assignment rules you've set in Typeform, Thoughtly inherits. No re-implementing logic. - Setup measured in minutes, not weeks: OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand. **Triggers (events that start a Thoughtly call):** - Form submission: Typeform completes, webhook fires Thoughtly, call placed within 60 seconds. - Specific answer in form: Lead picked 'Enterprise plan' or 'Demo today'? Route to the right agent. - Form abandonment: Lead started but didn't finish. Thoughtly can call to recover. **Actions (what Thoughtly does in Typeform):** - Use form responses as context: Thoughtly opens with what was shared in the form so the conversation feels seamless. - Capture additional fields on the call: Ask qualifying questions the form didn't, write them to your downstream system. - Update Typeform's connected systems: If Typeform sends to a CRM or sheet, Thoughtly's outputs append to the same destination. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Typeform. OAuth flow takes about 30 seconds and respects your existing Typeform permissions. 2. Map your data — Pick which Typeform objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Typeform record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Typeform record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Speed-to-lead: Inbound Typeform on a marketing page. Thoughtly calls before the lead finishes their thank-you-page reading. - Demo-request routing: Form asks plan size. Thoughtly routes Enterprise to a senior agent, SMB to a self-serve booking flow. - Form-abandon recovery: Lead starts the form but doesn't finish. Thoughtly calls to ask if they need help and captures the rest of the answers conversationally. - Survey follow-up: NPS form completes with a detractor score. Thoughtly calls to capture the why and route to retention. **FAQ:** *Q: How long does it take to connect Typeform to Thoughtly?* A: Most teams have a working Typeform integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Typeform integration bidirectional?* A: Yes. Thoughtly reads from Typeform (to know who to call and what context to use) and writes back to Typeform after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Typeform?* A: No. The Typeform integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your automation platform. *Q: Will Thoughtly create duplicates in Typeform?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Typeform fields or workflows?* A: Yes. Any Typeform field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Typeform connection uses scoped OAuth tokens that you can revoke at any time from your Typeform admin panel. Call recordings, transcripts, and any data passed to Typeform are encrypted in transit and at rest. --- ### Zoom URL: https://thoughtly.com/product/integrations/zoom Category: productivity Setup docs: https://docs.thoughtly.com/integrations/productivity/zoom Schedule meetings into Zoom from the call, with the link sent via SMS or email before hangup. Zoom is where the demo happens; Thoughtly is the voice agent that gets the lead onto Zoom. Whether it's a sales demo, a customer support session, or a coaching call, Thoughtly books the meeting, generates the Zoom link, and sends it via SMS or email — before the lead hangs up. The integration handles Zoom Meetings, Webinars, and Phone (where applicable). It generates one-time links, schedules recurring meetings, and respects the host's availability across the connected calendar. Captured call context is included in the meeting invite so the host walks in prepped. Beyond scheduling, Thoughtly can also kick off post-Zoom follow-ups: send a recap, log the meeting outcome to your CRM, surface action items captured by Zoom AI Companion or Otter. **Common use cases:** - Live Zoom-meeting booking on inbound and outbound calls - Send Zoom link via SMS or email before hangup - Pre-meeting context in the invite for the host - Webinar registration over the phone - Post-Zoom follow-up automation - Coaching and consultation booking for service businesses **Key benefits:** - Book the meeting on the call: Thoughtly checks Zoom availability live, offers two slots, locks the meeting, and sends the calendar invite before hangup. - Round-robin, owner-aware, route-aware: Whatever rules you've set in Zoom — round-robin, weighted assignment, geo routing — Thoughtly respects them. - No double-booking, ever: Real-time availability checks prevent conflicts. If two leads call at once, Thoughtly only books one into a slot that's still open. - Auto-fill all custom questions: Thoughtly captures the answers your Zoom booking form would have asked — name, company, intent, qualifying questions — directly from the conversation. **Triggers (events that start a Thoughtly call):** - Inbound call requesting a demo: Lead asks for a demo. Thoughtly checks availability, books, sends Zoom link. - Outbound qualifying call: Thoughtly qualifies and books a Zoom meeting if the lead is qualified. - Webinar pitch: Outbound call promoting a webinar. Lead opts in; Thoughtly registers them in Zoom and sends the link. **Actions (what Thoughtly does in Zoom):** - Book Zoom meeting: Generate a meeting at the right time with the right host, send the invite. - Send Zoom link via SMS or email: Lead gets the join link in their preferred channel before hangup. - Register for webinar: Auto-register a caller for an upcoming Zoom Webinar. - Reschedule existing meeting: Find the existing Zoom meeting and reschedule with one call. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Zoom. OAuth flow takes about 30 seconds and respects your existing Zoom permissions. 2. Map your data — Pick which Zoom objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Zoom record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Zoom record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Demo booking on inbound calls: Lead calls, Thoughtly qualifies, books the Zoom demo for the right rep, sends the link via SMS. Lead's calendar has the link before they hang up. - Outbound to Zoom: Cold outreach. Thoughtly qualifies and offers a Zoom slot. Books and sends the invite all on one call. - Webinar promotion: Thoughtly calls a list to promote an upcoming webinar, registers interested leads in Zoom, sends them the join link. - Post-meeting follow-up: Zoom meeting ends. Thoughtly calls 24 hours later to capture feedback and book a next step. **FAQ:** *Q: How long does it take to connect Zoom to Thoughtly?* A: Most teams have a working Zoom integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Zoom integration bidirectional?* A: Yes. Thoughtly reads from Zoom (to know who to call and what context to use) and writes back to Zoom after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Zoom?* A: No. The Zoom integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your scheduler. *Q: Will Thoughtly create duplicates in Zoom?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Zoom fields or workflows?* A: Yes. Any Zoom field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Zoom connection uses scoped OAuth tokens that you can revoke at any time from your Zoom admin panel. Call recordings, transcripts, and any data passed to Zoom are encrypted in transit and at rest. --- ### Acuity Scheduling URL: https://thoughtly.com/product/integrations/acuity Category: scheduling Setup docs: https://docs.thoughtly.com/integrations/scheduling/acuity Live availability for service-based businesses. Book new clients on the inbound call. Acuity powers booking for spas, salons, clinics, fitness studios, coaches, and service businesses where the appointment IS the product. Thoughtly is the voice that books those appointments without a receptionist. Live availability checks, intake forms filled from conversation, deposit collection, all on a single call. Service-based businesses pick up calls from existing customers, new prospects, and rebooking requests every day. Thoughtly takes those calls 24/7, books against the real Acuity calendar, captures intake, and texts the confirmation before hangup. The owner gets their nights back. The integration syncs Acuity Appointment Types, calendars, intake forms, and packages. Round-robin among providers works. Class bookings work. Appointment add-ons (a 60-minute upgrade, a recurring weekly slot) work. Whatever's possible in Acuity is possible through Thoughtly. **Common use cases:** - 24/7 receptionist for service-based businesses - Book appointments live with provider round-robin - Capture Acuity intake forms in conversation - Class and group session bookings - Reschedule and cancel with same-call resolution - Recurring appointment scheduling (weekly, monthly) **Key benefits:** - Book the meeting on the call: Thoughtly checks Acuity availability live, offers two slots, locks the meeting, and sends the calendar invite before hangup. - Round-robin, owner-aware, route-aware: Whatever rules you've set in Acuity — round-robin, weighted assignment, geo routing — Thoughtly respects them. - No double-booking, ever: Real-time availability checks prevent conflicts. If two leads call at once, Thoughtly only books one into a slot that's still open. - Auto-fill all custom questions: Thoughtly captures the answers your Acuity booking form would have asked — name, company, intent, qualifying questions — directly from the conversation. **Triggers (events that start a Thoughtly call):** - Inbound call: Existing or new client calls in. Thoughtly answers, identifies them, and books against Acuity availability. - New client form submission: Web form fires Thoughtly. Outbound call books the first appointment within minutes. - Reminder no-show: Acuity flags a no-show. Thoughtly calls to rebook before the slot's revenue is lost forever. - Recurring appointment lapse: Client missed their weekly slot? Thoughtly reaches out to keep the cadence alive. **Actions (what Thoughtly does in Acuity Scheduling):** - Check provider availability: Real-time check across providers, calendars, and Appointment Types. - Book appointment: Lock the slot, fill the intake form, send the SMS/email confirmation. - Reschedule or cancel: Same-call resolution for changes. No need to point the client to a link. - Apply package or membership: If the client has a package balance, Thoughtly applies it automatically and notes any expiring credits. - Collect deposit: Capture deposit information securely (PCI-compliant) so the appointment is locked in. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Acuity. OAuth flow takes about 30 seconds and respects your existing Acuity permissions. 2. Map your data — Pick which Acuity objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Acuity record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Acuity record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Existing-client rebooking: Client calls after-hours to book their next visit. Thoughtly recognizes them, applies their package, and locks the next standing appointment. - New-client intake: Prospect calls. Thoughtly walks them through the Acuity intake form conversationally and books the first appointment with the right provider. - No-show rebooking: Acuity flags a no-show. Thoughtly calls within an hour to rebook before the client moves on to a competitor. - Class and group bookings: Caller wants a class spot. Thoughtly checks the roster, books the seat, sends the confirmation, and adds them to the waitlist if it's full. **FAQ:** *Q: How long does it take to connect Acuity to Thoughtly?* A: Most teams have a working Acuity integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Acuity integration bidirectional?* A: Yes. Thoughtly reads from Acuity (to know who to call and what context to use) and writes back to Acuity after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Acuity?* A: No. The Acuity integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your scheduler. *Q: Will Thoughtly create duplicates in Acuity?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Acuity fields or workflows?* A: Yes. Any Acuity field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Acuity connection uses scoped OAuth tokens that you can revoke at any time from your Acuity admin panel. Call recordings, transcripts, and any data passed to Acuity are encrypted in transit and at rest. --- ### Cal.com URL: https://thoughtly.com/product/integrations/cal-com Category: scheduling Setup docs: https://docs.thoughtly.com/integrations/scheduling/cal-com Open-source scheduling, integrated. Round-robin and routing rules carry through to Thoughtly's voice flow. Cal.com's open-source approach pairs perfectly with Thoughtly's autonomous voice. The integration syncs Cal.com Event Types, Teams, and routing rules into Thoughtly's flow so the agent books meetings live on the call with the same logic your reps use today. Round-robin, weighted assignment, geo routing, conditional fields — all honored. Teams that pick Cal.com pick it for control: self-hosting, customization, audit trails. Thoughtly extends that control to voice. The integration is API-first and webhook-friendly, with full support for Cal.com's host availability, buffer times, and minimum-notice rules. It's especially common at engineering-led companies that picked Cal.com for the dev-friendly model. Thoughtly slots in as the voice surface without forcing them to migrate to a closed scheduler. **Common use cases:** - Live booking against Cal.com Event Types on inbound calls - Round-robin with weighted assignment honored - Custom routing logic from Cal.com routing forms - Self-hosted Cal.com instances supported - Reschedule and cancel from inside the call - Buffer times and minimum-notice respected automatically **Key benefits:** - Book the meeting on the call: Thoughtly checks Cal.com availability live, offers two slots, locks the meeting, and sends the calendar invite before hangup. - Round-robin, owner-aware, route-aware: Whatever rules you've set in Cal.com — round-robin, weighted assignment, geo routing — Thoughtly respects them. - No double-booking, ever: Real-time availability checks prevent conflicts. If two leads call at once, Thoughtly only books one into a slot that's still open. - Auto-fill all custom questions: Thoughtly captures the answers your Cal.com booking form would have asked — name, company, intent, qualifying questions — directly from the conversation. **Triggers (events that start a Thoughtly call):** - Inbound call: Lead calls. Thoughtly qualifies and books against Cal.com availability. - Outbound trigger: Outbound campaign reaches the lead, qualifies, books before hangup. - Cal.com booking event: When a meeting is booked through Cal.com, Thoughtly can fire confirmation, prep, or reminder calls. - No-show / cancellation: Cal.com flags a no-show or cancellation. Thoughtly reaches out to rebook. **Actions (what Thoughtly does in Cal.com):** - Check availability across hosts and teams: Real-time host availability, including weighted round-robin and route-aware logic. - Book the meeting: Lock the slot, fill custom-question answers, send confirmations. - Reschedule: Find existing booking, offer alternatives, lock the new slot. - Apply routing rules: Geo, persona, qualifying-question logic — the same routing forms Cal.com runs become inputs to Thoughtly's voice flow. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Cal.com. OAuth flow takes about 30 seconds and respects your existing Cal.com permissions. 2. Map your data — Pick which Cal.com objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Cal.com record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Cal.com record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Sales demo booking: Inbound or outbound call qualifies and books a demo with the right rep based on Cal.com routing. Calendar invite goes out before hangup. - Customer success scheduling: CSM availability surfaced via Cal.com. Thoughtly books renewal and check-in calls for accounts approaching renewal. - Self-hosted Cal.com integration: For teams running self-hosted Cal.com, Thoughtly connects via API key and respects your custom domain and event types. - Multi-team routing: Inbound caller routed to the right team (Sales / Support / CS) based on intent, then to the right host inside that team via Cal.com round-robin. **FAQ:** *Q: How long does it take to connect Cal.com to Thoughtly?* A: Most teams have a working Cal.com integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Cal.com integration bidirectional?* A: Yes. Thoughtly reads from Cal.com (to know who to call and what context to use) and writes back to Cal.com after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Cal.com?* A: No. The Cal.com integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your scheduler. *Q: Will Thoughtly create duplicates in Cal.com?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Cal.com fields or workflows?* A: Yes. Any Cal.com field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Cal.com connection uses scoped OAuth tokens that you can revoke at any time from your Cal.com admin panel. Call recordings, transcripts, and any data passed to Cal.com are encrypted in transit and at rest. --- ### Calendly URL: https://thoughtly.com/product/integrations/calendly Category: scheduling Setup docs: https://docs.thoughtly.com/integrations/scheduling/calendly Book the meeting on the call. Real-time availability, single-call confirmation, calendar invite sent before the call ends. Most companies hand out a Calendly link and hope the lead clicks. Thoughtly closes the loop: when a lead calls or Thoughtly calls them, the agent books the meeting live on the call against your real Calendly availability. No 'I'll send you a link.' No back-and-forth. The lead hangs up with a calendar invite already in their inbox. The integration is real-time. Thoughtly checks Calendly availability the second a slot is offered, respects round-robin and routing rules, fills in every required Calendly question from the conversation, and confirms the booking before hangup. If the lead changes their mind mid-call, the slot is released and a different one offered — the same way a human would. Speed-to-lead teams use this to compress a multi-day booking flow into a 90-second call. Inbound conversion typically climbs 20–40% just from removing the 'check the link, find a time, fill out the form' friction. **Common use cases:** - Book demos live on inbound calls (no link bouncing) - Round-robin to the right rep based on Calendly's routing - Reschedule no-shows in a single follow-up call - Outbound campaigns that book meetings on first contact - Capture Calendly custom-question answers from voice conversations - Replace 'click the link' email follow-ups with live booking **Key benefits:** - Book the meeting on the call: Thoughtly checks Calendly availability live, offers two slots, locks the meeting, and sends the calendar invite before hangup. - Round-robin, owner-aware, route-aware: Whatever rules you've set in Calendly — round-robin, weighted assignment, geo routing — Thoughtly respects them. - No double-booking, ever: Real-time availability checks prevent conflicts. If two leads call at once, Thoughtly only books one into a slot that's still open. - Auto-fill all custom questions: Thoughtly captures the answers your Calendly booking form would have asked — name, company, intent, qualifying questions — directly from the conversation. **Triggers (events that start a Thoughtly call):** - Inbound call (Thoughtly answers): Lead calls in. Thoughtly qualifies and books on the same call against Calendly availability. - Outbound campaign trigger: Thoughtly calls the lead, qualifies, and books — the meeting is locked before the agent says goodbye. - Calendly event scheduled: When a meeting is booked through Calendly directly, Thoughtly can fire a confirmation call or kick off pre-meeting prep. - No-show on a Calendly event: Calendly flags a no-show and Thoughtly calls the same day to reschedule. **Actions (what Thoughtly does in Calendly):** - Check live availability: Thoughtly queries Calendly for real-time availability across the right Event Type and team member. - Book the meeting: Lock the slot, fill required questions from conversation, confirm timezone, send the calendar invite. - Reschedule: Move an existing meeting to a new slot in the same flow. The lead doesn't need to find the original Calendly link. - Cancel with reason: If the lead can't attend, Thoughtly cancels with a captured reason that flows to the rep. - Apply Calendly routing rules: Round-robin, weighted assignment, geo-based routing — whatever you've set in Calendly, Thoughtly respects. **Setup steps:** 1. Connect Calendly via OAuth — Authenticate with Calendly. Thoughtly requests access to Event Types, scheduling, and availability — nothing else. 2. Pick the Event Type — Choose which Calendly Event Type Thoughtly should book against. You can map different agents to different Event Types. 3. Map custom questions — If your Event Type has required questions ('What's your company size?', 'What problem are you solving?'), tell Thoughtly how to capture them on the call. 4. Test a real booking — Run a sandbox call. Thoughtly books a meeting on a test Event Type. Verify the invite lands in the rep's calendar, then go live. **Popular workflows:** - Inbound call → live demo booking: Lead calls. Thoughtly answers, qualifies, checks Calendly availability, offers two slots, locks the meeting, and sends the invite. All in 90 seconds. All on one call. - Outbound speed-to-lead: Form submits, Thoughtly dials within 60 seconds, qualifies in 60 more, books before hangup. The traditional flow took 3 days; this takes 3 minutes. - No-show rescue: Calendly flags a no-show. Thoughtly calls the same day to find out what happened and rebook. The Deal doesn't die in 'no-show' purgatory. - Reactivation booking: Old leads from 60+ days ago. Thoughtly calls, surfaces interest, books a new demo against the right rep's Calendly. The pipeline gets a free inject. **FAQ:** *Q: Will Thoughtly double-book if two leads are calling at once?* A: No. Thoughtly checks Calendly availability in real-time and locks the slot the moment it's offered. If the slot is taken between offer and confirmation (race condition), Thoughtly catches the conflict and offers the next available slot without missing a beat. *Q: Does this work with Calendly's round-robin and team scheduling?* A: Yes. Round-robin, weighted assignment, geo routing, and team Event Types are all supported. Thoughtly inherits the routing rules you've already set in Calendly — no need to rebuild logic. *Q: Can Thoughtly fill out Calendly's required questions?* A: Yes. Map each Calendly question to a captured field in your Thoughtly script. Thoughtly asks the question (in plain conversational language, not a form), captures the answer, and submits it to Calendly with the booking. *Q: What about timezones?* A: Thoughtly auto-detects the lead's timezone from the call (area code, IP, or by asking) and books in their local time. The invite arrives in their calendar in their timezone — no '3 PM EST' confusion. *Q: Can it reschedule existing meetings?* A: Yes. Thoughtly can find an existing Calendly booking by email or phone and reschedule it without the lead having to dig up the original confirmation email or link. *Q: Does it use Calendly's free or paid tier?* A: Both work for basic booking. Routing logic, team scheduling, and custom questions require Calendly's paid plans (Standard or higher). Thoughtly inherits whatever Calendly tier you have. --- ### Mindbody URL: https://thoughtly.com/product/integrations/mindbody Category: scheduling Setup docs: https://docs.thoughtly.com/integrations/scheduling/mindbody Book classes, sessions, and appointments for fitness, wellness, and beauty businesses — directly inside the call. Mindbody is the operating system for boutique fitness, wellness, and beauty businesses — but the front desk is still mostly human and mostly overwhelmed. Thoughtly handles the inbound rush: class bookings, package purchases, appointment scheduling, waitlist management, all 24/7 against the real Mindbody schedule. The integration syncs class types, instructors, packages, memberships, and waitlists. New caller? Thoughtly walks them through enrollment. Existing client? Thoughtly identifies them by phone, applies their package, books the class, and sends the confirmation. Studios free up the front desk to focus on people in the building, not people on the phone. Multi-location chains use Thoughtly to centralize voice across every studio. One agent handles every call across the franchise; Mindbody routes to the right location based on the caller and their preferences. **Common use cases:** - Class bookings for fitness, yoga, and pilates studios - Appointment scheduling for spas, salons, and beauty - Package and membership purchases over the phone - Waitlist management with auto-promotion - New-client enrollment and intake - Multi-location call routing for franchises **Key benefits:** - Book the meeting on the call: Thoughtly checks Mindbody availability live, offers two slots, locks the meeting, and sends the calendar invite before hangup. - Round-robin, owner-aware, route-aware: Whatever rules you've set in Mindbody — round-robin, weighted assignment, geo routing — Thoughtly respects them. - No double-booking, ever: Real-time availability checks prevent conflicts. If two leads call at once, Thoughtly only books one into a slot that's still open. - Auto-fill all custom questions: Thoughtly captures the answers your Mindbody booking form would have asked — name, company, intent, qualifying questions — directly from the conversation. **Triggers (events that start a Thoughtly call):** - Inbound call (24/7): Caller dials the studio. Thoughtly answers immediately, day or night. - Class waitlist promotion: Spot opens in a full class. Thoughtly calls the next person on the waitlist. - Package about to expire: Sessions left, expiry approaching. Thoughtly proactively calls the client to use them or buy more. - Membership renewal: Renewal date approaches. Thoughtly handles the renewal pitch and processes the upgrade. **Actions (what Thoughtly does in Mindbody):** - Book class or appointment: Real-time check across instructors, rooms, and class times. - Apply package or membership: Captured client and credit balance applied automatically. - Sell package over the phone: PCI-compliant payment capture and Mindbody package application. - Manage waitlist: Add to waitlist, promote when a spot opens, send confirmation. - Update client profile: Captured contact info, preferences, and intake answers update the Mindbody record. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Mindbody. OAuth flow takes about 30 seconds and respects your existing Mindbody permissions. 2. Map your data — Pick which Mindbody objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Mindbody record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Mindbody record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - 24/7 class booking: Class booking calls flood in evenings and weekends — exactly when the front desk isn't there. Thoughtly handles them all without a payroll line. - Membership renewal: 30 days before renewal, Thoughtly calls every member, confirms they want to continue, and handles upgrades or cancellations. - Waitlist promotion: Spot opens in a class. Thoughtly calls the waitlist in priority order and locks the seat with whoever picks up first. - Multi-location franchise: One Thoughtly setup, every franchised studio. Caller location captured by phone area code or by asking. **FAQ:** *Q: How long does it take to connect Mindbody to Thoughtly?* A: Most teams have a working Mindbody integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Mindbody integration bidirectional?* A: Yes. Thoughtly reads from Mindbody (to know who to call and what context to use) and writes back to Mindbody after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Mindbody?* A: No. The Mindbody integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your scheduler. *Q: Will Thoughtly create duplicates in Mindbody?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Mindbody fields or workflows?* A: Yes. Any Mindbody field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Mindbody connection uses scoped OAuth tokens that you can revoke at any time from your Mindbody admin panel. Call recordings, transcripts, and any data passed to Mindbody are encrypted in transit and at rest. --- ### Zoho Bookings URL: https://thoughtly.com/product/integrations/zoho-bookings Category: scheduling Setup docs: https://docs.thoughtly.com/integrations/scheduling/zoho-bookings Combine with Zoho CRM for a single-stack booking experience driven by Thoughtly's voice agent. Zoho Bookings + Zoho CRM is a tight stack. Thoughtly closes the loop: lead lands in Zoho CRM, Thoughtly calls, qualifies, and books an appointment in Zoho Bookings against your real availability — with the resulting meeting and contact synced across both products in real time. The integration handles staff availability, service durations, buffer time, and rescheduling natively. Custom intake fields from Zoho Bookings get populated by the conversation, not by the lead filling out a form. Confirmation emails and SMS go out before the call ends. Teams already invested in the Zoho stack get a stack-native voice layer without bolting on another vendor's scheduler. One CRM, one booking system, one voice agent — all bidirectionally synced. **Common use cases:** - Single-stack voice + CRM + scheduling for Zoho customers - Live booking against Zoho Bookings staff availability - Auto-fill custom Zoho Bookings intake fields - Reschedule and cancel from inside the call - Multi-staff round-robin honored - Zoho CRM Lead/Contact stays in sync with the booking **Key benefits:** - Book the meeting on the call: Thoughtly checks Zoho Bookings availability live, offers two slots, locks the meeting, and sends the calendar invite before hangup. - Round-robin, owner-aware, route-aware: Whatever rules you've set in Zoho Bookings — round-robin, weighted assignment, geo routing — Thoughtly respects them. - No double-booking, ever: Real-time availability checks prevent conflicts. If two leads call at once, Thoughtly only books one into a slot that's still open. - Auto-fill all custom questions: Thoughtly captures the answers your Zoho Bookings booking form would have asked — name, company, intent, qualifying questions — directly from the conversation. **Triggers (events that start a Thoughtly call):** - New lead created in Zoho Bookings: The instant a lead lands in Zoho Bookings — from a form, a paid ad, an import, anywhere — Thoughtly dials them. Average time-to-call is under 60 seconds. - Lead status or stage changes: Stage moves to "Attempting Contact"? Thoughtly takes the queue. No more "I'll get to it tomorrow" — the agent works it now. - Lead score crosses a threshold: A lead score crosses your threshold and Thoughtly handles the outreach so reps stay focused on warm pipeline. - Stale lead — no activity for N days: Re-engage the dormant cohort. Thoughtly auto-revives leads that have gone quiet, with messaging tuned to the time since last touch. - Workflow / sequence step: Drop Thoughtly into your existing Zoho Bookings workflows as a "voice step." Triggered like any other step in a sequence. **Actions (what Thoughtly does in Zoho Bookings):** - Check staff availability: Real-time check across staff, services, and durations. - Book appointment: Lock the slot, capture intake answers, send confirmation. - Reschedule or cancel: Find existing booking, offer alternatives, lock new slot. - Sync to Zoho CRM: The booking auto-creates or updates the linked Zoho CRM Lead/Contact and logs a CRM Activity. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Zoho Bookings. OAuth flow takes about 30 seconds and respects your existing Zoho Bookings permissions. 2. Map your data — Pick which Zoho Bookings objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Zoho Bookings record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Zoho Bookings record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Inbound call → live booking: Lead calls in. Thoughtly qualifies and books a Zoho Bookings appointment, with the Zoho CRM Lead updated in parallel. - Outbound campaign: Zoho CRM workflow fires Thoughtly. Lead is called, qualified, and booked — all updated across the Zoho stack. - Service-based business: Multi-service business (consulting, legal, healthcare) uses Thoughtly to book the right service with the right specialist. - Reschedule rescue: Existing booking flagged for reschedule. Thoughtly calls, finds new time, updates Zoho Bookings + CRM in one flow. **FAQ:** *Q: How long does it take to connect Zoho Bookings to Thoughtly?* A: Most teams have a working Zoho Bookings integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Zoho Bookings integration bidirectional?* A: Yes. Thoughtly reads from Zoho Bookings (to know who to call and what context to use) and writes back to Zoho Bookings after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Zoho Bookings?* A: No. The Zoho Bookings integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your scheduler. *Q: Will Thoughtly create duplicates in Zoho Bookings?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Zoho Bookings fields or workflows?* A: Yes. Any Zoho Bookings field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Zoho Bookings connection uses scoped OAuth tokens that you can revoke at any time from your Zoho Bookings admin panel. Call recordings, transcripts, and any data passed to Zoho Bookings are encrypted in transit and at rest. --- ### Zendesk URL: https://thoughtly.com/product/integrations/zendesk Category: ticketing Setup docs: https://docs.thoughtly.com/integrations/ticketing/zendesk Open and update tickets from voice. Route by SLA, escalate by intent, log every transcript to the case. Zendesk is the system of record for support; Thoughtly is the voice agent that handles tickets without a human. Inbound calls become tickets automatically. Outbound calls are tied to existing tickets. Every transcript, summary, and outcome lives on the ticket. Reps walk in to a queue that's already triaged. The integration covers Zendesk Support, Talk, and Sell. Custom ticket fields are populated from the call. SLA timers respect the captured priority. Macros and triggers fire on Thoughtly's outputs the same way they fire on human agent inputs. Common motion: Tier-1 ticket triage. Thoughtly handles the first call, captures the issue, attempts the canned resolution, escalates if needed. ~30–50% of Tier-1 tickets resolve without ever touching a human. **Common use cases:** - Tier-1 ticket triage and resolution - Inbound call → auto-created ticket with full transcript - Outbound calls tied to existing tickets - Custom field population from voice conversations - SLA-aware routing and escalation - Macro firing based on Thoughtly call outcome **Key benefits:** - Make Zendesk the source of truth: Thoughtly never duplicates state. Zendesk stays the system of record; Thoughtly is the voice surface that reads and writes to it. - Real-time, while the call is live: Updates land in Zendesk during the call, not after. Reps watching the pipeline see new state immediately. - Owner-aware and rules-aware: Whatever ownership, routing, and assignment rules you've set in Zendesk, Thoughtly inherits. No re-implementing logic. - Setup measured in minutes, not weeks: OAuth, map your fields, write your prompt. Skip the weeks of integration work middleware tools demand. **Triggers (events that start a Thoughtly call):** - New ticket: Ticket created (any channel) fires Thoughtly to call the requester. - Ticket priority changes: High-priority ticket lands; Thoughtly escalates immediately. - SLA breach approaching: Thoughtly proactively calls before the SLA breaks. - Trigger / Macro fires: Use Thoughtly as a step in any Zendesk Trigger or Macro. **Actions (what Thoughtly does in Zendesk):** - Create or update ticket: Inbound calls auto-create tickets with full transcript and captured fields. - Update custom ticket fields: Captured issue type, severity, and resolution code populated automatically. - Set status and priority: Outcome drives status: Solved, Pending, Open, On-Hold. - Add internal comment with transcript: Full transcript and summary land as an internal note. - Assign to group or agent: Outcome routes the ticket to the right team. **Setup steps:** 1. Connect your account — In Thoughtly, open Settings → Integrations and authenticate with Zendesk. OAuth flow takes about 30 seconds and respects your existing Zendesk permissions. 2. Map your data — Pick which Zendesk objects (records, contacts, lists, pipelines) Thoughtly should read from and write back to. You can filter by owner, stage, or any custom field. 3. Choose your trigger — Decide when Thoughtly calls — on inbound, on a new Zendesk record, on a status change, or on a custom webhook. You can layer multiple triggers per agent. 4. Test on a real call, then go live — Run a sandbox call against a test Zendesk record, watch the live transcript and updates flow through, then flip the agent on for production traffic. **Popular workflows:** - Tier-1 deflection: Inbound support call. Thoughtly attempts canned resolution. ~30–50% solve without escalation. The rest go to a human with full context attached. - Outbound case follow-up: Ticket marked 'Pending' for 3 days. Thoughtly calls the requester to nudge. - SLA-aware escalation: Ticket approaching SLA breach. Thoughtly calls the customer to set expectations or routes to a senior agent. - Customer satisfaction follow-up: Ticket marked Solved. Thoughtly calls 24 hours later to verify and capture CSAT. **FAQ:** *Q: How long does it take to connect Zendesk to Thoughtly?* A: Most teams have a working Zendesk integration in under 15 minutes. The OAuth handshake takes seconds; the rest is mapping your fields and choosing which events should trigger a Thoughtly call. No engineering work required. *Q: Is the Zendesk integration bidirectional?* A: Yes. Thoughtly reads from Zendesk (to know who to call and what context to use) and writes back to Zendesk after every call (transcript, summary, outcome, structured fields). Updates land in real time, while the call is still on or seconds after hangup. *Q: Does Thoughtly cost extra to use with Zendesk?* A: No. The Zendesk integration is included on every Thoughtly plan, including the Starter tier. You pay for usage (per-minute on calls) — there's no per-seat or per-record fee for connecting your help desk. *Q: Will Thoughtly create duplicates in Zendesk?* A: No. Thoughtly always tries to match on phone, email, and external ID before creating a new record. When a match exists, it updates instead of inserting. You can also force an "update only" mode if you'd rather Thoughtly never create new records. *Q: Can I trigger calls from custom Zendesk fields or workflows?* A: Yes. Any Zendesk field, workflow step, or webhook can trigger a Thoughtly call. Common patterns: "form submitted on a specific landing page," "deal stage changed to X," "score crossed Y threshold." Filtering rules live in Thoughtly so non-engineers can edit them. *Q: Is the integration secure and compliant?* A: Thoughtly is SOC 2 Type II certified and HIPAA-ready. The Zendesk connection uses scoped OAuth tokens that you can revoke at any time from your Zendesk admin panel. Call recordings, transcripts, and any data passed to Zendesk are encrypted in transit and at rest. ## Glossary ### AI phone agent URL: https://thoughtly.com/glossary/ai-phone-agent Category: ai-voice An AI agent that handles phone conversations — answering, qualifying, routing, booking, or following up with callers without requiring a human on every call. --- ### AI receptionist URL: https://thoughtly.com/glossary/ai-receptionist Category: ai-voice A voice agent configured to answer inbound calls, capture intent, route callers, book appointments, and handle front-desk tasks. --- ### AI voice URL: https://thoughtly.com/glossary/ai-voice Category: ai-voice An artificially generated, natural-sounding voice produced by a TTS model. Thoughtly supports a library of AI voices and brand-specific cloning. --- ### Conversational AI URL: https://thoughtly.com/glossary/conversational-ai Category: ai-voice AI designed to understand and respond through natural conversation, including voice agents, chat agents, and other language-based interfaces. --- ### Hallucination URL: https://thoughtly.com/glossary/hallucination Category: ai-voice When an LLM-driven agent confidently states something incorrect. Mitigated with RAG, strict prompting, and evals against ground-truth data. --- ### Large Language Model (LLM) URL: https://thoughtly.com/glossary/large-language-model Category: ai-voice Also: LLM A machine-learning model trained on massive text data, used as the reasoning engine that drives a voice agent's understanding and responses. --- ### Latency URL: https://thoughtly.com/glossary/latency Category: ai-voice The delay between a caller speaking and the agent responding. Lower latency makes AI voice conversations feel more natural. --- ### Retrieval-Augmented Generation (RAG) URL: https://thoughtly.com/glossary/rag Category: ai-voice Also: RAG A technique that lets the LLM ground its responses in retrieved documents (knowledge base, FAQs) instead of relying on training data alone. --- ### Speech-to-Text (STT) URL: https://thoughtly.com/glossary/stt Category: ai-voice Also: STT, speech recognition, transcription The system that turns the caller's speech into text the agent can reason over. --- ### Text-to-Speech (TTS) URL: https://thoughtly.com/glossary/tts Category: ai-voice Also: TTS, speech synthesis The system that turns the agent's generated text into spoken audio — the voice the caller actually hears. --- ### Transcript URL: https://thoughtly.com/glossary/transcript Category: ai-voice The text record of a voice conversation, used for review, training, compliance audit, and search. --- ### Voice agent URL: https://thoughtly.com/glossary/voice-agent Category: ai-voice An autonomous, conversational interface that interacts with humans over the phone — answering, qualifying, and routing calls without human staffing. --- ### Consent management URL: https://thoughtly.com/glossary/consent-management Category: compliance Consent management is the process of recording, honoring, and updating a lead's permission for calls, texts, emails, and opt-outs across every follow-up channel. --- ### DNC scrubbing URL: https://thoughtly.com/glossary/dnc Category: compliance Also: Do Not Call list Filtering outbound dialing lists against federal and internal Do-Not-Call registries. Required for compliant outbound — Thoughtly scrubs every call. --- ### HIPAA URL: https://thoughtly.com/glossary/hipaa Category: compliance The US health privacy law that governs protected health information. Healthcare voice and SMS workflows must handle PHI with appropriate safeguards. --- ### Opt-out URL: https://thoughtly.com/glossary/opt-out Category: compliance A recipient’s request to stop receiving calls or messages. Compliant systems must capture opt-outs and suppress future outreach where required. --- ### Personally Identifiable Information (PII) URL: https://thoughtly.com/glossary/pii Category: compliance Also: PII Any data that can identify an individual — name, phone, SSN, account number. Voice agents must redact and protect PII per privacy law. --- ### Quiet hours URL: https://thoughtly.com/glossary/quiet-hours Category: compliance Time windows when outbound calls or texts should not be sent, based on legal rules, customer preferences, or business policy. --- ### Recording consent URL: https://thoughtly.com/glossary/recording-consent Category: compliance State-by-state legal requirement to disclose call recording. Some states require all-party consent; Thoughtly enforces the right script per state. --- ### TCPA URL: https://thoughtly.com/glossary/tcpa Category: compliance Also: Telephone Consumer Protection Act US federal law governing telemarketing calls and SMS. Thoughtly enforces consent capture, time-of-day windows, and DNC scrubbing automatically. --- ### Enrollment funnel URL: https://thoughtly.com/glossary/enrollment-funnel Category: education The journey from prospective student inquiry to enrolled. Thoughtly works the inbound inquiry and qualifying steps so admissions counselors close. --- ### Inquiry pacing URL: https://thoughtly.com/glossary/inquiry-pacing Category: education Tracking and improving the velocity of moving inquiries to applications. Speed-to-lead is the single largest factor in pacing. --- ### SIS URL: https://thoughtly.com/glossary/sis Category: education Also: Student Information System A student information system — the system of record for education programs. Slate and Ellucian are common; Thoughtly integrates with both. --- ### Account opening URL: https://thoughtly.com/glossary/account-opening Category: financial The intake process for opening a banking, brokerage, or financial account. Thoughtly handles inbound intake calls and warm-transfers to a banker for sign-off. --- ### FINRA URL: https://thoughtly.com/glossary/finra Category: financial Also: Financial Industry Regulatory Authority The self-regulatory body governing US broker-dealers. Voice agents in FINRA-regulated firms must support recording retention and supervised review. --- ### GLBA URL: https://thoughtly.com/glossary/glba Category: financial Also: Gramm-Leach-Bliley Act US federal law governing financial-services privacy. Thoughtly's controls and retention policies are aligned with GLBA's safeguards rule. --- ### KYC URL: https://thoughtly.com/glossary/kyc Category: financial Also: Know Your Customer Regulatory identity verification required for financial accounts. Thoughtly captures KYC-relevant intake data with audit-ready transcripts. --- ### Abandonment recovery URL: https://thoughtly.com/glossary/abandonment-recovery Category: gtm Outbound re-engagement of prospects who started but didn't finish a form, application, or signup. --- ### After-hours coverage URL: https://thoughtly.com/glossary/after-hours-coverage Category: gtm Handling inbound calls outside of business hours. Thoughtly works 24/7, so prospects don't bounce to voicemail at 2am. --- ### Aged lead URL: https://thoughtly.com/glossary/aged-lead Category: gtm A lead that is no longer fresh but may still convert with the right re-engagement cadence, especially when intent, eligibility, or timing has changed. --- ### Appointment setting URL: https://thoughtly.com/glossary/appointment-setting Category: gtm Capturing availability, confirming fit, and booking a qualified prospect onto the right calendar without requiring a rep to manually chase the lead. --- ### BANT qualification URL: https://thoughtly.com/glossary/bant Category: gtm Also: BANT A sales qualification framework — Budget, Authority, Need, Timeline. Thoughtly captures BANT in a single inbound call before transfer. --- ### CRM URL: https://thoughtly.com/glossary/crm Category: gtm Also: Customer Relationship Management The system of record for leads, contacts, deals, and activity. Thoughtly reads from and writes to your CRM continuously. --- ### Contact rate URL: https://thoughtly.com/glossary/contact-rate Category: gtm The percentage of inbound leads your team actually reaches by phone. Most B2C teams hover around 25%; Thoughtly typically delivers 90%+. --- ### Dead-lead reactivation URL: https://thoughtly.com/glossary/dead-lead-reactivation Category: gtm Re-engaging leads previously written off as unreachable. Thoughtly's persistent cadences typically reactivate 8–15% of dead lists. --- ### Eligibility URL: https://thoughtly.com/glossary/eligibility Category: gtm The fit criteria that determine whether a prospect can move forward, such as service area, insurance coverage, loan type, location, age, or program requirements. --- ### Email follow-up URL: https://thoughtly.com/glossary/email-follow-up Category: gtm Email follow-up is the process of sending timely, context-aware replies or reminders that keep an inbound lead moving toward qualification, scheduling, or handoff. --- ### Form-fill follow-up URL: https://thoughtly.com/glossary/form-fill-follow-up Category: gtm Follow-up triggered when someone submits a web form, quote request, application, or demo request. Speed matters because intent decays quickly after submission. --- ### Inbound lead conversion URL: https://thoughtly.com/glossary/inbound-lead-conversion Category: gtm The process of turning opted-in inquiries, form fills, calls, and quote requests into qualified conversations, appointments, or transfers. --- ### Internet lead URL: https://thoughtly.com/glossary/internet-lead Category: gtm A prospect generated from an online form, marketplace, ad, aggregator, or website inquiry. Internet leads usually require fast response before the prospect chooses another provider. --- ### Lead follow-up URL: https://thoughtly.com/glossary/lead-follow-up Category: gtm The calls, texts, and emails sent after a lead raises their hand, with the goal of reaching them quickly and moving them to a booked or transferred conversation. --- ### Lead qualification URL: https://thoughtly.com/glossary/lead-qualification Category: gtm The process of capturing fit signals — intent, urgency, location, eligibility, consent, and availability — before routing a lead to the right next step. --- ### Lead source URL: https://thoughtly.com/glossary/lead-source Category: gtm The channel, campaign, marketplace, referral partner, or form that generated a lead. Lead source often determines routing, compliance rules, and follow-up cadence. --- ### Missed-call recovery URL: https://thoughtly.com/glossary/missed-call-recovery Category: gtm Automatically calling or texting back prospects who reached the business but did not connect with a human, so high-intent demand does not disappear into voicemail. --- ### Multi-channel follow-up URL: https://thoughtly.com/glossary/multi-channel-follow-up Category: gtm A follow-up motion that uses more than one channel — usually voice, SMS, and email — to improve contact rates after a prospect raises their hand. --- ### Omnichannel URL: https://thoughtly.com/glossary/omnichannel Category: gtm A coordinated customer journey across channels such as voice, SMS, email, web forms, and CRM tasks, where context carries across each interaction. --- ### Qualification criteria URL: https://thoughtly.com/glossary/qualification-criteria Category: gtm The required fit signals an agent must collect before a lead can be booked, transferred, quoted, or handed to a licensed specialist. --- ### Quote request URL: https://thoughtly.com/glossary/quote-request Category: gtm An inbound request for pricing or coverage information, common in insurance, mortgage, home services, solar, automotive, and other high-consideration funnels. --- ### Revenue operations (RevOps) URL: https://thoughtly.com/glossary/revops Category: gtm The operating function that aligns marketing, sales, systems, routing, reporting, and automation so revenue teams can convert demand consistently. --- ### SMS follow-up URL: https://thoughtly.com/glossary/sms-follow-up Category: gtm SMS follow-up is the use of compliant two-way text messages to continue a lead conversation after a form fill, missed call, voicemail, or prior interaction. --- ### Service area URL: https://thoughtly.com/glossary/service-area Category: gtm The geography where a business can serve a prospect. Service-area checks prevent routing or booking leads a team cannot actually handle. --- ### Speed to lead URL: https://thoughtly.com/glossary/speed-to-lead Category: gtm How fast you respond to an inbound lead after they raise their hand. Conversion drops sharply past 5 minutes. --- ### AMS URL: https://thoughtly.com/glossary/ams Category: insurance Also: Agency Management System An agency management system — the system of record for independent agencies. Applied Epic, Vertafore, and EZLynx are common; Thoughtly integrates with all three. --- ### Aggregator lead URL: https://thoughtly.com/glossary/aggregator-lead Category: insurance A lead purchased from a comparison-shopping site (EverQuote, MediaAlpha, etc.). Quality varies; Thoughtly handles the high-volume, low-conversion follow-up profitably. --- ### Producer routing URL: https://thoughtly.com/glossary/producer-routing Category: insurance Routing pre-qualified insurance prospects to the right licensed producer based on line, state, and book size. Thoughtly handles this automatically. --- ### Quote-to-bind URL: https://thoughtly.com/glossary/quote-to-bind Category: insurance The window from generating an insurance quote to binding the policy. Speed of follow-up is the single largest predictor of bind rate. --- ### LOS URL: https://thoughtly.com/glossary/los Category: mortgage Also: Loan Origination System A loan origination system — the pipeline software lenders use to manage applications. Encompass and Velocify are common; Thoughtly integrates with both. --- ### LTV (loan-to-value) URL: https://thoughtly.com/glossary/ltv Category: mortgage Also: loan-to-value, LTV ratio The ratio of loan amount to property value, captured during pre-qualification to route the lead to the right loan product. --- ### MLO URL: https://thoughtly.com/glossary/mlo Category: mortgage Also: Mortgage Loan Originator A licensed mortgage loan originator. Required for any rate or product-specific advice — Thoughtly handles pre-qualification, then warm-transfers to your MLO. --- ### Pre-qualification URL: https://thoughtly.com/glossary/pre-qualification Category: mortgage Capturing the qualifying details — income, credit-score range, LTV, timeline — before a licensed officer engages. Thoughtly automates this. --- ### CRM sync URL: https://thoughtly.com/glossary/crm-sync Category: platform CRM sync is the two-way flow of lead records, conversation notes, outcomes, and next steps between an AI agent platform and a CRM so human teams inherit current pipeline instead of manual updates. --- ### CRM write-back URL: https://thoughtly.com/glossary/crm-write-back Category: platform Updating the CRM after an interaction with call outcomes, transcripts, qualification answers, notes, appointments, dispositions, and next-step fields. --- ### Conversation flow URL: https://thoughtly.com/glossary/conversation-flow Category: platform The designed path an AI agent follows through greeting, intent capture, qualification, routing, objections, fallback, and next-step confirmation. --- ### Dead end URL: https://thoughtly.com/glossary/dead-end Category: platform A conversation node with no valid next step. Avoid by designing for unexpected inputs and graceful fallback. --- ### Decision tree URL: https://thoughtly.com/glossary/decision-tree Category: platform A flowchart-style conversation structure where the agent branches based on caller responses — the explicit logic behind a voice flow. --- ### Escalation URL: https://thoughtly.com/glossary/escalation Category: platform Moving a conversation to a human, specialist, supervisor, or alternate workflow when the agent detects risk, uncertainty, urgency, or a request it should not handle alone. --- ### Fallback URL: https://thoughtly.com/glossary/fallback Category: platform A safe backup path used when the caller says something unexpected, an integration fails, or the agent cannot confidently complete the intended step. --- ### Happy path URL: https://thoughtly.com/glossary/happy-path Category: platform The ideal conversation flow where every input matches expectations and the agent reaches the intended outcome with no detours. --- ### Human handoff URL: https://thoughtly.com/glossary/human-handoff Category: platform The moment an AI agent transfers context, call details, and the next step to a human rep, licensed specialist, or support team. --- ### Knowledge base URL: https://thoughtly.com/glossary/knowledge-base Category: platform A structured source of business information, FAQs, policies, product details, or procedures that an AI agent can use to answer accurately. --- ### OAuth URL: https://thoughtly.com/glossary/oauth Category: platform An authentication standard that lets Thoughtly connect to your CRM or app without storing your password. --- ### Routing rules URL: https://thoughtly.com/glossary/routing-rules Category: platform Logic that determines where a lead, call, appointment, or task should go based on criteria such as location, product, urgency, language, licensing, or availability. --- ### System of record URL: https://thoughtly.com/glossary/system-of-record Category: platform The authoritative system where customer, lead, policy, loan, appointment, or account data is stored and updated. --- ### Trigger URL: https://thoughtly.com/glossary/trigger Category: platform The event or condition that starts an automated workflow, such as a new lead, missed call, CRM status change, calendar booking, or completed call. --- ### Variable URL: https://thoughtly.com/glossary/variable Category: platform A named value the voice agent stores during a conversation — caller name, intent, qualifying answers — and uses to drive routing and post-call actions. --- ### Webhook URL: https://thoughtly.com/glossary/webhook Category: platform An event-based integration that sends data from one system to another when something happens, such as a form submission, booked appointment, or completed call. --- ### Workflow URL: https://thoughtly.com/glossary/workflow Category: platform An automated, multi-step process — usually triggered by an event (form fill, new lead) and orchestrating one or more voice / SMS / email actions. --- ### Workflow automation URL: https://thoughtly.com/glossary/workflow-automation Category: platform Software-driven execution of multi-step processes such as lead intake, routing, follow-up, booking, CRM updates, and post-call actions. --- ### 10DLC URL: https://thoughtly.com/glossary/10dlc Category: telephony 10-Digit Long Code — US carrier-mandated registration for A2P SMS. Without it, your business texts get filtered or blocked. --- ### A2P messaging URL: https://thoughtly.com/glossary/a2p Category: telephony Also: application-to-person Application-to-person SMS — the category for business messages sent from a software platform like Thoughtly. Subject to carrier registration and content rules. --- ### Branded calling URL: https://thoughtly.com/glossary/branded-calling Category: telephony Displaying a verified business name, logo, or call reason on the recipient’s phone so legitimate calls are less likely to be ignored or flagged as spam. --- ### Call Screening Assist URL: https://thoughtly.com/glossary/call-screening-assist Category: telephony Thoughtly’s capability for helping calls reach prospects even when mobile call screening asks why the business is calling. --- ### Call recording URL: https://thoughtly.com/glossary/call-recording Category: telephony Capturing audio from a phone conversation for review, QA, training, compliance, dispute resolution, or supervised retention. --- ### Call routing URL: https://thoughtly.com/glossary/call-routing Category: telephony Directing a caller to the right agent, rep, team, location, queue, or workflow based on intent, data, and availability. --- ### Carrier URL: https://thoughtly.com/glossary/carrier Category: telephony A telecommunications provider that routes phone calls and SMS over its network. Twilio, Telnyx, and Bandwidth are the three most common in the AI voice space. --- ### IVR URL: https://thoughtly.com/glossary/ivr Category: telephony Interactive Voice Response — a phone menu system that routes callers using keypad or spoken inputs. AI agents often replace or augment rigid IVR trees. --- ### Power dialer URL: https://thoughtly.com/glossary/power-dialer Category: telephony Dialing software that automatically places calls from a lead list while keeping a rep or agent available for each connected conversation. --- ### Screen pop URL: https://thoughtly.com/glossary/screen-pop Category: telephony Automatic display of caller information — name, account, history — on the rep's screen the moment a call connects. --- ### Telnyx URL: https://thoughtly.com/glossary/telnyx Category: telephony A telecommunications provider competing with Twilio for cloud-native voice and SMS. Thoughtly supports Telnyx as a carrier. --- ### Twilio URL: https://thoughtly.com/glossary/twilio Category: telephony A cloud communications platform widely used as the carrier layer for voice and SMS. Thoughtly supports Twilio for inbound and outbound traffic. --- ### Voicemail detection URL: https://thoughtly.com/glossary/voicemail-detection Category: telephony Voicemail detection is the ability to identify when a call reaches a voicemail greeting instead of a live person, then trigger the right message, callback, or alternate-channel follow-up. --- ### Warm transfer URL: https://thoughtly.com/glossary/warm-transfer Category: telephony A live transfer where the agent connects a qualified caller to the right human while preserving context, instead of sending the caller to a cold queue or voicemail. ## Supported languages ### Arabic (العربية · AR) URL: https://thoughtly.com/languages/arabic Regions: UAE, Saudi Arabia, Egypt Arabic isn't one language for business — Modern Standard Arabic is the formal default, Gulf, Levantine, and Egyptian dialects are what callers actually speak. Thoughtly's agents lead in MSA, switch to the dialect of the lead's country, and hold the register Arabic-speaking business calls expect. **Use cases:** - Gulf real estate and luxury goods inquiries - Hospitality bookings across Dubai, Riyadh, and Cairo - Diaspora financial services and money-transfer intake - Healthcare and concierge medicine for Arabic-speaking patients --- ### Bulgarian (Български · BG) URL: https://thoughtly.com/languages/bulgarian Regions: Bulgaria Bulgarian is the only Slavic language that lost its case system, which makes phonetic clarity matter more than declension precision. Thoughtly's agents handle the Cyrillic transliteration of names cleanly and stay neutral on regional vocabulary across Sofia, Plovdiv, and the Black Sea. **Use cases:** - Sofia tech-sector recruiting and HR intake - Real estate and resort inquiries on the Black Sea coast - SMB financial services - Customer service across Bulgarian-language operations --- ### Catalan (Català · CA) URL: https://thoughtly.com/languages/catalan Regions: Catalonia, Spain Catalan isn't Spanish, and Catalan speakers will tell you so within thirty seconds. Thoughtly's agents speak Catalan by default in Barcelona, Girona, and Valencia regions, switch to Spanish when invited, and never make the assumption that one substitutes for the other. **Use cases:** - Barcelona real estate and luxury hospitality - Catalan-language SMB services - Cultural and tourism bookings in the Pyrenees and Costa Brava - Bilingual operations for Catalan-Spanish customer panels --- ### Croatian (Hrvatski · HR) URL: https://thoughtly.com/languages/croatian Regions: Croatia Croatian and the wider Bosnian-Croatian-Serbian continuum share grammar but diverge on vocabulary fast. Thoughtly's agents stay in Croatian, recognize when a lead has slid into Bosnian or Serbian, and don't substitute words across the line. Built for Adriatic hospitality, real estate, and SMB services. **Use cases:** - Adriatic hospitality and concierge for coastal resorts - Real estate inquiries in Zagreb, Split, and Dubrovnik - SMB banking and insurance - Diaspora outreach to Croatian-American communities --- ### Czech (Čeština · CS) URL: https://thoughtly.com/languages/czech Regions: Czech Republic Czech is grammatically unforgiving — get the case wrong and you sound foreign. Thoughtly's agents handle the seven cases, dual number where it survives, and the formal vykání register that Czech business calls require by default. **Use cases:** - Prague tech-sector and B2B services - Real estate inquiries across Czech and German cross-border buyers - Banking and consumer credit - Hospitality and concierge for Prague tourism --- ### Danish (Dansk · DA) URL: https://thoughtly.com/languages/danish Regions: Denmark Denmark is small and English-comfortable, but a Danish-speaking agent still wins on a serious call — banking, mortgages, anything regulated. Thoughtly handles standard Rigsdansk with the soft consonants and stød Danes expect, and gracefully drops into English when the lead prefers it. **Use cases:** - Mortgage and consumer banking intake - Insurance policy renewals - B2B SaaS demo qualification across Copenhagen - Public-sector and utility inquiries --- ### Dutch (Nederlands · NL) URL: https://thoughtly.com/languages/dutch Regions: Netherlands, Belgium Dutch buyers code-switch to English without warning, and they expect you to keep up. Thoughtly handles Netherlands Dutch and Belgian Flemish, slides into English mid-sentence when the lead does, and stays clear of French cognates that Belgians read as condescending. **Use cases:** - SMB and B2B services intake across the Randstad - Real estate inquiries in Amsterdam, Rotterdam, and Antwerp - Insurance and pension renewals - E-commerce customer service escalations --- ### English (English · EN) URL: https://thoughtly.com/languages/english Regions: United States, United Kingdom, Canada, Australia English is the default. Thoughtly's agents handle US, UK, Canadian, and Australian variants — switching idiom and pricing references on the fly, holding the right register from a Texas pre-approval to a London policy renewal. Sixty seconds from form submit to answered call. **Use cases:** - Real estate buyer and seller inquiries - Mortgage pre-approvals and refinance intake - Insurance quote requests, personal and commercial - Education program inquiries and student-services intake --- ### Finnish (Suomi · FI) URL: https://thoughtly.com/languages/finnish Regions: Finland Finnish has fifteen grammatical cases and no gender. The agglutination compounds suffixes the way German compounds nouns — Thoughtly's agents handle the morphology cleanly without breaking on long words. Built for Nordic financial services, insurance, and public-sector inquiries. **Use cases:** - Finnish banking and consumer lending - Insurance renewals and claims - Public-sector and health-services intake - B2B SaaS qualification across Helsinki and Tampere --- ### French (Français · FR) URL: https://thoughtly.com/languages/french Regions: France, Canada, Belgium, Switzerland French runs in three flavors: Parisian formal, Quebec relaxed, Belgian in between. Thoughtly's agents pick the right vous or tu, drop into franglais when a Montréal lead does, and hold polite register through a long call without slipping into translation-shaped phrasing. **Use cases:** - Quebec real estate and home services intake - Banking and insurance for French and Belgian retail markets - Hospitality bookings across Paris, Geneva, and Brussels - Education inquiries from Francophone universities --- ### German (Deutsch · DE) URL: https://thoughtly.com/languages/german Regions: Germany, Austria, Switzerland German runs on precision. Thoughtly's agents default to formal Sie, handle Hochdeutsch plus the Austrian and Swiss variants, and pronounce technical compound nouns the way German speakers actually pronounce them. Built for DACH financial services, insurance, and B2B services with a high accuracy bar. **Use cases:** - DACH banking and wealth-management appointment intake - Insurance claims and policy renewal calls - Industrial and B2B services lead qualification - Real estate inquiries across Berlin, Munich, Vienna, and Zurich --- ### Greek (Ελληνικά · EL) URL: https://thoughtly.com/languages/greek Regions: Greece Greek calls open with greetings that matter — Καλημέρα or Γειά σας, never both. Thoughtly's agents pick the register the time of day calls for, handle the polytonic edge cases on names, and recognize when a Greek-American lead is asking for the dialect their grandparents spoke. **Use cases:** - Greek hospitality and Aegean charter services - Real estate and golden-visa inquiries - Greek-American diaspora financial services - Customer support for Greek-language SMB operations --- ### Hindi (हिन्दी · HI) URL: https://thoughtly.com/languages/hindi Regions: India Hindi calls in real life are mostly Hinglish — Hindi sentence structure with English nouns, brand names, and pricing baked in. Thoughtly's agents handle the mix natively and follow the formal āp register Indian business calls expect from anyone selling something serious. **Use cases:** - Indian fintech and lending inquiries - Real estate and pre-IPO wealth services - Education and study-abroad consultations - Diaspora outreach for US-based Indian-American buyers --- ### Hungarian (Magyar · HU) URL: https://thoughtly.com/languages/hungarian Regions: Hungary Hungarian is unrelated to anything else in Europe and reflects it — agglutinative, vowel-harmonized, eighteen cases depending on how you count. Thoughtly's agents handle the suffix stacking and stay in formal magázás by default, which is the only register that makes a Hungarian business call feel professional. **Use cases:** - Budapest real estate and rental inquiries - Hungarian fintech and SMB lending - Hospitality bookings on Lake Balaton - B2B services intake across Central Europe --- ### Indonesian (Bahasa Indonesia · ID) URL: https://thoughtly.com/languages/indonesian Regions: Indonesia Indonesian is grammatically simple and culturally complex — there's no tense system, but the politeness markers carry the weight. Thoughtly's agents use the right Bapak/Ibu address, handle the Jakarta vs Yogyakarta cadence difference, and avoid the Malay vocabulary slips that read as off. **Use cases:** - Jakarta real estate and SMB lending - Hospitality and resort bookings in Bali and Lombok - E-commerce customer service across Indonesian-language storefronts - Education inquiries for Indonesian study-abroad applicants --- ### Italian (Italiano · IT) URL: https://thoughtly.com/languages/italian Regions: Italy, Switzerland Italian agents speak the formal lei by default and switch to tu when the conversation invites it. Thoughtly handles standard Italian plus the regional cadence of Milan, Rome, and Naples — useful for Italian SMBs running inbound on financial services, hospitality, and home goods. **Use cases:** - Hospitality and concierge inquiries for Italian travel and resort brands - SMB financial services intake across Lombardy and Lazio - Home services lead qualification — solar, HVAC, contractors - Customer support escalation for Italian-language tickets --- ### Japanese (日本語 · JA) URL: https://thoughtly.com/languages/japanese Regions: Japan Japanese business calls run on keigo — three honorific levels deep before you've said anything substantive. Thoughtly's agents open in sonkeigo, hold the register through the call, and bow appropriately at the verbal close. Anything less and the lead won't take a follow-up. **Use cases:** - Tokyo real estate and luxury hospitality - B2B SaaS qualification across Japanese enterprise buyers - Diaspora financial services for Japanese-American clients - Concierge medicine and high-touch customer service --- ### Korean (한국어 · KO) URL: https://thoughtly.com/languages/korean Regions: South Korea Korean honorific levels split formal-polite, informal-polite, and intimate — the wrong choice ends a business call. Thoughtly's agents use 합니다체 by default, handle the rapid-fire pace Korean inbound runs at, and pronounce family names with the right Romanization the lead actually uses. **Use cases:** - Korean-American real estate inquiries in LA, Atlanta, and NJ - Cosmetic and aesthetic medicine appointment intake - Diaspora financial services and immigration consultations - Education program inquiries for Korean students --- ### Latvian (Latviešu · LV) URL: https://thoughtly.com/languages/latvian Regions: Latvia Latvian is small and demanding — three genders, six cases, two declension classes. Thoughtly's agents handle the grammar without flattening it into Russian-shaped phrasing, which Latvian speakers notice immediately. Built for Baltic financial services, e-commerce, and government services. **Use cases:** - Baltic financial services and credit unions - E-commerce and customer service in Latvian-language storefronts - Real estate and relocation services in Riga - Bilingual operations for Latvian-Russian customer panels --- ### Lithuanian (Lietuvių · LT) URL: https://thoughtly.com/languages/lithuanian Regions: Lithuania Lithuanian is the most archaic Indo-European language still spoken, and Lithuanian speakers know it. Thoughtly's agents handle the seven cases and dual number, stay in formal address by default, and don't reach for Russian or Polish cognates that read as careless. **Use cases:** - Lithuanian fintech and tech-sector recruiting - Real estate and relocation services in Vilnius and Kaunas - Baltic financial services - Bilingual customer service for Lithuanian-Russian operations --- ### Malay (Bahasa Melayu · MS) URL: https://thoughtly.com/languages/malay Regions: Malaysia, Singapore Malay covers Malaysia and Singapore, and the two diverge on vocabulary fast. Thoughtly's agents pick the right one for the lead, handle the rojak code-switching that Singapore inbound runs on, and use the right Encik or Puan address Malaysian business calls require. **Use cases:** - Singapore and Kuala Lumpur SMB lending - Real estate and condominium inquiries - Hospitality bookings across Penang and Langkawi - B2B services across ASEAN markets --- ### Mandarin Chinese (中文 · ZH) URL: https://thoughtly.com/languages/mandarin-chinese Regions: China, Taiwan, Singapore Mandarin opens Greater China and the diaspora across the US, Canada, and Singapore. Thoughtly's agents handle Beijing-standard pǔtōnghuà plus Taiwan-standard guóyǔ, hold the formal nín register Chinese business calls expect, and keep tone-aware recognition stable on every name and address. **Use cases:** - Mandarin-speaking real estate inquiries in California, BC, and NY - Wealth management and private-banking outreach - Education and student-services intake for Chinese applicants - Luxury retail and concierge customer service --- ### Norwegian (Norsk · NO) URL: https://thoughtly.com/languages/norwegian Regions: Norway Norwegian Bokmål is the standard, but Norwegians are comfortable in English the moment a call gets technical. Thoughtly's agents handle Bokmål natively, slide into English when the lead does, and don't drift into Danish phrasing the way generic NLP systems often do. **Use cases:** - Norwegian banking and offshore-pension renewals - Real estate inquiries across Oslo, Bergen, and Stavanger - B2B SaaS qualification for Nordic enterprise buyers - Insurance and energy-sector customer service --- ### Polish (Polski · PL) URL: https://thoughtly.com/languages/polish Regions: Poland Polish buyers expect formal Pan/Pani address until you're invited otherwise. Thoughtly's agents hold the register, handle the seven-case grammar without mangling people's names, and stay precise on numbers and dates the way Polish business calls demand. **Use cases:** - Polish fintech and consumer-credit applications - Real estate intake in Warsaw, Kraków, and Wrocław - Insurance and leasing for SMBs - Diaspora outreach for Polish-American buyers in Chicago and the Midwest --- ### Portuguese (Português · PT) URL: https://thoughtly.com/languages/portuguese Regions: Portugal, Brazil Brazilian and European Portuguese sound like cousins, not twins. Thoughtly's agents pick the right one based on the lead — São Paulo cadence and Lisbon pronunciation are not interchangeable. Useful for the Brazilian fintech, real estate, and education markets, plus diaspora inbound across the US Northeast. **Use cases:** - Brazilian fintech and digital-banking onboarding - Real estate inquiries from Brazilian-American buyers in Florida and Massachusetts - European Portuguese hospitality and concierge - Higher-education enrollment for Brazilian and Portuguese applicants --- ### Romanian (Română · RO) URL: https://thoughtly.com/languages/romanian Regions: Romania Romanian is a Romance language hiding in Eastern Europe, and Romanian speakers expect callers to recognize the difference. Thoughtly's agents handle the formal dumneavoastră by default, manage the case system without flattening it, and stay clear of the Moldovan substitutions that read as off. **Use cases:** - Bucharest tech-sector and BPO recruiting - Real estate and rental inquiries - Romanian fintech and SMB lending - Diaspora outreach across Italy, Spain, and Germany --- ### Russian (Русский · RU) URL: https://thoughtly.com/languages/russian Regions: Russia Russophone leads span Russia, Israel, Germany, and the US tri-state. Thoughtly's agents handle Russian formal вы address by default, switch to ты when invited, and stay neutral on regional vocabulary differences across the Russian-speaking diaspora. **Use cases:** - Russian-American real estate inquiries in NY, NJ, and South Florida - Wealth management and tax-residency consultations - Diaspora-focused legal and immigration services - B2B customer support across former-USSR markets --- ### Slovak (Slovenčina · SK) URL: https://thoughtly.com/languages/slovak Regions: Slovakia Slovak is close enough to Czech that Czech speakers can read it, but Slovak speakers can tell when an agent is shading toward Czech and don't appreciate it. Thoughtly stays in Slovak, handles the seven cases and the formal vykanie register, and keeps regional vocabulary clean across Bratislava and Košice. **Use cases:** - Slovak fintech and consumer banking - Bratislava real estate and SMB services - Cross-border services for Slovak-Czech bilingual operations - Customer support across Central European storefronts --- ### Spanish (Español · ES) URL: https://thoughtly.com/languages/spanish Regions: Spain, Mexico, Argentina, Colombia, United States Spanish is where most of your US inbound already lives. Thoughtly's agents handle Mexican, Caribbean, Iberian, and Southern Cone accents, code-switch to English the moment a lead does, and hold the register Spanish-speaking buyers expect from a serious business call. **Use cases:** - Real estate inquiries from Texas, Florida, California, and Nevada - Mortgage and refinance applications across LATAM-origin borrowers - Healthcare appointment routing for bilingual patient panels - Insurance auto and home claims with technical-term code-switching --- ### Swedish (Svenska · SV) URL: https://thoughtly.com/languages/swedish Regions: Sweden Swedish is the dropped-formality outlier in Europe — almost everyone uses du, even with strangers, even on a business call. Thoughtly's agents lean into that, hold a brisk Swedish pace, and don't over-elaborate the way English-translated copy often does. **Use cases:** - Swedish banking and pension renewals - Real estate inquiries in Stockholm, Gothenburg, and Malmö - B2B SaaS qualification for Nordic enterprise buyers - E-commerce and DTC customer service --- ### Thai (ไทย · TH) URL: https://thoughtly.com/languages/thai Regions: Thailand Thai is tonal and politeness-marker-driven — drop a krap or ka in the wrong place and the entire register shifts. Thoughtly's agents handle the five tones cleanly, append the right particles for the lead's gender and the call's formality, and recognize the difference between casual and royal-language Thai. **Use cases:** - Bangkok real estate and condominium inquiries - Hospitality bookings across Phuket, Chiang Mai, and Ko Samui - Thai fintech and SMB lending - Concierge medicine and wellness-tourism intake --- ### Turkish (Türkçe · TR) URL: https://thoughtly.com/languages/turkish Regions: Turkey Turkish calls run on warmth and indirectness — getting to the point too fast reads as rude. Thoughtly's agents pace for that, use the formal siz address by default, and handle the agglutinative grammar that breaks lesser systems on Turkish names and addresses. **Use cases:** - Turkish hospitality and travel concierge - Real estate inquiries in Istanbul, Antalya, and Bodrum - Banking and consumer lending - Diaspora outreach across Germany and the Netherlands --- ### Ukrainian (Українська · UK) URL: https://thoughtly.com/languages/ukrainian Regions: Ukraine Ukrainian, not Russian — and the difference matters. Thoughtly's agents speak Ukrainian, recognize when a lead has switched to Russian and stay in Ukrainian by default, and handle the recent vocabulary shifts in business and government usage. Useful for diaspora outreach across the US, Canada, and Poland. **Use cases:** - Ukrainian-American real estate inquiries in PA, NJ, IL, and CA - Diaspora financial services and remittance - Resettlement and education consultations - B2B services for Ukrainian companies operating remotely --- ### Vietnamese (Tiếng Việt · VI) URL: https://thoughtly.com/languages/vietnamese Regions: Vietnam Vietnamese has six tones and a kinship-system address structure — the right pronoun depends on the relative ages of the speakers. Thoughtly's agents calibrate to the lead's voice, default to formal anh/chị, and handle the Northern-vs-Southern accent split without forcing one as standard. **Use cases:** - Vietnamese-American real estate inquiries in CA, TX, and the Gulf Coast - Diaspora financial services and money-transfer intake - Hospitality bookings across Hanoi, Saigon, and Đà Nẵng - Education and study-abroad consultations ## Call recordings ### Mortgage home-equity hot transfer (LendingTree lead) mortgage · speed-to-lead · English · 0:43 Outcome: Hot transferred to mortgage specialist Outbound to a LendingTree home-equity request. The agent confirms the loan use case (debt consolidation / home improvements), notes the urgency, and hot-transfers to a mortgage specialist in under a minute. **Transcript:** Hi, this is Jamie. I'm the digital assistant reaching out to you regarding your lending tree home equity request that was filled out. I see you were looking for a loan amount. Was that going to be used to pay off debt or maybe for some home improvements? Okay, great. I'm here to help gather some details and get you over to a specialist that can help you directly. We have several different programs available and we want to make sure we find you the best one to meet your needs. something you are looking to take care of right away. Yeah. That's great to hear. Let me get you connected with a specialist who can assist you right away. Please hold on for just a moment while I transfer you to them. --- ### Higher-ed enrollment — hot transfer on a financial objection education · sales · English · 1:50 Outcome: Hot transferred to enrolment advisor Outbound to a University of Cape Town short-course lead. The prospect has interest but financial concerns (not currently employed). The agent surfaces installment options and warm-transfers to a human enrolment advisor to discuss flexible plans. **Transcript:** Hello, am I speaking with... Yes, ma'am. This is Claire. I am a helpful AI support agent speaking to you on a recorded line from the team at University of Cape Town in Get Smarter. How are you doing? I'm doing well and... That's good to hear. I'm reaching out regarding your interest in our online courses at the University of Cape Town. Are you still looking to attend one of our short courses? Yes, ma'am. I'm still looking for what to attend, but then... Money is the problem. I understand. Money can be tight. But did you know you can pay for our courses and installments? Would you like to speak with one of our enrolment advisors about this? They can help you explore your options. I don't want to... I don't want to be able to pay for the installments because I'm not working at the moment. I understand completely... And that's why it's important to talk to one of our enrolment advisors. They can discuss flexible options that might work for you even if you're not currently employed. Would you like me to connect you with one of them? No, I don't think I'm still down for it. I appreciate your interest. Let me connect you to one of our enrolment advisors who can help you explore your options. Please hold while I transfer you now. --- ### Real-estate appointment setting with objection handling other · appointment-setting · English · 4:00 Outcome: Booked 15-min agent call (Friday 12:30 PM) Outbound to a real-estate inquiry. The prospect is two to three years from buying and price-anxious; the agent reframes the call as planning help (not a sales pitch), captures size + price-range criteria, and books a 15-minute Friday call with a human agent. **Transcript:** Hey, is this Yeah, who's this? Hey, this is Jamie. I'm a digital assistant with real estate group. I saw you just requested some property info online. Do you have just a minute? Yeah, I got a few minutes. Okay, awesome. Were you thinking about buying a property in the next couple months? Or were you maybe a little further out? I mean, I was really just looking around. I'm thinking about maybe upgrading in the next year or two, but definitely not ready to start looking. Oh, totally. I get that. It's good to just browse and see what's out there. When you're ready to make a move, what features are you thinking about for your new home? Like how many beds or baths are you hoping for? Yeah, I'm just looking. We're not a space, so I'm looking to maybe like a four bedroom, two or three baths. I have a three bedroom, two baths right now, but it's not big enough. Got it. So you're looking for a four bedroom and two to three baths to give you a bit more space. That sounds exciting. Just so I can pass on your criteria to our agents. What price range do you think would work for you when you're ready to start looking? Probably can't afford more than 400,000. Don't even know if I can afford that really. Got it. So you're thinking about a price point around 400,000. That's definitely a good range to consider. Just out of curiosity, are you already pre like approved for financing or would this potentially be a cash purchase? No, I haven't done any house search or anything. I was just looking on Facebook and saw the ad. Got it. Just keep browsing for now. When you feel ready to dive in, it might be a good idea to explore pre-approval options. All right. So you're looking for a four bedroom, two to three baths and around 400,000. That sounds like a solid plan for upgrading. I can set up a time for a quick call with one of our agents to get you some resources and they can also help you start a custom search. It should only take about 10 to 15 minutes. Does that sound fair? I don't know if I'm ready to start looking yet. Yeah, I'm still like two, three years away from it probably. No worries at all. I think you did the right thing by starting to plan early. In the meantime, I'll set up a time for a quick call with one of our agents to get you some resources. And most importantly, help you start mapping out your future goals. It should only take maybe 10 to 15 minutes. Fair enough. I guess they're not going to try to sell me a house, right? They're just going to give me some stuff for looking at houses in a couple of years. No, not at all. The agents are just here to help you gather some resources and answer any questions you might have as you prepare for the future. They won't push you into anything. Just to confirm the email I have for you is. Is that the best place to send the calendar invite? Yeah, sure. That'll work. I guess middle of the day Friday. 1230 will work. I'll be on my lunch break. Great. I'll make sure to get that on our agents calendar. So that's this Friday at 12 30 PM, right? Just want to confirm that. That's convenient for you. Yeah, that'll work. Great. I'll make sure to get that on our agents calendar. We'll look forward to speaking with you then. Do you have any other questions for me before I let you go? Not right now. No, thank you. Awesome. Well, it was great chatting with you and I really appreciate all of your time today. Bye for now. you --- ### Front-desk routing to AI sales rep — Thoughtly inbound other · sales · English · 2:50 Outcome: Routed to sales + demo link offered via SMS Two-agent handoff inside Thoughtly: the front-desk agent picks up an inbound, makes small talk, identifies the caller's intent, and warm-transfers to the AI sales rep — who pitches the platform, captures email, and offers a demo link via SMS. **Transcript:** Sotley front desk, this is Tessa speaking on a recorded line. I see you're calling from Las Vegas, is that correct? No, I'm not calling from Ireland. Cool, a few years ago I visited Maryland and had the best crab cakes at a place called Philip's Seafood. Just thought I'd share. No, that I'm calling from Ireland, not Maryland. Ireland's nice, so do you have a pet cow or are you more of a Guinness enthusiast? I don't have a pet cow. Guinness enthusiast, yeah. Business enthusiast, huh? So just to clarify, you're not the one behind the Guinness marketing, right? No, so tell me, what are you servicing often? Oh, you know, just the usual stuff like creating AI agents that can chat on the phone, but I'm more of a front desk gal. Let me transfer you to John, our AI sales expert. He can explain Sotley better than I can. Sound good? Overhead. Transferring you to sales now? Sotley sales line, this is John. Who am I speaking with? Michael. Hi, Michael. Nice to meet you. Could you provide me with your email address so I can assist you better? Spell it out if you can for me, Michael. First of all, tell me, why do you offer? What type of service do you offer? Sure, Michael. At Sotley, we provide AI powered voice agents that handle phone calls for you 24/7. They can take care of booking appointments, managing sales inquiries and even following up with leads. It's all about automating your business processes to save you time and boost revenue. We also integrate seamlessly with software like Salesforce and HubSpot, making it easy to enhance your existing systems. Imagine no more missed calls and effortless customer interactions. What can I do you for Michael? Which is your service? Michael, our main service is providing AI voice agents that take over your phone calls. They can handle everything from booking appointments to managing inquiries and following up with leads. Plus, they seamlessly integrate with tools like Salesforce and HubSpot. This means you can enhance your existing systems without hassle. What's your email so I can send you more details and get you started? Got it, Michael. I'll send that information to So let's get you all set up with Sotley. This will automate your calls and bookings and integrate with systems like Salesforce and HubSpot seamlessly. After this call, I'll shoot you a link to get started or to book a demo via SMS. Does that work for you? --- ### Appliance repair callback — refrigerator service other · appointment-setting · English · 1:53 Outcome: 10-min callback scheduled to confirm visit Inbound to an appliance repair shop from a returning customer (their drawer was fixed last month). The agent identifies the appliance, captures address + cell for SMS confirmation, and schedules a 10-minute callback to lock in the appointment. **Transcript:** Hello, how can I help you today and what is your name, please? Hi, good afternoon. Nice to meet you. Hi. So a month ago, Rafael came over and he fixed our drawer, which is awesome. I'm now experiencing an issue with our refrigerator. It doesn't seem to be holding a cold temperature. hoping to schedule an appointment for someone to come out and take a look at it. Got it. I can help you with that. Just to confirm which appliance are you having problems with? It's a GE monogram side-by-side refrigerator. All right. I can help you schedule that. Could you please provide me with your address and the best cell phone number for text confirmations? Sure. All right. Just one last thing. What is your last name, please? Got it. I have everything here. I will say around 10 minutes someone will call to confirm everything. And availability as well. Is that okay? Okay. That's awesome. And who am I speaking with? You're speaking with Gabrielle Javier from appliance rescuers. Is there anything else I can help? No, Gabrielle. Thank you so much for your help. I appreciate it. Thank you for calling. I appreciate your patience today. If you need anything else, feel free to reach out. Have a great day. --- ### Mover quote + same-day booking with account-manager handoff other · appointment-setting · English · 4:11 Outcome: Move booked + transferred to account manager Inbound to a moving company. The agent runs a full intake (move date, current/new address, bedroom counts), explains the move-day flow and the move-match guarantee, books a morning slot, and warm-transfers to an account manager to take the deposit. **Transcript:** Thanks for calling moving and storage. This is Lola, your AI move expert. Are you looking for a new move estimate, or do you need help with a move that is already booked? I'd like to get a new estimate. Great. If you're short on time, I can provide a quick ballpark estimate with just a few basic details. For a more detailed and accurate quote, I can either connect you with a relocation expert now, or we can schedule a live video estimate at a time that works best for you. Which option would you like to go with? Let's go ahead and do it now. Great. Let's get started on that move estimate. What is your first and last name? Great to meet you. What day do you plan on moving? On the 13th of this month. Great. So that's November 13th. Is your current residence a house or an apartment? How many bedrooms is your house? Three bedrooms. Great. Thanks for that. And what is your current address? Is that correct? Yep. Got it. What is the new address you're moving to? 2728. So that's 2728. Is that correct? Yes. Is your new residence a house or an apartment? House. How many bedrooms is your house? Three bedrooms. Since it's a house, we can skip the stairs or elevator question. Great. I have everything I need to provide your estimate. Let me take a moment to explain what you can expect on move day and what's included in our hourly rates. On move day, our uniformed movers will arrive as scheduled, ready to rock. The move time begins as soon as we arrive. First, they'll lay down floor runners to protect your home. Next, they'll wrap all your furniture for maximum protection. They'll carefully disassemble your beds and begin loading the truck. Once everything is loaded, they'll drive straight to your new destination. At your new home, they'll unload and place everything exactly where you want it. They'll then reassemble your beds and unwrap your furniture. After everything is unloaded, you'll do a final walkthrough to make sure everything is in place. That's when the move time stops. Our hourly rates also include basic valuation coverage and our move match guarantee to ensure your move goes smoothly. Do you have any questions about what's included in our hourly rate? What's the move match guarantee? The move match guarantee is our commitment to ensure your move goes smoothly. It basically means that if anything doesn't go as planned, we've got your back. We prioritize your satisfaction and will work to resolve any issues quickly. It gives you peace of mind knowing we're here to support you through the process. Do you have any other questions about our services or the estimate? What are the next steps? The next steps are pretty simple. If you're happy with the estimate, we can book your move. We have openings on your preferred date. Morning or afternoon slot? Morning. That sounds like a plan. Our team will get you set up for a move in the morning. All we require is a $49 deposit to reserve the date and the deposit is fully refundable. I'll connect you with your account manager. Sounds good? Sounds good. Great. I'll get you connected with your account manager now. They will finalize everything for your move. Thank you for choosing crop moving and storage. We look forward to assisting with your move. If you have any further questions, please don't hesitate to reach out. Have a wonderful day. --- ### Booking a kids' martial arts trial class other · appointment-setting · English · 1:46 Outcome: Booked free trial class Inbound to a martial arts studio. The agent qualifies the program (kids), captures full name + email, checks the calendar for Thursday morning, and books a 9:30 AM trial class — confirming with an email. **Transcript:** >> Thank you for calling Premier Marshall Arts. This is Nancy. How can I help you today? >> Hi, Nancy. I want to schedule an appointment for my seven-year-old son to come check out the Marshall Arts. >> That's great. We have programs specifically designed for kids focusing on building confidence, discipline, and physical fitness. I'd love to invite him to come in and try a free class. >> What day works best for you to come in? >> How about Thursday? >> Thursday works. Before I check the calendar, can I have your full name and email address? >> Yes. >> Thank you. Just to confirm, that's at gmail.com, right? Do you have any other questions before I go? >> Can I check the calendar for available times on Thursday? >> No, no other questions. >> Great. It's all confirmed then. We have openings on Thursday at either 8 a.m., 8 30 a.m., 9 a.m., or 9 30 a.m. What time works best for your son's visit? >> 9 30 a.m. >> All right. You're all booked for Thursday at 9 30 a.m. Please look out for an email address. >> Thank you. >> Thank you for calling Premier Marshall Arts. We look forward to seeing you. Have a great day. --- ### Application deadline reminder — Global Career Accelerator education · re-engagement · English · 0:47 Outcome: Applicant confirmed completion An outbound nudge to a higher-ed applicant: the agent confirms the prospect's identity, restates the deadline (tomorrow at 11:45 PM), checks intent to complete, and offers a callback channel — in under a minute. **Transcript:** Hello? Hello, this is Tessa from George Mason University Global Career Accelerator Program, calling to remind you of your next application deadline. Am I speaking with Jonathan? Yes. Great. Jonathan, I just wanted to remind you that your application deadline is tomorrow at 11.45 p.m. Are you planning to complete your application before then? Yes. I do. Sounds good. If you run into any issues or have any questions, you can call or text this number and we will be happy to help. All right, thank you. All right, thank you for your time today. Have a great rest of your day. --- ### Pago de seguro — toma de mensaje en español insurance · re-engagement · Spanish · 1:32 Outcome: Mensaje tomado + devolución de llamada al número solicitado Inbound en español a una agencia de seguros e impuestos. Los representantes están ocupados; el agente toma el mensaje, ofrece la ventana 10 AM–4 PM y respeta la solicitud del cliente de devolverle la llamada a un número alternativo. **Transcript:** Gracias por elegir primeras servicios de seguros e impuestos. Mi nombre es José. Por favor, que es un nombre y apellido. Muchas gracias, José. Nuestros representantes están ocupados, pero están más disponibles entre las 10 AM y las 4 PM de lunes a viernes. Por favor, ¿con qué mensaje puedo tomar para que se pongan en contacto contigo? Para dar el pago de la segurança. Muy bien, enviar esta información a nuestro equipo. Nuestro representante te llamará pronto. ¿Hay algo más que le gustaría que les transmitiera? No, no más. ¿Me pueden hablar de ese número, verdad? Así es. Ellos te hablarán al número que tenemos registrado. Si necesitas algo más, aquí estoy para ayudarte. ¿Hay algo más que quieras mencionar antes de finalizar la llamada? No, lo que pasa es que no quiero que me hablen al número donde está registrado. Quiero que me hablen a este número. Entiendo, José. Por favor, indicame el número al que quieres que te llamen y lo agregaré a la email OK, dos diez. Sí. Muy bien, he anotado el número dos diez. Diete, lo pasaré a nuestro equipo para que te contacten allí. ¿Hay algo más que te gustaría que les dijera? No, es todo. Bueno, lo transmitiré a nuestro representante. Gracias. Gracias por elegir primeras servicios de seguros e impuestos. Nuestra misión es ofrecer experiencias inesperables. y satisfacción al cliente, que tengas un lindo día. --- ### Afspraak inplannen — inbound in het Nederlands other · appointment-setting · Dutch · 0:46 Outcome: Afspraak bevestigd voor de volgende dag om 11 uur Inbound in het Nederlands. Alle medewerkers zijn bezet, dus de agent biedt aan een afspraak in te plannen en bevestigt direct een tijd voor de volgende ochtend om 11 uur. **Transcript:** Ik stent van Area Spreekje. Al onze medewerkers zijn bezet. Kan ik een afspraak voor u inplannen, later vandaag of deze week, zodat wij u dan verder kunnen helpen? Ja. Wanneer zou het het beste uitkomen voor je? Morgen. Welke tijd morgen zou je het uitkomen? Nu de 11, 11 uur of zo. Ik heb alles bevestigd voor morgen om 11 uur. Mocht u iets willen wijzen? Ja. Wat zou je graag willen wijzigen? Niks. Ik heb alles bevestigd voor morgen om 11 uur. Mocht u iets willen wijzigen of vragen hebben voor die tijd, neem dan gerust contact op. Bedankt voor uw tijd en een fijne dag verder. ## Company ### Company — Mission, Vision & Principles URL: https://thoughtly.com/company From our office in Chelsea, NYC: shifting the CRM from a system of record to a system of action. **Mission:** Give your CRM a voice — and the autonomy to act. For a decade, GTM teams have lived inside tools that store information. We're building the layer that acts on it — reaching every lead, on every channel, until a human conversation is the right next step. **Vision:** The first fully autonomous CRM. One that does the work, so humans see insights and relationships — not a backlog of uncontacted leads and manual follow-up tasks. Built for the verticals where the bottom 90% of leads hold the most upside. **Three pillars.** - **Thoughtfully Authentic** — Full autonomy to build what's needed, with thoughtful governance. We trust ourselves and the people we work with. - **Deeply Embedded** — Every workflow transactional, every CS rep an extension of the customer's team. We ship side-by-side with the accounts we serve. - **Category Definer** — Would Apple ship this? If not, we rebuild it. The CRM category needs a new standard, and we're here to set it. **Why we're built the way we're built.** High-consideration consumer industries — real estate, insurance, education, legal, mortgage. The verticals where the bottom 90% of leads go cold, and where reaching them is the entire game. - **Product that looks like Mac OS** — Not Salesforce. Every UI, every line of copy, every feature filtered through "would Apple ship this?". - **CS that feels like your team** — Our customer success team deploys with you in week one and stays embedded. Not a ticket queue — an extension of your org. - **Full-stack ownership** — Voice runtime, orchestration, CRM, workflows — all built in-house so we can move as one system, not a stack of vendors. - **Category definition** — We're not the AI SDR tool. We're the autonomous CRM — the system of action for GTM teams. --- ### Careers URL: https://thoughtly.com/company/careers Help ship the future of revenue. Open roles in engineering, design, CS, and GTM. --- ### Press URL: https://thoughtly.com/company/press News, coverage, and press assets for Thoughtly. --- ### Security URL: https://thoughtly.com/company/security How Thoughtly protects your data, your customers' data, and your compliance posture. Vulnerability reporting Report a vulnerability to security@thoughtly.com. We respond within 24 hours and disclose resolved issues in our security bulletin. Sub-processors Our current sub-processor list is available on request. We notify customers 30 days in advance of any material changes. ## Legal & other pages ### Contact URL: https://thoughtly.com/contact Talk to us. --- ### MNDA URL: https://thoughtly.com/mnda Mutual Non-Disclosure Agreement --- ### Master Services Agreement URL: https://thoughtly.com/msa Master Services Agreement. LAST UPDATED SEPTEMBER 1, 2025 These Terms of Service ("Terms") govern your use of the Services (defined below) provided by Thoughtlead, Inc. dba Thoughtly ("Thoughtly," "Company," "we," "us," or "our"). These Terms are a binding legal agreement between you or the entity you represent ("Customer" or "you"). If you (the person accepting these Terms) are accepting these Terms on behalf of your employer or another entity, you agree that: (i) you have full legal authority to bind your employer or such entity to these Terms, and (ii) you agree to these Terms on behalf of your employer or such entity. If you are accepting these Terms using an email address from your employer or another entity, then: (i) you will be deemed to represent that party, (ii) your acceptance of these Terms will bind your employer or that entity to these terms, and (iii) the word "you" or "Customer" in these Terms will refer to your employer or that entity. In the event of a conflict, the Order Form controls, then this MSA/Terms, then any URL Policies/SLA referenced herein. In these Terms, a "user" is you or anyone who accesses, browses, or in any way uses the Services. You must agree to these Terms before you can use the Services. IF YOU DO NOT AGREE WITH ALL OF THESE TERMS, THEN YOU ARE EXPRESSLY PROHIBITED FROM USING THE SERVICES AND YOU MUST DISCONTINUE USE IMMEDIATELY. We operate the website https://thoughtly.com (the "Site"), as well as any other related products and services that refer or link to these Terms (collectively, the "Services"). By accessing or using the Services: You acknowledge that you have read, understood, and accept these Terms and any additional documents or policies referred to in or incorporated into these Terms, whether you are a visitor to our Site or a user of the Services; You agree that we may contact and communicate with you (and your users) using pre-recorded or artificial voices. You represent and warrant that you are at least eighteen (18) years of age and have the right, authority, and capacity to enter into these Terms, either on behalf of yourself or the entity that you represent; and If these Terms have materially changed since you last access or used the Services, you acknowledge and agree that your continued access or use of the Services constitutes your acceptance of the changed Terms. Please note that we may revise and update these Terms from time to time in our sole discretion. If we make a change to the Terms, we will post the revised Terms on our Site. You acknowledge and agree that your continued access or use of the Site or Services constitutes your acceptance of the revised Terms. PLEASE NOTE: CERTAIN SERVICES MAY BE MADE AVAILABLE ON A SUBSCRIPTION BASIS. IF YOU SUBSCRIBE TO THE SERVICES FOR A SUBSCRIPTION TERM, THEN YOUR SUBSCRIPTION AND THESE TERMS WILL BE AUTOMATICALLY RENEWED FOR SUCCESSIVE BILLING PERIODS AT OUR THEN-CURRENT PRICING FOR SUCH SERVICES UNLESS YOU OPT OUT OF THE AUTO-RENEWAL IN ACCORDANCE WITH SECTION 4 BELOW. PLEASE NOTE: THAT SECTION 18 OF THIS AGREEMENT CONTAINS AN ARBITRATION AGREEMENT THAT REQUIRES MOST DISPUTES BETWEEN US TO BE RESOLVED ON AN INDIVIDUAL, NON-CLASS ACTION BASIS THROUGH BINDING AND FINAL ARBITRATION INSTEAD OF IN COURT. SEE SECTION 18 FOR MORE INFORMATION REGARDING THIS ARBITRATION CLAUSE AND HOW TO OPT OUT. 1. OUR SERVICES The Services are controlled or operated (or both) from the United States and are not intended to subject us to any non-U.S. jurisdiction or law. The Services may not be appropriate or available for use in some non-U.S. jurisdictions. Any use of the Services is at your own risk, and you must comply with all applicable laws, rules and regulations in doing so. We may limit the Services' availability at any time, in whole or in part, to any person, geographic area or jurisdiction that we choose. Access. During the applicable initial or renewal term for your subscription to the Services (the "Subscription Term") identified in the applicable checkout flow or ordering document agreed to by the parties (an "Order"), you may access and use— and may allow Authorized Users to access and use— the Services subject to these Terms (including Section 6 – Prohibited Activities). It is a condition of your use of the Services that the information you provide is correct, current, and complete. You are responsible for making all arrangements necessary for you to have access to the Services. You are responsible for ensuring your access to the Services, and that access may involve third-party fees (such as Internet service provider or airtime charges) and obtaining and maintaining all equipment necessary to access the Services. Account Registration. To access the Services in all cases, you must register for an account in accordance with this Section below. To access a Free Trial, Free Tier or a Paid Plan, you must purchase the Services under an Order with us. You represent that all registration information you provide is current and complete. You can invite your employees, agents, or other third parties authorized by you to access or use the Services ("Authorized User(s)") to your account and must designate at least one Authorized User to be an Administrator, who will manage and control the account. (For purposes of these Terms, an "Administrator" means an Authorized User designated by you to manage and control your and Authorized Users' accounts.) If a user joins an existing account created by another person or organization, that person or organization is the customer and the user is an Authorized User. You are responsible for (and shall ensure) your Administrators' and Authorized Users', if applicable, compliance with these Terms. You may not impersonate someone else to create an account, create or use an account for anyone other than yourself, permit anyone else to use your account, or provide personal information for purposes of account registration other than your own. In order to ensure we can protect and properly administer the Services and our community of users, we have the right to disable or close any user account at any time and for any reason or for no reason. You understand and agree that we may require you to provide information that may be used to confirm your identity and help ensure the security of your account. If your account canceled, terminated or suspended, you and, if applicable, your authorized users, will lose the ability to access and use such account(s) and any of Customer Data (defined below) that you have uploaded or stored using the Services. We may immediately delete Customer Data at the time of cancellation, termination or suspension of such account(s), and we will not be liable to you or any third party in connection with such deletion of Customer Data or your loss of access and use of such account(s). Account Security. All registration details and other information provided by you is subject to our Privacy Policy. You are responsible for maintaining accurate account information at all times, including a valid email address and billing information and updating such information as necessary. Once you have an account, you are responsible for all activities that occur in connection with your account. You will treat as confidential your account access credentials and will not to disclose it to any third-party. You agree to immediately notify us if you have any reason to believe that your account credentials have been compromised or if there is any unauthorized use of your account or password, or any other breach of security. We ask that you use particular caution when accessing your profile from a public or shared computer, or when using your account in a public space, such as a park or cafe or public library, so that others are not able to view or record your access credentials or other personal information. We will not be liable and you may be liable for losses, damages, liability, expenses, and lawyers' fees incurred by us or a third party arising from someone else using your account due to your conduct regardless of whether you have notified us of such unauthorized use. White Label. If your product plan includes white-labeling, we grant you a white label license to incorporate the permitted functionality of the Services within your services offering without attribution to Thoughtly solely for your direct business activities, subject to your complete and ongoing compliance with these Terms, including without limitation, all payment obligations. This white label license is worldwide, revocable, non-exclusive, transferable solely to your users as authorized sublicensees within the scope of this license, provided you must require (and are liable for) your sublicensees to compliance with all applicable terms and conditions of these Terms. You are solely responsible for the provision of your products and services to users, and will indemnify and hold harmless Thoughtly from any related claims, liabilities or damages. 2. YOUR RESPONSIBILITIES By sending us submissions and/or posting Customer Data through any part of the Services or making Customer Data through the Services by linking your account through the Services to any of your social networking accounts, you: confirm that you have read and agree to these Terms, including without limitation Section 6 and Section 9 below; to the extent permissible by applicable law, waive any and all moral rights to any such submission and/or contribution; represent and warrant that any such Customer Data are original submission and/or contributions, you have the necessary rights and licenses to submit such submissions and/or contributions and that you have full authorization to grant us the above-mentioned rights in relation to your submissions and/or contributions; and further you agree that your Customer Data and/or contributions do not constitute confidential information. You are responsible for your Customer Data and submissions and/or contributions and you expressly agree to reimburse us for any and all losses to Customer Data because of your breach of (a) these Terms, (b) any third party's intellectual property rights, or (c) applicable law. Although we have no obligation to monitor any contributions, we shall have the right to remove or edit any Customer Data or Contributions at any time in our sole discretion. If we remove or edit any such Customer Data or contributions, we may also suspend your account and report to law enforcement authorities. 3. YOUR REPRESENTATIONS AND WARRANTIES By using the Services, you represent and warrant that: (1) all Customer Data (defined below) that you submit will be true, accurate, current, and complete; (2) you will maintain the accuracy of such information and promptly update your Customer Data as necessary; (3) you will not access the Services through automated or non-human means, whether through a bot, script or otherwise; (4) you have the right to upload the Customer Data in and through the Services and that such use does not violate or infringe on any rights of any third party; (5) your use of the Services will not violate any applicable law or regulation; (6) you are aware of your obligations with respect to compliance with laws relating to call recording, telemarketing, spam and privacy; and (7) you will not rely on us for advice or for compliance with such laws. If you provide any Customer Data or information that is unlawful, untrue, inaccurate, not current, incomplete, or that breaches these Terms, we have the right to suspend or terminate your account and refuse any and all current or future use of the Services (or any portion thereof). Without limiting the above, if any Customer Data violates these Terms or any applicable laws, we may, in our sole discretion, ask you to remove or edit the Customer Data so it is no longer in violation, or we may, but are not obligated to, remove the Customer Data or take action as needed to resolve the issue. 4. PLANS; AUTOMATIC RENEWAL REGISTRATION Enterprise Plans Thoughtly will provide the Services to you under enterprise-specific paid plans as specified in each Order Form (each, an "Enterprise Plan"). Enterprise Plans do not include Free Tier services unless expressly provided in writing in the Order Form. Automatic Renewal; Cancellation Unless otherwise explicitly stated in the signed Order Form, each Subscription Term under this Agreement shall automatically renew for successive renewal periods equal in length to the initial term specified in the Order Form. To avoid renewal, you must provide written notice of cancellation at least thirty (30) days prior to the end of your current Subscription Term. You authorize us to invoice you for each renewal term until you provide timely cancellation notice as described above. No Downgrades; Non-Cancellable Term All subscriptions purchased via an Order Form are binding and non-cancellable for the full Subscription Term once the Order is signed (or, if applicable, once any Order-specific opt-out period ends). Customer will pay all Fees and applicable Taxes for the full Subscription Term stated in the Order. Reductions or downgrades (including to Free Tier or lower-priced plans) are not permitted except via a mutual written amendment signed by both parties. Failure to pay undisputed Fees when due may result in suspension/termination under Section 5. Order-Specific Opt-Out (If Expressly Provided) Notwithstanding the foregoing, if and only to the extent an Order expressly provides an "opt-out" right, Customer may terminate that Order by giving written notice in the manner/timing specified in the Order (or, if not specified, by email from an authorized account contact to support@thoughtly.com no later than thirty (30) days after the Order's Start Date). Upon a valid opt-out: Services under that Order end on the effective date confirmed by Thoughtly; Customer remains responsible for all Fees through the effective opt-out date, including usage-based and pass-through carrier charges; Prepaid amounts, minimum commitments, and promotional credits are non-refundable unless the Order expressly states otherwise; and any other Orders (including renewals or separate Orders) are unaffected. No opt-out applies to any renewal unless the renewing Order expressly restates it. Price Changes Thoughtly reserves the right to modify its standard usage rates applicable to your Enterprise Plan upon renewal of your Subscription Term, provided that any fixed platform fees specifically outlined in your Order Form will remain unchanged during the Subscription Term unless otherwise explicitly stated. Changes to usage-based pricing will take effect upon the start of your subsequent billing cycle following renewal. Continued use of the Services after renewal constitutes your acceptance of the adjusted usage rates. 5. PURCHASES AND PAYMENT Fees You agree to pay Thoughtly the fees detailed in your signed Order Form ("Fees"), including: Thoughtly's standard usage fees (subject to modification upon renewal). The fixed platform fee explicitly stated in your Order Form. If you elect to use a Twilio or Telnyx account managed by Thoughtly, you will be invoiced monthly for the actual cost of usage based on the corresponding invoice from the telephony provider, without markup. These charges are passed through directly from the provider account used for your services and will be itemized accordingly. If you use your own telephony provider ("BYO Provider"), you are responsible for paying them directly. For per-minute usage fees, all call durations are rounded up to the nearest whole minute for billing purposes. For example, a call lasting 1 minute and 5 seconds will be billed as 2 minutes. All Fees invoiced under this Agreement are due and payable in full, without deduction, withholding, or setoff. You acknowledge that Fees due under the Order Form are binding and must be paid through the full duration of the agreed-upon Subscription Term. Thoughtly may suspend access upon five (5) days' prior written notice of non-payment. If you reasonably and in good faith dispute any invoiced Fees, you must notify Thoughtly of such dispute in writing within thirty (30) days of the invoice date detailing the basis of your claim. Failure to notify us within this period constitutes your acceptance of the invoiced Fees. Except as required by law, Fees are non-refundable. Credits or refunds may be issued for: (a) duplicate or erroneous charges verified by Thoughtly; or (b) service issues qualifying for credits under the applicable Order or SLA. Initiating a chargeback or external payment dispute may result in suspension of Services until the dispute is resolved and all undisputed amounts are paid. Taxes All Fees payable by you under this Agreement exclude all government-imposed taxes, levies, duties, or similar assessments ("Taxes"), including, without limitation, value-added, sales, use, excise, or withholding taxes. You are solely responsible for paying all applicable Taxes imposed by any federal, state, local, or regulatory authority arising from or relating to this Agreement, excluding only taxes based on Thoughtly's net income. Payment Payments shall be made according to the terms specified in your signed Order Form. Unless otherwise agreed in writing, payments must be made in U.S. dollars via wire transfer, ACH, credit card, or another payment method specified and approved by Thoughtly. You must keep your billing information current to ensure timely payments. Notice from our payment processor regarding declined payments or account issues constitutes valid notice from Thoughtly. Failure to maintain updated payment information or designate an alternative payment method upon expiration or cancellation of a previously approved method may result in immediate suspension of your Services. Late Payment If any undisputed amount is not received by the due date, such amount will accrue interest at 1.5% per month (or the maximum permitted by law), calculated daily and compounded monthly, from the due date until paid. If the delinquency continues for five (5) days after Thoughtly provides written notice, Thoughtly may suspend the Services until all past-due, undisputed amounts are paid. Amounts more than one hundred twenty (120) days past due may be referred to collections; Customer will reimburse reasonable costs of collection (including agency fees, reasonable attorneys' fees, and court costs). Thoughtly will not assess interest or suspend for any amount that Customer timely and in good faith disputes in writing under Section 5. 6. PROHIBITED ACTIVITIES As a user of the Services, you agree not to (and will not allow any third party to): Modify, copy, display, republish or create derivative works based on the Services or Thoughtly Materials. Act as a reseller or distributor of, or a service bureau for the Services or otherwise use, exploit, make available or encumber the Services to or for the benefit of any third party. Access or use the Services without the prior written consent of us if you are or become a direct competitor to us or our affiliates. Access the Services in order to build a competitive product or service, or copy any ideas, features, functions or graphics of the Services. Share access, use, or information about the Services with a direct competitor of us. Systematically retrieve data or other content from the Services to create or compile, directly or indirectly, a collection, compilation, database, or directory without written permission from us. Incorporate or merge the Thoughtly Materials into another software product, or otherwise access or use the Thoughtly Materials and/or Documentation (defined below) to create, modify or enhance any software or competing service. Combine or use the Services with any third party hardware, networks, code, data, or services that infringes any third party right. Trick, defraud, or mislead us and other users, especially in any attempt to learn sensitive account information such as user passwords. Circumvent, disable, or otherwise interfere with security-related features of the Services, including features that prevent or restrict the use or copying of any Content or enforce limitations on the use of the Services and/or the Content contained therein. Disparage, tarnish, or otherwise harm, in our opinion, us and/or the Services. Take any action that imposes, or may impose, in our sole discretion an unreasonable or disproportionately large load on our infrastructure. Use the Services or any Output to post or send infringing, obscene, threatening, libelous, or otherwise unlawful material. Use the Services or any Output in violation of applicable laws. Upload to the Services or use the Services or any Output to send or store viruses, worms, time bombs, Trojan horses or other harmful or malicious code, files, scripts, agents or programs. Use any information obtained from the Services in order to harass, abuse, or harm another person. Make improper use of our support services or submit false reports of abuse or misconduct. Engage in unauthorized framing of or linking to the Services. Engage in any automated use of the system, such as using scripts to send comments or messages, or using any data mining, robots, or similar data gathering and extraction tools. Delete the copyright or other proprietary rights notice from any Content. Attempt to impersonate another user or person or use the username of another user. Upload or transmit (or attempt to upload or to transmit) any material that acts as a passive or active information collection or transmission mechanism, including without limitation, clear graphics interchange formats ("gifs"), 1x1 pixels, web bugs, cookies, or other similar devices (sometimes referred to as "spyware" or "passive collection mechanisms" or "pcms"). Intentionally or unintentionally interfere with, disrupt the integrity or performance of the Services or the data contained therein, or create an undue burden on the Services or the networks or services connected to the Services. Harass, annoy, intimidate, or threaten any of our employees or agents engaged in providing any portion of the Services to you. Attempt to bypass any measures of the Services designed to prevent or restrict access to the Services, or any portion of the Services. Copy or adapt the Services software, including but not limited to Flash, PHP, HTML, JavaScript, or other code. Except as may be the result of standard search engine or Internet browser usage, use, launch, develop, or distribute any automated system, including without limitation, any spider, robot, cheat utility, scraper, or offline reader that accesses the Services, or use or launch any unauthorized script or other software. Use a buying agent or purchasing agent to make purchases on the Services. Make any unauthorized use of the Services, including collecting usernames and/or email addresses of users by electronic or other means for the purpose of sending unsolicited email, or creating user accounts by automated means or under false pretenses. Sell or otherwise transfer your profile or account. Use the Services or any Output to create, promote, or distribute content that is illegal, harmful, or violates copyright laws. Manipulate or attempt to manipulate the AI agent in a way that is against the intended use of the Services. Use the Services for fraudulent activities, including but not limited to phishing, scams, and financial fraud. Use the Services or any Output to send spam or otherwise duplicative or unsolicited messages in violation of applicable laws. Without the express prior written consent of Thoughtly, conduct any benchmarking or comparative study or analysis involving the Services for any reason or purpose except, to the limited extent absolutely necessary, to determine the suitability of the Services to interoperate with your internal systems. Claim endorsement from Thoughtly without explicit permission. Use or attempt to use tools to circumvent any security feature of the Thoughtly Services. Create or propagate content that promotes hate, discrimination, or violence against individuals or groups based on race, ethnicity, nationality, religion, gender, gender identity, sexual orientation, disability, or any other identifiable characteristics. Use the Services or any Output to run automated queries to web sites. Remove or alter any trademark, logo, copyright or other proprietary notices, legends, symbols or labels in the Services. Attempt to gain or permit an unauthorized third party unauthorized access to the Services or its related systems or networks by you or an unauthorized third party. Permit any third party to do any of the foregoing. In addition, you agree that you shall (a) only permit access to the Services by yourself and, if applicable your authorized users; and (b) not access or use the Services from an embargoed nation or any other country/region that becomes an embargoed nation, in violation of applicable export compliance laws. 7. THOUGHTLY RIGHTS We reserve the right to suspend your access to the Services in the event (a) we believe your use of the Services represents an imminent threat to our users or network, (b) of your breach or violation of any laws or regulations applicable to your use of the Services or your breach of these Terms, or (c) if so directed by a court or competent authority. In such cases, we will (i) suspend such the Services only to the extent reasonably necessary to prevent harm to our users or network; (ii) use our best efforts to promptly contact you and give you the opportunity to change the configuration of its server(s) accordingly and/or work with you to resolve the issues causing the suspension of such the Services; and (iii) reinstate any suspended the Services promptly after the issue is abated. Without limiting the foregoing, we reserve the right to manage bandwidth or route traffic across the Internet in a commercially optimal way, provided such actions do not compromise our obligations regarding the Customer Data. We have the right to (i) remove or limit distribution of Customer Data that we deem reasonably necessary or appropriate if we conclude that any Customer Data violates these Terms, infringes any intellectual property right or other right of any person or entity, threatens the personal safety of any individual or could create liability for us; (ii) take appropriate legal action, including without limitation, referral to law enforcement, for any illegal use of the Services; and (iii) terminate or suspend your access to all or part of the Services for any violation of these Terms. Notwithstanding the foregoing, we are not obligated to review Customer Data before it is posted via the Services, and we cannot ensure prompt removal of objectionable Customer Data after it has been posted. Accordingly, we assume no liability for any action or inaction regarding transmissions, communications or content provided by any Authorized User or third party. We disclaim all liability or responsibility for exercise or nonexercise of our rights under this Section. We have the right to (i) use or act upon any suggestions, ideas, enhancement requests, feedback, recommendations or other information provided by you relating to the Services; (ii) utilize all other information provided by you (including Customer Data) relating to the Services to the extent necessary to comply with any legal requirements or contractual obligations; and (iii) utilize anonymized and/or aggregated data to protect and improve the Services, provided that you and your authorized users' identity may not be derived from such data. The foregoing shall in no way limit our confidentiality obligations set forth in these Terms. 8. INTELLECTUAL PROPERTY RIGHTS Our Intellectual Property Except as expressly stated, these Terms do not grant any rights, implied or otherwise, to any intellectual property. We own the Services and all of our trademarks, logos, branding, and any other Content that we create in connection with the Services ("Company Content"), including proprietary rights of every kind and nature however denominated throughout the world, registered or unregistered, associated with such Company Content and the Services (collectively, "Thoughtly IP"). Except as expressly and unambiguously provided herein, we do not grant you any express or implied rights, and all rights in and to the Thoughtly IP are retained by us. We hereby grant to you during the Term a non-exclusive, non-transferable, non-sublicensable, worldwide and irrevocable (subject to our right to terminate these Terms) license to access and use the Services subject to any usage capacity or other limitations set forth in the Order ("Usage Limits") solely for: (i) in the case of a Paid Plan, your internal business purposes to enable its products and services with artificial intelligence capabilities in accordance with these Terms; (ii) in the case of a Free Trial or access to the Free Tier, your internal, non-commercial evaluation purposes to determine whether you desire to seek paid access to the Services in accordance with these Terms. 9. CUSTOMER DATA We do not assert any ownership over your Customer Data. You retain full ownership of all of your Customer Data and any intellectual property rights or other proprietary rights associated with your Customer Data. You are responsible for ensuring all calls, video, audio, or transcription data, images, comments, clips or other content or information submitted or uploaded to the Services by or otherwise collected by us on behalf of you or your authorized users ("Customer Data") and any other content or information provided to us or uploaded, posted, recorded, or transmitted to the Services complies with these Terms and all applicable laws, including, but not limited to, laws requiring you to obtain the consent of a third party to collect, record or use the Customer Data and to provide appropriate notices of third-party rights. Under no circumstances will we be liable in any way for any (a) Customer Data that is transmitted or viewed while using the Services, (b) errors or omissions in Customer Data, or (c) any loss or damage of any kind incurred as a result of the use of, access to, or denial of access to Customer Data. You expressly agree to exonerate us from any and all responsibility and to refrain from any legal action against us regarding your Customer Data. Subject to these Terms, you hereby grants to us a non-exclusive, worldwide, royalty-free right, during the Term, to process the Customer Data solely (a) to the extent necessary to provide the services contemplated by the Services, (b) to provide, protect, and update the Services, (c) to enforce these Terms and exercise its rights hereunder, (d) as required by law, and (e) as otherwise instructed by you. As between the parties, you own the Customer Data, but you acknowledge that we are in the business of improving and making enhancements to the Services, partially through learnings generated by training Customer Data. Accordingly, you hereby grants to us a non-exclusive, perpetual, irrevocable, transferable, worldwide and royalty-free license to use, reproduce, modify and otherwise exploit the Customer Data for the following purposes: to operate, train, modify, maintain, support, update, enhance, exploit, and otherwise use and improve the Services, Thoughtly IP and all of our current or future products, services and technology. We have the right to grant and authorize sublicenses (through multiple tiers) to the foregoing licenses in this Section in our sole discretion. We remain liable for ensuring sublicensees comply with the scope of the licenses in this Section. We have the right, in our sole and absolute discretion, (1) to edit, redact, or otherwise change any Customer Data; (2) to re-categorize any Customer Data to place them in more appropriate locations on the Services; and (3) to pre-screen or delete any Customer Data at any time and for any reason, without notice. We have no obligation to monitor your Customer Data. You will not and will ensure your authorized users do not upload, post, record, or transmit any harmful, offensive, unlawful, or otherwise objectionable content to us or the Services, including: Your Customer Data is not false, inaccurate, or misleading. Your Customer Data is not unsolicited or unauthorized advertising, promotional materials, pyramid schemes, chain letters, spam, mass mailings, or other forms of solicitation. Your Customer Data is not hateful, defamatory, vulgar, discriminatory, obscene, lewd, lascivious, filthy, violent, harassing, libelous, slanderous, or otherwise objectionable (as determined by us). Your Customer Data does not ridicule, mock, disparage, intimidate, or abuse anyone. Your Customer Data is not used to harass or threaten (in the legal sense of those terms) any other person and to promote violence against a specific person or class of people. Your Customer Data does not violate any applicable law, regulation, or rule. Your Customer Data does not violate the privacy or publicity rights of any third party, or could give rise to any civil or criminal liability under applicable laws or regulations. Your Customer Data does not violate any applicable law concerning child pornography, or otherwise intended to protect the health or well-being of minors. Your Customer Data does not include any offensive comments that are connected to race, national origin, gender, sexual preference, or physical handicap. Your Customer Data does not contain pornography or sexually explicit material. Your Customer Data does not include or promote sexually explicit or extremely violent content. Your Customer Data does is not harmful to minors. Your Customer Data does not promote suicide or self-harm, and does not promote or provide instructional information about illegal activities or promotes physical harm or injury to any group or individual. Your Customer Data is not likely to deceive or mislead any person. You further acknowledge and agree that (i) you have the written consent, release, and/or permission of each and every identifiable individual person in your Customer Data to use the name or likeness of each and every such identifiable individual person to enable inclusion and use of your Customer Data contemplated by the Services and these Terms; (ii) the creation, distribution, transmission, public display, or performance, and the accessing, downloading, or copying of your Customer Data do not and will not infringe the proprietary rights, including but not limited to the copyright, patent, trademark, trade secret, or moral rights of any third party; (iii) your Customer Data does not otherwise violate, or link to material that violates, any provision of these Terms or our Privacy Policy, or any applicable law or regulation; (iv) you are the creator and owner of or have the necessary licenses, rights, consents, releases, and permissions to use and to authorize us, the Services, and other users of the Services to receive, use and access your Customer Data in any manner contemplated by the Services and these Terms; and (v) you have the written consent, release, and/or permission of each and every identifiable individual person in your Customer Data contemplated by the Services and these Terms. You are solely responsible for all data that you transmit or that relates to any activity you have undertaken using the Services. You agree that we shall have no liability to you for any loss or corruption of any such data, and you hereby waive any right of action against us arising from any such loss or corruption of such data. 10. GUIDELINES FOR REVIEWS We may provide you areas on the Services to leave reviews or ratings. When posting a review, you must comply with the following criteria: (1) you should have firsthand experience with the person/entity being reviewed; (2) your reviews should not contain offensive profanity, or abusive, racist, offensive, or hateful language; (3) your reviews should not contain discriminatory references based on religion, race, gender, national origin, age, marital status, sexual orientation, or disability; (4) your reviews should not contain references to illegal activity; (5) you should not be affiliated with competitors if posting negative reviews; (6) you should not make any conclusions as to the legality of conduct; (7) you may not post any false or misleading statements; and (8) you may not organize a campaign encouraging others to post reviews, whether positive or negative. We may accept, reject, or remove reviews in our sole discretion. We have absolutely no obligation to screen reviews or to delete reviews, even if anyone considers reviews objectionable or inaccurate. Reviews are not endorsed by us, and do not necessarily represent our opinions or the views of any of our affiliates or partners. We do not assume liability for any review or for any claims, liabilities, or losses resulting from any review. By posting a review, you hereby grant to us a perpetual, non-exclusive, worldwide, royalty-free, fully paid, assignable, and sublicensable right and license to reproduce, modify, translate, transmit by any means, display, perform, and/or distribute all content relating to review. 11. THIRD-PARTY WEBSITES AND CONTENT The Service may contain or interact with or otherwise be associated with third party platforms, services, plug-ins, applications, ads, tools and/or other content, and/or links to third-party websites or other services that are not owned, controlled or operated by us ("Third-Party Websites") including services operated by advertisers, licensors, licensees, and certain other third parties who may have business relationships with ("Third-Party Content"). We may also host our Content, apps and tools on Third-Party Websites. We are not responsible for the content of any Third-Party Websites, and we are not responsible for any Third-Party Websites accessed through the Services or any Third-Party Content posted on, available through, or installed from the Services. Inclusion of, linking to, or permitting the use or installation of any Third-Party Websites or any Third-Party Content does not imply approval or endorsement thereof by us. Your use of a Third-Party Websites linked from the Services is at your own risk and will be governed by such third party's terms and policies. You should review the applicable terms and policies, including privacy and data gathering practices, of any website to which you navigate from the Services or relating to any applications you use or install from the Services. References on the Services to any names, marks, products, or services of third parties, or links to Third-Party Websites or information are not an endorsement, sponsorship, or recommendation of the third party, its information, products, or services. We are not responsible for the quality or delivery of the products or services offered, accessed, obtained by or advertised at such Third-Party Websites. Some Third-Party Websites may impose fees for access to their resources through our Services and/or your account and you are responsible for all such fees. Finally, we will under no circumstances be liable for any direct, indirect, incidental or special loss or other damage, whether arising from negligence, breach of contract, defamation, infringement of copyright or other intellectual property rights, caused by the exhibition, distribution or exploitation of any information or content contained within these Third-Party Websites. You hereby grant us an irrevocable perpetual license to use, reproduce, edit, create derivative works from, distribute, display, copy, transmit or otherwise use in any way, commercially or otherwise, any material that you post to any social networking site or other Third-Party Websites in connection with us or our Services. Third-Party Apps The Services may contain features designed to interoperate with any third-party applications, integrations, websites, products, or services that are linked in or that interact or interoperate with the Services, including any applications built by third parties using our developer tools that is made available by you or your Authorized Users ("Third-Party App"). To use such features, you or your users may be required to obtain access to such Third-Party App from their providers, and grant us access to your or your users' account(s) on such Third-Party Apps. If you use a Third-Party App with the Services, you grant us permission to allow the Third-Party App and its provider to access Customer Data. By enabling a Third-Party App that uses or accesses Customer Data, you authorize the transfer of that data to the Third-Party App and, if applicable, will ensure that such data transfer complies with all applicable laws. Any acquisition by you of Third-Party Apps, and any exchange of Customer Data between you and any Third-Party App provider, product or service, is solely between you and the applicable Third-Party App provider. We do not warrant or support Third-Party App. We are not responsible for any disclosure, modification or deletion of Customer Data resulting from access by any Third-Party App or its provider. You are solely responsible for ensuring that it has all necessary licenses and rights to use the Third-Party App for the purposes contemplated herein. You understand and agree that Third-Party Apps are subject to their own terms and privacy policies. You are responsible for reviewing those terms and policies before using or enabling any Third-Party Apps. We are not responsible for Third-Party Apps and does not warrant or support them. 12. SERVICES MANAGEMENT The Services may contain (or you may be sent via the Site) links to other websites ("Third-Party Websites") as well as articles, photographs, text, graphics, pictures, designs, music, sound, video, information, applications, software, and other content or items belonging to or originating from third parties ("Third-Party Content"). Such Third-Party Websites and Third-Party Content are not investigated, monitored, or checked for accuracy, appropriateness, or completeness by us, and we are not responsible for any Third-Party Websites accessed through the Services or any Third-Party Content posted on, available through, or installed from the Services, including the content, accuracy, offensiveness, opinions, reliability, privacy practices, or other policies of or contained in the Third-Party Websites or the Third-Party Content. Inclusion of, linking to, or permitting the use or installation of any Third-Party Websites or any Third-Party Content does not imply approval or endorsement thereof by us. If you decide to leave the Services and access the Third-Party Websites or to use or install any Third-Party Content, you do so at your own risk, and you should be aware these Terms no longer govern. You should review the applicable terms and policies, including privacy and data gathering practices, of any website to which you navigate from the Services or relating to any applications you use or install from the Services. Any purchases you make through Third-Party Websites will be through other websites and from other companies, and we take no responsibility whatsoever in relation to such purchases which are exclusively between you and the applicable third party. You agree and acknowledge that we do not endorse the products or services offered on Third-Party Websites and you shall hold us blameless from any harm caused by your purchase of such products or services. Additionally, you shall hold us blameless from any losses sustained by you or harm caused to you relating to or resulting in any way from any Third-Party Content or any contact with Third-Party Websites. 13. PRIVACY POLICY You understand that by using the Services you consent and agree to the collection and use of certain information about you and your use of the Services in accordance with our Privacy Policy, available https://thoughtly.com/privacy, which is incorporated by reference into and forms a part of these Terms. If you object to your information being used in this way, please do not use the Services. Without limiting the foregoing, you consent and agree to receiving communications from Thoughtly through text message, SMS and voice calls. Please see our Privacy Policy for more information on how to opt out of text message communications. Please be advised the Services are hosted in the United States. If you access the Services from any other region of the world with laws or other requirements governing personal data collection, use, or disclosure that differ from applicable laws in the United States, then through your continued use of the Services, you are transferring your data to the United States, and you expressly consent to have your data transferred to and processed in the United States. 14. EXCLUDED DATA You will not provide us with any Customer Data that is subject to heightened security requirements by law or regulation or contract (examples include but are not limited to the Gramm-Leach-Bliley Act (GLBA), Family Educational Rights and Privacy Act (FERPA), the Child's Online Privacy Protection Act (COPPA), the standards promulgated by the PCI Security Standards Council (PCI-DSS), and their international equivalents (collectively, "Excluded Data"). Thoughtly shall have no responsibility or liability for the Excluded Data. 15. TERM AND TERMINATION Term This Agreement will commence on the Effective Date stated in your signed Order Form and shall continue in full force and effect for the Subscription Term detailed therein. The Subscription Term shall automatically renew as described in Section 4, unless canceled pursuant to the cancellation provisions of this Agreement. Suspension or Termination by Thoughtly Thoughtly may suspend your access to the Services or terminate this Agreement immediately upon written notice in the event of: Non-payment: If you fail to pay any Fees when due, and payment remains outstanding five (5) days after receiving written notice of such failure. Legal or Regulatory Requirement: If suspension or termination is mandated by applicable law, regulation, court order, or government authority. Risk of Harm: To mitigate an immediate risk of harm to Thoughtly, the Services, other users, or third parties. Breach of Agreement: Any breach by you of the terms of this Agreement or applicable Thoughtly policies. Thoughtly will, when reasonably practicable and at its sole discretion, attempt to notify you and allow an opportunity to remedy the cause of suspension or termination before initiating such suspension or termination. Upon suspension or termination for any reason, you must cease use of the Services immediately. Termination or suspension does not relieve you of obligations to pay Fees due for the full Subscription Term. In addition to suspending or terminating your access, Thoughtly reserves the right to pursue any available legal remedies, including civil, criminal, and injunctive relief, for violations of this Agreement or applicable law. Survival All terms and obligations that by their nature are intended to survive termination of this Agreement shall continue in effect following termination, including, without limitation, payment obligations, confidentiality obligations, indemnification, intellectual property rights, limitations of liability, arbitration, disclaimers, and compliance with applicable laws. 16. NO GUARANTEE OF SERVICE Although we hope to make the Services available at all times in the future, there may be times when we need to disable the Services either temporarily or permanently. We cannot guarantee the Services will be available at all times. We may experience hardware, software, or other problems or need to perform maintenance related to the Services, resulting in interruptions, delays, or errors. We reserve the right to change, modify, interrupt, suspend, discontinue, or remove the contents of the Services at any time or for any reason at our sole discretion without notice or liability. However, we have no obligation to update any information on our Services. We will not be liable to you or any third party at any time for any period of time for any modification, price change, suspension, or discontinuance of the Services. You agree that we have no liability whatsoever for any loss, damage, or inconvenience caused by your inability to access or use the Services during any downtime or discontinuance of the Services. Nothing in these Terms will be construed to obligate us to maintain and support the Services or to supply any corrections, updates, or releases in connection therewith. 17. GOVERNING LAW These Terms shall be governed by the laws of the State of New York, without respect to its conflict of laws principles. You agree to submit to the personal jurisdiction in the federal courts of the United States or the courts of the State of New York, in each case located in the city of New York. 18. DISPUTE RESOLUTION Please read the following arbitration agreement in this Section ("Arbitration Agreement") carefully. It requires you to arbitrate disputes with us and limits the manner in which you can seek relief from us. Agreement to Arbitrate This Section 18 is referred to in these Terms as the "Arbitration Agreement." You agree that any and all disputes or claims that have arisen or may arise between you and Thoughtly, whether arising out of or relating to these Terms (including any alleged breach thereof), the Services, any advertising, any aspect of the relationship or transactions between us, shall be resolved exclusively through final and binding arbitration, rather than a court, in accordance with the terms of this Arbitration Agreement, except that you may assert individual claims in small claims court, if your claims qualify. Further, this Arbitration Agreement does not preclude you from bringing issues to the attention of federal, state, or local agencies, and such agencies can, if the law allows, seek relief against us on your behalf. You agree that, by entering into these Terms, you and Thoughtly are each waiving the right to a trial by jury or to participate in a class action. Your rights will be determined by a neutral arbitrator, not a judge or jury. The Federal Arbitration Act governs the interpretation and enforcement of this Arbitration Agreement. Pre-Arbitration Dispute Resolution We are always interested in resolving disputes amicably and efficiently, and most of your concerns can be resolved quickly and to your satisfaction by emailing customer support at support@thoughtly.com. If such efforts prove unsuccessful, a party who intends to seek arbitration must first send to the other, by certified mail, a written notice of dispute ("Notice"). The Notice to Thoughtly should be sent to the address: 228 Park Ave S PMB 32943, New York, NY 10003-150, with copy to support@thoughtly.com ("Notice Address"). The Notice must (i) describe the nature and basis of the claim or dispute and (ii) set forth the specific relief sought. If you and Thoughtly do not resolve the claim within sixty (60) calendar days after the Notice is received, you or Thoughtly may commence an arbitration proceeding. During the arbitration, the amount of any settlement offer made by Thoughtly or you shall not be disclosed to the arbitrator until after the arbitrator determines the amount, if any, to which you or Thoughtly is entitled. Prohibition of Class and Representative Actions and Non-Individualized Relief YOU AND THOUGHTLY AGREE THAT EACH OF US MAY BRING CLAIMS AGAINST THE OTHER ONLY ON AN INDIVIDUAL BASIS AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE ACTION OR PROCEEDING. UNLESS BOTH YOU AND THOUGHTLY AGREE OTHERWISE, THE ARBITRATOR MAY NOT CONSOLIDATE OR JOIN MORE THAN ONE PERSON'S OR PARTY'S CLAIMS AND MAY NOT OTHERWISE PRESIDE OVER ANY FORM OF A CONSOLIDATED, REPRESENTATIVE, OR CLASS PROCEEDING. ALSO, THE ARBITRATOR MAY AWARD RELIEF (INCLUDING MONETARY, INJUNCTIVE, AND DECLARATORY RELIEF) ONLY IN FAVOR OF THE INDIVIDUAL PARTY SEEKING RELIEF AND ONLY TO THE EXTENT NECESSARY TO PROVIDE RELIEF NECESSITATED BY THAT PARTY'S INDIVIDUAL CLAIM(S), EXCEPT THAT YOU MAY PURSUE A CLAIM FOR AND THE ARBITRATOR MAY AWARD PUBLIC INJUNCTIVE RELIEF UNDER APPLICABLE LAW TO THE EXTENT REQUIRED FOR THE ENFORCEABILITY OF THIS PROVISION. Waiver of Jury Trial YOU AND THOUGHTLY HEREBY WAIVE ANY CONSTITUTIONAL AND STATUTORY RIGHTS TO SUE IN COURT AND HAVE A TRIAL IN FRONT OF A JUDGE OR A JURY. You and Thoughtly are instead electing that all claims and disputes shall be resolved by arbitration under this Arbitration Agreement, except as specified in this Section above. An arbitrator can award on an individual basis the same damages and relief as a court and must follow this Arbitration Agreement as a court would. However, there is no judge or jury in arbitration, and court review of an arbitration award is subject to very limited review. Arbitration Procedures Arbitration will be conducted by a neutral arbitrator in accordance with the American Arbitration Association's ("AAA") Commercial Arbitration Rules (the "AAA Rules"), as modified by this Arbitration Agreement. For information about the AAA and its rules, visit www.adr.org. If there is any inconsistency between any term of the AAA Rules and any term of this Arbitration Agreement, the terms of this Arbitration Agreement will control, unless the arbitrator determines that applying the inconsistent provision would not result in a fundamentally fair arbitration. The arbitrator must also follow the provisions of these Terms as a court would. All issues are for the arbitrator to decide, including, without limitation, issues relating to the scope, enforceability, and arbitrability of this Arbitration Agreement. Arbitration proceedings are generally simpler and more streamlined than court trials, but the arbitrator may award the same types of damages and relief that a court could award under these Terms and applicable law. The arbitrator's decision and award shall be final and binding and may be entered in any court with jurisdiction. Court review of an arbitrator's decision is available only on a very limited basis. Unless Thoughtly and you agree otherwise, any arbitration hearing will take place in a mutually convenient location, considering the parties' ability to travel and other pertinent circumstances. If the parties cannot agree, the AAA will determine the location. For claims of $10,000 or less, you may choose whether the arbitration will be conducted: Solely on the basis of documents submitted to the arbitrator; Through a telephonic hearing; or By an in-person hearing as provided in the AAA Rules. For claims exceeding $10,000, the right to a hearing will be determined by the AAA Rules. --- ### Privacy Policy URL: https://thoughtly.com/privacy Privacy Policy. Last Updated May 28, 2026 Your privacy is important to us. This Privacy Policy ("Policy") applies to services provided by Thoughtly, Inc. ("we", "us", or "Thoughtly") and our website (thoughtly.com, accessible from https://thoughtly.com/), product pages, mobile or web applications, or other digital products that link to or reference this Policy (collectively, the "Services") and explains what information we collect from the individual accessing or using the Services, or the company, or other legal entity on behalf of which such individual is accessing or using the Services, as applicable (a "user", "you", or "your"), including information that may be used to personally identify you ("Personal Information") and how we use it. This Policy applies to any visitor to or user of our Services. We encourage you to read the details below. We reserve the right to change this Policy at any time. We will notify you of any changes to this Policy by posting a new Policy to this page, and/or by sending notice to the primary email address specified in your account. You are responsible for ensuring we have an up-to-date active and deliverable email address for you, and for periodically reviewing this Policy to check for any changes. Changes to this Policy are effective when they are posted on this page. You acknowledge that your continued use of our Services after we publish or send a notice about our changes to this Policy means that the collection, use and sharing of your Personal Information is subject to the updated Policy. Scope and Applicability The Policy applies to your information when you visit our website or otherwise use the Services. We will only collect and process information where we have lawful bases. With respect to the information described in this Policy, lawful bases include consent (where you have given consent), contract (where processing is necessary for the performance of a contract with you (e.g. to deliver the Services you have requested)), and, in some instances, for "legitimate interests" in the applicable jurisdiction. Our Services may provide links or connections to other online services, and may include third-party integrations such as apps, tools, widgets and plug-ins. These online services and third-party features may operate independently from us. The privacy practices of the relevant third parties, including details on the information they may collect about you, are subject to the privacy disclosures of these parties, which we strongly suggest you review. To the extent any linked online services or third-party features are not owned or controlled by us, we are not responsible for these third parties' information practices. What Information Do We Collect? Information You Provide to Us Account Information: To create an account for the Services or to enable certain features, we may require that you provide us with information for your account such as name, email, profile picture, password, authentication credentials, payment card information, and transaction history (collectively, "Account Information"). Customer Content: When you use our Services, we collect Personal Information that is included in the input, call recordings, file uploads, transcription description data, or other content that you provide to our Services ("Customer Content"). Our use of and processing of Customer Content is governed by our Terms of Service. Payment Information: If you sign up for a paid subscription, we (or our payment processors) may need your billing details such as credit card information, banking information, and billing address. Your payment information, such as your payment method (valid credit card number, type, expiration date or other financial information), is collected and stored by our third party payment processing company (the "Payment Processor"), and use and storage of that information is governed by the Payment Processors applicable privacy policy. As of the effective date of this Privacy Policy listed below, Stripe is the Payment Processor used within the Services and its privacy policy is available at https://stripe.com/us/privacy or such other URL designated by Stripe. In order to facilitate your order transactions, we collect and store your credit card type, the last four digits of your credit card number, and expiration date, but no other financial information. Communication Information: If you communicate with us, we collect your name, contact information, and the contents of any messages you send ("Communication Information"). Social Media Information: We have pages on social media sites like Instagram, Facebook, Medium, Twitter, YouTube and LinkedIn. When you interact with our social media pages, we will collect Personal Information that you elect to provide to us, such as your contact details (collectively, "Social Information"). In addition, the companies that host our social media pages may provide us with aggregate information and analytics about our social media activity. Other Information You Provide: We receive other information from you when you choose to interact with us in other ways, such as if you sign up for one of our webinars or newsletters, participate in a research study or event, when you participate in our events or surveys or provide us with information to establish your identity, or otherwise communicate with us (collectively, "Other Information You Provide"). Demo Form Submissions: By submitting your information via our demo form, you agree that your information, including enrichment data from Clearbit, may be shared with Thoughtly's Partner Network of managed service providers. Information We Collect Automatically When you visit, use, and interact with the Services, we may receive the following information about your visit, use, or interactions ("Technical Information"): Log Data: Information that your browser automatically sends whenever you use our website ("log data"). Log data includes your internet protocol address, browser type and settings, the date and time of your request, and how you interacted with our website. Usage Data: We may automatically collect information about your use of the Services, such as the types of content that you view or engage with, the features you use and the actions you take, as well as your time zone, country, the dates and times of access, user agent and version, type of computer or mobile device, computer connection, IP address, and the like ("Usage Data"). Device Information: Includes name of the device, operating system, and browser you are using. Information collected may depend on the type of device you use and its settings. Analytics: We may use a variety of online analytics products that use cookies to help us analyze how users use our Services and enhance your experience when you use the Services. Call Recordings: All calls, including any personal information during the calls, which interact with the Services are recorded by our system and stored, unless this feature is toggled off by you. Calls to Thoughtly's main number (855-717-0250) are recorded and may be shared for promotional purposes. We use cookies and other tracking technologies to help us collect and process Technical Information. Please see the "How Do We Use Tracking Technologies" section below for more information. Information We Receive from Third Parties Third-Party Integrations: Third parties may develop their applications to interoperate with us. If you choose to enable an integration, the third-party may share some information about you with us to make your experience more seamless, such as your name, email, or other content or information needed to facilitate the integration. Additionally, if you sign up or login to our Services using one of our single-sign-on providers (e.g., Google, Apple, etc.), we collect authentication information provided to us by the provider to allow you to log in. Marketing Information: We may receive marketing or demographic information about you from third parties or partners, for example, data about your organization or industry or other public information from sources like social media or online professional profiles. We may combine this information with other data we already have to improve your experience with our Services or inform you of Services we think may be of interest to you. Service Providers: which help us operate our business. Social Networks and Advertising Providers: including information provided by marketers and other websites on which we advertise, to help us identify or enrich our understanding of prospective customers, and to serve and measure advertising. Joint Marketing, Business Partnership, Referrals, and Rewards Partners: that we engage for joint marketing activities and our referrals and rewards programs. Other Data Suppliers: that provide information about industries, business trends, organizations and other matters related to our business. Publicly-Available Sources: including information in the public domain that helps us identify potential customers and partners or conduct due diligence and risk management for potential and existing customers. Information from Third-Party Social Media Services We may allow you to create an account and log in to use the Services through the following third-party social media services ("Third-Party Social Media Services"): Google. If you decide to register through or otherwise grant us access to a Third-Party Social Media Service, we may collect Personal Information that is already associated with your Third-Party Social Media Service's account, such as your name, your email address, your activities or your contact list associated with that account. You may also have the option of sharing additional information with us through your Third-Party Social Media Service's account. If you choose to provide such information and Personal Information, during registration or otherwise, you are giving us permission to use, share, and store it in a manner consistent with this Policy. Use of Your Personal Information We may use Personal Information for the following purposes: To manage your account: To manage your account registration as a user of the Services, and to link or combine user information with other Personal Information. For the performance of a contract: To deliver and improve the Services and your overall experience, and the development, compliance and undertaking of the purchase contract for the products, items or services you have purchased or of any other contract with us through the Services. To contact You: To contact you by email, message, telephone calls, SMS, or other equivalent forms of electronic communication, such as a mobile application's push notifications regarding updates or informative communications related to us or the Services. To manage your requests: To respond to inquiries, provide customer support and resolve disputes, and to attend and manage your requests to us. For business transfers: To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets. For referral arrangements: To facilitate and manage referrals from business partners and third parties. For internal reporting and analysis purposes: To conduct internal reporting, auditing, and research. For API transfer: To facilitate transfers or API connections between the Services and your account. For fulfilling your payment obligations: To collect fees and other amounts owed in connection with your account. For identity verification: To verify your identity, comply with legal and regulatory obligations, determine the availability of Services offerings, and maintain your account. For security reasons: To maintain the security of the Services, to protect, investigate, and deter against fraudulent, unauthorized, or illegal activity. For promotional purposes: To determine your eligibility for, and administer your participation in, certain features of the Services. For other purposes: We may use your information for other purposes such as data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns and to evaluate and improve our Services. Aggregated or de-identified information: We may aggregate or de-identify Personal Information so that it may no longer be used to identify you and use such information to analyze the effectiveness of our Services, to improve and add features to our Services, to conduct research and for other similar purposes. As noted above, we may use Customer Content you provide us to improve our Services, for example to train the models, please see our Terms of Service for more information. However, we will not use user information obtained through Google Workspace APIs to develop, improve or train non-personalized AI and/or ML models. Sharing of Your Personal Information We may share your Personal Information in the following situations: With Service Providers: We may share your Personal Information with service providers to monitor and analyze the use of our Services. For business transfers: We may share or transfer your personal information in connection with a change of ownership or control of all or part of our business. For business and corporate purposes: We may disclose Personal Information to support our audit, compliance, and corporate governance functions. With business partners: We may share your information with our business partners to offer you certain products, services or promotions. With other users: When you share personal information or otherwise interact in the public areas with other users, such information may be viewed by all users and may be publicly distributed outside. With your consent: We may disclose your Personal Information for any other purpose with your consent or at your direction. Other users and third parties you share Personal Information with: We may disclose your Personal Information with the applicable customer to provide Services on their behalf. For security reasons: We may disclose your Personal Information if we have a good-faith belief that access, use, preservation, or disclosure is reasonably necessary. In order to fulfill legal obligations: We may disclose your Personal Information if required or permitted by applicable law or regulation. No Selling of Data We do not sell your Personal Information to third parties. Any data sharing that occurs is solely for the purposes described in this Policy, such as to provide and improve our Services and is not conducted with the objective of profiting from the sale of your Personal Information. Retention of Your Personal Information We retain your Personal Information while your account is in existence or as needed to provide the Services to you. This includes data you or others provided to us and data generated or inferred from your use of the Services. Please note that we may retain information that is otherwise deleted in anonymized and aggregated form, in archived or backup copies as required pursuant to records retention obligations, or otherwise as required by law. How Do We Use Tracking Technologies Use of Cookies We use cookies and similar tracking technologies to track the activity on our Services and store certain information. Cookies are small files that are placed on your computer, mobile device or any other device by a website, containing the details of your browsing history on that website among its many uses. Session Cookies: We use session cookies to operate our Services. Preference Cookies: We use preference cookies to remember your preferences and various settings. Security Cookies: We use security cookies for security purposes. Advertising Cookies: These cookies are used to serve you with advertisements that may be relevant to you and your interests. Managing Cookies: You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Services. Third-Party Cookies: Some cookies might come from third-party services or advertisers and are used for analytics, advertising, and user interaction. Service Providers and Cookie Sources The following third parties may set cookies, local storage entries, or similar identifiers when you visit thoughtly.com. Each is grouped by the consent category it falls under in our cookie banner. You can change these preferences at any time via the "Privacy choices" link in our footer or at https://thoughtly.com/privacy-choices. Essential (always on) Thoughtly first-party cookies — session, security, and consent-preference storage. Required for the site to operate. Analytics (granted by default in opt-out jurisdictions, requires opt-in in the EU/UK/Switzerland) Google Analytics 4 (Google LLC) — aggregate site-usage measurement. Sets _ga, _ga_*, and related cookies on the thoughtly.com domain. https://policies.google.com/privacy PostHog (PostHog Inc.) — product analytics, heatmaps, and session replay. Sets a ph_*_posthog localStorage entry on thoughtly.com. https://posthog.com/privacy Marketing (granted by default in opt-out jurisdictions, requires opt-in in the EU/UK/Switzerland; honors Global Privacy Control as a "Do Not Sell or Share" signal) Google Tag Manager (Google LLC) — tag-management container. Loads and gates the tags below according to Google Consent Mode v2 signals. https://policies.google.com/privacy Google Ads (Google LLC) — conversion measurement and ad personalization. Sets _gcl_* cookies on thoughtly.com. LinkedIn Insight Tag (LinkedIn Corporation) — campaign measurement and audience matching. Sets li_* and bcookie cookies via snap.licdn.com. https://www.linkedin.com/legal/privacy-policy Clay (Claydar) (Clay Labs, Inc.) — B2B website-visitor identification. Loads from static.claydar.com / cdn.claydar.com and sends visitor signals (IP address, page URL, referrer, user-agent) to api.claydar.com so we can recognize the company a visitor works for and follow up with relevant outreach. May set a first-party Claydar identifier cookie or local storage entry on thoughtly.com to track sessions. https://www.clay.com/privacy Leadpipe (Leadpipe, Inc.) — B2B website-visitor identification. Loads from leadpipe.aws53.cloud and sends visitor signals (IP address, page URL, referrer, user-agent) to Leadpipe so we can recognize the company a visitor works for and follow up with relevant outreach. May set a first-party Leadpipe identifier cookie or local storage entry on thoughtly.com to track sessions. https://www.leadpipe.com/privacy OpenAI conversion pixel (OpenAI, L.L.C.) — ad-attribution measurement. Loads from bzrcdn.openai.com and posts conversion events (such as a completed demo booking) to bzr.openai.com so OpenAI can credit ad spend on ChatGPT and related surfaces for visitors who arrived from those campaigns. The pixel does not receive your name, email, or phone number; only the event name and a small set of non-identifying signals (currency, amount, page URL). https://openai.com/policies/row-privacy-policy Functional (currently unused; this category is reserved so we can honor the preference if we add a vendor here) The cookie banner explains what each category does. In jurisdictions that require explicit opt-in (the EU, the UK, Switzerland, and other GDPR-equivalent regions), no analytics or marketing trackers load until you accept. In opt-out jurisdictions (the U.S. and most other regions), analytics and marketing trackers load by default and stop when you reject the banner, click "Do Not Sell or Share My Personal Information" on our privacy-choices page, or send a Global Privacy Control signal from your browser. The "Essential" category is always on regardless of your choice because the site cannot function without it. Analytics and Interest-Based Advertising We may use analytics services to help us understand how users access and use the Services and other aspects of our products and services. In addition, we work with agencies, advertisers, ad networks, and other technology services to place advertisements on our behalf on other websites and services. Our third-party advertising service providers may use web beacons to recognize you when you visit the Services and to help determine how you found the Services. You can also make choices about data collection for certain companies by visiting an industry consumer choice platform such as the NAI (https://optout.networkadvertising.org/) or DAA (https://optout.aboutads.info/). Transfer of Your Personal Data Your information, including Personal Information, is processed at our operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to, and maintained on, computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction. Your consent to this Policy followed by your submission of such information represents your agreement to that transfer. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Policy and no transfer of your Personal Information will take place to an organization or a country unless there are adequate controls in place including the security of your data and other Personal Information. Managing Your Privacy All users may request to review, update, correct or delete the Personal Information furnished by a user in their user account by contacting us at support@thoughtly.com. For your protection, we may only share and update the Personal Information associated with the specific email address that you use to send us your request, and we may need to verify your identity before doing so. We may use some of the information we collect for marketing purposes, including to send you promotional communications about our new features, products, events, or other opportunities. If you wish to stop receiving these communications, please follow the opt-out instructions, such as clicking "Unsubscribe" in those communications. For text message communications, you can text back "STOP" to unsubscribe. You can also contact us at support@thoughtly.com. Security of Your Personal Information We take reasonable steps to protect your Personal Information against unauthorized access, alteration, disclosure, misuse, or destruction. Unfortunately, no data transmission or storage system can be guaranteed to be 100% secure. The safety and security of your Personal Information also depends on you. If you have an account with us, you are responsible for keeping your membership details confidential. Children Under 16 The Services are not directed to individuals who are under age of sixteen (16) and we do not solicit nor knowingly collect Personal Information from children under the age of sixteen (16). If you believe that we have unknowingly collected any Personal Information from someone under the age of sixteen (16), please contact us immediately at support@thoughtly.com and the information will be deleted. Links to Third Party Websites We may provide links to other websites. We have no control over these websites and they are subject to their own terms of use and privacy policies. As such, we do not endorse and are not responsible for the availability of, or for any content, advertising, products, or other materials on or available from, these third-party websites. How We Respond to Do Not Track and Global Privacy Control Signals Your browser settings may allow you to automatically transmit a Do Not Track ("DNT") signal or a Global Privacy Control ("GPC") signal to websites you visit. We do not alter our practices in response to legacy DNT signals because there is no industry consensus on how to interpret them. We do honor Global Privacy Control: when your browser sends a GPC signal, we treat it as a valid "Do Not Sell or Share My Personal Information" request under the California Privacy Rights Act and disable advertising and B2B-identification cookies (including Google Ads, LinkedIn Insight, the OpenAI conversion pixel, Clay, and Leadpipe) for that browser. You can verify your current preferences and see whether GPC was detected at https://thoughtly.com/privacy-choices. Additional U.S. state disclosures To the extent provided for by local law and subject to applicable exceptions, individuals may have the following privacy rights in relation to their Personal Information: The right to know information about our processing of your Personal Information, including the specific pieces of Personal Information that we have collected from you; The right to request deletion of your Personal Information; The right to correct your Personal Information; and The right to be free from discrimination relating to the exercise of any of your privacy rights. We do not "sell" Personal Information for monetary consideration. However, when you visit thoughtly.com with the "Marketing" cookie category enabled, our advertising and B2B-identification cookies (including Google Ads, LinkedIn Insight, the OpenAI conversion pixel, Clay, and Leadpipe) may transmit identifiers, IP-derived signals, and page-interaction data to those vendors. Under the broad definitions in the California Privacy Rights Act, this activity may qualify as "sharing" Personal Information for cross-contextual behavioral advertising. California residents can opt out at any time by clicking "Do Not Sell or Share My Personal Information" at https://thoughtly.com/privacy-choices, by rejecting the "Marketing" category in our cookie banner, or by enabling Global Privacy Control in their browser — we honor GPC as a valid opt-out signal. We do not process sensitive Personal Information for the purpose of inferring characteristics about a consumer. Exercising your rights: To the extent applicable under local law, you can exercise privacy rights described in this section by submitting a request through support@thoughtly.com. Verification: In order to protect your Personal Information from unauthorized access, change, or deletion, we may require you to verify your credentials before you can submit a request to know, correct, or delete Personal Information. Authorized agents: You may also submit a rights request through an authorized agent. If you do so, the agent must present signed written permission to act on your behalf. Appeals: Depending on where you live, you may have the right to appeal a decision we make relating to requests to exercise your rights under applicable local law. To appeal a decision, please send your request to support@thoughtly.com. A Note to Nevada Residents If you are a resident of Nevada, you have the right to opt-out of the sale of certain Personal Information to third parties who intend to license or sell that Personal Information. Please note that we do not currently sell your Personal Information as sales are defined in Nevada Revised Statutes Chapter 603A. A Note to Users Outside the United States We are based in the United States. The Services are controlled and operated by us from the United States and are not intended to subject us to the laws or jurisdiction of any state, country or territory other than that of the laws of the country(ies) where the Services are controlled. Your Personal Information may be stored and processed in any country where we have facilities or in which we engage service providers. Legal basis for processing Our legal basis for processing your Personal Information include: Performance of a contract with you when we provide and maintain our Services. Our legitimate interests in protecting our Services from abuse, fraud, or security risks, or in developing, improving, or promoting our Services. Your consent when we ask for your consent to process your Personal Information for a specific purpose that we communicate to you. Compliance with our legal obligations when we use your Personal Information to comply with applicable law. Where we are deemed a data controller under the laws of certain jurisdictions, we will take steps to help ensure that you are able to exercise your rights regarding Personal Information about you in accordance with applicable law. To do so, you may contact us at support@thoughtly.com. Contact Us If you have any questions about this Policy, you can contact us at support@thoughtly.com. --- ### Refund & Cancellation Policy URL: https://thoughtly.com/refund-policy Refund & cancellation policy. 1. How Our Contracts Work Thoughtly sells subscriptions across multiple plan types pursuant to a signed Order Form that sets your Subscription Term, pricing, and any minimum commitments. Unless your Order Form expressly says otherwise, the Subscription Term automatically renews for successive terms of equal length unless you give written notice at least thirty (30) days before the end of the current term. After the opt-out window described below (if applicable), the Order is binding and non-cancellable through the end of the Subscription Term. Order Controls: This page is a summary of our standard approach. If there is any conflict between this page and your Order Form and/or Master Services Agreement (MSA), the Order Form and MSA control. Definitions Order Form: A signed ordering document between you and Thoughtly that specifies plan type(s), pricing, Subscription Term, and any minimum commitments. Subscription Term: The initial and any renewal term(s) stated on the Order Form. Fees: All platform, usage, carrier pass-through, taxes, and other charges described on the Order Form or in your invoice. Managed Carrier: Telephony provided via a Thoughtly-managed carrier account (e.g., Twilio/Telnyx) billed as pass-through. BYO Carrier: You connect and pay your own carrier account directly; carrier charges are not billed by Thoughtly. 2. Opt-Out Period (If Applicable) For new purchases that include an opt-out, you may cancel within the first thirty (30) days of the start date shown on your Order Form. If you opt out, you remain responsible for all usage and pass-through carrier charges incurred up to the effective date of opt-out. To exercise the opt-out, email support@thoughtly.com from an authorized account contact and include your company name, Order number, and requested opt-out date. Your notice must be received within the thirty (30)-day window and becomes effective upon our written confirmation unless your Order specifies a different process. 3. Renewals and Ending Your Subscription Auto-renewal: Your subscription renews automatically for the same length as the initial term (unless your Order says otherwise). How to avoid renewal: Send written notice of non-renewal at least thirty (30) days prior to the end of your current term to support@thoughtly.com. Form of notice: Email from an authorized account contact is sufficient unless your Order requires a different method (e.g., portal submission). Early termination: Outside of an eligible opt-out window, subscriptions are non-cancellable and all Fees are due through the end of the term. 4. Fees, Usage, and Pass-Through Charges Fees are non-refundable: Platform fees, minimum commitments, usage fees, and taxes for all plan types are non-refundable except where required by law or expressly stated in your Order. Usage-based billing: Invoices are issued monthly in arrears based on actual platform usage. Per-minute call charges are rounded up to the next whole minute for billing. Carrier charges: If you use a Thoughtly-managed carrier account, carrier costs are passed through at actuals without markup and are non-refundable. If you bring your own carrier, you pay that provider directly. Taxes: Fees are exclusive of taxes. You are responsible for applicable sales, use, VAT, GST, or similar taxes, except for taxes on Thoughtly's income. Late payment and suspension: If any undisputed amount remains unpaid ninety (90) days past the due date, we may assess late fees at a rate of 1.5% per month (or the maximum rate permitted by law, if lower) on the outstanding balance. Thoughtly may also suspend access to the Services until payment is received, consistent with your Order/MSA. Payment disputes: Customer must notify Thoughtly of any good-faith dispute to an invoice within thirty (30) days of the invoice date, with reasonable detail describing the dispute. Failure to do so will render the invoice final and binding. Collections: If any undisputed amount remains unpaid one hundred twenty (120) days past the due date, Thoughtly may refer the account to collections. Customer will be responsible for all reasonable costs associated with collection efforts, including agency fees, legal fees, and court costs, in addition to any applicable late fees. 5. Refund Eligibility Because subscriptions are purchased under binding Order Forms, refunds are generally not available. Thoughtly may, in its discretion or where required by law, provide an account credit or issue a refund for: (a) duplicate charges caused by a billing error; or (b) verified service issues that qualify for credits under your Order or applicable SLA (if any). Usage-based fees and pass-through carrier charges are not refundable. Prepaid amounts and promotional credits are not refundable; credits, if issued, apply to future invoices unless your Order states otherwise. 6. Chargebacks and Disputed Payments Initiating a chargeback or external payment dispute may result in suspension of Services until the dispute is resolved and all undisputed amounts are paid. To avoid disruption, please contact support@thoughtly.com so we can investigate and resolve any billing concerns directly. 7. Legacy Pay-As-You-Go Plans Some customers may still be on legacy pay-as-you-go subscription plans. These plans are no longer offered for new signups but remain active for existing accounts. No refunds are available for any fees, usage, or credits associated with these legacy subscriptions, consistent with the original terms of service. 8. Force Majeure Thoughtly will not be liable for any delay or failure to perform its obligations to the extent caused by an event or circumstance beyond its reasonable control, including but not limited to acts of God, natural disasters, epidemics or pandemics, acts of government, labor disputes, war, terrorism, civil unrest, denial-of-service attacks, failures of telecommunications or internet services, or power outages. Obligations affected by a force majeure event will be suspended for the duration of the event, and the time for performance will be extended accordingly. 9. Changes to This Policy We may update this policy from time to time to reflect changes to our contracts or billing practices. Updates take effect upon posting for new purchases and upon renewal for existing subscriptions, unless otherwise stated in your Order. --- ### Terms of Service URL: https://thoughtly.com/terms Terms of Service. 1. Our Services We operate thoughtly.com and related products/services that reference these Terms (collectively, the "Services"). The Services are controlled from the United States and may not be appropriate for some non-U.S. jurisdictions. We may limit availability at any time to any person, geographic area, or jurisdiction we choose. During your subscription term identified in your Order, you may access and use the Services subject to Section 8. You're responsible for ensuring correct, current, and complete information and arranging necessary access (including third-party fees and equipment). Account Registration You must register for an account to access the Services. You can invite employees, agents, or other authorized parties ("Authorized Users") and must designate at least one Administrator to manage the account. You represent that you won't impersonate others, create accounts for anyone but yourself, or permit unauthorized account sharing. We have the right to disable or close any account at any time for any reason. If your account is canceled, terminated, or suspended, you and your authorized users lose access to all Customer Data, which we may immediately delete without liability. Account Security All registration information is subject to our Privacy Policy. You're responsible for maintaining accurate account details, including valid email and billing information. You must keep your access credentials confidential and immediately notify us if you suspect compromise or unauthorized use. We won't be liable for losses, damages, or expenses from account misuse due to your conduct, regardless of whether you've notified us. White Label If your plan includes white-labeling, we grant a worldwide, revocable, non-exclusive license to incorporate permitted functionality into your services without attribution to Thoughtly, solely for your direct business activities. This license is transferable only to your authorized sublicensees, and you're liable for their compliance and indemnify us from related claims. 2. Your Responsibilities By submitting Customer Data through the Services, you confirm reading and agreeing to these Terms (including Sections 6 and 9), waive moral rights to submissions, and represent that your data is original and you have necessary rights to grant us the mentioned rights. You're responsible for your Customer Data and agree to reimburse us for losses caused by your breach of these Terms, third-party intellectual property violations, or applicable law. Although we don't monitor contributions, we may remove or edit Customer Data at our sole discretion and may suspend your account. 3. Your Representations and Warranties By using the Services, you represent and warrant that: (1) all Customer Data is true, accurate, current, and complete; (2) you'll maintain accuracy and promptly update information; (3) you won't access via automated or non-human means; (4) you have the right to upload Customer Data without violating third-party rights; (5) your use complies with applicable law; (6) you understand obligations regarding call recording, telemarketing, spam, and privacy laws; and (7) you won't rely on us for legal compliance advice. If any Customer Data is unlawful, inaccurate, incomplete, or breaches these Terms, we may suspend or terminate your account. 4. Plans; Automatic Renewal Registration Free Tier; Paid Plans We may offer free access with usage limitations ("Free Tier") and various paid plans ("Paid Plans") as specified in your Order. Automatic Renewal; Cancellation Each subscription term automatically renews unless you cancel before the billing cycle ends. You authorize us to charge your credit card or invoice you for renewals until cancellation. Cancellation takes effect at the end of the current billing cycle. Downgrades If you fail to pay Fees plus applicable Taxes when due, we may downgrade you to Free Tier upon reasonable notice. You may lose access to certain features, but these Terms continue applying. Price Changes We may increase or modify Paid Plan pricing without notice, effective at your next billing cycle. Continuing your subscription authorizes us to collect the new pricing. 5. Purchases and Payment Fees You'll pay Fees as displayed in your Order plus applicable Taxes. If you don't pay within the agreed timeframe, we may suspend access until payment is received. To dispute incorrect billing, contact us within thirty days of the invoice date for adjustment or credit. All Fees are non-refundable and non-creditable except as expressly stated. Taxes All Fees exclude government-imposed taxes, levies, or duties (sales, use, withholding, etc.), except taxes on our net income. You're responsible for all applicable sales, use, excise, and similar taxes. Payment Unless otherwise specified, you'll pay all Fees at purchase in U.S. dollars to the account specified in your Order. If using a credit card or digital payment method, you authorize us to charge your account. Late Payment If you fail to pay when due, we may charge interest at 1.5% monthly (daily calculation, monthly compounding) or the highest rate permitted by law. If non-payment continues five days after written notice, we may suspend Services until past due amounts and interest are paid. 6. Prohibited Activities You agree not to (and won't allow third parties to): Modify, copy, display, republish, or create derivative works based on the Services or Thoughtly Materials. Act as a reseller, distributor, or service bureau for the Services or use them for third-party benefit. Access the Services without prior written consent if you're a direct competitor. Access the Services to build a competitive product or copy ideas, features, functions, or graphics. Share access, use, or information about the Services with direct competitors. Systematically retrieve data or content to create collections or databases without written permission. Incorporate Thoughtly Materials into other software products or use Documentation to create or enhance competing services. Combine the Services with third-party hardware, networks, code, data, or services that infringe third-party rights. Trick, defraud, or mislead us or other users to learn sensitive information. Circumvent, disable, or interfere with security-related features. Disparage or harm us or the Services in our opinion. Take actions imposing unreasonable or disproportionate infrastructure load. Use the Services or Output to post infringing, obscene, threatening, libelous, or unlawful material. Use the Services in violation of applicable laws. Upload viruses, worms, time bombs, Trojan horses, or harmful code. Use information obtained from the Services to harass, abuse, or harm others. Misuse support services or submit false abuse reports. Engage in unauthorized framing or linking. Use automated systems like scripts, data mining, or extraction tools. Delete copyright or proprietary rights notices. Attempt to impersonate others or use another user's username. Upload materials that collect or transmit information (gifs, pixels, web bugs, cookies, spyware). Interfere with or disrupt Services integrity, performance, or data, or create undue burden. Harass, annoy, intimidate, or threaten our employees or agents. Attempt to bypass access prevention measures. Copy or adapt Services software (Flash, PHP, HTML, JavaScript, etc.). Use automated systems like spiders, robots, scrapers, or offline readers without authorization. Use buying or purchasing agents. Make unauthorized use, including collecting usernames/emails for unsolicited communications or creating accounts falsely. Sell or transfer your profile or account. Use the Services or Output to create, promote, or distribute illegal, harmful, or copyright-violating content. Manipulate AI agents against intended use. Use the Services for fraudulent activities (phishing, scams, financial fraud). Use the Services or Output to send spam or duplicative/unsolicited messages. Conduct benchmarking or comparative analysis without express written consent. Claim Thoughtly endorsement without explicit permission. Use tools to circumvent security features. Create or propagate hate, discrimination, or violence content. Use the Services to run automated queries to websites. Remove or alter trademarks, logos, copyrights, or proprietary notices. Attempt unauthorized access to the Services or related systems. Permit third parties to do any of the foregoing. Additionally, you'll only permit access by yourself and authorized users, and won't access from embargoed nations or countries that become embargoed, in violation of export compliance laws. 7. Thoughtly Rights We may suspend your access if: (a) we believe your use threatens our users or network; (b) you breach applicable laws or these Terms; or (c) directed by a court. We'll suspend only to the extent necessary, use best efforts to promptly contact you, and reinstate Services after the issue is resolved. We may: (i) remove or limit Customer Data distribution we deem necessary if it violates these Terms, infringes rights, threatens personal safety, or creates liability; (ii) take legal action, including law enforcement referral, for illegal use; and (iii) terminate or suspend access for violations. We're not obligated to review Customer Data before posting and assume no liability for user-provided content or our exercise/non-exercise of rights here. 8. Intellectual Property Rights Our Intellectual Property These Terms don't grant rights to intellectual property except as expressly stated. We own the Services and all trademarks, logos, branding, and Company Content, including all proprietary rights ("Thoughtly IP"). We retain all rights unless expressly granted herein. We grant you a non-exclusive, non-transferable, non-sublicensable, worldwide, irrevocable license (subject to termination) to access and use the Services subject to Usage Limits, solely for: (i) Paid Plan internal business purposes enabling AI capabilities; or (ii) Free Trial/Free Tier internal, non-commercial evaluation purposes. 9. Customer Data We don't assert ownership over your Customer Data. You retain full ownership and associated intellectual property rights. You're responsible for ensuring all calls, video, audio, transcription data, images, comments, clips, or other content ("Customer Data") complies with these Terms and applicable laws, including obtaining third-party consent and providing appropriate notices. Subject to these Terms, you grant us a non-exclusive, worldwide, royalty-free right during the Term to process Customer Data solely to: (a) provide contemplated services; (b) provide, protect, and update the Services; (c) enforce these Terms; (d) comply with law; and (e) follow your instructions. You acknowledge we improve Services through Customer Data training. You grant us a non-exclusive, perpetual, irrevocable, transferable, worldwide, royalty-free license to use, reproduce, modify, and exploit Customer Data to operate, train, maintain, support, update, enhance, and improve the Services, Thoughtly IP, and current/future products, services, and technology. 10. Guidelines for Reviews We may provide areas to leave reviews or ratings. When posting, you must: (1) have firsthand experience with the reviewed person/entity; (2) avoid offensive profanity, abusive, racist, or hateful language; (3) avoid discriminatory references based on religion, race, gender, national origin, age, marital status, sexual orientation, or disability; (4) avoid references to illegal activity; (5) not be affiliated with competitors if posting negatively; (6) not conclude legality of conduct; (7) not post false or misleading statements; and (8) not organize campaigns encouraging others to post reviews. 11. Third-Party Websites and Content The Services may contain or interact with third-party platforms, services, plug-ins, applications, ads, tools, links, or content not owned by us ("Third-Party Websites" and "Third-Party Content"). We're not responsible for any Third-Party Websites or Content and don't endorse them. Your use is at your own risk and governed by third-party terms/policies. 12. Services Management The Services may contain links to Third-Party Websites and Third-Party Content. These aren't investigated, monitored, or checked for accuracy/appropriateness by us, and we're not responsible for any accessed through our Services. Inclusion/linking doesn't imply approval or endorsement. 13. Privacy Policy By using the Services, you consent to information collection and use per our Privacy Policy (thoughtly.com/privacy), incorporated into and part of these Terms. You consent to Thoughtly communications via text, SMS, and voice calls. See our Privacy Policy for opt-out information. 14. Excluded Data You won't provide Customer Data subject to heightened security requirements by law, regulation, or contract (examples include GLBA, FERPA, COPPA, PCI-DSS, and international equivalents—collectively "Excluded Data"). Thoughtly has no responsibility or liability for Excluded Data. 15. Term and Termination Term These Terms remain in full force while you use the Services. Suspension or Termination by Thoughtly We may suspend your access or terminate these Terms: (a) as required by law; (b) to prevent harm risk to us, the Services, or our users; or (c) for violations of these Terms and policies. Survival Terms intended to survive termination will, including confidentiality obligations, liability limitations, and disclaimers. 16. No Guarantee of Service Although we strive for constant availability, we can't guarantee it. We may temporarily or permanently disable Services, experience hardware/software problems, or perform maintenance causing interruptions, delays, or errors. 17. Governing Law These Terms are governed by New York law without respect to conflict of laws principles. You agree to submit to federal courts of the United States or New York courts, both in New York City. 18. Dispute Resolution Agreement to Arbitrate You agree that all disputes or claims between you and Thoughtly arising from or relating to these Terms shall be resolved exclusively through final, binding arbitration rather than court, except you may assert claims in small claims court if qualifying. You and Thoughtly waive trial by jury and class action participation rights. A neutral arbitrator, not a judge or jury, determines your rights. The Federal Arbitration Act governs this Arbitration Agreement interpretation and enforcement. Pre-Arbitration Dispute Resolution We're interested in amicable, efficient resolution; most concerns can be resolved by emailing support@thoughtly.com. If unsuccessful, a party intending to seek arbitration must send the other, by certified mail, a written dispute notice ("Notice"). The Notice to Thoughtly should be sent to 228 Park Ave S PMB 32943, New York, NY 10003-1502, with a copy to support@thoughtly.com. 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No surprise per-channel fees, no per-seat tax. **Plans that scale with your pipeline.** **Flex — Starts at $500** Cadence: per month For teams getting inbound conversion off the ground. - Voice + SMS + email + workflows - Unlimited usage across channels - 200+ integrations + REST API - Two-way CRM sync (HubSpot, Salesforce, Zoho, +more) - 34+ languages, voice cloning included - Email support + Expert Sessions **Scale — Tailored** For teams running production inbound across multiple channels. - Everything in Flex - 100+ concurrent calls - Auto-QA + evals on every conversation - SOC 2 Type II reports + TCPA review - Dedicated CSM, Slack support, extended hours - 99.9% uptime SLA + white-glove onboarding > Most customers see <30 day ROI. **Enterprise — Tailored** For regulated verticals and high-volume operations. - Everything in Scale - Custom LLM (bring your own model) - HIPAA + BAA, PCI scope review - Dedicated infrastructure + data residency - SSO, SCIM, advanced RBAC - Phone hotline + 24/7 named TAM - Custom integrations + private APIs > For 1M+ minutes / month or regulated verticals. **Every plan, side by side.** The fundamentals — voice, SMS, email, workflows, integrations — ship in every plan. Volume, compliance, and support level up by tier. _Channels_ - **AI voice agents (inbound + outbound)** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **SMS / iMessage** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Email follow-up** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Multi-step workflows + autonomy** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Multi-language support** — Flex: 34+ · Scale: 34+ · Enterprise: 34+ _Volume_ - **Voice minutes / month** — Flex: Unlimited · Scale: Unlimited · Enterprise: Unlimited - **SMS / month** — Flex: Unlimited · Scale: Unlimited · Enterprise: Unlimited - **Emails / month** — Flex: Unlimited · Scale: Unlimited · Enterprise: Unlimited - **Production agents** — Flex: Unlimited · Scale: Unlimited · Enterprise: Unlimited - **Concurrent calls** — Flex: 10 · Scale: 100+ · Enterprise: Custom _CRM + Integrations_ - **Native integrations** — Flex: 200+ · Scale: 200+ · Enterprise: 200+ + custom - **Two-way CRM sync (write-back)** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Attribution + UTM passthrough** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Bring your own carrier (Twilio, Telnyx)** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **REST API + webhooks** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Custom / private integrations** — Flex: — · Scale: — · Enterprise: ✓ _AI + Voice_ - **Choice of LLM (GPT, Claude, Gemini)** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Custom LLM** — Flex: — · Scale: — · Enterprise: ✓ - **Genius (knowledge base + RAG)** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Stock AI voices** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Bring your own ElevenLabs key** — Flex: Limited · Scale: ✓ · Enterprise: ✓ - **Custom voice cloning** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Auto-QA + evals** — Flex: — · Scale: ✓ · Enterprise: ✓ _Security + Compliance_ - **Audit log** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Workspaces (multi-team isolation)** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **SOC 2 Type II reports** — Flex: — · Scale: On request · Enterprise: ✓ - **HIPAA / BAA** — Flex: — · Scale: — · Enterprise: ✓ - **PCI scope review** — Flex: — · Scale: — · Enterprise: ✓ - **TCPA / state DNC compliance review** — Flex: — · Scale: ✓ · Enterprise: ✓ - **SSO + SCIM** — Flex: — · Scale: — · Enterprise: ✓ - **Advanced RBAC** — Flex: Basic · Scale: Standard · Enterprise: Advanced - **Data residency / dedicated infra** — Flex: — · Scale: — · Enterprise: ✓ _Support_ - **Support channel** — Flex: Email · Scale: Slack + email · Enterprise: Dedicated TAM - **Phone support hotline** — Flex: — · Scale: — · Enterprise: ✓ - **Hours** — Flex: Business · Scale: Extended · Enterprise: 24/7 - **Dedicated CSM** — Flex: — · Scale: ✓ · Enterprise: ✓ - **Expert Sessions** — Flex: ✓ · Scale: ✓ · Enterprise: ✓ - **Uptime SLA** — Flex: — · Scale: 99.9% · Enterprise: Custom - **Onboarding** — Flex: Self-serve · Scale: White-glove · Enterprise: Custom **Pricing questions, answered.** - **How does billing work for overages?** Usage above your plan's monthly allowances is billed in arrears at the end of each cycle. Nothing gets throttled or cut off mid-conversation — you'll see the line items on your invoice and we'll flag if usage suggests you've outgrown the tier. - **Are voice, SMS, and email priced separately?** No. Every plan includes all four channels (voice, SMS, email, workflows) and 200+ integrations. The price scales with combined usage volume, not per-channel taxes. - **What languages does Thoughtly support?** 34+ languages on voice, SMS, and email — including English, Spanish, French, German, Portuguese, Italian, Mandarin, Japanese, Korean, Hindi, Arabic, and more. Voice cloning currently supports a 15-language subset. [Full language list in our docs](https://docs.thoughtly.com/resources/faq#what-languages-does-thoughtly-support). - **Can I bring my own phone numbers or carrier?** Yes. Bring Your Own Carrier (BYOC) is supported for Twilio and Telnyx on every plan, alongside numbers purchased directly through Thoughtly. Numbers can be local, national, mobile, or toll-free, with voice + SMS + MMS on the same line. - **Do you offer a pilot or trial?** Yes — most teams start with a 30–60 day pilot on Flex. We'll spec it, deploy your first agent, and prove ROI inside the pilot window before sizing up. - **We're in a regulated vertical. Can you do HIPAA / TCPA / PCI?** Yes. Enterprise ships with HIPAA + BAA, TCPA / state DNC compliance review, and PCI scope review. Mortgage, healthcare, and insurance teams run on it today. ## Compare to alternatives ### Thoughtly vs 11x.ai URL: https://thoughtly.com/compare/thoughtly-vs-11x Competitor: 11x.ai Category: ai-sdr 11x's Alice cold-prospects at scale. Thoughtly converts the leads you already have — voice + SMS + email + CRM. We don't ship cold. **Competitor positioning:** 11x's flagship 'AI SDR' Alice is built to cold-email and cold-call strangers at scale — the headline 'AI worker' motion the brand is known for. Inbound (Julian) is sold as a separate SKU. The product, the marketing, and the GTM are anchored on cold. **Verdict:** AI SDRs interrupt strangers. Thoughtly converts the leads you already have. 11x is one of the most polished AI SDR brands in the category. Alice does prospect research, ICP filtering, cold email sequences, and cold dialing at scale; Julian is a bolt-on for inbound and lead resurrection. The flagship motion is cold prospecting, and that's the product 11x is known for. It's a real fit for B2B SaaS shops without enough top-of-funnel demand. It's the wrong fit for revenue teams whose problem is the opposite — pipeline lands, and 90% of it leaks because nobody followed up fast enough. Thoughtly is built specifically for that conversion job: voice + SMS + email + workflows + CRM, no third-party prospecting database, no cold dialing. We don't ship cold outbound — not because we can't, but because in regulated, high-consideration verticals the unit economics and compliance posture don't survive it. _Worth knowing: 11x's brand is sharp and Julian is a credible inbound product. Adding Julian to Alice runs ~$9–11K/mo combined to match what one Thoughtly plan does — and the headline motion stays cold._ **Side-by-side overview: The inbound alternative to 11x.** 11x sells AI SDRs that prospect strangers at scale. Thoughtly converts the leads you already paid to acquire — multichannel, CRM-native, compliant by default. _Thoughtly_ - **What it does** — Inbound conversion platform — voice, SMS, email, and workflows that talk only to leads who raised their hand. - **How it helps** — Reaches every inbound lead in under 60 seconds, qualifies, and writes back to your CRM. No third-party prospecting database, no cold dialing, no compliance grenade. - **When to use** — When pipeline already lands and 90% of it leaks because nobody followed up fast enough. - **Key points:** - Inbound only — never cold - Voice + SMS + email + workflows in one product - Two-way CRM sync - Compliant in regulated verticals (insurance, mortgage, healthcare) _11x.ai_ - **What it does** — AI SDR platform — Alice cold-emails and cold-calls strangers at scale; Julian is a separate SKU for inbound and lead resurrection. - **How it helps** — Adds AI prospecting capacity for B2B SaaS shops without enough top-of-funnel demand. - **When to use** — When your problem is genuinely 'we don't have enough leads' and you're committed to scaling cold outbound. - **Key points:** - Headline motion is cold prospecting - Alice (outbound) + Julian (inbound) priced separately - $5K/mo+ floor, multi-year B2B SaaS contracts - TCPA / state DNC exposure on the cold side **Key differences:** - **Inbound only. Always.** — Thoughtly only ever talks to leads who raised their hand. 11x's flagship Alice is built to cold-prospect strangers at scale. - **One product, not two SKUs** — Voice + SMS + email + workflows in one platform. 11x ships Alice (outbound) and Julian (inbound) as separate SKUs you stack to approximate what Thoughtly already does. - **Compliant by design, not by add-on** — Cold AI outbound carries TCPA, state DNC, and consent risk that compounds in regulated verticals. Thoughtly doesn't ship that motion at all — your compliance posture isn't a setting. - **Deep CRM write-back** — Two-way sync with Salesforce, HubSpot, Zoho, and 200+ tools. 11x integrates with the sales-stack basics; Thoughtly is a CRM-native data model. **Side-by-side comparison:** _Built for_ - **Job to be done** — Thoughtly: Convert existing leads · 11x.ai: Generate new leads (cold) - **Target customer** — Thoughtly: RevOps in regulated verticals · 11x.ai: B2B SaaS / tech sales orgs - **Data dependencies** — Thoughtly: Your CRM · 11x.ai: ZoomInfo / Apollo / Clay _Channels_ - **Voice agents** — Thoughtly: ✓ · 11x.ai: Add-on (Julian) — Separate SKU, ~$4–6K/mo - **SMS** — Thoughtly: ✓ · 11x.ai: ✓ - **Email** — Thoughtly: ✓ · 11x.ai: ✓ - **LinkedIn outreach** — Thoughtly: — · 11x.ai: ✓ - **Multi-step workflows** — Thoughtly: ✓ · 11x.ai: ✓ _Compliance fit_ - **TCPA / state DNC** — Thoughtly: ✓ · 11x.ai: Outbound risk - **HIPAA / BAA** — Thoughtly: Enterprise · 11x.ai: Limited - **Regulated-vertical case studies** — Thoughtly: Insurance, mortgage, healthcare · 11x.ai: — _CRM + Integrations_ - **Native integrations** — Thoughtly: 200+ · 11x.ai: Sales-stack basics - **Two-way CRM write-back** — Thoughtly: ✓ · 11x.ai: Partial _Pricing_ - **Pricing floor** — Thoughtly: Custom · 11x.ai: $5K/mo+ - **Combined inbound + outbound** — Thoughtly: One plan · 11x.ai: Alice + Julian: $9–11K/mo - **Commitment** — Thoughtly: Annual or pilot · 11x.ai: Annual / multi-year **Choose Thoughtly if:** - Your problem is leak in the middle of the funnel, not lack of top-of-funnel volume. - You operate in a regulated vertical where cold outbound is constrained. - You want voice + SMS + email + workflows in one bill, not two SKUs. - Your data lives in your CRM, not in ZoomInfo or Apollo. **Choose 11x.ai if…:** - Your problem is genuinely 'we don't have enough leads' — and you're committed to generating pipeline by going cold. - B2B SaaS / tech sales is your motion and TCPA / state DNC exposure isn't a primary concern. - Heavy LinkedIn cold outreach is part of your sequence. --- ### Thoughtly vs Air.ai URL: https://thoughtly.com/compare/thoughtly-vs-air Competitor: Air.ai Category: voice-ai Air sells AI for long cold sales calls. Thoughtly converts the inbound leads you already paid for — voice + SMS + email + CRM, no cold outbound. **Competitor positioning:** Air markets AI agents that hold 10–40-minute cold sales calls with strangers — a $25K–$100K license to interrupt people who didn't ask. The bet: AI cold-dialing at scale outweighs the regulatory exposure. We don't share the bet. **Verdict:** Cold outbound is a different game. We don't play it. Air's pitch is to deploy AI agents that cold-call at scale and hold 40-minute conversations with people who never opted in. That's a real motion for a small slice of the market — provided you have the procurement budget for a $25K–$100K license, the legal stomach for TCPA and state DNC exposure, and the brand permission to interrupt strangers for hours. None of those are accidents. They're the cost of cold AI dialing. Thoughtly is built for the opposite job: converting the inbound leads you already paid to acquire — voice, SMS, email, and workflows in one product, CRM-native, no upfront license, no regulatory grenade in your sales motion. If you have the demand, this is the higher-leverage shape. _Worth knowing: Air's bet on AI cold-dialing is technically ambitious. It's just not a game we want to play._ **Side-by-side overview: The inbound conversion alternative to Air.** Air sells AI for cold-dialing strangers at length. Thoughtly is built to convert the inbound leads you already paid to acquire — multichannel, CRM-native, no upfront license. _Thoughtly_ - **What it does** — Converts inbound leads across voice, SMS, email, and workflows the moment they hit your funnel. - **How it helps** — AI agents reach 100% of inbound in under 60 seconds, qualify, hand off, and write back to your CRM — no upfront license, no procurement gauntlet. - **When to use** — When pipeline already lands and your problem is the leak in the middle, not cold prospecting. - **Key points:** - Inbound-only by design - Voice + SMS + email + workflows in one product - Two-way CRM sync to Salesforce, HubSpot, Zoho - No upfront license or procurement floor _Air.ai_ - **What it does** — Sells AI agents that hold 10–40-minute cold sales calls with strangers. - **How it helps** — Adds AI dialing capacity for outbound programs willing to wear the regulatory and brand exposure that comes with cold AI calls. - **When to use** — When you're committed to cold outbound at scale and have the procurement budget for a $25K–$100K upfront license. - **Key points:** - Cold-outbound voice agents - $25K–$100K upfront license - Voice-only — no SMS, email, or workflows - TCPA / state DNC exposure baked in **Key differences:** - **We don't cold-call strangers.** — Thoughtly only ever talks to leads who already raised their hand. Air's headline use case is the opposite — AI agents dialing people who never opted in. - **No license fee. Pay for usage.** — Thoughtly's Flex plan is pay-as-you-go with no annual commit. Air reportedly opens at a $25K–$100K upfront license before per-minute usage starts. - **Voice + SMS + email + workflows** — Multichannel autonomy is one product, one bill. Air is voice-only — if a lead doesn't answer, you're stitching a second tool together. - **CRM-native, not CRM-adjacent** — Two-way sync with Salesforce, HubSpot, Zoho, and 40+ others — leads, contact updates, and call notes write back automatically. Air's integration depth is harder to verify publicly. **Side-by-side comparison:** _Built for_ - **Primary use case** — Thoughtly: Inbound lead conversion · Air.ai: Long-form sales calls - **Target customer** — Thoughtly: Mid-market + enterprise inbound teams · Air.ai: Enterprise (10K+ calls/mo) - **Vertical specialization** — Thoughtly: Real estate, insurance, mortgage, healthcare, education, legal · Air.ai: — — No public vertical case studies _Channels_ - **Voice agents** — Thoughtly: ✓ · Air.ai: ✓ - **SMS / iMessage** — Thoughtly: ✓ · Air.ai: — - **Email follow-up** — Thoughtly: ✓ · Air.ai: — - **Multi-step workflows** — Thoughtly: ✓ · Air.ai: — _Pricing structure_ - **Upfront license** — Thoughtly: — — No license fee · Air.ai: $25K–$100K — Reported license tier - **Per-minute usage** — Thoughtly: Custom · Air.ai: $0.11–$0.32/min - **Pilot / free trial** — Thoughtly: ✓ · Air.ai: — _CRM + Integrations_ - **Native integrations** — Thoughtly: 200+ · Air.ai: 5,000 (Zapier-routed) - **Two-way CRM sync** — Thoughtly: ✓ · Air.ai: Partial - **Attribution + UTM passthrough** — Thoughtly: ✓ · Air.ai: — _Compliance + Security_ - **SOC 2 Type II** — Thoughtly: ✓ · Air.ai: — - **HIPAA / BAA** — Thoughtly: Enterprise · Air.ai: — - **TCPA / state DNC review** — Thoughtly: ✓ · Air.ai: — **Choose Thoughtly if:** - Your motion is inbound — leads come to you and need a fast, qualified response. - You want voice, SMS, email, and workflows in one product, not a bolted stack. - You need two-way CRM write-back to Salesforce, HubSpot, or Zoho. - You operate in a regulated vertical (insurance, mortgage, healthcare, legal). - You don't want a five- or six-figure upfront license. **Choose Air.ai if…:** - You're committed to AI cold outbound at scale — and willing to wear the TCPA, state DNC, and brand exposure that comes with it. - Your motion genuinely involves AI agents holding 40-minute discovery calls with strangers. - A $25K–$100K upfront license fits your procurement model. --- ### Thoughtly vs Artisan URL: https://thoughtly.com/compare/thoughtly-vs-artisan Competitor: Artisan Category: ai-sdr Artisan's Ava cold-emails strangers. Thoughtly converts the leads you already have — voice + SMS + email + CRM. No cold outbound. **Competitor positioning:** Artisan markets Ava as 'the AI BDR' — pure cold email and LinkedIn outreach at industrial scale, anchored on a 300M-contact database. The whole product is interrupting strangers. No voice, no SMS, no inbound. **Verdict:** Cold email at scale, or converting real demand? Artisan is honest about what it ships: 'Supercharge Your Outbound.' Ava sends cold emails, runs LinkedIn sequences, and books meetings off a 300M-contact database. There's no voice, no SMS, no inbound — and as multiple third-party reviews put it, 'if your sales motion involves picking up the phone, Artisan cannot help.' That's a real product for B2B SaaS shops with no top-of-funnel demand. It's a non-starter for revenue teams in regulated, high-consideration verticals (real estate, insurance, mortgage, healthcare, home services), where cold AI outreach burns deliverability, exposes you to spam-trap risk, and trips the same TCPA and state DNC rails that have killed every other shortcut. Thoughtly is built for the opposite shape: converting the inbound demand you already paid to acquire, on real-time channels, in compliance-friendly verticals. We don't ship cold — and we'd lose to Artisan if we tried. _Worth knowing: Artisan's outbound positioning and brand are clear. We just don't compete in cold prospecting at all._ **Side-by-side overview: The inbound conversion alternative to Artisan.** Artisan's Ava is pure cold email and LinkedIn outreach against a 300M-contact database. Thoughtly is the opposite — voice-first inbound conversion for verticals where cold outreach is a non-starter. _Thoughtly_ - **What it does** — Voice-first inbound conversion across voice, SMS, email, and workflows — for leads who actually asked to hear from you. - **How it helps** — Picks up the phone the moment a lead hits your form. Works against your CRM, not a third-party database, and stays clear of TCPA / DNC exposure. - **When to use** — When voice is part of your conversion motion and your verticals (insurance, mortgage, healthcare, real estate) make cold outreach a non-starter. - **Key points:** - Voice as the primary channel - Inbound only — no cold prospecting - Works against your CRM, not a 300M-contact database - Compliance-friendly by design _Artisan_ - **What it does** — AI BDR — Ava sends cold emails and runs LinkedIn sequences off a 300M-contact B2B database. - **How it helps** — Adds outbound prospecting capacity for B2B SaaS shops with no top-of-funnel demand. - **When to use** — When you're committed to cold B2B SaaS prospecting and email + LinkedIn is enough. - **Key points:** - No voice channel - No SMS - No inbound handling - Cold deliverability + spam-trap risk on outbound **Key differences:** - **Voice is the primary channel** — Inbound conversion happens on the phone — every Thoughtly motion centers voice. Artisan has no voice channel. - **Inbound only. Always.** — Thoughtly only ever talks to leads who raised their hand. Artisan's entire product is identifying and emailing strangers at scale. - **Built for regulated verticals** — Real estate, insurance, mortgage, healthcare, home services — verticals where cold AI outreach is a deliverability and compliance grenade. Artisan's case studies are B2B SaaS (SumUp, CookUnity, Quora). Different motion entirely. - **No third-party database to rent** — Thoughtly works against your CRM — leads who chose you. Artisan's value depends on its 300M-contact database and ICP filters, which is useless if your problem is the leads you already have. **Side-by-side comparison:** _Built for_ - **Job to be done** — Thoughtly: Convert existing leads · Artisan: Cold prospecting - **Target customer** — Thoughtly: Inbound revenue teams · Artisan: B2B SaaS founders / VPs Sales _Channels_ - **Voice agents** — Thoughtly: ✓ · Artisan: — — No phone channel - **SMS** — Thoughtly: ✓ · Artisan: — - **Cold email at scale** — Thoughtly: — · Artisan: ✓ - **Warm follow-up email** — Thoughtly: ✓ · Artisan: ✓ - **LinkedIn automation** — Thoughtly: — · Artisan: ✓ _Data + sources_ - **Lead source** — Thoughtly: Your CRM · Artisan: 300M-contact DB + enrichment - **ICP filter setup required** — Thoughtly: — · Artisan: Required _Compliance_ - **TCPA / state DNC** — Thoughtly: ✓ · Artisan: Outbound risk - **Cold email deliverability risk** — Thoughtly: — · Artisan: Real - **Regulated-vertical fit** — Thoughtly: Insurance, mortgage, healthcare · Artisan: Limited _Pricing_ - **Entry pricing** — Thoughtly: Custom · Artisan: ~$2K/mo - **Commitment** — Thoughtly: Pilot or annual · Artisan: Annual **Choose Thoughtly if:** - Voice is part of your conversion motion — phone calls actually close deals in your verticals. - Your problem is converting the leads you already have, not generating new ones. - You operate in a regulated or high-consideration vertical (real estate, insurance, mortgage, healthcare). - You don't want to build an ICP database before you start. **Choose Artisan if…:** - Your motion is genuinely cold B2B SaaS prospecting and you're committed to scaling outbound. - Email + LinkedIn is enough — you don't need voice, SMS, or compliance-friendly inbound. - You want a tool centered on cold deliverability and sequence A/B testing. --- ### Thoughtly vs Bland.ai URL: https://thoughtly.com/compare/thoughtly-vs-bland Competitor: Bland.ai Category: voice-ai Bland's G2 reviews flag hallucinations and dropped calls. Thoughtly is multichannel inbound conversion that holds up in production — voice, SMS, email, CRM. **Competitor positioning:** Bland markets 'AI for any phone call, at scale,' but its 1-star G2 reviews tell a different story: agents that hallucinate, refuse to transfer to humans, get stuck in loops, and need an engineer babysitting them through launch. Voice-only, $299–$499/mo platform fee on top of per-minute usage. **Verdict:** When 'AI call center' meets the production floor. Bland's pitch is bold — drop in an AI agent, scale it to any volume. The reality in 1-star G2 reviews is messier: agents that quote the wrong dollar amounts, refuse to escalate to a human, hang up on customers, and require a voice engineer on call to chase regressions every release. The voice cloning is impressive, and a few well-resourced teams have made it work — but the path to a stable production agent is steep, voice-only, and your problem if SMS or email is part of the motion. Thoughtly is built for the opposite shape: inbound conversion across voice + SMS + email + workflows, CRM-native, with the boring reliability that lets RevOps own it without standing up a voice infra team. _Worth knowing: Bland's voice cloning and self-hosted infra are real differentiators for engineering-heavy teams that can debug their way through a launch._ **Side-by-side overview: The reliable, multichannel alternative to Bland.** Bland sells voice-only AI call centers. Thoughtly is the boring, reliable multichannel platform RevOps can ship in days — no on-call voice engineer required. _Thoughtly_ - **What it does** — Runs production-ready inbound agents across voice, SMS, email, and workflows — CRM-native from day one. - **How it helps** — Marketers and ops ship and tune agents directly. No engineering team needed to keep agents from looping, hallucinating, or failing escalations. - **When to use** — When you need an inbound platform a non-engineer can own — and that holds up in production without a dedicated voice infra rotation. - **Key points:** - Multichannel by default (voice + SMS + email) - Two-way CRM sync to 200+ tools - No platform fee on Flex - Owned by RevOps, not Engineering _Bland.ai_ - **What it does** — Voice-first AI call-center platform with custom voice cloning and self-hosted infra options. - **How it helps** — Lets engineering-heavy teams build high-volume voice agents — provided they can debug agent behavior, edge cases, and call drops. - **When to use** — When you have a dedicated voice engineer who can chase regressions, hallucinations, and escalation bugs every release. - **Key points:** - Voice-only — SMS / email left to your stack - $299–$499/mo platform fee on top of usage - 1-star G2 reviews flag hallucinations and loops - Custom voice cloning is a real differentiator **Key differences:** - **Multichannel by default** — Thoughtly ships voice + SMS + email + workflows in one product. Bland is voice-only; the rest is your engineering team's job. - **CRM-native, not event-source** — Two-way sync with Salesforce, HubSpot, and 200+ tools — contacts, deals, and call notes write back automatically. Bland leaves the CRM layer to you. - **Reliability without an engineer on call** — Thoughtly agents go from build to production in days. G2 reviewers report Bland agents hallucinating numbers, looping, and missing escalations — issues that fall on whoever's on call. - **Owned by RevOps, not Engineering** — Marketers and ops ship and tune Thoughtly agents directly. Bland's strongest reviews come from teams with dedicated voice engineers; the 1-star reviews come from teams without one. **Side-by-side comparison:** _Built for_ - **Primary use case** — Thoughtly: Inbound lead conversion · Bland.ai: AI call centers - **Target customer** — Thoughtly: Inbound revenue teams · Bland.ai: Enterprise call ops - **Volume framing** — Thoughtly: Per-lead conversion · Bland.ai: First-call resolution _Channels_ - **Voice agents** — Thoughtly: ✓ · Bland.ai: ✓ - **SMS / iMessage** — Thoughtly: ✓ · Bland.ai: — - **Email follow-up** — Thoughtly: ✓ · Bland.ai: — - **Multi-step workflows** — Thoughtly: ✓ · Bland.ai: Partial - **Custom voice cloning** — Thoughtly: Enterprise · Bland.ai: ✓ _Pricing_ - **Platform fee** — Thoughtly: — · Bland.ai: $299–$499/mo — Build / Scale tiers - **Per-minute** — Thoughtly: Custom · Bland.ai: $0.11–$0.14/min - **Self-hosted dedicated infra** — Thoughtly: Enterprise · Bland.ai: Enterprise _CRM + Integrations_ - **Native integrations** — Thoughtly: 200+ · Bland.ai: 20+ - **Two-way CRM write-back** — Thoughtly: ✓ · Bland.ai: Partial - **Attribution + UTM passthrough** — Thoughtly: ✓ · Bland.ai: — _Compliance + Security_ - **SOC 2 Type II** — Thoughtly: ✓ · Bland.ai: Partial - **HIPAA / BAA** — Thoughtly: Enterprise · Bland.ai: Partial - **Public certifications** — Thoughtly: Listed · Bland.ai: Limited **Choose Thoughtly if:** - Your bottleneck is inbound conversion across voice, SMS, and email — not call deflection. - You need true two-way CRM write-back, not just event triggers. - You'd rather pay for usage than carry a $300–$500/mo platform fee on quiet months. - You want an inbound platform a non-engineer can ship and tune. **Choose Bland.ai if…:** - You have a dedicated voice engineer who can debug agent behavior, edge cases, and call drops before launch — and after. - Custom voice cloning is a hard product requirement worth the engineering investment. - Self-hosted dedicated infrastructure is a procurement requirement. --- ### Thoughtly vs PolyAI URL: https://thoughtly.com/compare/thoughtly-vs-polyai Competitor: PolyAI Category: customer-service PolyAI is voice AI for customer service — IVR, deflection, contact-center automation. Thoughtly converts inbound leads. Different jobs. **Competitor positioning:** PolyAI is enterprise customer-service voice AI — IVR replacement and call deflection for hospitality, food, retail, and banking ops. Implementation is services-led; G2 reviews flag long deployments, limited self-serve customization, and a contact-center mindset that's the wrong shape for sales. **Verdict:** Different job, different buyer, different shape. PolyAI is a real product solving a real problem — voice AI for customer-service contact centers in hospitality, food, retail, and banking. The job is deflection: keeping routine service calls off your human queue. That's a contact-center motion, owned by VP CX or the contact-center director, with deployments that G2 reviewers flag as multi-month services engagements rather than self-serve installs. Thoughtly is the opposite job: converting inbound leads into customers. Owned by RevOps, sales, or growth, deployed in days via a no-code builder, and bundled with SMS + email + CRM-native sync so the lead's whole journey lives in one product. If you're trying to deflect a customer-service queue, PolyAI is the right shape. If you're trying to grow revenue from inbound, that's a different product entirely — ours. _Worth knowing: Thoughtly handles the lead-to-customer conversion that PolyAI's customer-service mandate doesn't touch — without the services-led implementation timeline. Different categories, no real overlap._ **Side-by-side overview: The conversion alternative to PolyAI.** PolyAI is a customer-service voice AI sold to contact-center ops. Thoughtly is the inbound conversion platform sold to RevOps — built for the lead, not the ticket. _Thoughtly_ - **What it does** — Converts inbound leads in seconds across voice, SMS, email, and workflows — CRM-native, no implementation team required. - **How it helps** — Marketers and ops ship and tune agents directly. Time to first production agent is days, not the multi-month enterprise services engagement that PolyAI deployments are known for in G2 reviews. - **When to use** — When your bottleneck is conversion of pipeline you already paid to acquire — not deflection of a customer-service queue. - **Key points:** - Inbound lead conversion as the job - No-code builder — RevOps owns it - Days to deploy, not quarters - Two-way CRM sync to 200+ tools _PolyAI_ - **What it does** — Enterprise customer-service voice AI — IVR replacement, call deflection, and post-purchase service automation for hospitality, food, retail, and banking. - **How it helps** — Reduces call-center cost by deflecting routine service calls — provided you have the budget, the timeline, and the services team to wire it up. - **When to use** — When you run a high-volume customer-service contact center and need to deflect routine inquiries — not when you're trying to convert leads. - **Key points:** - Customer-service / IVR-replacement focus (different job) - G2 reviewers flag long, services-heavy deployments - Limited self-serve customization without PolyAI's team - Enterprise pricing and procurement cycle **Key differences:** - **Convert leads, not deflect tickets** — Thoughtly's job is turning new inbound into customers. PolyAI's job is keeping post-purchase service calls off your queue. - **RevOps-owned, not CX-owned** — Thoughtly is bought by VP Sales / RevOps / Growth. PolyAI is bought by VP CX or contact-center directors — completely different buyer, completely different stack. - **Days to deploy, not months** — No-code builder, no services engagement, no enterprise procurement gauntlet. G2 reviews of PolyAI repeatedly flag the implementation timeline. - **Multichannel + CRM, not voice + IVR** — Thoughtly bundles voice + SMS + email + workflows + two-way CRM write-back. PolyAI is voice-shaped around contact-center / IVR replacement. **Side-by-side comparison:** _Built for_ - **Job to be done** — Thoughtly: Convert inbound leads · PolyAI: Deflect customer-service calls - **Primary buyer** — Thoughtly: VP RevOps / Sales / Growth · PolyAI: VP CX / Contact Center Director - **Funnel stage** — Thoughtly: Acquisition (lead → customer) · PolyAI: Post-purchase service _Channels_ - **Voice agents** — Thoughtly: ✓ · PolyAI: ✓ - **SMS** — Thoughtly: ✓ · PolyAI: — - **Email follow-up** — Thoughtly: ✓ · PolyAI: — - **Multi-step workflows + autonomy** — Thoughtly: ✓ · PolyAI: Partial _Implementation_ - **Time to first production agent** — Thoughtly: Days · PolyAI: Months — Services-led deployment - **No-code builder** — Thoughtly: ✓ · PolyAI: — - **Services team required** — Thoughtly: — · PolyAI: Yes _CRM + integrations_ - **Native integrations** — Thoughtly: 200+ · PolyAI: Contact-center stack - **Two-way CRM write-back** — Thoughtly: ✓ · PolyAI: Limited - **Attribution + UTM passthrough** — Thoughtly: ✓ · PolyAI: — **Choose Thoughtly if:** - Your job is converting inbound leads into customers — not deflecting customer-service calls. - Your buyer is RevOps, Sales, or Growth — not CX or the contact-center director. - You want a no-code platform a non-engineer can ship in days. - You need bundled voice + SMS + email + workflows + CRM at one price. **Choose PolyAI if…:** - You run a high-volume customer-service contact center and need to deflect routine inquiries. - You have a VP CX or contact-center director driving the purchase, with budget for a services-led enterprise deployment. - Your stack is anchored in CCaaS (Five9, Genesys) rather than CRM (Salesforce, HubSpot). --- ### Thoughtly vs Regal.ai URL: https://thoughtly.com/compare/thoughtly-vs-regal Competitor: Regal.ai Category: ai-sdr Regal started as a human SDR dialer and pivoted to AI. Thoughtly is AI-native — faster, cheaper per contact, no rep overhead underneath. **Competitor positioning:** Regal spent its first years building an outbound dialer for human SDR teams — agent-assist, call coaching, conversation intelligence. Its 'AI Phone Agent' is a bolt-on the company added when the wave hit. The product, the pricing, and the customer base are still anchored on humans dialing, with AI in the wings. **Verdict:** Human dialer with AI bolted on, or AI-native from day one? Regal's first chapter was outbound dialer software for human SDR teams — agent-assist, call coaching, conversation intelligence, the CCaaS-adjacent tooling that exists to make a human rep slightly more productive. When the AI wave hit, Regal layered an AI Phone Agent on top of that foundation and rebranded. The product still bears the marks of its origin: pricing assumes a hybrid human + AI motion, the integration footprint leans CCaaS (Five9, Genesys), and a meaningful share of the platform's logic is dedicated to managing human-agent workflows that an AI-native product doesn't need at all. That's a real fit if you already have a contact-center org you're trying to augment. It's the wrong fit if you want AI to do the work — without a human-rep cost stack underneath. Thoughtly was built AI-native: faster speed-to-lead than a human can match, cheaper per qualified contact, no headcount to ramp before scale, and no dialer-era assumptions baked into the product. _Worth knowing: Thoughtly delivers the conversion outcome without the SDR ramp, CCaaS stack, or supervisor overhead Regal's hybrid motion still assumes. AI-native scalability._ **Side-by-side overview: The AI-native alternative to Regal.** Regal spent its first chapter building dialer software for human SDR teams and pivoted to AI when the wave hit. Thoughtly was built AI-native — without the SDR ramp, CCaaS stack, or supervisor overhead Regal's hybrid motion still assumes. _Thoughtly_ - **What it does** — AI-native inbound conversion platform — voice, SMS, email, workflows, and CRM, designed from day one to run without a human SDR team underneath. - **How it helps** — Reaches 100% of inbound the moment you switch on. AI economics replace SDR headcount, ramp time, training, and supervisor overhead. - **When to use** — When you want AI to do the work — not augment a human team you'll keep paying for. - **Key points:** - AI-native from day one - No SDR ramp or headcount required - CRM-native, not CCaaS-adjacent - Cheaper per qualified contact _Regal.ai_ - **What it does** — Outbound dialer for human SDR teams with an AI Phone Agent layered on after the AI wave. - **How it helps** — Augments existing contact-center operations — agent assist, call coaching, conversation intelligence, plus AI for overflow. - **When to use** — When you already have a human SDR or contact-center team and want to make it 20% better, not replace it. - **Key points:** - Hybrid (human reps + AI bolt-on) - Pricing assumes both sides of the stack - Integration footprint leans CCaaS (Five9, Genesys) - Designed around supervisor + dialer workflows **Key differences:** - **AI-native, not AI bolted on** — Thoughtly was designed as an AI agent platform from day one. Regal was an outbound dialer for human reps that pivoted to AI when the wave hit — the design center is still humans dialing. - **Cheaper per qualified contact** — No human-rep cost stack underneath. Regal's pricing assumes a hybrid motion where humans take the high-intent calls and AI handles overflow. Thoughtly handles all of it on AI economics. - **Coverage without headcount** — Thoughtly scales to 100% of inbound the moment you switch it on. Regal's full motion still requires human SDR ramp time, training, and management overhead — efficiency you don't need to pay for. - **CRM-native, not CCaaS-adjacent** — Thoughtly integrates deeply with Salesforce, HubSpot, Zoho, and 200+ tools RevOps actually runs. Regal's footprint leans Five9 / Genesys / dialer-era contact-center systems. **Side-by-side comparison:** _Built for_ - **Origin** — Thoughtly: AI-native from day one · Regal.ai: Human SDR dialer (pivoted to AI) - **Design center** — Thoughtly: AI agent platform · Regal.ai: Human reps + AI bolt-on - **Cost shape** — Thoughtly: AI usage only · Regal.ai: Hybrid (human reps + AI) - **Headcount required** — Thoughtly: None · Regal.ai: SDR team to ramp + manage _Channels_ - **Voice agents** — Thoughtly: ✓ · Regal.ai: ✓ - **SMS** — Thoughtly: ✓ · Regal.ai: ✓ - **Email follow-up** — Thoughtly: ✓ · Regal.ai: — - **Multi-step workflows + autonomy** — Thoughtly: ✓ · Regal.ai: Partial _Integration footprint_ - **Stack shape** — Thoughtly: CRM + martech · Regal.ai: CCaaS + CRM - **Native integrations** — Thoughtly: 200+ · Regal.ai: 40+ - **Two-way CRM sync** — Thoughtly: ✓ · Regal.ai: Partial - **Attribution + UTM passthrough** — Thoughtly: ✓ · Regal.ai: — _Voice tech_ - **Voice latency** — Thoughtly: <700ms · Regal.ai: Low - **Languages** — Thoughtly: 20+ · Regal.ai: 30+ - **Auto-QA + evals** — Thoughtly: Scale+ · Regal.ai: ✓ _Compliance + Security_ - **SOC 2 Type II** — Thoughtly: ✓ · Regal.ai: ✓ - **HIPAA / BAA** — Thoughtly: Enterprise · Regal.ai: Available **Choose Thoughtly if:** - You want AI to do the work — not augment a human SDR team you'll keep paying for. - Your stack is CRM-first (Salesforce, HubSpot, Zoho), not CCaaS-first (Five9, Genesys). - You'd rather pay AI economics than carry SDR headcount, ramp time, and supervisor overhead. - You're focused on inbound conversion, not call containment. **Choose Regal.ai if…:** - You already have a human SDR or contact-center team and want to augment it with AI rather than replace it. - Your buyer is a VP of CX or contact-center director with budget for hybrid rep + AI tooling. - Your stack is anchored on Five9, Genesys, or a similar CCaaS. --- ### Thoughtly vs Replicant URL: https://thoughtly.com/compare/thoughtly-vs-replicant Competitor: Replicant Category: customer-service Replicant is contact-center voice AI for containing service calls. Thoughtly converts inbound leads. Different funnel stage, different buyer. **Competitor positioning:** Replicant is contact-center voice AI built around containment metrics — keeping inbound service calls from reaching a human agent. G2 reviews flag rigid out-of-box flows, hand-off friction with live agents, and reporting gaps. The product, the GTM, and the customer base are all contact-center-shaped. **Verdict:** Different funnel stage. Different customer. Replicant is a credible voice AI product, but the job it's built for isn't ours. Replicant deflects customer-service calls inside an existing contact center — its dashboards, integrations, and sales motion are all anchored on containment as the success metric. Reviews on G2 from 1–3 star buyers consistently flag the rigid out-of-box flows, the friction of handing off to live agents mid-call, and the reporting gaps when you want anything beyond containment numbers. Thoughtly is the opposite shape: an inbound-conversion platform that calls every new lead, not every existing customer. Multichannel from day one, CRM-native, owned by RevOps, and deployed in days. Same wire, different motion. _Worth knowing: Thoughtly converts the leads Replicant's customer-service mandate ignores. If your KPI is containment, Replicant fits — but you're shopping in a different category than ours._ **Side-by-side overview: The lead-conversion alternative to Replicant.** Replicant is contact-center deflection AI — it earns its keep by keeping calls off a human queue. Thoughtly is the conversion AI that earns its keep by turning leads into customers. _Thoughtly_ - **What it does** — Converts inbound leads in seconds across voice, SMS, email, and workflows — CRM-native, owned by RevOps, deployed in days. - **How it helps** — Designed for the moment a lead hits your form — qualify, route, hand off, write back to your CRM. Not built for deflection or routine service-call containment. - **When to use** — When you want to grow revenue from inbound and reach 100% of leads in seconds, every channel. - **Key points:** - Inbound lead conversion as the job - Voice + SMS + email + workflows in one product - Two-way CRM write-back, not event push - No-code builder — no services engagement _Replicant_ - **What it does** — Contact-center voice AI focused on containing inbound service calls — deflection metrics, IVR replacement, and live-agent escalation. - **How it helps** — Reduces cost-per-call for enterprise contact centers running high-volume customer-service inbound. - **When to use** — When you operate a contact center and your KPI is containment rate, not lead conversion. - **Key points:** - Contact-center / customer-service focus - Containment is the design goal — not conversion - G2 reviewers flag rigid flows and live-agent hand-off friction - Sales-led enterprise GTM, slow time-to-value **Key differences:** - **Conversion KPI, not containment** — Thoughtly is measured on leads converted to customers. Replicant is measured on calls deflected from a human queue — different metric, different product. - **Lead-stage, not customer-stage** — Thoughtly works the front of the funnel — inbound lead → first call → CRM. Replicant works post-purchase service inquiries. No real overlap. - **RevOps-owned, not CX-owned** — Different buyer entirely. RevOps and growth teams buy Thoughtly. CX leaders and contact-center operators buy Replicant. - **No-code, not services-led** — Marketers ship Thoughtly agents directly in days. Replicant deployments are services-led enterprise engagements — G2 reviews flag the timeline. **Side-by-side comparison:** _Built for_ - **Job to be done** — Thoughtly: Convert inbound leads · Replicant: Deflect customer-service calls - **Primary buyer** — Thoughtly: VP RevOps / Sales / Growth · Replicant: VP CX / Contact Center Director - **Success metric** — Thoughtly: Conversion rate · Replicant: Containment rate _Channels_ - **Voice agents** — Thoughtly: ✓ · Replicant: ✓ - **SMS** — Thoughtly: ✓ · Replicant: Limited - **Email follow-up** — Thoughtly: ✓ · Replicant: — - **Multi-step workflows + autonomy** — Thoughtly: ✓ · Replicant: Partial _Implementation_ - **Time to first production agent** — Thoughtly: Days · Replicant: Quarters — Services-led - **No-code builder** — Thoughtly: ✓ · Replicant: — - **Iteration speed** — Thoughtly: RevOps-owned · Replicant: Replicant team in the loop _CRM + integrations_ - **Stack shape** — Thoughtly: CRM + martech (Salesforce, HubSpot, Zoho) · Replicant: CCaaS (Five9, Genesys) - **Native integrations** — Thoughtly: 200+ · Replicant: Contact-center stack - **Two-way CRM write-back** — Thoughtly: ✓ · Replicant: Limited **Choose Thoughtly if:** - Your KPI is leads converted to customers, not calls deflected from a human queue. - Your buyer is RevOps, Sales, or Growth — not CX or contact-center ops. - Your stack is CRM-first, not CCaaS-first. - You want a no-code platform you can ship in days, not a services engagement. **Choose Replicant if…:** - Your KPI is containment rate inside an existing customer-service contact center. - You're a CX leader or contact-center operator with budget for an enterprise services deployment. - Your stack is anchored on Five9, Genesys, or a similar CCaaS. --- ### Thoughtly vs Retell.ai URL: https://thoughtly.com/compare/thoughtly-vs-retell Competitor: Retell.ai Category: voice-ai Retell is an engineer-shaped voice API with stacked pricing. Thoughtly is the RevOps platform — voice + SMS + email + CRM, bundled, ready to run. **Competitor positioning:** Retell brands itself as a 'platform' but the product is API-first and engineer-shaped — agentic framework, BYO LLM, and stacked à-la-carte pricing across infra, LLM, TTS, and add-ons that takes an architect to forecast. **Verdict:** Engineering toolkit, marketed as a platform. Retell's branding is platform-shaped, but the product is engineer-shaped: agentic framework, BYO LLM, and pricing stacked across infra ($0.055/min), LLM ($0.006–$0.08/min), TTS ($0.015–$0.040/min), and add-ons priced separately (KB, PII, denoising, SMS). A buyer can't model total cost without an architect, and a non-technical owner can't ship a production agent without a developer in the loop. That's a credible fit for engineering-led shops. It's the wrong fit for RevOps and growth teams trying to convert inbound leads across voice, SMS, and email without standing up a voice infrastructure project. _Worth knowing: Retell's voice latency and BYO-LLM flexibility are real differentiators for engineering teams that want to assemble their own stack._ **Side-by-side overview: The enterprise-ready alternative to Retell.** Retell brands itself as a platform but ships as an engineer-shaped voice API with stacked à-la-carte pricing. Thoughtly is the operator-grade alternative — bundled, multichannel, no architect required. _Thoughtly_ - **What it does** — Conversational AI platform that converts inbound leads across voice, SMS, email, and workflows — with native CRM write-back, multilingual support, and enterprise compliance. - **How it helps** — Marketers and ops ship and tune agents directly via a no-code visual builder. Predictable bundled pricing, automatic PII redaction, and 99.99% uptime mean RevOps can deploy without a developer in the loop. - **When to use** — When you need a production-ready inbound platform you can run from day one — not a voice API project to staff and architect. - **Key points:** - Native no-code builder (drag & drop) - Always-latest GPT, Claude, Gemini - Custom LLM and SIP trunking — no developer required - 30+ languages, branded calls, IVR with DTMF - Bundled pricing — no à-la-carte stack - HIPAA, SOC 2 Type II, GDPR with automatic PII redaction _Retell.ai_ - **What it does** — API-first voice toolkit with an agentic framework, BYO LLM, and custom telephony built around developer workflows. - **How it helps** — Gives engineering teams the primitives to assemble a voice product — provided they can model the stacked infra + LLM + TTS + add-on pricing and ship the surrounding integration. - **When to use** — When your buyer is an engineering team comfortable wiring up infrastructure and forecasting à-la-carte costs. - **Key points:** - API-first, no visual UI - Stacked à-la-carte pricing across infra, LLM, TTS, KB, PII - SMS is a paid add-on; email isn't a primary channel - Onboarding requires developer for production - Compliance: HIPAA only **Key differences:** - **Bundled, not stacked, pricing** — One number per plan, no infra + LLM + TTS + add-on stack to model. Retell's all-in cost requires an architect to forecast. - **Multichannel by default** — Voice + SMS + email + workflows ship together. Retell's SMS is a paid add-on; email isn't a primary channel. - **Two-way CRM, not event push** — Thoughtly writes back contacts, deals, activities, and call notes to Salesforce, HubSpot, and 200+ tools — not just trigger events. - **Built for RevOps, not engineering** — Marketers and ops can ship and edit Thoughtly agents directly. Retell is API-first — non-engineers can't ship a production agent without a developer. **Side-by-side comparison:** _Features_ - **Drag & Drop** — Thoughtly: Native no-code builder · Retell.ai: API-first, no visual UI - **LLM model & intelligence** — Thoughtly: Always-latest GPT, Claude, Gemini · Retell.ai: Defaults (no auto-upgrade) - **Custom LLM integration** — Thoughtly: Native (no developer required) · Retell.ai: API config required - **Custom telephony** — Thoughtly: Native SIP trunking · Retell.ai: BYO via API - **Warm transfer** — Thoughtly: Native · Retell.ai: Not native - **Multilingual** — Thoughtly: 30+ languages · Retell.ai: Limited (depends on TTS choice) - **Branded calls** — Thoughtly: Native · Retell.ai: Add-on - **IVR & DTMF** — Thoughtly: Native IVR with DTMF · Retell.ai: API only - **Post-call analytics** — Thoughtly: Real-time insights · Retell.ai: Add-on / API export - **Latency** — Thoughtly: Sub-second · Retell.ai: Sub-second _Pricing_ - **Voice AI** — Thoughtly: Custom · Retell.ai: $0.07–$0.31/min stacked - **Phone number** — Thoughtly: Included · Retell.ai: $2.00/month - **Toll-free number** — Thoughtly: Included · Retell.ai: $5.00/month - **Batch calling** — Thoughtly: Included · Retell.ai: Included - **Extra knowledge base slots** — Thoughtly: Unlimited · Retell.ai: Metered add-on - **Concurrency add-on** — Thoughtly: Included · Retell.ai: Paid add-on - **Speech-to-text** — Thoughtly: Included · Retell.ai: Included _Enterprise-grade_ - **Compliance** — Thoughtly: HIPAA, SOC 2 Type II, GDPR · Retell.ai: HIPAA - **Rate limit** — Thoughtly: No rate limit · Retell.ai: Tier-dependent - **Uptime to date** — Thoughtly: 99.99% · Retell.ai: Not published - **Onboarding** — Thoughtly: No-code, ready to deploy · Retell.ai: Requires developer for production - **PII redaction** — Thoughtly: Automatic across names, addresses, DOBs, passwords, PINs · Retell.ai: Add-on **Choose Thoughtly if:** - You want one platform that bundles voice + SMS + email + workflows + CRM at one price. - You need true two-way CRM sync, not event-triggered automations. - You want predictable pricing your CFO can model — not infra + LLM + TTS + add-on stacks. - You're focused on inbound conversion, not general-purpose call automation. **Choose Retell.ai if…:** - Your buyer is an engineering team that wants to assemble its own voice stack. - BYO-LLM choice (GPT, Claude, Gemini) is a hard product requirement at the agent level. - You have an architect who can model stacked à-la-carte pricing — and an on-call rotation when it breaks. --- ### Thoughtly vs Sierra URL: https://thoughtly.com/compare/thoughtly-vs-sierra Competitor: Sierra Category: customer-service Sierra builds enterprise CX agents for post-purchase support. Thoughtly converts inbound leads. Different category, buyer, and timeline. **Competitor positioning:** Sierra is enterprise customer-experience AI — deployed with the company's services team via founder-led white-glove enterprise GTM at six-figure-plus deal sizes. The product, the pricing, and the buyer are all post-purchase customer experience, not pre-purchase conversion. **Verdict:** Tier-one enterprise CX, or inbound conversion you can actually buy? Sierra is a remarkable product with remarkable buyers — Bret Taylor and Clay Bavor's first AI company, deployed at SiriusXM, Sonos, ADT, WeightWatchers. The product is genuinely enterprise customer-experience AI: post-purchase support, returns, account management, all designed in a multi-quarter services engagement at six-figure-plus deal sizes. That's the right shape for global brands with sprawling support orgs and dedicated CX teams. It's the wrong shape for the team trying to convert inbound leads into customers. Thoughtly is the opposite trade: lead-stage instead of customer-stage, RevOps-owned instead of CX-owned, no-code instead of services-led, and priced for any inbound team rather than gated to enterprises with the procurement budget for a Sierra-sized contract. _Worth knowing: Thoughtly does the inbound-conversion job Sierra's CX mandate doesn't touch — without the enterprise-only deal floor or services-team timeline. Different categories, different buyers, no real overlap._ **Side-by-side overview: The conversion alternative to Sierra.** Sierra is enterprise customer-experience AI — Bret Taylor and Clay Bavor's white-glove deployment for SiriusXM-tier brands. Thoughtly is the inbound conversion product the rest of us can actually buy. _Thoughtly_ - **What it does** — Converts inbound leads in seconds across voice, SMS, email, and workflows — RevOps-owned, no-code, deployed in days. - **How it helps** — Self-serve where it should be, white-glove where it matters — but no six-figure floor and no implementation team in the room. - **When to use** — When you want a production inbound platform you can ship this quarter, not an enterprise services engagement that runs through next year. - **Key points:** - Inbound lead conversion as the job - No-code builder — RevOps owns it - Days to deploy - Plans that don't start at six figures _Sierra_ - **What it does** — Enterprise customer-experience agents for post-purchase support, returns, and account management — built with Sierra's team for SiriusXM, Sonos, ADT, and WeightWatchers-tier brands. - **How it helps** — Gives the largest enterprises a custom AI CX agent they didn't have to build in-house — provided they have the procurement budget and the multi-quarter timeline. - **When to use** — When you're an enterprise with thousands of post-purchase customers, six-figure deal capacity, and a CX function ready to staff a multi-month services engagement. - **Key points:** - Customer-experience / post-purchase support focus - Founder-led, white-glove enterprise GTM - Six-figure-plus deal sizes (no transparent pricing) - Sierra's team builds and deploys with you **Key differences:** - **Convert leads, not service customers** — Thoughtly works the moment a lead hits your form. Sierra works post-purchase — support, returns, account management. Different funnel stage entirely. - **RevOps-owned, not CX-owned** — Thoughtly is bought by VP Sales / RevOps / Growth. Sierra is bought by Chief Customer Officer or VP CX — completely different buyer, completely different stack. - **No-code, not services-engaged** — Marketers ship and tune Thoughtly agents directly in days. Sierra deployments are multi-quarter services engagements with their team in the room. - **Buyable, not enterprise-only** — Thoughtly is priced for any inbound team. Sierra deals are reportedly six-figure-plus floors with no public pricing. **Side-by-side comparison:** _Built for_ - **Job to be done** — Thoughtly: Convert inbound leads · Sierra: Service post-purchase customers - **Primary buyer** — Thoughtly: VP RevOps / Sales / Growth · Sierra: Chief Customer Officer / VP CX - **Target customer** — Thoughtly: Inbound revenue teams · Sierra: Enterprise brands (SiriusXM, Sonos, ADT) _Channels_ - **Voice agents** — Thoughtly: ✓ · Sierra: ✓ - **SMS** — Thoughtly: ✓ · Sierra: Limited - **Email follow-up** — Thoughtly: ✓ · Sierra: Support context - **Multi-step workflows + autonomy** — Thoughtly: ✓ · Sierra: ✓ _Implementation_ - **Time to first production agent** — Thoughtly: Days · Sierra: Multi-quarter — Services-led - **No-code builder** — Thoughtly: ✓ · Sierra: — - **Implementation team required** — Thoughtly: — · Sierra: Sierra services team _Pricing_ - **Pricing floor** — Thoughtly: Custom · Sierra: Enterprise (rumored $250K+) - **Public pricing** — Thoughtly: Plan tiers · Sierra: — - **Pilot / free trial** — Thoughtly: ✓ · Sierra: — **Choose Thoughtly if:** - Your job is converting inbound leads — not servicing post-purchase customers. - Your buyer is RevOps, Sales, or Growth — not the Chief Customer Officer. - You want a no-code platform a non-engineer can ship in days, not a services-led enterprise engagement. - You don't have six-figure-plus procurement budget — and don't want to need one. **Choose Sierra if…:** - You're an enterprise brand with a sprawling post-purchase support org. - Customer experience (returns, account management, support) is your job — not lead conversion. - Six-figure-plus deal sizes and multi-quarter implementation timelines fit your procurement. --- ### Thoughtly vs Synthflow.ai URL: https://thoughtly.com/compare/thoughtly-vs-synthflow Competitor: Synthflow.ai Category: voice-ai Synthflow's flagship motion is agencies white-labeling voice agents. Thoughtly is the operator's product — built for the team running the funnel. **Competitor positioning:** Synthflow's go-to-market is the agency channel. Its $2K/mo white-label tier is the centerpiece — built so consultancies can resell voice agents under their own brand. The product is shaped around the reseller, not the operator. **Verdict:** Built to be resold, or built to be run? Synthflow's marketing leads with agency partnerships and white-label resale. Its $2K/mo white-label add-on is the centerpiece of the agency tier, and a large share of its case studies are consultancies productizing voice agents for downstream clients. That works if you're a consultancy. It's the wrong shape if you're the operator who has to live inside the product every day, write back to your CRM, and run inbound across voice, SMS, and email together. Synthflow is voice-first with SMS as a metered line item (5 messages = 1 voice minute) and no email channel; Thoughtly ships voice + SMS + email + workflows as co-equal channels with two-way CRM write-back, no $2K/mo gate to brand-customize. _Worth knowing: Synthflow's compliance posture and agency program are real. If you're a consultancy looking to resell voice agents, it's the right pick — just not the right one for the team converting the leads._ **Side-by-side overview: The operator's alternative to Synthflow.** Synthflow's flagship motion is agencies reselling voice agents under their own brand. Thoughtly is built for the team that actually runs the inbound funnel — no $2K/mo white-label gate. _Thoughtly_ - **What it does** — Multichannel inbound conversion platform built around the operator — voice, SMS, email, workflows, and CRM as co-equal pieces. - **How it helps** — Operator features ship at the appropriate plan tier, not behind a $2K/mo agency add-on. Two-way CRM write-back means activity flows back into your funnel automatically. - **When to use** — When you're the team running the inbound motion in-house and need a product designed around you, not a consultancy reselling on top of you. - **Key points:** - Multichannel as a primary product - CRM-native data model - Operator features at the appropriate tier - Inbound conversion as the job, not voice automation in general _Synthflow.ai_ - **What it does** — Voice AI platform with a strong agency program — SOC 2 / HIPAA / PCI / GDPR / ISO 27001 certifications and a $2K/mo white-label add-on. - **How it helps** — Lets consultancies productize voice agents under their own brand and deliver them to downstream clients with credible compliance posture. - **When to use** — When you're an agency or consultancy looking to white-label voice agents to your clients. - **Key points:** - Voice-first; SMS metered against voice minutes - White-label gated at $2K/mo - Designed around the reseller, not the operator - Email isn't a native channel **Key differences:** - **Built for the operator, not the reseller** — Thoughtly is shaped around the team that runs the funnel. Synthflow's marquee SKUs and white-label add-on are shaped around agencies productizing voice for downstream clients. - **Multichannel as a primary product** — Voice + SMS + email + workflows ship as co-equal channels. Synthflow's SMS is metered against voice minutes; email isn't a native channel. - **CRM-native data model** — Thoughtly is a CRM with a voice. Synthflow integrates with CRMs but doesn't lead with deep two-way write-back semantics. - **No $2K/mo gate to look like yours** — White-label and a stack of operator features at Synthflow live behind a $2K/mo line item. Thoughtly's plan includes them at the appropriate tier. **Side-by-side comparison:** _Built for_ - **Primary use case** — Thoughtly: Inbound lead conversion · Synthflow.ai: Voice agent automation - **Channel framing** — Thoughtly: Multichannel by default · Synthflow.ai: Voice-first; SMS metered _Channels_ - **Voice agents** — Thoughtly: ✓ · Synthflow.ai: ✓ - **SMS as primary channel** — Thoughtly: ✓ · Synthflow.ai: Metered - **Email follow-up** — Thoughtly: ✓ · Synthflow.ai: — - **Multi-step workflows** — Thoughtly: ✓ · Synthflow.ai: Partial _Voice + AI_ - **Voice latency** — Thoughtly: <700ms · Synthflow.ai: <100ms claim - **LLM choice** — Thoughtly: ✓ · Synthflow.ai: ✓ - **Custom voice cloning** — Thoughtly: Enterprise · Synthflow.ai: Add-on _CRM + Integrations_ - **Native integrations** — Thoughtly: 200+ · Synthflow.ai: 200+ - **Two-way CRM write-back** — Thoughtly: ✓ · Synthflow.ai: Partial - **Attribution + UTM passthrough** — Thoughtly: ✓ · Synthflow.ai: — _Compliance + Security_ - **SOC 2 Type II** — Thoughtly: ✓ · Synthflow.ai: ✓ - **HIPAA / BAA** — Thoughtly: Enterprise · Synthflow.ai: ✓ - **PCI** — Thoughtly: Enterprise · Synthflow.ai: ✓ - **ISO 27001** — Thoughtly: — · Synthflow.ai: ✓ _Pricing_ - **Pricing structure** — Thoughtly: Bundled per plan · Synthflow.ai: PAYG + enterprise - **White-label** — Thoughtly: Enterprise · Synthflow.ai: $2K/mo add-on **Choose Thoughtly if:** - You need true multichannel — voice, SMS, email, and workflows as co-equal channels. - You need real two-way CRM write-back to Salesforce, HubSpot, or Zoho. - Inbound conversion (not general voice automation) is the job to be done. - You'd rather not pay $2K/mo for white-label or other enterprise features. **Choose Synthflow.ai if…:** - You're an agency or consultancy looking to white-label voice agents to your clients. - ISO 27001 specifically is a hard procurement requirement. - Voice-only is genuinely your scope and SMS is an occasional add-on. --- ### Thoughtly vs Traditional BDR teams URL: https://thoughtly.com/compare/thoughtly-vs-bdrs Competitor: Traditional BDR teams Category: traditional Human BDRs follow up on the top 10% of leads. Thoughtly reaches 100% — voice + SMS + email, 24/7, in real time. Without replacing your team. **Competitor positioning:** A team of human BDRs / SDRs / inside sales reps following up on inbound leads — the way it's been done for 20 years. Highly variable execution, expensive at scale, narrow operating window. **Verdict:** Augment the team. Don't replace it. This isn't a 'fire your BDR team' page. The honest framing: a great BDR team converts the top 10% of inbound leads — the ones with high intent, perfect timing, and a phone they answer the first try. The bottom 90% is where teams leak: leads that don't answer the first call, leads that come in at 9pm or on a weekend, recycled leads that went cold. Thoughtly works that bottom 90% so your humans can focus on the top 10%. Faster speed-to-lead, broader hours coverage, every channel attempted, every conversation logged. The result is the same team converting more pipeline — not a smaller team. **Side-by-side overview: The 100%-coverage alternative to a BDR team.** A great BDR team can call the top 10% of inbound in business hours. Thoughtly reaches 100% — voice, SMS, email — 24/7, in under 60 seconds. Without replacing your team. _Thoughtly_ - **What it does** — AI agents that reach every inbound lead in seconds across voice, SMS, and email — every conversation logged in your CRM automatically. - **How it helps** — Works the bottom 90% your reps don't have time for. Multi-channel persistence, 24/7 hours, 100% script adherence — without proportional headcount growth. - **When to use** — When inbound volume exceeds what humans can call inside 5 minutes, leads come in 24/7, or recycled leads aren't getting worked at all. - **Key points:** - <60 second speed-to-lead - 24/7 coverage, 100% of leads - Multi-channel persistence - Every conversation logged automatically _Traditional BDR teams_ - **What it does** — Human BDRs / SDRs / inside sales reps following up on inbound leads — the way it's been done for 20 years. - **How it helps** — High-touch, judgment-rich conversations with leads ranked highest by your team. Best-case 3–5 minute speed-to-lead during business hours. - **When to use** — When inbound volume is small enough that one or two reps can call every lead in five minutes, or your motion is high-touch enterprise sales. - **Key points:** - Top ~10% of leads contacted in practice - Business hours only - $60–$100K loaded per rep, 60–90 day ramp - Variable script adherence + CRM logging **Key differences:** - **Speed-to-lead in seconds** — Form-fill to first voice contact in under 60 seconds, 24/7. Even great BDR teams average 3–5 minutes during business hours and hours-to-days outside them. - **Reach 100% of leads, not 10%** — BDRs cherry-pick the highest-intent leads because there isn't time to call everyone. Thoughtly reaches every lead, including the bottom 90% that gets ignored. - **Multi-channel persistence** — If voice doesn't connect, Thoughtly follows up via SMS and email — and keeps going until the lead responds or opts out. No 'I'll try them again tomorrow' that never happens. - **Every conversation, logged** — Two-way CRM sync writes back call notes, qualification answers, and outcomes — automatically. No 'forgot to update Salesforce' tax. **Side-by-side comparison:** _Speed + coverage_ - **Speed-to-lead** — Thoughtly: <60 seconds · Traditional BDR teams: 3+ minutes (best case) - **Operating hours** — Thoughtly: 24/7 · Traditional BDR teams: Business hours - **% of inbound leads contacted** — Thoughtly: 100% · Traditional BDR teams: ~10% - **Capacity ceiling** — Thoughtly: Unlimited · Traditional BDR teams: Hire more reps _Channels_ - **Voice** — Thoughtly: ✓ · Traditional BDR teams: ✓ - **SMS** — Thoughtly: ✓ · Traditional BDR teams: Inconsistent - **Email** — Thoughtly: ✓ · Traditional BDR teams: Inconsistent - **Multi-touch persistence** — Thoughtly: Always · Traditional BDR teams: Variable _Operations_ - **Time to ramp** — Thoughtly: Days · Traditional BDR teams: 60–90 days per rep - **CRM logging consistency** — Thoughtly: 100% · Traditional BDR teams: Variable - **Attribution + UTM passthrough** — Thoughtly: ✓ · Traditional BDR teams: Manual - **Script adherence** — Thoughtly: 100% · Traditional BDR teams: Variable _Cost shape_ - **Cost basis** — Thoughtly: Usage-based · Traditional BDR teams: $60–$100K loaded per rep - **Scaling cost** — Thoughtly: Linear with usage · Traditional BDR teams: Hire / train / churn - **Time to capacity** — Thoughtly: Same day · Traditional BDR teams: Quarters **Choose Thoughtly if:** - Inbound volume exceeds what your team can call inside 5 minutes. - Leads come in 24/7 but your team works business hours. - Recycled and dormant leads aren't getting worked at all. - You want to grow conversion without proportional headcount growth. - You want every conversation logged in your CRM automatically. **Choose Traditional BDR teams if…:** - Your inbound volume is genuinely small enough that one or two reps can call every lead in five minutes. - Your motion is high-touch enterprise sales where the first call is a senior AE, not a BDR. - Compliance constraints prevent any AI-driven outreach in your vertical (rare, but it exists). --- ### Thoughtly vs Vapi.ai URL: https://thoughtly.com/compare/thoughtly-vs-vapi Competitor: Vapi.ai Category: voice-ai Vapi is a voice SDK for engineers. Thoughtly is the platform RevOps and growth teams turn on — voice + SMS + email + CRM, no developer needed. **Competitor positioning:** Vapi is voice infrastructure for developers — an SDK you wire to your own LLM, STT, TTS, and telephony, with $0.05/min on top. There is no GUI, no CRM, no marketer-friendly surface. If your team isn't shipping code, you're not the buyer. **Verdict:** Vapi is for engineers. Thoughtly is for the team running the funnel. Vapi is honest about what it is: a thin orchestration layer for engineering teams who want to wire their own LLM, STT, TTS, and telephony stack together and ship something custom. The $0.05/min fee is genuinely cheap — but the actual price is an engineer's full-time attention: integration glue, CRM sync, attribution, eval harnesses, who's on call when the agent breaks at 2am. RevOps and growth leaders can't buy Vapi without budgeting a voice infrastructure team alongside it. Thoughtly is the opposite trade: opinionated, multichannel, CRM-native, marketer-shippable on day one. If you have engineers and want to build, Vapi is the right tool. If you have a funnel to convert, you need a platform, not an SDK. _Worth knowing: Vapi's developer experience and BYO-LLM flexibility are the best in this category — for engineering teams. They are the entire audience._ **Side-by-side overview: The platform alternative to Vapi.** Vapi is a developer SDK — if your team doesn't ship code, you can't ship Vapi. Thoughtly is the production-ready RevOps platform you turn on, not assemble. _Thoughtly_ - **What it does** — Production-ready inbound conversion platform with bundled voice, SMS, email, workflows, CRM sync, and compliance. - **How it helps** — Ships in days, not months. RevOps and growth teams own it directly — no voice infra team, no integration glue, no on-call rotation for agent drops. - **When to use** — When you have a funnel to convert and want a platform, not a stack of providers to assemble. - **Key points:** - No-code agent builder - Multichannel out of the box - Bundled, predictable pricing - Marketers and ops can ship _Vapi.ai_ - **What it does** — Developer SDK for orchestrating your own voice stack — bring your own LLM, STT, TTS, and telephony. - **How it helps** — Gives engineering teams maximum flexibility to ship custom voice apps — they own the integration glue, attribution, CRM sync, and compliance. - **When to use** — When your buyer is engineering and you're staffing a voice infrastructure project, not running a conversion motion. - **Key points:** - API-first — no GUI, no CRM, no marketer surface - $0.05/min platform fee plus stacked LLM + TTS + telephony - Engineering team required for production - Voice-only orchestration **Key differences:** - **Production product, not a toolkit** — Thoughtly ships a no-code workflow builder, CRM sync, attribution, and multichannel orchestration out of the box. With Vapi, all of that is your team's job. - **Marketers and ops can drive it** — Non-technical teams can build, edit, and tune Thoughtly agents directly. Vapi is API-first — non-engineers can't ship without a developer in the loop. - **Predictable total cost** — Vapi's $0.05/min platform fee is the start; LLM, STT, TTS, telephony, and add-ons stack on top. Thoughtly bundles the cost — one number, no surprise pricing. - **Voice + SMS + email + workflows** — Vapi is voice-only orchestration. Thoughtly is multichannel autonomy — voice, SMS, email, and CRM-driven workflows in one product. **Side-by-side comparison:** _Built for_ - **Primary use case** — Thoughtly: Inbound conversion (production) · Vapi.ai: Custom voice apps (developer) - **Buyer** — Thoughtly: RevOps / Sales / Marketing · Vapi.ai: Engineering - **Time to first production agent** — Thoughtly: Days · Vapi.ai: Weeks–months _Product surface_ - **No-code agent builder** — Thoughtly: ✓ · Vapi.ai: — - **Editor-friendly content updates** — Thoughtly: ✓ · Vapi.ai: — - **Built-in workflow engine** — Thoughtly: ✓ · Vapi.ai: — _Channels_ - **Voice agents** — Thoughtly: ✓ · Vapi.ai: ✓ - **SMS / iMessage** — Thoughtly: ✓ · Vapi.ai: — - **Email follow-up** — Thoughtly: ✓ · Vapi.ai: — - **BYO-LLM (Anthropic, OpenAI, Groq)** — Thoughtly: Enterprise · Vapi.ai: ✓ _Pricing_ - **Platform fee** — Thoughtly: Bundled · Vapi.ai: $0.05/min — Plus stacked LLM + STT + TTS + telephony - **Predictable total cost** — Thoughtly: ✓ · Vapi.ai: — — Costs depend on chosen providers _CRM + Integrations_ - **Native integrations** — Thoughtly: 200+ · Vapi.ai: — — Build via webhooks - **Two-way CRM write-back** — Thoughtly: ✓ · Vapi.ai: — _Compliance + Security_ - **SOC 2 Type II** — Thoughtly: ✓ · Vapi.ai: Build it yourself - **HIPAA / BAA** — Thoughtly: Enterprise · Vapi.ai: Build it yourself **Choose Thoughtly if:** - You want a production-ready inbound conversion platform you can ship in days, not months. - Your buyer is RevOps, Sales, or Marketing — not Engineering. - You need bundled CRM sync, attribution, multichannel orchestration, and compliance out of the box. - You want predictable, not stacked, pricing. **Choose Vapi.ai if…:** - You have an engineering team that wants to build a custom voice product end-to-end. - BYO-LLM and provider-agnostic orchestration is a hard requirement. - You're shipping voice as a feature inside another product — not running an inbound-conversion motion. ## Campaign landing pages ### Inbound Voice — Paid Campaign URL: https://thoughtly.com/lp/inbound-voice-campaign Thoughtly calls every inbound lead in under 60 seconds — qualifying, routing, and booking automatically. No reps needed for the first touch. **Capabilities:** - **Instant call-back** — Responds to form fills, chatbot leads, and referrals in under 60 seconds — before intent fades. - **Natural qualification** — Asks your team's exact qualifying questions and fills the CRM — no script writing needed. - **Live transfer or booking** — Transfers hot leads in real time or books a qualified appointment directly into your calendar. - **Multi-channel follow-up** — If the call doesn't connect, Thoughtly follows up via SMS and email until the lead responds. - **CRM sync** — Every call note, qualification score, and outcome pushed to Salesforce, HubSpot, or your CRM of choice. - **24/7 coverage** — Nights, weekends, holidays — every lead gets called the moment they raise their hand. ## Writing (links only — full bodies at each URL) 249 blog posts. Each link is the canonical place to fetch the full body. Listed newest first. - [How to Handle Call Screening Assist for AI Outbound Agents](https://thoughtly.com/blog/how-to-handle-call-screening-assist-ai-outbound) — Configure Call Screening Assist for AI voice agents on outbound calls. Step-by-step setup, best practices, and common mistakes for high-volume teams. (2026-06-16 · guides · by Thoughtly) - [7 Best AI Call Bots in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-call-bots-2026) — Tested and ranked: the 7 best AI call bots for automated business calling in 2026. Compare conversation quality, CRM integration, post-call execution, compliance, and pricing. (2026-06-16 · industry-insights · by Thoughtly) - [Thoughtly vs Sierra: Lead Conversion Agent vs Enterprise CX Agent](https://thoughtly.com/blog/thoughtly-vs-sierra-comparison) — Compare Thoughtly and Sierra on use case, channels, CRM execution, implementation, pricing fit, and when each AI agent platform makes sense. (2026-06-15 · industry-insights · by Thoughtly) - [Thoughtly vs PolyAI: Revenue-Focused AI Agents vs Contact Center Voice Bot](https://thoughtly.com/blog/thoughtly-vs-polyai-comparison) — Compare Thoughtly and PolyAI on lead conversion, customer-service automation, channels, CRM execution, pricing, implementation, and best fit. (2026-06-15 · industry-insights · by Thoughtly) - [How to Build a Multi-Channel Follow-Up Sequence with Thoughtly](https://thoughtly.com/blog/how-to-build-multi-channel-follow-up-sequence-thoughtly) — Learn how to build a voice, SMS, and email follow-up sequence in Thoughtly that reaches every inbound lead with the right channel at the right time. (2026-06-15 · guides · by Thoughtly) - [7 Best Bland AI Alternatives for Voice AI in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-bland-ai-alternatives-2026) — Tested and ranked: the 7 best Bland AI alternatives for voice AI in 2026. Compare Thoughtly, Retell AI, Telnyx, Vapi, GoodCall, Brilo AI, and CloudTalk on channels, pricing, setup, and reliability. (2026-06-15 · industry-insights · by Thoughtly) - [AI Agents for Financial Services Account Opening and Onboarding](https://thoughtly.com/blog/ai-agents-financial-services-account-opening) — How AI voice and SMS agents convert account opening inquiries, pre-qualify loan applicants, and screen wealth management leads under GLBA and FINRA controls. (2026-06-14 · industry-insights · by Thoughtly) - [Retell vs Bland: Which Voice AI Infrastructure Should You Build On?](https://thoughtly.com/blog/retell-vs-bland-comparison) — Compare Retell AI and Bland AI on pricing, voice quality, compliance, production reliability, and developer experience. See which voice AI platform fits your team. (2026-06-14 · industry-insights · by Thoughtly) - [FCC One-to-One Consent Rules and AI Voice Agents: What Revenue Teams Need to Know](https://thoughtly.com/blog/fcc-one-to-one-consent-rules-ai-voice-agents) — The FCC one-to-one consent rule was vacated. Learn what TCPA consent requirements still apply to AI voice agents and get a practical compliance checklist. (2026-06-14 · guides · by Thoughtly) - [How to Use Thoughtly Analytics to Optimize Agent Performance](https://thoughtly.com/blog/how-to-use-thoughtly-analytics-optimize-agent-performance) — Learn to use Thoughtly Analytics, History, variables, and post-call automations to measure and improve AI voice agent conversion rates step by step. (2026-06-14 · guides · by Thoughtly) - [7 Best Dialogflow Alternatives for AI Voice Agents in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-dialogflow-alternatives-ai-voice-agents-2026) — Evaluated 7 Dialogflow alternatives for voice AI: Thoughtly, Rasa, Amazon Lex, Voiceflow, Kore.ai, Cognigy, and Microsoft Copilot Studio. Ranked by voice readiness, CRM integration, and migration fit. (2026-06-14 · industry-insights · by Thoughtly) - [AI Agents for Solar Lead Qualification and Appointment Setting](https://thoughtly.com/blog/ai-agents-solar-lead-qualification-appointment-setting) — How solar installers use AI voice agents to qualify leads, book site visits, and recover after-hours inquiries. Industry benchmarks and Thoughtly implementation guidance. (2026-06-13 · industry-insights · by Thoughtly) - [Thoughtly vs Conversica: Multichannel AI Agents vs Email-First Lead Nurture](https://thoughtly.com/blog/thoughtly-vs-conversica-comparison) — Compare Thoughtly and Conversica for AI lead follow-up. Voice + SMS + email vs email-first — channel coverage, pricing, CRM integration, and which platform converts more leads. (2026-06-13 · industry-insights · by Thoughtly) - [AI Disclosure Requirements: What to Tell Callers When an AI Agent Answers](https://thoughtly.com/blog/ai-disclosure-requirements-what-to-tell-callers) — Federal and state AI disclosure rules for phone calls. TCPA, FCC 2024 ruling, California, Utah, Colorado laws, and how to build compliant AI voice agents. (2026-06-13 · guides · by Thoughtly) - [How to Build an Enrollment Follow-Up Agent for Education](https://thoughtly.com/blog/how-to-build-enrollment-follow-up-agent-education) — Build an AI enrollment follow-up agent that calls every education inquiry in seconds, qualifies program fit, and books counselor appointments with Thoughtly. (2026-06-13 · guides · by Thoughtly) - [7 Best AI Voice Agent Platforms in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agent-platforms-2026) — I tested and ranked the 7 best AI voice agent platforms for inbound lead conversion. Compared speed-to-lead, CRM integration, multichannel follow-up, and pricing. (2026-06-13 · industry-insights · by Thoughtly) - [Thoughtly vs Regal.io: AI-First Lead Conversion vs Revenue Engagement Platform](https://thoughtly.com/blog/thoughtly-vs-regal-comparison) — Compare Thoughtly and Regal.io on lead conversion, revenue engagement, channels, CRM execution, pricing, implementation, and best fit. (2026-06-12 · industry-insights · by Thoughtly) - [How to Set Up Post-Call Webhooks for CRM Automation](https://thoughtly.com/blog/how-to-set-up-post-call-webhooks-crm-automation) — Configure post-call webhooks in Thoughtly to automatically push AI voice agent call outcomes, transcripts, and lead data to your CRM in real time. (2026-06-12 · guides · by Thoughtly) - [7 Best AI Phone Agents for Elective Healthcare and Wellness Practices in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-elective-healthcare-wellness-2026) — Tested and ranked: the best AI phone agents for dental offices, med spas, chiropractic clinics, and wellness practices. Real PMS integrations, HIPAA compliance, and multichannel patient follow-up. (2026-06-12 · industry-insights · by Thoughtly) - [Thoughtly vs 11x: Revenue Autopilot vs AI SDR](https://thoughtly.com/blog/thoughtly-vs-11x-comparison) — Compare Thoughtly and 11x on inbound conversion, AI SDR prospecting, channels, CRM execution, compliance, pricing, and best fit. (2026-06-11 · industry-insights · by Thoughtly) - [Thoughtly vs Air AI: Revenue Platform vs Outbound Calling Agent](https://thoughtly.com/blog/thoughtly-vs-air-ai-comparison) — Compare Thoughtly and Air AI for inbound lead conversion, outbound calling, CRM workflows, pricing, compliance, and buyer fit. (2026-06-11 · industry-insights · by Thoughtly) - [How to Use Thoughtly Genius for Knowledge-Grounded Conversations](https://thoughtly.com/blog/how-to-use-thoughtly-genius-knowledge-grounded) — Learn how to set up Thoughtly Genius knowledge bases so your AI voice agents answer questions with accurate, business-specific information during every call (2026-06-11 · guides · by Thoughtly) - [Best Nooks Alternatives for AI SDR Platforms in 2026](https://thoughtly.com/blog/best-nooks-alternatives-ai-sdr) — Compare Nooks alternatives for AI SDR, sales engagement, dialing, data enrichment, and inbound lead conversion. (2026-06-10 · industry-insights · by Thoughtly) - [Best Orum Alternatives for AI-Powered Sales Dialing in 2026](https://thoughtly.com/blog/best-orum-alternatives-ai-sales-dialing) — Compare Orum alternatives for AI sales dialing, inbound lead conversion, sales engagement, pricing, channels, and best-fit revenue teams. (2026-06-10 · industry-insights · by Thoughtly) - [How to Use Thoughtly Variables for Dynamic Call Personalization](https://thoughtly.com/blog/how-to-use-thoughtly-variables-dynamic-personalization) — Learn how to use Thoughtly variables, metadata, and contact attributes to personalize AI voice calls. Step-by-step guide with real examples. (2026-06-10 · guides · by Thoughtly) - [7 Best AI Phone Agents for Life Insurance Leads in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-life-insurance-leads-2026) — Ranked comparison of the best AI phone agents for life insurance lead conversion. Covers pre-qualification depth, speed-to-lead, compliance, CRM integration, and follow-up persistence. (2026-06-10 · industry-insights · by Thoughtly) - [Best Invoca Alternatives for AI Call Analytics in 2026](https://thoughtly.com/blog/best-invoca-alternatives-ai-call-analytics) — Compare Invoca alternatives for call analytics, conversation intelligence, contact centers, and inbound lead conversion. (2026-06-09 · industry-insights · by Thoughtly) - [Best LivePerson Alternatives for Conversational AI in 2026](https://thoughtly.com/blog/best-liveperson-alternatives-conversational-ai) — Compare LivePerson alternatives for conversational AI, customer support, contact centers, and inbound lead conversion. (2026-06-09 · industry-insights · by Thoughtly) - [How to Handle After-Hours Calls with AI Voice Agents](https://thoughtly.com/blog/how-to-handle-after-hours-calls-ai-voice-agents) — Step-by-step guide to setting up AI voice agents that answer, qualify, and route after-hours calls with Thoughtly. Includes time-based routing, SMS follow-up, and team alerts. (2026-06-09 · guides · by Thoughtly) - [7 Best AI Phone Agents for Property Management in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-property-management-2026) — Ranked comparison of AI phone agents for property management: leasing inquiry handling, maintenance intake, after-hours coverage, PMS integration, and multichannel follow-up. (2026-06-09 · industry-insights · by Thoughtly) - [Best Talkdesk Alternatives for AI Call Centers in 2026](https://thoughtly.com/blog/best-talkdesk-alternatives-ai-call-centers) — Compare Talkdesk alternatives for AI call centers, lead conversion, CCaaS, and revenue follow-up workflows in 2026. (2026-06-08 · industry-insights · by Thoughtly) - [Best Kore.ai Alternatives for Enterprise Voice AI in 2026](https://thoughtly.com/blog/best-kore-ai-alternatives-enterprise-voice-ai) — Compare Kore.ai alternatives for enterprise voice AI, contact-center automation, and CRM-first inbound lead conversion. (2026-06-08 · industry-insights · by Thoughtly) - [How to Connect Thoughtly to Cal.com for AI Appointment Setting](https://thoughtly.com/blog/how-to-connect-thoughtly-cal-com) — Connect Cal.com to Thoughtly for mid-call appointment booking. Step-by-step guide covering setup, availability checks, timezone handling, and measuring results. (2026-06-08 · guides · by Thoughtly) - [7 Best AI Phone Agents for Solar and Home Energy Companies in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-solar-home-energy-2026) — Ranked and reviewed: the 7 best AI phone agent platforms for solar installers and home energy companies. Speed-to-lead, qualification, multichannel follow-up, CRM integration, and compliance compared. (2026-06-08 · industry-insights · by Thoughtly) - [AI Agents for Auto Dealership BDC Operations: Speed-to-Lead for Every Internet Lead](https://thoughtly.com/blog/ai-agents-auto-dealership-bdc-operations) — How AI voice agents transform auto dealership BDC operations: instant internet lead response, after-hours coverage, missed-call recovery, and appointment confirmation. (2026-06-07 · industry-insights · by Thoughtly) - [8 Best Decagon Alternatives for AI Customer Support in 2026](https://thoughtly.com/blog/best-decagon-alternatives-ai-customer-support) — Decagon AI costs $386K/year with no trial. Compare 8 alternatives for AI customer support: Thoughtly, Intercom Fin, Sierra, Zendesk AI, Gladly, Freshdesk, Forethought, and Tidio. (2026-06-07 · industry-insights · by Thoughtly) - [DNC Scrubbing and Suppression Workflows for AI Outbound: What Revenue Teams Need to Know](https://thoughtly.com/blog/dnc-scrubbing-suppression-workflows-ai-outbound) — DNC compliance checklist for AI voice outbound. Covers federal/state registry scrubbing, internal suppression, EBR exemptions, and safe harbor requirements. (2026-06-07 · guides · by Thoughtly) - [Bring your own ElevenLabs voices to Thoughtly](https://thoughtly.com/blog/elevenlabs-byok-custom-voices) — Thoughtly ElevenLabs BYOK lets teams connect their own ElevenLabs account and use eligible custom voices inside Thoughtly voice agents. (2026-06-07 · product · by Thoughtly) - [How to Connect Thoughtly to Calendly for Automated Booking](https://thoughtly.com/blog/how-to-connect-thoughtly-calendly) — Connect Calendly to Thoughtly in minutes. This guide covers setup, mid-call booking actions, timezone handling, and common mistakes to avoid. (2026-06-07 · guides · by Thoughtly) - [7 Best AI Voice Agents for Outbound Sales Calls in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-for-outbound-sales-calls-2026) — I tested 7 AI voice agents for outbound sales calls on speed-to-dial, conversation quality, CRM integration, multichannel follow-up, and compliance. Ranked for revenue teams. (2026-06-07 · industry-insights · by Thoughtly) - [AI Agents for Healthcare Appointment Scheduling and Patient Intake](https://thoughtly.com/blog/ai-agents-healthcare-appointment-scheduling-intake) — How AI voice and SMS agents handle new-patient intake, appointment scheduling, no-show prevention, after-hours triage, and recall campaigns for healthcare practices. (2026-06-06 · industry-insights · by Thoughtly) - [8 Best Ada CX Alternatives for AI Customer Service in 2026](https://thoughtly.com/blog/best-ada-cx-alternatives-ai-customer-service) — Compare the best Ada CX alternatives for 2026: Thoughtly, Intercom, Zendesk AI, Freshdesk, Forethought, Kustomer, Tidio, and Help Scout. (2026-06-06 · industry-insights · by Thoughtly) - [HIPAA Considerations for AI Voice and SMS in Healthcare: A Practical Guide for Operations Teams](https://thoughtly.com/blog/hipaa-considerations-ai-voice-sms-healthcare) — Practical HIPAA compliance guide for healthcare teams deploying AI voice agents and automated SMS — covering Privacy Rule, Security Rule, BAAs, and enforcement. (2026-06-06 · guides · by Thoughtly) - [IVR Navigation: help AI agents move through phone menus](https://thoughtly.com/blog/ivr-navigation-ai-voice-agents) — Thoughtly IVR Navigation helps AI voice agents move through phone trees using routing priorities, gate choices, and allowed phrases. (2026-06-06 · product · by Thoughtly) - [How to Use Thoughtly Workflows for Multi-Step Lead Qualification](https://thoughtly.com/blog/how-to-use-thoughtly-workflows-multi-step-qualification) — Build multi-step lead qualification flows in Thoughtly using Speak nodes, Variables, Outcomes, and Actions. Step-by-step guide with real product mechanics. (2026-06-06 · guides · by Thoughtly) - [7 Best AI Phone Agents for Legal Intake in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-legal-intake-2026) — Compared 7 AI phone agents for legal intake — covering qualification logic, case management integration, speed-to-lead, and consultation booking for law firms. (2026-06-06 · industry-insights · by Thoughtly) - [Best Voiceflow Alternatives for Voice AI Development in 2026](https://thoughtly.com/blog/best-voiceflow-alternatives-voice-ai) — Compare Voiceflow alternatives for voice AI: Thoughtly, Vapi, Retell, Bland, Synthflow, Botpress, and where each fits. (2026-06-05 · industry-insights · by Thoughtly) - [Best Dialpad Alternatives for AI Voice Platforms in 2026](https://thoughtly.com/blog/best-dialpad-alternatives-ai-voice) — Compare Dialpad alternatives for AI voice, inbound lead conversion, contact centers, CRM workflows, and multichannel follow-up. (2026-06-05 · industry-insights · by Thoughtly) - [Early Summaries: give humans context before a transfer](https://thoughtly.com/blog/early-call-summaries-warm-transfers) — Thoughtly Early Summaries give humans and systems useful context before a call ends or transfers, improving warm handoffs from AI agents. (2026-06-05 · product · by Thoughtly) - [How to Build an AI Receptionist with Thoughtly](https://thoughtly.com/blog/how-to-build-ai-receptionist-thoughtly) — Build an AI receptionist that answers calls, routes to departments, books appointments, and takes messages. Step-by-step Thoughtly setup guide. (2026-06-05 · guides · by Thoughtly) - [7 Best AI Phone Agents for Automotive Dealerships in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-automotive-dealerships-2026) — Ranked comparison of AI phone agents for car dealerships: speed-to-lead, DMS integration, multichannel follow-up, appointment scheduling, and service department automation. (2026-06-05 · industry-insights · by Thoughtly) - [Best NICE CXone Alternatives for AI-Powered Contact Centers in 2026](https://thoughtly.com/blog/best-nice-cxone-alternatives-ai-call-centers) — Compare NICE CXone alternatives for AI contact centers, lead conversion, CCaaS replacement, and revenue follow-up workflows. (2026-06-04 · industry-insights · by Thoughtly) - [Best Genesys Alternatives for AI Voice Agents in 2026](https://thoughtly.com/blog/best-genesys-alternatives-ai-voice-agents) — Compare the best Genesys alternatives for AI voice agents, contact-center automation, and inbound lead conversion in 2026. (2026-06-04 · industry-insights · by Thoughtly) - [Contact Timeline: see the full customer journey across channels](https://thoughtly.com/blog/contact-timeline-audience-context) — Thoughtly Contact Timeline gives teams a cross-channel view of contact activity across calls, messages, email, WhatsApp, and other interactions. (2026-06-04 · product · by Thoughtly) - [How to Configure Outbound Batch Calling in Thoughtly](https://thoughtly.com/blog/how-to-configure-outbound-batch-calling-thoughtly) — Set up outbound batch calling in Thoughtly using automations, contact tags, and the Call Contact step. Covers CSV uploads, throttling, and outcome tracking. (2026-06-04 · guides · by Thoughtly) - [7 Best AI Voice Agents for High-Volume Lead Qualification in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-for-high-volume-lead-qualification-2026) — Tested and ranked: the 7 best AI voice agents for qualifying hundreds of inbound leads per day. Comparison of Thoughtly, Convoso, Regal.ai, Aloware, Phonexa, CloudTalk, and Goodcall. (2026-06-04 · industry-insights · by Thoughtly) - [8 Best Five9 Alternatives for AI-Powered Contact Centers in 2026](https://thoughtly.com/blog/best-five9-alternatives-ai-contact-centers) — Compare Five9 alternatives for AI contact centers, lead conversion, enterprise CCaaS, and sales calling workflows. (2026-06-03 · industry-insights · by Thoughtly) - [History exports: turn AI agent activity into reporting](https://thoughtly.com/blog/history-export-ai-agent-reporting) — Thoughtly History exports help teams turn AI agent calls, messages, statuses, and outcomes into operational reporting and QA workflows. (2026-06-03 · product · by Thoughtly) - [How to Connect Thoughtly to Zapier for AI Voice Workflows](https://thoughtly.com/blog/how-to-connect-thoughtly-zapier) — Step-by-step guide to connecting Thoughtly to Zapier. Trigger AI voice calls from 5,000+ apps and route call outcomes to your CRM, Slack, and more. (2026-06-03 · guides · by Thoughtly) - [7 Best AI Phone Agents for Real Estate in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-real-estate-2026) — Ranked comparison of the 7 best AI phone agents for real estate teams in 2026. Covers speed-to-lead, lead qualification, CRM sync, pricing, and pros/cons for each platform. (2026-06-03 · industry-insights · by Thoughtly) - [8 Best Parloa Alternatives for Conversational AI in 2026](https://thoughtly.com/blog/best-parloa-alternatives-conversational-ai) — Compare Parloa alternatives for conversational AI, contact centers, and inbound lead conversion. See best fits, tradeoffs, pricing notes, and selection guidance. (2026-06-02 · industry-insights · by Thoughtly) - [8 Best Sierra Alternatives for Enterprise CX in 2026](https://thoughtly.com/blog/best-sierra-alternatives-enterprise-cx) — Compare the best Sierra alternatives for enterprise CX and inbound lead conversion, including Thoughtly, Decagon, Ada, Intercom Fin, Zendesk AI, Cognigy, and PolyAI. (2026-06-02 · industry-insights · by Thoughtly) - [Analytics for AI voice agents: measure outcomes, not just completed calls](https://thoughtly.com/blog/analytics-for-ai-voice-agents) — Thoughtly Analytics helps teams evaluate AI voice programs by outcomes, responses, talk time, deployments, usage, and History context—not just completed ca (2026-06-02 · product · by Thoughtly) - [How to Connect Thoughtly to GoHighLevel](https://thoughtly.com/blog/how-to-connect-thoughtly-gohighlevel) — Step-by-step guide to connecting Thoughtly AI voice agents to GoHighLevel. Set up triggers, mid-call actions, and post-call CRM sync in under 15 minutes. (2026-06-02 · guides · by Thoughtly) - [7 Best AI Voice Agents for Enterprise Automation in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-enterprise-automation-2026) — Tested and ranked: the 7 best AI voice agents for enterprise automation in 2026. Compared on security, CRM integration, multichannel execution, and workflow depth for revenue teams. (2026-06-02 · industry-insights · by Thoughtly) - [8 Best Cognigy Alternatives for Conversational AI in 2026](https://thoughtly.com/blog/best-cognigy-alternatives-conversational-ai) — Compare the best Cognigy alternatives for conversational AI, from enterprise CX platforms to inbound lead conversion tools like Thoughtly. (2026-06-01 · industry-insights · by Thoughtly) - [7 Best CallFluent Alternatives for AI Voice Automation in 2026](https://thoughtly.com/blog/best-callfluent-alternatives-ai-voice) — Compare the best CallFluent alternatives for AI voice automation, including Thoughtly, Synthflow, Retell, Bland, CloudTalk, JustCall, and Aircall. (2026-06-01 · industry-insights · by Thoughtly) - [Webhook retries and more reliable automations](https://thoughtly.com/blog/webhook-retries-automation-reliability) — Thoughtly webhook retries help automations handle temporary 429 rate-limit responses more reliably when external systems ask clients to retry later. (2026-06-01 · product · by Thoughtly) - [How to Deploy Inbound AI Voice Agents on Existing Phone Numbers](https://thoughtly.com/blog/how-to-deploy-inbound-ai-voice-agents-existing-numbers) — Step-by-step guide to deploying inbound AI voice agents on your existing phone numbers using BYOC import, call forwarding, or Thoughtly number purchase. (2026-06-01 · guides · by Thoughtly) - [7 Best AI Phone Agents for Appointment Setting in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-appointment-setting-2026) — Tested and ranked: the 7 best AI phone agents for appointment setting in 2026. Covers qualification, calendar sync, SMS/email follow-up, CRM integration, and pricing. (2026-06-01 · industry-insights · by Thoughtly) - [AI Agents for Real Estate Lead Qualification: Screening Buyers Before Human Handoff](https://thoughtly.com/blog/ai-agents-real-estate-lead-qualification) — How AI voice agents screen real estate buyer inquiries, qualify intent and timeline, and warm-transfer qualified leads to human agents in under 60 seconds. (2026-05-31 · industry-insights · by Thoughtly) - [8 Best Replicant Alternatives for Voice AI Automation in 2026](https://thoughtly.com/blog/best-replicant-alternatives-voice-ai) — Evaluated 8 Replicant alternatives for voice AI automation — from revenue conversion platforms to enterprise CCaaS. Honest pros, cons, and best-fit guidance. (2026-05-31 · industry-insights · by Thoughtly) - [A2P 10DLC Compliance for AI SMS Follow-Up: What Revenue Teams Need to Know](https://thoughtly.com/blog/sms-a2p-10dlc-compliance-ai-follow-up) — Registration, consent, and compliance checklist for teams using AI agents to send follow-up texts via 10DLC numbers. Covers TCPA, FCC rules, and TCR. (2026-05-31 · guides · by Thoughtly) - [Scoped API tokens and safer developer access](https://thoughtly.com/blog/scoped-api-tokens-developer-settings) — Thoughtly scoped API tokens help teams grant developer access with tighter permissions, expiration, and rotation practices. (2026-05-31 · product · by Thoughtly) - [How to Write Lead-Qualification Prompts Without Overfitting](https://thoughtly.com/blog/how-to-write-lead-qualification-prompts) — Learn to write AI voice agent prompts, extraction instructions, and outcomes that qualify inbound leads without breaking on real-world caller variation. (2026-05-31 · guides · by Thoughtly) - [7 Best AI Voice Agent Platforms for Lead Conversion in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agent-platforms-for-lead-conversion-2026) — Tested comparison of AI voice agent platforms for lead conversion. Covers Thoughtly, Conversica, Invoca, Plivo, CloudTalk, Dialpad, and Brilo AI — with pros, cons, pricing, and who each platform is best for. (2026-05-31 · industry-insights · by Thoughtly) - [AI Agents for Home Services Missed-Call Recovery: Never Losing a Service Call Again](https://thoughtly.com/blog/ai-agents-home-services-missed-call-recovery) — How AI voice agents help HVAC, plumbing, and roofing companies recover missed calls, book after-hours jobs, and follow up on open quotes automatically. (2026-05-30 · industry-insights · by Thoughtly) - [8 Best Yellow.ai Alternatives for Enterprise AI in 2026](https://thoughtly.com/blog/best-yellow-ai-alternatives-enterprise-ai) — Yellow.ai too complex? Compare 8 alternatives for enterprise conversational AI, contact center automation, and inbound lead conversion in 2026. (2026-05-30 · industry-insights · by Thoughtly) - [Branded Calling and Spam Label Prevention for AI Voice Agents: A Compliance Guide for Revenue Teams](https://thoughtly.com/blog/branded-calling-spam-label-prevention-ai-voice-agents) — STIR/SHAKEN, carrier spam labels, and branded calling for AI voice agents. Practical compliance checklist for revenue teams running outbound voice programs. (2026-05-30 · guides · by Thoughtly) - [CRM Sync: keep AI conversations connected to HubSpot and Salesforce](https://thoughtly.com/blog/crm-sync-ai-agent-workflows) — Thoughtly CRM Sync connects AI agent conversations to systems like HubSpot and Salesforce so lead records, outcomes, and follow-up stay aligned. (2026-05-30 · product · by Thoughtly) - [How to Build an Appointment-Setting AI Agent](https://thoughtly.com/blog/how-to-build-appointment-setting-ai-agent) — Build an AI voice agent that qualifies leads, checks calendar availability, and books appointments mid-call using Thoughtly's Agent Builder and scheduling integrations. (2026-05-30 · guides · by Thoughtly) - [7 Best AI Phone Agents for Speed-to-Lead in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-speed-to-lead-2026) — Tested and ranked: the 7 best AI phone agents for speed-to-lead in 2026. Compare platforms that call, qualify, and book leads within 60 seconds of form submission. (2026-05-30 · industry-insights · by Thoughtly) - [Best PolyAI Alternatives for Enterprise Voice Automation in 2026](https://thoughtly.com/blog/best-polyai-alternatives-enterprise-voice) — Compare the best PolyAI alternatives for voice automation, contact-center AI, CRM-connected follow-up, and inbound lead conversion in 2026. (2026-05-29 · industry-insights · by Thoughtly) - [Your voice agent can now run JavaScript during a live phone call](https://thoughtly.com/blog/code-node-javascript-automation) — Thoughtly Code Node gives power users a way to run small JavaScript transformations inside automations and live agent actions. (2026-05-29 · product · by Thoughtly) - [How to Set Up Warm Transfers with Context Using Thoughtly](https://thoughtly.com/blog/how-to-set-up-warm-transfers-with-context-thoughtly) — Learn how to build warm transfers in Thoughtly with early summaries, variable extraction, and post-transfer automations so reps get full lead context before they pick up. (2026-05-29 · guides · by Thoughtly) - [The best time to invest in voice AI is before it gets cheap](https://thoughtly.com/blog/investing-in-voice-ai-now) — Goldman Sachs says agentic AI demand is rising while inference costs keep falling. For voice AI, the winning move is to deploy proven workflows now and let the cost curve improve. (2026-05-29 · blog · by Torrey Leonard) - [7 Best AI Voice Agent Platforms with the Fastest Setup in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agent-platforms-fastest-setup-2026) — I evaluated the AI voice agent platforms that get teams from zero to live calls fastest. Ranked by setup speed, builder quality, and time-to-first-conversation. (2026-05-29 · industry-insights · by Thoughtly) - [Speed to lead is where Thoughtly turns paid demand into conversations.](https://thoughtly.com/blog/speed-to-lead-thoughtly-lead-conversion) — Speed-to-lead research shows that response delays destroy contact and qualification rates. Here is how Thoughtly helps teams call, qualify, route, and follow up with every inbound lead before intent goes cold. (2026-05-28 · guides · by Thoughtly) - [Thoughtly vs Bland AI: Multichannel Revenue Agent vs Voice-First Call Center](https://thoughtly.com/blog/thoughtly-vs-bland-ai-comparison) — Compare Thoughtly and Bland AI on channels, CRM execution, pricing, reliability, technical ownership, and best fit for inbound lead conversion. (2026-05-28 · industry-insights · by Thoughtly) - [Thoughtly vs Retell AI: Lead Conversion Platform vs Voice Infrastructure](https://thoughtly.com/blog/thoughtly-vs-retell-ai-comparison) — Compare Thoughtly vs Retell AI for inbound lead conversion, voice infrastructure, CRM workflows, multichannel follow-up, pricing, and enterprise fit. (2026-05-28 · industry-insights · by Thoughtly) - [Workspace roles and permissions for scaling AI agent teams](https://thoughtly.com/blog/workspace-roles-permissions-ai-agent-platform) — Thoughtly workspace roles help teams scale AI agent operations with clearer permissions for admins, members, viewers, and sensitive settings. (2026-05-28 · product · by Thoughtly) - [How to Handle Voicemail Detection and Voicemail Drops in AI Outbound](https://thoughtly.com/blog/how-to-handle-voicemail-detection-ai-outbound) — Step-by-step guide to voicemail detection and voicemail drops in Thoughtly. Configure AMD, write effective messages, personalize with variables, and route outcomes. (2026-05-28 · guides · by Thoughtly) - [7 Best AI Virtual Receptionists for Lead Qualification in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-virtual-receptionists-for-lead-qualification-2026) — Tested and ranked: the 7 best AI virtual receptionists for qualifying inbound leads in 2026. Comparison of Thoughtly, Smith.ai, Ruby, Allô, GoodCall, Abby Connect, and Rosie AI with pricing, pros, cons, and buyer guidance. (2026-05-28 · industry-insights · by Thoughtly) - [Best Conversica Alternatives for AI Lead Follow-Up in 2026](https://thoughtly.com/blog/best-conversica-alternatives-ai-lead-follow-up) — Compare Conversica alternatives for AI lead follow-up: Thoughtly, Qualified, Regal.io, Verse.io, Kixie, Aloware, and Calldrip. (2026-05-27 · industry-insights · by Thoughtly) - [Best Regal.io Alternatives for Revenue Engagement in 2026](https://thoughtly.com/blog/best-regal-alternatives-revenue-engagement) — Compare Regal.io alternatives for revenue engagement: Thoughtly, Conversica, Kixie, Aloware, Calldrip, Verse.io, and more. (2026-05-27 · industry-insights · by Thoughtly) - [Dark Windows: quiet hours for AI outbound workflows](https://thoughtly.com/blog/dark-windows-quiet-hours-ai-outreach) — Thoughtly Dark Windows let teams define quiet hours by channel so AI agents avoid calls and messages at the wrong time. (2026-05-27 · product · by Thoughtly) - [How to Measure Conversion Lift from AI Follow-Up](https://thoughtly.com/blog/how-to-measure-conversion-lift-ai-follow-up) — Step-by-step guide to measuring conversion lift from AI voice, SMS, and email follow-up — holdout tests, metrics, and reporting with Thoughtly. (2026-05-27 · guides · by Thoughtly) - [Best 11x Alternatives for AI SDR in 2026](https://thoughtly.com/blog/best-11x-alternatives-ai-sdr) — Compare 11x alternatives for AI SDR, outbound prospecting, and lead conversion. See pros, cons, pricing notes, best fit, and sources. (2026-05-26 · industry-insights · by Thoughtly) - [Thoughtly vs Vapi: Production Revenue Platform vs Developer Toolkit](https://thoughtly.com/blog/thoughtly-vs-vapi-comparison) — Compare Thoughtly and Vapi on channels, CRM execution, pricing, compliance, setup effort, and when to choose each platform. (2026-05-26 · industry-insights · by Thoughtly) - [Consent Mode and Suppression Lists for safer outbound AI](https://thoughtly.com/blog/consent-suppression-lists-ai-outbound) — Thoughtly Consent Mode and Suppression Lists help teams block outreach universally or by channel, giving AI outbound workflows stronger operational control (2026-05-26 · product · by Thoughtly) - [How to Automate Form-Fill Follow-Up Calls with Thoughtly](https://thoughtly.com/blog/how-to-automate-form-fill-follow-up-calls-thoughtly) — Learn how to trigger AI voice calls within seconds of a form submission using Thoughtly automations, webhooks, and integration triggers. (2026-05-26 · guides · by Thoughtly) - [8 Best AI Voice Agents with SMS Follow-Up in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-with-sms-follow-up-2026) — I compared 8 AI voice agent platforms with SMS follow-up for revenue teams. See which ones handle voice-to-text handoffs, two-way SMS, CRM integration, and multichannel lead follow-up. (2026-05-26 · industry-insights · by Thoughtly) - [8 Best AI Appointment-Setting Agents in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-appointment-setting-agents) — Tested and ranked: the 8 best AI appointment-setting agents for 2026. Compare Thoughtly, Setter AI, Convoso, GoodCall, Smith.ai, CloudTalk, Regal.io, and more. (2026-05-25 · industry-insights · by Thoughtly) - [iMessage and Linq messaging for AI agents](https://thoughtly.com/blog/imessage-linq-ai-agent-messaging) — Thoughtly supports iMessage/Linq messaging for AI agents on configured numbers, including inbound and outbound messaging workflows with suppression checks. (2026-05-25 · product · by Thoughtly) - [How to Re-Engage Dead Leads with Voice, SMS, and Email](https://thoughtly.com/blog/how-to-re-engage-dead-leads-voice-sms-email) — Step-by-step guide to building a multi-channel lead re-engagement sequence using AI voice agents, SMS follow-up, and email — with real Thoughtly product mechanics. (2026-05-25 · guides · by Thoughtly) - [7 Best AI Phone Agents for Mortgage Leads in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-mortgage-leads-2026) — I evaluated AI phone agents for mortgage teams. Compare Thoughtly, Aloware, Regal.io, Convoso, Feather AI, MagicBlocks, and LoanOfficer.ai for speed-to-lead, borrower pre-qualification, and LOS integration. (2026-05-25 · industry-insights · by Thoughtly) - [AI Agents for Education Enrollment Follow-Up: Converting Inquiries to Enrolled Students](https://thoughtly.com/blog/ai-agents-education-enrollment-follow-up) — How AI voice and SMS agents help enrollment teams reach every inquiry, prevent summer melt, and convert more students. Real use cases and implementation guide. (2026-05-25 · industry-insights · by Thoughtly) - [8 Best AI Lead Follow-Up Platforms in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-lead-follow-up-platforms) — Ranked comparison of the 8 best AI lead follow-up platforms for revenue teams. Covers voice, SMS, and email follow-up with CRM integration, compliance, and pricing. (2026-05-24 · industry-insights · by Thoughtly) - [Call Recording Consent for AI Voice Agents: A State-by-State Guide](https://thoughtly.com/blog/call-recording-consent-ai-voice-agents-state-guide) — State-by-state recording consent laws for AI voice agents. All-party vs one-party consent rules, FCC AI voice ruling, and a practical compliance checklist. (2026-05-24 · guides · by Thoughtly) - [Email Agents: AI follow-up that keeps every lead moving](https://thoughtly.com/blog/email-agents-custom-domains) — Thoughtly Email Agents let AI agents send branded follow-up emails, route replies, and keep customer conversations moving across voice, SMS, email, CRM, and automations. (2026-05-24 · product · by Thoughtly) - [How to Use SMS After a Missed Call Without Annoying Prospects](https://thoughtly.com/blog/how-to-use-sms-after-missed-call) — Build a missed-call SMS follow-up with Thoughtly. Step-by-step: automation triggers, message templates, consent, and agent-led SMS. (2026-05-24 · guides · by Thoughtly) - [7 Best Human-Sounding AI Voice Agents in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-human-sounding-ai-voice-agents-2026) — Ranked the 7 AI voice agent platforms that sound the most human on the phone. Compared voice realism, latency, conversation quality, and lead conversion workflows for 2026. (2026-05-24 · industry-insights · by Thoughtly) - [AI Voice Agents for Insurance Lead Re-Engagement: Reactivating Aged Leads at Scale](https://thoughtly.com/blog/ai-voice-agents-insurance-lead-re-engagement) — How AI voice agents reactivate aged insurance leads, automate renewal follow-up, and close the quote-to-bind gap — with TCPA compliance built in. (2026-05-23 · industry-insights · by Thoughtly) - [Bland AI Review 2026: Honest Assessment for Revenue Teams](https://thoughtly.com/blog/bland-ai-review) — Bland AI review for revenue teams: voice infrastructure, pricing, multichannel limits, G2 feedback, and alternatives. Honest 2026 assessment. (2026-05-23 · industry-insights · by Thoughtly) - [TCPA and AI Outbound Calling: A Practical Compliance Checklist for Revenue Teams](https://thoughtly.com/blog/tcpa-ai-outbound-calling-compliance-checklist) — Practical TCPA compliance checklist for revenue teams using AI voice agents. Covers FCC AI voice rules, one-to-one consent, DNC, calling windows, and more. (2026-05-23 · guides · by Thoughtly) - [WhatsApp Business for AI agents](https://thoughtly.com/blog/whatsapp-business-ai-agents) — Thoughtly WhatsApp Business support connects mobile-first conversations to AI agents, including templates, freeform messages, and two-way workflows. (2026-05-23 · product · by Thoughtly) - [How to Sync AI Conversations Back to Salesforce](https://thoughtly.com/blog/how-to-sync-ai-conversations-salesforce) — Step-by-step guide to syncing AI voice agent conversations, transcripts, and lead data back to Salesforce using Thoughtly's native integration. (2026-05-23 · guides · by Thoughtly) - [8 Best AI Phone Agents for Shopify Stores in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-phone-agents-for-shopify-stores-2026) — I compared 8 AI phone agent platforms for Shopify stores on cart recovery, inbound support, outbound campaigns, and revenue attribution. Here is what I found. (2026-05-23 · industry-insights · by Thoughtly) - [Retell AI Review 2026: Strengths, Limitations, and Who It's Best For](https://thoughtly.com/blog/retell-ai-review) — Independent Retell AI review covering voice quality, stacked pricing, developer focus, limitations, and alternatives including Thoughtly for revenue teams. (2026-05-22 · industry-insights · by Thoughtly) - [Thoughtly vs Synthflow: Multichannel Revenue Agent vs White-Label Voice Bot](https://thoughtly.com/blog/thoughtly-vs-synthflow-comparison) — Honest head-to-head comparison of Thoughtly and Synthflow AI for revenue teams. Covers channels, CRM, pricing, compliance, and when to choose each platform. (2026-05-22 · industry-insights · by Thoughtly) - [Agent-Led SMS: turn follow-up texts into real conversations](https://thoughtly.com/blog/agent-led-sms-conversations) — Thoughtly Agent-Led SMS turns text follow-up into contextual two-way conversations that can continue the workflow after a call or campaign step. (2026-05-22 · product · by Thoughtly) - [How to Sync Voice AI Conversations Back to HubSpot](https://thoughtly.com/blog/how-to-sync-ai-conversations-hubspot) — Step-by-step guide to syncing AI voice agent conversations, transcripts, and lead qualification data back to HubSpot using Thoughtly's native integration. (2026-05-22 · guides · by Thoughtly) - [8 Best AI Voice Agents for Lead Re-Engagement in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-for-lead-re-engagement-2026) — Tested and ranked: the 8 best AI voice agents for re-engaging cold leads, aged form fills, and stale CRM records. Covers multichannel follow-up, CRM integration, pricing, and which platform fits your team. (2026-05-22 · industry-insights · by Thoughtly) - [Best Air AI Alternatives for Outbound Calling in 2026](https://thoughtly.com/blog/best-air-ai-alternatives-outbound-calling) — Compare the best Air AI alternatives for outbound calling: Thoughtly, Convoso, Orum, Regal.io, Nooks, Kixie, and JustCall. Honest reviews with pricing. (2026-05-21 · industry-insights · by Thoughtly) - [Omnichannel AI Agents: one agent across voice, SMS, email, WhatsApp, and iMessage](https://thoughtly.com/blog/omnichannel-ai-agents) — Thoughtly is expanding from voice into omnichannel AI agents that can coordinate calls, SMS, email, WhatsApp, iMessage/Lync, CRM updates, and automations. (2026-05-21 · product · by Thoughtly) - [How to Route Hot Leads to Humans with Early Call Summaries](https://thoughtly.com/blog/how-to-route-hot-leads-humans-early-call-summaries) — Set up AI agents that qualify leads, transfer hot prospects to reps with full call context, and log everything to your CRM automatically. (2026-05-21 · guides · by Thoughtly) - [Best Synthflow Alternatives for AI Voice Automation in 2026](https://thoughtly.com/blog/best-synthflow-alternatives-ai-voice-automation) — 7 Synthflow alternatives compared for revenue teams: Thoughtly, Retell AI, Voiceflow, Regal.io, Air AI, Bland AI, and Convoso. Honest pros, cons, and pricing. (2026-05-20 · industry-insights · by Thoughtly) - [Branded Calling: improve outbound pickup with trusted caller identity](https://thoughtly.com/blog/branded-calling-ai-voice-agents) — Branded Calling helps Thoughtly customers show recognizable business identity where supported, giving recipients more context before they answer. (2026-05-20 · product · by Thoughtly) - [How to Qualify High-Volume Inbound Leads Over Voice and SMS with Thoughtly](https://thoughtly.com/blog/how-to-qualify-inbound-leads-voice-sms-thoughtly) — Build a Thoughtly voice and SMS agent that qualifies high-volume consumer leads by intent, fit, urgency, and next step, then routes ready buyers to your team. (2026-05-20 · guides · by Thoughtly) - [8 Best AI Voice Agents with CRM Integration in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-with-crm-integration-2026) — Ranked comparison of AI voice agent platforms that sync with HubSpot, Salesforce, and other CRMs — covering lead qualification, pipeline write-back, multi-channel follow-up, and pricing. (2026-05-20 · industry-insights · by Thoughtly) - [Best Bland AI Alternatives for Lead Conversion in 2026](https://thoughtly.com/blog/best-bland-ai-alternatives-lead-conversion) — Compare 7 Bland AI alternatives for lead conversion: Thoughtly, Retell AI, Air AI, Regal.io, Cognigy, Five9, and Convoso. Honest pros, cons, and pricing. (2026-05-19 · industry-insights · by Thoughtly) - [8 Best AI Voice Agents for Insurance Lead Conversion in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-insurance-lead-conversion-2026) — Ranked comparison of the best AI voice agents for converting insurance leads — covering speed-to-lead, TCPA compliance, AMS integration, and multichannel follow-up. (2026-05-19 · industry-insights · by Thoughtly) - [Best Retell AI Alternatives for Revenue Teams in 2026](https://thoughtly.com/blog/best-retell-ai-alternatives-revenue-teams) — 8 Retell AI alternatives compared for revenue teams: Thoughtly, Bland AI, Vapi, Regal.io, Synthflow, Voiceflow, Dasha AI, and Conversica. (2026-05-19 · industry-insights · by Thoughtly) - [AI Voice Agents for Mortgage Speed-to-Lead: How Lenders Convert Form Fills Faster](https://thoughtly.com/blog/ai-voice-agents-mortgage-speed-to-lead) — How AI voice agents help mortgage lenders contact every rate inquiry in under 60 seconds, pre-qualify borrowers, and route to loan officers first. (2026-05-19 · industry-insights · by Thoughtly) - [Call Screening Assist: help AI agents respond to phone screening](https://thoughtly.com/blog/call-screening-assist-ai-voice-agents) — How Thoughtly helps AI voice agents respond clearly to iOS call screening, Android Call Screen, Google Pixel Call Assist, Gemini, Samsung Bixby, Truecaller, and Hiya. (2026-05-19 · product · by Thoughtly) - [How to Build a Speed-to-Lead AI Agent with Thoughtly](https://thoughtly.com/blog/how-to-build-speed-to-lead-ai-agent-thoughtly) — Build an AI voice agent that calls every form fill in under 60 seconds. Step-by-step guide using Thoughtly's Agent Builder, Variables, Outcomes, and Automations. (2026-05-19 · guides · by Thoughtly) - [8 Best AI Voice Agents for Student Enrollment in 2026 (Tested and Ranked)](https://thoughtly.com/blog/best-ai-voice-agents-for-student-enrollment-in-2026) — Ranked comparison of AI voice agents for college and university enrollment teams. Covers speed-to-lead, SIS integration, melt prevention, and compliance. (2026-05-19 · industry-insights · by Thoughtly) - [8 Best Outbound Dialers in 2026: Tested and Ranked](https://thoughtly.com/blog/best-outbound-dialers-tested-and-ranked) — Compare the best outbound dialers and AI calling platforms for 2026. See where Thoughtly, Orum, PhoneBurner, Five9, Convoso, JustCall, CloudTalk, and VICIdial fit. (2026-05-18 · industry-insights · by Thoughtly) - [Thoughtly Vibe: Build Voice Agents by Talking to an Agent](https://thoughtly.com/blog/vibe) — Thoughtly Vibe lets users describe a voice agent in plain English, answer a few questions, and watch the agent build itself on the Thoughtly canvas. (2026-05-18 · product · by Torrey Leonard) - [Top 8 AI Voice Agents for Appointment Scheduling in Clinics and Healthcare in 2026](https://thoughtly.com/blog/top-8-ai-voice-agents-for-appointment-scheduling-in-clinics-and-healthcare-in-2026) — A category-specific buyer guide to AI voice agents for healthcare appointment scheduling in 2026, updated with a more diverse vendor set including Thoughtl (2026-05-18 · industry-insights · by Thoughtly) - [Best Voice AI Solutions for Home Service Contractors in 2026](https://thoughtly.com/blog/best-voice-ai-solutions-for-home-service-contractors-in-2026) — A category-specific buyer guide to voice AI for home service contractors in 2026, updated with a more diverse vendor set including Thoughtly, Goodcall, Ser (2026-05-15 · industry-insights · by Thoughtly) - [8 Best AI Voice Agents for Automated Phone Calls in 2026 (Tested and Ranked)](https://thoughtly.com/blog/8-best-ai-voice-agents-for-automated-phone-calls-in-2026-tested-and-ranked) — A category-specific buyer guide to AI voice agents for automated phone calls in 2026, updated with a more diverse vendor set including Thoughtly, Five9, Ge (2026-05-14 · industry-insights · by Thoughtly) - [10 Best HIPAA-Compliant AI Voice Agents for Healthcare & Clinics in 2026](https://thoughtly.com/blog/10-best-hipaa-compliant-ai-voice-agents-for-healthcare-and-clinics-in-2026) — A category-specific buyer guide to HIPAA-compliant AI voice agents for healthcare and clinics in 2026, updated with a more diverse vendor set including Tho (2026-05-12 · industry-insights · by Thoughtly) - [Best Voice AI for Healthcare Front-Desk Automation: 2026 Buyer’s Guide](https://thoughtly.com/blog/best-voice-ai-for-healthcare-front-desk-automation-2026-buyer-s-guide) — A category-specific buyer guide to voice AI for healthcare front-desk automation in 2026, updated with a more diverse vendor set including Thoughtly, Hyro, (2026-05-10 · industry-insights · by Thoughtly) - [8 Best AI Voice Agents for Sales Teams in 2026 (Tested and Ranked)](https://thoughtly.com/blog/8-best-ai-voice-agents-for-sales-teams-in-2026-tested-and-ranked) — A category-specific buyer guide to AI voice agents for sales teams in 2026, updated with a more diverse vendor set including Thoughtly, Orum, Outreach, Sal (2026-05-08 · industry-insights · by Thoughtly) - [8 Best AI Voice Agent Solutions for Business Phone Systems in 2026](https://thoughtly.com/blog/8-best-ai-voice-agent-solutions-for-business-phone-systems-in-2026) — A category-specific buyer guide to AI voice solutions for business phone systems in 2026, updated with a more diverse vendor set including Thoughtly, RingC (2026-05-05 · industry-insights · by Thoughtly) - [7 Best Voice AI Agents for Banking in 2026](https://thoughtly.com/blog/7-best-voice-ai-agents-for-banking-in-2026) — A category-specific buyer guide to voice AI agents for banking in 2026, updated with a more diverse vendor set including Thoughtly, Kasisto, Posh, Glia, an (2026-05-03 · industry-insights · by Thoughtly) - [2026 Voice AI Lead Conversion Benchmark](https://thoughtly.com/blog/2026-voice-ai-lead-conversion-benchmark) — Thoughtly’s internal benchmark ranking voice AI platforms for lead-conversion readiness across speed-to-lead, omnichannel follow-up, CRM workflows, compliance, and production readiness. (2026-05-01 · research · by Thoughtly) - [7 Best AI Phone Call Platforms in 2026 (Tested and Compared)](https://thoughtly.com/blog/7-best-ai-phone-call-platforms-in-2026-tested-and-compared) — A category-specific buyer guide to AI phone call platforms in 2026, updated with a more diverse vendor set including Thoughtly, Dialpad, RingCentral, Five9 (2026-05-01 · industry-insights · by Thoughtly) - [How Nomad Handles 20,000 Calls a Day Without Adding a Single Rep](https://thoughtly.com/blog/nomad) — Nomad doubled year over year for six straight years—without hiring an army. See how Thoughtly handles 20,000 tenant calls a day, 13,000 outbound sales calls a month, and cut their speed to lead from days to under 60 seconds across all 50 states. (2026-05-01 · case-study · by Will Del Principe) - [5 Voice AI Platforms Compliant With HIPAA & Healthcare Regulations](https://thoughtly.com/blog/5-voice-ai-platforms-compliant-with-hipaa-and-healthcare-regulations) — A category-specific buyer guide to HIPAA-oriented voice AI platforms in 2026, updated with a more diverse vendor set including Thoughtly, Hyro, Hippocratic (2026-04-29 · industry-insights · by Thoughtly) - [12 Best Conversational AI Platforms for Revenue Teams in 2026](https://thoughtly.com/blog/12-best-conversational-ai-platforms-for-revenue-teams-in-2026) — A category-specific buyer guide to conversational AI platforms for revenue teams in 2026, updated with a more diverse vendor set including Thoughtly, Quali (2026-04-26 · industry-insights · by Thoughtly) - [11 Best AI Voice Agents for Lead Generation in 2026](https://thoughtly.com/blog/11-best-ai-voice-agents-for-lead-generation) — A category-specific buyer guide to AI voice agents for lead generation in 2026, updated with a more diverse vendor set including Thoughtly, Regal, Air AI, (2026-04-24 · industry-insights · by Thoughtly) - [Thoughtly raises $8M+ to build omnichannel agents for revenue teams](https://thoughtly.com/blog/thoughtly-raises-usd8m-to-build-omnichannel-agents-for-revenue-teams) — Thoughtly, the AI engagement platform to give CRMs a voice, today announced a $5.5 million Seed round, bringing total funding to $8+ million. (2026-04-21 · news · by Thoughtly) - [Podium Education Reaches 100% of its Opportunities with Thoughtly](https://thoughtly.com/blog/podium-education) (2026-03-30 · case-study · by Will Del Principe) - [The Ultimate Guide to AI Voice Bots in 2026](https://thoughtly.com/blog/the-ultimate-guide-to-ai-voice-bots-in-2026) — A practical guide to AI voice bots in 2026: how they work, where they fit, what to evaluate, and how to choose a platform for production workflows. (2026-03-22 · guides · by Thoughtly) - [Best AI Voice Agents for Automating Sales Calls](https://thoughtly.com/blog/best-ai-voice-agents-for-automating-sales-calls) — Best AI Voice Agents for Automating Sales Calls (2026) (2026-03-22 · industry-insights · by Thoughtly) - [No-Code AI: What It Means for Business Teams Building Voice Agents](https://thoughtly.com/blog/no-code-ai-what-it-means-for-business-teams-building-voice-agents) — Learn what no-code AI means for business teams building voice agents, when it works, where it falls short, and how teams can deploy agents faster. (2026-03-20 · blog · by Thoughtly) - [The Different Types of Contact Center Automation (And How They Compare)](https://thoughtly.com/blog/the-different-types-of-contact-center-automation-and-how-they-compare) — Compare IVR, chatbots, copilots, workflow automation, and AI voice agents to understand which contact center automation approach fits each use case. (2026-03-10 · industry-insights · by Thoughtly) - [Best Vapi Alternatives for Enterprise Voice AI](https://thoughtly.com/blog/best-vapi-alternatives-for-enterprise-voice-ai) — Compare the best Vapi alternatives for enterprise voice AI, including Thoughtly, Bland, Synthflow, Replicant, Retell, PolyAI, Sierra, and more. (2026-03-10 · industry-insights · by Thoughtly) - [Thoughtly Upgrades Its Voice Library Through Partnership with Cartesia](https://thoughtly.com/blog/thoughtly-upgrades-its-voice-library-through-partnership-with-cartesia) — Thoughtly expanded its voice library through a Cartesia partnership, adding faster, more natural voices for real-time AI voice agent conversations. (2026-03-10 · news · by Thoughtly) - [Top 5 Use Cases for AI Voice Agents in B2B Collections](https://thoughtly.com/blog/top-5-use-cases-for-ai-voice-agents-in-b2b-collections) (2026-03-06 · industry-insights · by Thoughtly) - [Top 5 Use Cases for AI Voice Agents in Outbound Sales](https://thoughtly.com/blog/top-5-use-cases-for-ai-voice-agents-in-outbound-sales) — Top 5 AI Voice Agent Use Cases in Outbound Sales (2026) (2026-03-06 · industry-insights · by Thoughtly) - [Best AI Voice Agents for Real Estate](https://thoughtly.com/blog/best-ai-voice-agents-for-real-estate) — Best AI Voice Agents for Real Estate (2026 Comparison) (2026-03-06 · industry-insights · by Thoughtly) - [AI Voice Agents for Sales Automation](https://thoughtly.com/blog/ai-voice-agent-for-sales-automation) — Guide to AI Voice Agents for Sales Automation (2026-02-27 · industry-insights · by Thoughtly) - [Top 5 Use Cases for AI Voice Agents in Insurance](https://thoughtly.com/blog/top-5-use-cases-for-ai-voice-agents-in-insurance) — Top 5 AI Voice Agent Use Cases in Insurance (2026) (2026-02-27 · industry-insights · by Thoughtly) - [How to Build an AI Voice Agent Without Code](https://thoughtly.com/blog/how-to-build-an-ai-voice-agent-without-code) — How to Build an AI Voice Agent Without Code (2026-02-27 · guides · by Thoughtly) - [6 Best AI Voice Agents for Customer Support](https://thoughtly.com/blog/6-best-ai-voice-agents-for-customer-support) — Best AI Voice Agents for Customer Support (2026 Comparison) (2026-02-22 · industry-insights · by Thoughtly) - [Best AI Voice Agents for Healthcare](https://thoughtly.com/blog/best-ai-voice-agents-for-healthcare) — Best AI Voice Agents for Healthcare (2026 Comparison) (2026-02-22 · industry-insights · by Thoughtly) - [Top 5 Use Cases for AI Voice Agents in Mortgage Lending](https://thoughtly.com/blog/top-5-use-cases-for-ai-voice-agents-in-mortgage-lending) — Top 5 AI Voice Agent Use Cases in Mortgage Lending (2026) (2026-02-22 · industry-insights · by Thoughtly) - [Best Voice AI Agents for Omnichannel Support](https://thoughtly.com/blog/best-voice-ai-agents-for-omnichannel-support) — Best Voice AI Agents for Omnichannel Customer Support (2026) (2026-02-22 · industry-insights · by Thoughtly) - [Best Retell Alternatives for Enterprise Voice AI](https://thoughtly.com/blog/best-retell-alternatives-for-enterprise-voice-ai) — Best Retell Alternatives for Enterprise Voice Automation (2026) (2026-02-22 · industry-insights · by Thoughtly) - [Best PolyAI Alternatives for Enterprise Voice AI](https://thoughtly.com/blog/best-polyai-alternatives-for-enterprise-voice-ai) — Best PolyAI Alternatives for Enterprise Voice Automation (2026) (2026-02-22 · industry-insights · by Thoughtly) - [Best AI Voice Agents for Insurance](https://thoughtly.com/blog/best-ai-voice-agents-for-insurance) — Best AI Voice Agents for Insurance (2026 Comparison) (2026-02-22 · industry-insights · by Thoughtly) - [Best AI Voice Agents for Business Workflows](https://thoughtly.com/blog/best-ai-voice-agents-for-business-workflows) — Best AI Voice Agents for Business Workflows (2026) (2026-02-11 · industry-insights · by Thoughtly) - [5 Best AI Voice Agents for Lead Generation](https://thoughtly.com/blog/5-best-ai-voice-agents-for-lead-generation) — Best AI Voice Agents for Lead Generation (2026 Comparison) (2026-02-04 · industry-insights · by Thoughtly) - [Best Production-Ready AI Voice Agents](https://thoughtly.com/blog/best-production-ready-ai-voice-agents) — Comparing Production-Ready AI Voice Agents for Enterprise Call Automation (2026 Comparison) (2026-01-29 · industry-insights · by Thoughtly) - [Best Voice AI Agents for Sales](https://thoughtly.com/blog/best-voice-ai-agents-for-sales) — Comparing Voice AI Agent Platforms for Outbound Sales (2026 Comparison) (2026-01-29 · industry-insights · by Thoughtly) - [Average Call Handle Time Explained: What It Measures and Why It Matters](https://thoughtly.com/blog/average-call-handle-time-explained-what-it-measures-and-why-it-matters) — Understanding Average Handle Time (AHT) and What It Reveals (2026-01-24 · guides · by Thoughtly) - [Best No-Code Voice AI Agents](https://thoughtly.com/blog/best-no-code-voice-ai-agents) — Best No-Code Voice AI Agents (2026 Comparison) (2026-01-23 · industry-insights · by Thoughtly) - [Best Voice AI Agents for Enterprise](https://thoughtly.com/blog/best-voice-ai-agents-for-enterprise) — Best Voice AI Agents for Enterprise (2026 Comparison) (2026-01-23 · industry-insights · by Thoughtly) - [How Voice AI Is Improving Access and Administrative Efficiency in Education](https://thoughtly.com/blog/how-voice-ai-is-improving-access-and-administrative-efficiency-in-education) — How voice AI improves access and operations in education (2026-01-23 · blog · by Thoughtly) - [How Voice AI Is Improving Responsiveness and Operational Efficiency in Real Estate](https://thoughtly.com/blog/how-voice-ai-is-improving-responsiveness-and-operational-efficiency-in-real) — How voice AI is used to improve operations in real estate (2026-01-23 · blog · by Thoughtly) - [How Voice AI Is Changing Client Access and Legal Operations](https://thoughtly.com/blog/how-voice-ai-is-changing-client-access-and-legal-operations) — Learn how voice AI can be used to improve access and operations in legal services (2026-01-23 · blog · by Thoughtly) - [How Voice AI Is Improving Guest Experience and Operational Efficiency in Travel & Hospitality](https://thoughtly.com/blog/how-voice-ai-is-improving-guest-experience-and-operational-efficiency-in) — Opportunity for voice AI to improve guest communication and operations in travel & hospitality (2026-01-23 · blog · by Thoughtly) - [How Voice AI Can Scale Operations in Insurance](https://thoughtly.com/blog/how-voice-ai-can-scale-operations-in-insurance) — Learn how insurance teams use voice AI to handle claims, billing, policy changes, and renewals while improving speed, access, and customer experience. (2026-01-18 · blog · by Thoughtly) - [How Voice AI Can Scale Access and Operations in Government](https://thoughtly.com/blog/how-voice-ai-can-scale-access-and-operations-in-government) — Learn how government agencies use voice AI to handle benefits, permits, payments, and status inquiries without adding additional staff. (2026-01-18 · blog · by Thoughtly) - [Five Ways Voice AI Can Transform Retail Customer Support at Scale](https://thoughtly.com/blog/five-ways-voice-ai-can-transform-retail-customer-support-at-scale) — Voice AI helps retailers automate high-volume customer support calls like order status, returns, and FAQs, keeping customers informed without needing to scale headcount. (2026-01-18 · blog · by Thoughtly) - [How Much do AI Voice Agents Cost? A Budgeting Framework from Thoughtly](https://thoughtly.com/blog/how-much-do-ai-voice-agents-cost-a-budgeting-framework-from-thoughtly) — Budgeting for AI Voice Agents: A Practical Cost Framework (2026-01-18 · guides · by Thoughtly) - [How Voice AI is Changing Operations in Utilities and Services](https://thoughtly.com/blog/use-cases-for-voice-ai-in-utilities-and-services) — Why Utilities and Services Businesses are Turning to Voice AI (2026-01-18 · blog · by Thoughtly) - [How Thoughtly Uses AI Voice Agents to Handle FAQ](https://thoughtly.com/blog/how-thoughtly-uses-ai-voice-agents-to-handle-faq) — Opportunity for voice AI to automate repetitive FAQs (2026-01-18 · blog · by Thoughtly) - [How Voice AI Can Scale Access and Operations in Healthcare](https://thoughtly.com/blog/how-voice-ai-can-scale-access-and-operations-in-healthcare) — Opportunity for voice AI to improve access and operations in healthcare (2026-01-09 · blog · by Thoughtly) - [Five Ways Thoughtly’s Voice Agents Can Drastically Increase Revenue in Outbound Sales](https://thoughtly.com/blog/five-ways-thoughtlys-voice-agent-can-drastically-increase-revenue-in-outbound-sales) — Opportunity for Voice AI in High-Volume Outbound Sales (2026-01-09 · blog · by Thoughtly) - [How Cleveland Auto Repair Unlocked 400% More Appointments with Thoughtly](https://thoughtly.com/blog/how-hodel-holdings-unlocked-400-more-appointments-with-thoughtly) — Thoughtly was able to increase ROAS by 800% and increase appointments by 400% through natural sounding AI voice agents. Heres how we did it. (2025-11-06 · case-study · by Will Del Principe) - [What Is a Voice AI Agent? The Complete Beginner’s Guide (2025 Edition)](https://thoughtly.com/blog/what-is-a-voice-ai-agent-the-complete-beginners-guide-2025-edition) — Discover how voice AI agents are transforming business communication, from outbound sales to customer support. (2025-10-16 · guides · by Thoughtly) - [The "Genius" Advantage: How Thoughtly's AI Learns from Your Business](https://thoughtly.com/blog/the-genius-advantage-how-thoughtlys-ai-learns-from-your-business) — Most conversational AIs are generalists. They are trained on a vast amount of public data and can answer a wide range of common questions. (2025-08-26 · blog · by Thoughtly) - [The Conversational Landing Page: Why Your Website Needs a Voice Component](https://thoughtly.com/blog/the-conversational-landing-page-why-your-website-needs-a-voice-component) — In today's market, customers crave instant answers, personalized interactions, and effortless engagement—demands that a static landing page struggles to meet. (2025-08-26 · blog · by Thoughtly) - [Is Your Brand's Voice Aligned with Your AI's Voice?](https://thoughtly.com/blog/is-your-brands-voice-aligned-with-your-ais-voice) (2025-08-26 · blog · by Thoughtly) - [Voice AI and SMS: A Perfect Pair for Automated Follow-Up](https://thoughtly.com/blog/voice-ai-and-sms-a-perfect-pair-for-automated-follow-up) — When Voice AI and SMS work together, they create a seamless, multi-channel flow that is more engaging, more efficient, and more effective than either channel could ever be on its own. (2025-08-26 · blog · by Thoughtly) - [The ROI of Proactive Outreach: Why Your Business Should Be Making Calls, Not Just Receiving Them](https://thoughtly.com/blog/the-roi-of-proactive-outreach-why-your-business-should-be-making-calls-not) — Proactive outreach, powered by intelligent Voice AI, is a strategic shift that moves a business from simply solving problems to actively creating opportunities (2025-08-24 · blog · by Thoughtly) - [Navigating the Legal Maze: A Guide to Cold Calling and Consent with Voice AI](https://thoughtly.com/blog/navigating-the-legal-maze-a-guide-to-cold-calling-and-consent-with-voice-ai) — A single non-compliant call can result in costly fines and a damaged reputation. This is why a new, strategic approach is required (2025-08-24 · guides · by Thoughtly) - [5 Pitfalls to Avoid When Implementing Your First Voice AI Solution](https://thoughtly.com/blog/5-pitfalls-to-avoid-when-implementing-your-first-voice-ai-solution) (2025-08-24 · guides · by Thoughtly) - [Nurturing Leads with Voice AI: The "Second-Chance" Call](https://thoughtly.com/blog/nurturing-leads-with-voice-ai-the-second-chance-call) (2025-08-24 · blog · by Thoughtly) - [Understanding Natural Language Processing (NLP) and its Role in Conversational AI](https://thoughtly.com/blog/understanding-natural-language-processing-nlp-and-its-role-in-conversational) — Natural Language Processing, or NLP. NLP is the core of conversational AI, giving machines the ability to understand, interpret, and generate human language in a way that feels natural and intuitive. (2025-08-24 · blog · by Thoughtly) - [How to Choose a Voice AI Personality That Reflects Your Brand](https://thoughtly.com/blog/how-to-choose-a-voice-ai-personality-that-reflects-your-brand) — Your Voice AI is a direct representation of your brand, and its personality is just as important as its logo. (2025-08-20 · guides · by Thoughtly) - [The Future of Search: Why Customers Will Prefer Talking to a Voice AI over a Search Bar](https://thoughtly.com/blog/the-future-of-search-why-customers-will-prefer-talking-to-a-voice-ai-over-a) — For over two decades, the search bar has been the undisputed gateway to the world's information. It has defined our digital experience, training us to distill our complex needs into simple, keyword-driven queries. (2025-08-20 · blog · by Thoughtly) - [The Human Agent of the Future: 5 Skills You'll Need to Work Alongside AI](https://thoughtly.com/blog/the-human-agent-of-the-future-5-skills-youll-need-to-work-alongside-ai) — For years, the rise of artificial intelligence has been framed as a threat to human jobs. The narrative has focused on automation as a force of replacement, but this perspective misses a more powerful and optimistic truth. (2025-08-20 · blog · by Thoughtly) - [Voice AI for Non-Profits: Streamlining Donor Management and Volunteer Outreach](https://thoughtly.com/blog/voice-ai-for-non-profits-streamlining-donor-management-and-volunteer) — The mission is the main focus, but the reality is that a significant amount of time is spent on administrative tasks: managing donor relationships, coordinating volunteers, and answering a constant stream of inquiries. (2025-08-20 · blog · by Thoughtly) - [The Future of Professional Services: A Look at Voice AI in Accounting and Financial Planning](https://thoughtly.com/blog/the-future-of-professional-services-a-look-at-voice-ai-in-accounting-and) (2025-08-20 · blog · by Thoughtly) - [Voice AI in Real Estate: Automating Lead Qualification for Busy Agents](https://thoughtly.com/blog/voice-ai-in-real-estate-automating-lead-qualification-for-busy-agents) — The traditional process of manually answering, qualifying, and following up on every lead is an exhausting and inefficient race. (2025-08-20 · blog · by Thoughtly) - [Voice AI and Data Security: How to Protect Your Customer's Information](https://thoughtly.com/blog/voice-ai-and-data-security-how-to-protect-your-customers-information) (2025-08-17 · blog · by Thoughtly) - [5 Voice AI Metrics You Should Be Tracking to Prove ROI](https://thoughtly.com/blog/5-metrics-for-roi) — When investing in new technology, the ultimate question from the C-suite is always the same: "What's the return on investment?" For a technology as transformative as Voice AI, the answer can be complex. (2025-08-17 · guides · by Thoughtly) - [The State of Voice AI in 2025: An Industry Report & Survey](https://thoughtly.com/blog/the-state-of-voice-ai-in-2025-an-industry-report-and-survey) — This report presents our key findings, offering a definitive look at the state of Voice AI in 2025. (2025-08-17 · research · by Thoughtly) - [The Top 3 Industries Set to Be Disrupted by Voice AI in the Next 5 Years](https://thoughtly.com/blog/the-top-3-industries-set-to-be-disrupted-by-voice-ai-in-the-next-5-years) (2025-08-16 · blog · by Thoughtly) - [Voice AI vs. Chatbots: A Head-to-Head Comparison for Business Communication](https://thoughtly.com/blog/voice-ai-vs-chatbots-a-head-to-head-comparison-for-business-communication) — In the world of automated customer engagement, two technologies stand out: chatbots and Voice AI. Both are designed to streamline communication, but they operate on fundamentally different principles and excel in distinct scenarios. (2025-08-15 · industry-insights · by Thoughtly) - [Ethical AI: Best Practices for Building Trust with Your Voice AI Customers](https://thoughtly.com/blog/ethical-ai-best-practices-for-building-trust-with-your-voice-ai-customers) — Ensuring that your Voice AI deployments are ethical is not just a matter of compliance; it's fundamental to building and maintaining the trust of your customers. (2025-08-15 · blog · by Thoughtly) - [The Future of Work: How Human and AI Agents Can Collaborate for Peak Performance](https://thoughtly.com/blog/the-future-of-work-how-human-and-ai-agents-can-collaborate-for-peak) — For years, the conversation around artificial intelligence in the workplace has been dominated by a simple, often fearful, question: "Will AI take my job?" (2025-08-15 · blog · by Thoughtly) - [The Ultimate Guide to AI Customer Activation](https://thoughtly.com/blog/the-ultimate-guide-to-ai-customer-activation-with-voice-ai) (2025-06-25 · guides · by Thoughtly) - [How Centracom Replaced their Call Center with AI Voice Agents — and Cut Costs by Nearly $500k](https://thoughtly.com/blog/centracom) — Centracom, a Utah-based telecom provider, used Thoughtly’s AI voice agents to offload over 12% of their support calls—cutting more than $400K in costs and unlocking a roadmap for full-service automation across their customer support operation. (2025-06-24 · case-study · by Will Del Principe) - [The Ultimate Guide to Choosing the Right Voice AI Partner for Your Business](https://thoughtly.com/blog/the-ultimate-guide-to-choosing-the-right-voice-ai-partner-for-your-business) — Voice AI has emerged as a powerful solution, but with a growing number of providers on the market, choosing the right partner can be a daunting task. (2024-12-02 · guides · by Thoughtly) - [Revolutionizing Customer Interactions: AI Voice Agents and Appointment Scheduling](https://thoughtly.com/blog/revolutionizing-customer-interactions-ai-voice-agents-and-appointment) — Thoughtly stands at the forefront of this revolution, deploying cutting-edge language models to create human-like phone conversations that are redefining customer interactions. (2024-11-21 · blog · by Thoughtly) - [The Transformative Impact of AI on Customer Service: Thoughtly's Vision for the Future](https://thoughtly.com/blog/the-transformative-impact-of-ai-on-customer-service-thoughtlys-vision-for) — Thoughtly stands at the forefront of this revolution, deploying cutting-edge language models to create human-like phone conversations that are redefining customer interactions. (2024-11-18 · blog · by Thoughtly) - [The Future of Customer Service: How Generative AI is Transforming Contact Centers](https://thoughtly.com/blog/the-future-of-customer-service-how-generative-ai-is-transforming-contact) — A new wave of AI-powered solutions is revolutionizing how businesses connect with their customers. At the forefront of this transformation is generative AI technology, which is redefining what's possible in customer service delivery. (2024-11-07 · blog · by Thoughtly) - [A Guide to AI Voice Agents](https://thoughtly.com/blog/a-guide-to-ai-voice-agents) — Businesses today are under immense pressure to provide exceptional customer service, 24/7. Customers expect seamless, personalized interactions - but meeting this demand can be a significant challenge, especially for small and medium-sized enterprises. (2024-11-04 · guides · by Thoughtly) - [The Rise of Voice Commerce: How Thoughtly's Voice Agents Can Drive Sales](https://thoughtly.com/blog/the-rise-of-voice-commerce-how-thoughtlys-voice-agents-can-drive-sales) — Voice commerce is rapidly emerging as the next frontier in online shopping. As smart speakers and voice assistants become ubiquitous in homes and on mobile devices, consumers are increasingly turning to voice interfaces to research products and make pur (2024-10-21 · blog · by Thoughtly) - [Understanding Machine Learning: How it Drives Improvements in Voice Agent Performance](https://thoughtly.com/blog/understanding-machine-learning-how-it-drives-improvements-in-voice-agent) — At Thoughtly, we're at the forefront of revolutionizing customer interactions through our AI-driven contact center platform. (2024-10-18 · blog · by Thoughtly) - [Revolutionizing Healthcare with AI Voice Agents](https://thoughtly.com/blog/revolutionizing-healthcare-with-ai-voice-agents) — At Thoughtly, we're at the forefront of this revolution, developing cutting-edge AI voice solutions that are transforming the healthcare landscape. (2024-10-17 · blog · by Thoughtly) - [The Ethical Landscape of AI Voice Agents](https://thoughtly.com/blog/the-ethical-landscape-of-ai-voice-agents) — AI voice agents are revolutionizing the way businesses interact with customers. At Thoughtly, our AI voice agents offer non-technical users the ability to create fully functional agents in under 20 minutes using our no-code platform (2024-10-10 · blog · by Thoughtly) - [Building Trust Between Customers and Voice AI Agents](https://thoughtly.com/blog/building-trust-between-customers-and-voice-ai-agents) — In today's rapidly evolving technological landscape, voice AI agents are becoming increasingly prevalent in customer service interactions. (2024-10-09 · blog · by Thoughtly) - [The Role of Empathy in Voice Agent Design: Creating Human-like AI Interactions](https://thoughtly.com/blog/the-role-of-empathy-in-voice-agent-design-creating-human-like-ai) — This blog post explores why empathy is crucial in voice agent design and how it enhances the overall customer experience. (2024-09-19 · blog · by Thoughtly) - [Maximizing AI Voice Agents: Choosing the Right Calls to Automate](https://thoughtly.com/blog/maximizing-ai-voice-agents-choosing-the-right-calls-to-automate) — Not every call is worth automating, but when you choose the right ones, you’ll free up your team to focus on more complex, high-value tasks. (2024-09-18 · guides · by Thoughtly) - [What is Natural Language Processing (NLP) and How Does It Power Voice Agents?](https://thoughtly.com/blog/what-is-natural-language-processing-nlp-and-how-does-it-power-voice-agents) — In the rapidly evolving world of artificial intelligence, Natural Language Processing (NLP) has emerged as a game-changing technology, particularly in the realm of voice agents. (2024-09-12 · blog · by Thoughtly) - [Tips and Tricks for Building Your First AI Voice Agent](https://thoughtly.com/blog/tips-and-tricks-for-building-your-first-ai-voice-agent) — From choosing the right vendor to gathering scripts and testing, this guide walks you through the essential steps. (2024-09-10 · guides · by Thoughtly) - [How Equity Pros Automated Real Estate Success](https://thoughtly.com/blog/case-study-dialing-into-the-future-how-equity-pros-automated-real-estate) — In the fast-paced world of real estate investment, staying ahead of the curve is crucial. Equity Pros, a company specializing in purchasing houses, has found a game-changing solution in Thoughtly's AI voice agents. (2024-09-04 · case-study · by Will Del Principe) - [Revolutionizing the Moving Industry with Thoughtly AI Voice Agents](https://thoughtly.com/blog/case-study-revolutionizing-the-moving-industry-with-thoughtly-ai-voice) — "When they introduced me to Thoughtly, I knew immediately this is what I've been looking for— the ease of use, the workflows, the accuracy, and realism behind it, especially with Tessa." (2024-08-21 · case-study · by Will Del Principe) - [2024 AI Trends for Customer Engagement](https://thoughtly.com/blog/2024-ai-trends-for-customer-engagement) — As we navigate 2024, AI continues to revolutionize customer engagement, transforming how businesses interact with their customers. Here are the major trends we're seeing: (2024-07-24 · blog · by Thoughtly) - [3 Signs Your Business Needs AI Phone Agents](https://thoughtly.com/blog/3-signs-your-business-needs-ai-phone-agents) — If you're struggling to keep up with customer demands, it might be time to consider adding AI phone agents into your operations. Here are three telltale signs that your business could benefit from this technology. (2024-07-17 · blog · by Thoughtly) - [Debunking Myths Around AI Phone Agents](https://thoughtly.com/blog/debunking-myths-around-ai-phone-agents) — AI phone agents are transforming customer interactions across various industries, yet several myths persist that can cloud their true potential. Here are the top three myths about AI phone agents, along with the facts that debunk them. (2024-07-12 · blog · by Thoughtly) - [Top Five Use Cases for AI Phone Agents Across Industries](https://thoughtly.com/blog/top-five-use-cases-for-ai-phone-agents-across-industries) (2024-07-12 · industry-insights · by Thoughtly) - [How Thoughtly Empowers BPOs with AI Agents](https://thoughtly.com/blog/how-thoughtly-empowers-bpos-with-ai-agents) — By integrating our AI voice agents, BPOs can increase efficiency, reduce costs, and improve customer satisfaction without compromising on quality. (2024-07-05 · blog · by Thoughtly) - [Is Your Company Ready for AI Agents? Take the Quiz to Find Out.](https://thoughtly.com/blog/is-your-company-ready-for-ai-agents) — As this technology continues to transform the landscape, it’s essential to understand if your business is ready to integrate AI Voice Agents. (2024-06-25 · blog · by Thoughtly) - [10 Things to Look For When Evaluating AI Voice Agents](https://thoughtly.com/blog/10-things-to-look-for-when-evaluating-ai-voice-agents) — AI Voice Agents are transforming the game by helping businesses lower costs, handle inbound and outbound calls efficiently, and improve overall customer experience. It's crucial to have a clear set of criteria for evaluating and selecting the right vendor. (2024-06-25 · guides · by Thoughtly) - [How Real Estate Professionals are Leveraging AI Agents To Sell More](https://thoughtly.com/blog/how-ai-receptionists-quickly-became-the-must-have-real-estate-tool-for-2024) — Here’s why AI voice agents are the "it" thing for the real estate sector in the latter half of this year. (2024-06-20 · blog · by Thoughtly) - [The Top 5 Reasons Law Offices are Adopting AI Phone Agents](https://thoughtly.com/blog/the-top-5-reasons-law-offices-are-adopting-ai-phone-agents) — Legal issues don’t adhere to a 9-to-5 schedule, and neither should client support. AI phone agents provide round-the-clock availability, ensuring that clients can reach out for assistance at any time. (2024-06-19 · blog · by Thoughtly) - [How AI Phone Agents are Revolutionizing the Retail Industry](https://thoughtly.com/blog/how-ai-phone-agents-are-revolutionizing-the-retail-industry) — Retailers struggle to staff their phone lines and customers have grown frustrated with long wait times. AI voice agents offer a powerful solution to these problems. (2024-06-13 · blog · by Thoughtly) - [Why AI Agents Are Essential for Modern Insurance Companies](https://thoughtly.com/blog/why-ai-agents-are-essential-for-modern-insurance-companies) — Here are five key reasons why your insurance company should consider adopting AI voice agents. (2024-06-12 · blog · by Thoughtly) - [Learnings from Thoughtly Launch Week: Prioritizing What Matters Most to Our Customers](https://thoughtly.com/blog/learnings-from-thoughtly-launch-week-prioritizing-what-matters-most-to-our) — As we rolled out Thoughtly, we paid close attention to feedback and interactions from our users. Here’s a look at the most important takeaways from our launch week. (2024-06-10 · product · by Thoughtly) - [5 Reasons Why Companies Need AI Voice Agents](https://thoughtly.com/blog/5-reasons-why-companies-need-ai-voice-agents) — Agents churn at a staggering rate of 45% annually, leaving businesses desperate to staff their phone lines and customers dissatisfied with unprecedented call wait times. Here are five key reasons why your company should consider adopting AI voice agents. (2024-05-23 · blog · by Thoughtly) - [Leading Home Renovation Company Partners with Thoughtly to Transform its Business in Weeks](https://thoughtly.com/blog/leading-home-renovation-company-partners-with-thoughtly-to-transform-its) — After previously struggling with staffing human agents, a leading home renovation company is using Thoughtly's AI voice agents to set appointments and operations have since transformed. (2024-05-23 · case-study · by Will Del Principe) ## Authors (links only — full bios at each URL) Thoughtly contributors. Each link is the canonical place to fetch the full bio; the inline metadata below is the minimum needed to reconcile a name to a real person. - [Thoughtly](https://thoughtly.com/blog/authors/thoughtly) — AI Voice Agent Platform - [Torrey Leonard](https://thoughtly.com/blog/authors/torrey) — Founder & CEO · Expertise: AI Voice Agents, Product Strategy, Conversational AI, GTM Automation · Links: https://www.linkedin.com/in/torrey-leonard/ · https://x.com/torreyleonard ## Key facts - Mission: Give your CRM a voice — and the autonomy to act. - Vision: The first fully autonomous CRM. - Headquarters: New York, NY (436 W 18th St, Suite #2, Chelsea, NYC 10011). - Legal entity: Thoughtlead, Inc., dba Thoughtly. - CEO: Torrey Leonard. - Backed by Armory Square Ventures (seed lead), Afore Capital, Greycroft, Newark Venture Partners, K5 Tokyo Black. - Positioning principle: inbound conversion, not cold outbound. Reach every lead, not just the top 10%.