System 04 / 06Forge Ecosystem

Forge AutoBDC

AI Outbound Contact Engine

CSV in, appointments out. Five simultaneous AI calls plus SMS and email follow-up — deployed in under an hour.

01 / Simultaneous Calls
5
02 / Channels
3
03 / Deploy
<1hr
04 / Pipeline
CSV → Appts

01How It Works

CSV → AI Calls → Follow-Up → Appointments

Upload a list and the system handles everything downstream. Your reps only engage when a lead is hand-raised.

  • 01

    CSV Upload

    Drop a list, map fields, and launch in minutes.

  • 02

    AI Calls

    Natural voice AI handles conversations and disposition.

  • 03

    SMS Follow-Up

    Sequenced texts based on call outcome and behavior.

  • 04

    Email Follow-Up

    Personalized emails nurture contacts automatically.

  • 05

    Appointments

    Booked slots drop into your calendar or CRM.

  • 06

    Zero Manual Dialing

    Your reps only touch hand-raised, qualified leads.

02Compatibility

Works With What You Already Have

Any CRM, any industry, no data lock-in. Plug in a CSV and run.

  • 01

    Any CRM via CSV

    Works with anything that exports a list — no plugins.

  • 02

    Any Industry

    Auto, insurance, real estate, B2B, services — tested.

  • 03

    No Data Lock-In

    Export leads, transcripts, and logs anytime.

  • 04

    Optional Integrations

    Native connectors available where it speeds you up.

03Call Engine

Five Simultaneous Lanes, Always Running

Parallel dialing with automatic recycling, throttling, and live operator controls.

  • 01

    5 Simultaneous Lanes

    Parallel dialing maximizes contact rate per hour.

  • 02

    Lane Recycling

    Busy or voicemail lines flow back automatically.

  • 03

    Status Dashboard

    Live state for every lane with operator override.

  • 04

    Throttle Controls

    Compliance-aware pacing per region and campaign.

04AI Outreach

SMS and Email, On Brand

AI generates copy tuned to your voice and campaign. Replies auto-handle or escalate to humans.

  1. AI Message Generation

    On-brand SMS and email tailored to each contact.

  2. Custom Templates

    Bring your own copy or have AI author variants.

  3. Personality Config

    Tone, urgency, and warmth sliders per campaign.

  4. Reply Handling

    Inbound replies get auto-responses or human handoff.

05Communication Timeline

Every Touch, One Timeline

Transcripts, texts, and emails unified per lead — ready for review, retargeting, and reporting.

Lead Detail View

Every touchpoint in one unified timeline.

Call Transcripts

Searchable transcripts with sentiment and tags.

SMS Threads

Full conversation history with status indicators.

Disposition Codes

Structured outcomes feed reporting and retargeting.

06 / Get started

Start your first campaign

Upload a CSV, configure the agent, and watch appointments roll in.