Respond from the right workflow while intent is still fresh.
Your AI teammate. Your team’s next conversation.More conversations.
More conversations.
Less chasing leads.
Your dialer starts the connection. MyTeamAgent keeps it going—with AI follow-up, a shared inbox, and the right rep ready when a lead says yes.
AI handles early repliesHuman takeover on positive intentConsent and opt-outs built in
MyTeamAgentAI conversation assistant
ExampleInterested · callback requestedAI steps back. Your team steps in.
The right rep gets the conversation, context, and next step.
Explore the full walkthrough Built to fit the tools your team already uses
VICIdialFive9TwilioARIVESalesforceWebhooks & APIs
Connection availability depends on provider access, company configuration, and successful testing.YOUR AI FOLLOW-UP TEAMMATE
Keep the busywork moving without living inside the CRM.
Use one assistant workspace to summarize conversations, prepare the next message, create follow-up tasks, surface overdue handoffs, and keep the pipeline current. Actions follow company permissions and approval rules.
- Natural, context-aware lead conversations
- Company-approved prompts, tone, and objection playbooks
- Conversation summaries, tasks, and next-step suggestions
- Immediate pause when human judgment is needed
Show me every interested lead waiting more than an hour, summarize the thread, and prepare the next action.
I found 3 overdue handoffs. I summarized each conversation, flagged the strongest intent, and prepared callback tasks. No message was sent.
Route them using the company’s capacity rules.
Ready for administrator review: Jordan receives 2 and Casey receives 1. The complete conversation and SLA history stay attached.
ONE SYSTEM · THE WHOLE RELATIONSHIP
From first attempt to client for life.
Build a consistent experience across every stage instead of stitching together separate texting, dialer, task, and referral tools.
Work the early back-and-forth until genuine interest appears.
Give the right rep the full thread and a clear next step.
Keep tasks, owners, stages, notes, and files on one record.
Coordinate approved referrals across the client’s service team.
Run permission-based milestones, anniversaries, and nurture.
ONE WORKSPACE. EVERY NEXT STEP.
A clear view of every conversation.
Explore illustrative product previews of conversations, workflows, and your partner network. All names and messages shown here are examples.
CONVERSATIONSUnified inbox
AI activeMJMarcus JohnsonYes, I’d like to learn more.2m
SPSarah PhillipsCould we talk after 5?9m
RCRyan CarterMy current rate is 7.125%.22m
JGJames GreenNot ready yet, maybe this fall.1h
MJMarcus JohnsonAI qualifying · consent verified
InterestedAI qualification, ownership, pipeline status, referral actions, and human takeover in one place.
Triggers, compliance, AI, routing, reminders, and reassignment.
Loan officer, realtor, title, home insurance, and life-agent coordination.
AUTOMATIONS THAT STAY ON DUTYAny approved triggerDialer event, new lead, stage, tag, date, form, or webhook. Smart conditionsConsent, source, timing, reply intent, owner, stage, and company rules. Multi-step actionsMessages, tasks, waits, tags, handoffs, alerts, and suppression.
Build the follow-up once. Run it consistently.
Start from a dialer disposition, lead form, file import, tag, status, date, or API event. Then apply conditions and chain the right actions.
EVERYTHING THAT MOVES THE CONVERSATION
A serious CRM behind the AI.
Clear enough for a new user, configurable enough for sales teams and call centers.
Qualify, handle common objections, ask the next useful question, and pause when a person should take over.
Keep SMS, voice activity, ownership, tasks, and lead status together in one readable workspace.
Combine triggers, waits, conditions, approved messages, tasks, routing, and exit rules.
Assign by round robin, capacity, availability, performance, or company-defined priority.
Remind owners, alert managers, and reroute opportunities before a response deadline is missed.
Measure replies, interest, appointments, handoffs, reassignments, conversion, and rep performance.
Track the partners tied to each client, referral status, relationship history, and lifecycle reminders.
Preserve consent evidence, honor opt-outs, enforce quiet hours, and keep an auditable history.
REFERRAL & RELATIONSHIP INTELLIGENCE
Know who is connected to every client—and what happens next.
Tie the loan officer, Realtor, Title company, Home & auto agent, and Life agent to the same permissioned relationship record.
- One-click role-specific referrals
- Partner ownership and referral status
- Relationship activity and lifecycle reminders
- Permission-based visibility and minimum-necessary sharing
HIGH-RESOLUTION PRODUCT WALKTHROUGH
Watch the real workflow from disposition to handoff.
The updated demo uses only MyTeamAgent CRM screens, with a sharper 1600×900 export and accessible narration captions.
AI conversationEarly replies handled before human takeoverWorkflow & routingDisposition, rules, qualification, and SLAConnected partnersRealtor, title, insurance, and loan teamNatural voice + captionsWarm U.S. narration with accessible captions
GUIDED COMPANY SETUP
From your current process to a controlled launch.
We configure the company-specific pieces, test safely, and keep every integration off until an authorized administrator enables it.
Map your process
Bring the dialer, disposition list, lead sources, team roles, and current follow-up rules.
- Configured for your company
- Reviewed before activation
Configure your workspace
We shape fields, pipelines, routing, permissions, approved messages, and workflow templates.
- Configured for your company
- Reviewed before activation
Connect and test
Run signed webhook tests, no-send simulations, consent checks, and controlled end-to-end validation.
- Configured for your company
- Reviewed before activation
Turn it on deliberately
An administrator activates one integration and one approved workflow at a time.
- Configured for your company
- Reviewed before activation
SIMPLE SOFTWARE PRICING
Start with the operating level that fits your team.
Month-to-month software plans. No messaging, carrier, voice, integration, or subscription charge starts from a website request.
Starter
Launch a focused AI follow-up and CRM workflow.
$149per company / month
- Up to 5 users
- 2,500 outbound messages
- One dialer connection
- AI qualification + handoff
- Core CRM, compliance, and reporting
Growth
Scale multiple teams, workflows, and referral relationships.
$299per company / month
- Up to 15 users
- 10,000 outbound messages
- Multiple dialer workflows
- Advanced routing + SLA reassignment
- Partner network + team analytics
Scale
Configure higher volume, custom connections, and controls.
Customvolume-based plan
- Custom users and volume
- Custom webhooks and integrations
- Granular permissions
- Company-specific workflow packs
- Priority implementation support
Software pricing shown in U.S. dollars. Carrier fees, phone numbers, AI voice, premium integrations, implementation, excess usage, taxes, and approved third-party services may be additional. Final terms are confirmed before activation.
CONTROL & COMPLIANCE
AI speed with company accountability.
Consent evidence, STOP and START handling, quiet hours, suppression, frequency rules, access controls, and human escalation live inside the workflow.
Store the permission source and apply messaging rules before a workflow can act.
Keep regular users focused on their records while administrators retain full oversight.
Pause AI and hand off the complete thread when intent, sensitivity, or uncertainty requires a person.
Review delivery, replies, routing, assignments, opt-outs, and workflow actions.
Stop losing good leads between calls, texts, people, and follow-ups.
See how MyTeamAgent can fit your dialer, sales process, CRM records, and partner network.