How it works

Here's how Olivia turns
a lead into a booked call.

One workspace. Every client kept clean. About ten minutes from sign-up to your first AI-driven appointment landing on a calendar.

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Product loop · placeholder

The mental model

Five concepts. That's the whole product.

01
Workspace
02
Client
03
Agent
04
Call
05
Booking
Workspace

Your agency account. One per agency.

Client

Each business you serve. Voice, calendar, and CRM are configured per client.

Agent

A prompt that tells Olivia who to be on the call. Many agents per client; one active.

Call

Olivia dials the lead, qualifies them, and offers a time.

Booking

Confirmed appointment lands directly on the client's calendar.

YOUR WORKSPACE
Acme Plumbing
Calm · FemaleEnglishCalendar · Connected
Bright Smiles Dental
Warm · MaleEnglishCalendar · Connected
Casa Verde Realty
Friendly · FemaleEspañolCalendar · Connected

The agency model

One workspace. Every client kept clean.

Olivia is built for agencies, not single accounts. Every client gets its own voice, prompt, calendar, and CRM connection — isolated by design.

Switch between clients in two clicks. Disconnect a client in one. Nothing leaks between accounts.

01Step 1 — Sign up· ~60 seconds

Sign in. Your workspace is ready.

One Google login and you're in. No SaaS contract pile, no setup wizard.

You land on an empty workspace with a single button: add your first client.

olivia · dashboard
No clients yet
Add your first client to start configuring agents.
02Step 2 — Add a client· ~30 seconds

Create the business Olivia will work for.

A client is one of the local businesses you serve. Name, industry, timezone — that's it.

You can add as many as you manage. Each one gets its own settings and stays sealed off from the others.

New client
×
Business name
Acme Plumbing
Industry
Home services
Timezone
America/Los_Angeles
Cancel
Create client
03Step 3 — Connect their CRM· ~60 seconds

One-click authorize. Per client.

Olivia talks to your client's CRM sub-account through OAuth. You authorize once per client.

From here on, leads sync into Olivia and bookings sync back out — automatically.

Connect CRM
Acme Plumbing
Not connected
Authorize the sub-account so leads sync both ways.
Authorize
per-client · isolated · revocable in one click
04Step 4 — Voice & calendar· ~2 minutes

Pick the voice. Point it at a calendar.

Per-client voice, language, and conversation model. Defaults are sensible — change them if you want.

Connect the calendar Olivia should book into. Real-time availability, no double-bookings.

VOICE
Calm
Warm
Friendly
English (US)
Sonnet 4.6
CALENDAR
Acme · BookingsConnected
05Step 5 — Agent prompt· ~3 minutes

Tell Olivia who to be on the call.

An agent is a prompt: who Olivia is, what she's trying to achieve, what she should never say.

Keep multiple prompts per client and switch the active one in a click. Inbound agents are mutually exclusive; outbound agents can run in parallel.

Booking agent · v3
Active
You are a friendly assistant for Acme Plumbing.
Goal: qualify the lead and book a same-week visit.
Ask: address, urgency, and preferred window.
Never: quote prices. Hand off to a human if asked.
3 prompt versions · 1 activeTest call →
06Step 6 — First lead· ~60 seconds

Three ways to send a lead. Pick one.

Import existing CRM contacts, upload a CSV, or point a form-fill webhook at Olivia.

The moment a lead lands, Olivia dials. Speed-to-lead in seconds, not minutes.

Send leads to Olivia
Import from CRM
Existing contacts
Upload CSV
One-time list
Webhook
Real-time form fills
Olivia calls within seconds of intake.

What you see after the call

Transcripts. Outcomes. Bookings on the calendar.

Call history
Call history
Maria G.
Booked
Jordan P.
Voicemail
Sam K.
Booked
Aisha R.
No answer

Every call logged with outcome — booked, voicemail, no answer.

Transcript
Transcript · Maria G.
OLIVIA
Hi Maria, this is Olivia calling from Acme Plumbing.
MARIA
Oh hi — yes, I filled out the form earlier.
OLIVIA
Got it. Is the leak still active right now?
MARIA
Yeah, getting worse. Can someone come today?
OLIVIA
I can book you a visit at 3pm. Does that work?

Read what Olivia and the lead said, line by line.

Calendar
Today · Acme Bookings
9am
10am
11am
12pm
1pm
2pm
3pm
Maria G. — leak inspection
4pm

The booking lands on the client's calendar — same one their team uses.

Common questions

Things agencies ask first.

How is Olivia priced?+

Per workspace, with usage-based call minutes. Add as many clients as you manage at no extra base cost. Full pricing on the pricing page.

What happens to the data on a call?+

Transcripts and metadata stay inside your workspace and your client's CRM sub-account. Disconnect a client and the access is revoked in one click.

Which voices and languages are supported?+

A range of male and female voices in English and Spanish today. More voices and languages roll out continuously.

How much control do I have over what Olivia says?+

Full control. The agent prompt is yours. Olivia follows it literally — including hard rules like 'never quote prices' or 'hand off to a human if asked'.

What if a call fails or goes to voicemail?+

Outcomes are logged with a clear status: voicemail, no-answer, busy. You can configure retry rules per client.

Can a human take over a call?+

Mid-call handoff is on the roadmap. Today, Olivia can warm-transfer to a configured number or take a message.

Try it on one client. Free.

Ten minutes to set up. The first booked call usually arrives the same day.

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