Short, guided walkthroughs of the platform — click a card to watch.
Sign in to the CRM and land on your dashboard — username, password, and the KPI overview.
Define how your AI agent talks — name, voice, greeting, and instructions — then save it live.
Pick a persona & contact list, hit Start, and watch the AI dial out live with real-time metrics.
A live AI call: real-time transcript, lead details captured as they talk, and the demo booked automatically.
Every call logged with its outcome — open the full transcript and the lead data the AI captured.
The website widget: chat with the AI, request a callback, and get an instant call back to your phone.
Click the mic and speak — Pegasi listens and answers out loud in real time.
Qualify a lead and convert it to an account, contact, and deal in one click — confetti included.
Describe a goal; the AI returns talking points, objections, and a script — then builds the campaign for you.
Drag a deal forward on the Kanban, watch the forecast update, and let AI summarize every deal.
Open an appointment and the AI preps you — objections, preferences, recommendations from prior calls.
Company records with hierarchy and revenue — add a new company and it's saved instantly.
Build a line-item quote with the total updating live, then send it to the customer.
Find businesses by type and location, then add them straight into a contact list.
Live outbound KPIs — connection rate, conversion funnel, best hours — with click-to-drill into any call.
The AI reads a ticket, cites your knowledge base, drafts the reply, and flags escalation — synced with Zendesk.
A public self-service portal whose articles are auto-written by AI from your own docs.
Ticket KPIs, status & priority breakdowns, and new-vs-resolved trends.
An IMAP inbox where the AI summarizes threads and drafts replies for you.
Join a live call right in the browser, add the AI agent mid-call, and watch the transcript appear in real time.