Outbound
Call a prospect
The agent dials, finds out who picked up, and matches their problem to the one product that fits — voice banking, the AI call centre, or passwordless sign-in.
The agent opens the call. You play the prospect who answers.
Technical disclosure control
Not started- 1 Identity Who they are
- 2 Institution Corporate address
- 3 Disclosure basis Mutual NDA
Behind the boundary
- Specification pack
- Integration architecture
- Security internals
- Commercial terms
- Named references
Published material only until the checks pass.
Transcript
The transcript appears here once the line connects.
Activity
Tool calls and gate decisions land here.
- Blocked
- 0
- Tools
- 0
- Tokens
- 0
Inbound
Answer the line
Six reasons people ring this desk. One of them is someone losing money right now, and that caller skips every check.
You ring the desk. Speak first once the agent answers.
Technical disclosure control
Not started- 1 Identity Who they are
- 2 Institution Corporate address
- 3 Disclosure basis Mutual NDA
Behind the boundary
- Specification pack
- Integration architecture
- Security internals
- Commercial terms
- Named references
Published material only until the checks pass.
Transcript
The transcript appears here once the line connects.
Activity
Tool calls and gate decisions land here.
- Blocked
- 0
- Tools
- 0
- Tokens
- 0
Knowledge
What the agent is allowed to know
Published material on the company and its three products. If it is not here, the agent cannot say it.
Playbook
How this desk is run
The rule that outranks the sale, what sits on each side of the boundary, and what counts as a call worth having.
Desk
The session so far
A caller correctly turned away counts as a success here. Scoring the control as a miss is how a desk learns to stop holding it.