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Agent tier outreach toolkit: drip + dialer + voice AI

The Agent tier at $29/month now includes drip campaigns, the Twilio click-to-call Dialer with AI scripts, and Voice AI on every call. Previously these features lived behind the Brokerage tier; they're now unbundled to Agent so the $29 plan ships a real agent CRM instead of analyzer-plus-tracking.

5 min read
Contact Support
Section 01

What's now included on the Agent tier

Three outreach capabilities were unbundled to the Agent tier in the last update. They are not a separate add-on or a credit pack — Agent tier users have access automatically when their billing tier is Agent or above.

  • Drip campaigns — multi-touch email + SMS + call-task cadences in the Deal Tracker. Agent tier allows up to 3 concurrent drip campaigns with drip enrollment on each deal.
  • Twilio click-to-call Dialer — one-click calling from any deal that has a phone number. Calls log automatically as activities so the deal's outreach history stays current without manual entry.
  • AI dialer scripts — script suggestions in the Dialer that adapt to the deal's property context (Genome Score, distress signals, owner profile) so the agent has a starting point on every call.
  • Voice AI on every call — transcription, follow-up suggestions, and hands-free mode all included.
Section 02

What still requires Brokerage or higher

  • Power-dialer mode with queue + auto-advance + voicemail drops (Brokerage and Brokerage Plus).
  • Multi-Channel Campaign Launcher unified email + SMS + direct mail (Brokerage and above).
  • RVM ringless voicemail (Brokerage and above).
  • Ads audience builder for paid-social retargeting (Brokerage and above).
  • Virtual Driving for Dollars (Brokerage and above).
Section 03

First-day setup for a new Agent-tier user

  1. Save one property into Deal Tracker by scoring it in Analyzer.
  2. Add a phone number to the deal's contact record so the Dialer can click-to-call.
  3. Open the deal's outreach panel and create one drip campaign — even a simple 3-touch email cadence is a useful baseline.
  4. Run one call through the Dialer with AI scripts on so you see the assistive flow in action.
  5. Review the auto-logged activity on the deal — every call, email, and drip enrollment lands here automatically.
Section 04

Why this changed

Drip and dialer used to be Brokerage-tier features. That gating made the $29/month Agent tier look incomplete relative to LionDesk, Wise Agent, Top Producer, and Follow Up Boss, which all include drip + dialer at the same or lower price point.

The features themselves were already in the product (the DripCampaignPanel and Dialer components shipped long ago); the unbundle is purely a packaging change — same code, accessible to a wider set of plans.