How it works
One call. One thread. One desk.
The path a lead takes through Grepiv, from the first ring to your CRM. Nothing here is a planned feature. This is the live stack.
- 01
The line rings
Your team is with a client. The line keeps ringing.
Grepiv answers on your own number with the same greeting and script every time.
- 02
The CRM speaks first
A pre-call webhook runs before the agent says hello.
Last contact, the policy or matter on file, and any open appointment land in the conversation.
- 03
The call does the work
Intent, matter type, and transfer rules extract while they talk.
Mid-call tools can check your system or hand the call to a person.
- 04
The thread stays open
They hang up. The conversation continues on the same number.
SMS or WhatsApp goes out when your condition matches. IQ Chat holds the thread.
- 05
The desk updates
A lead lands in Intake, New quotes, or Renewals.
An appointment books inside working hours. Round-robin picks the assignee.
- 06
Your system already has it
Nobody re-types the intake notes. The webhook already fired.
Enrichment in, payload out. Your CRM stays the source of truth.
Setup
Live in an afternoon.
Connect Twilio, write the agent, turn on texting, then point webhooks at your CRM. Most teams ship inbound first.
01
Connect your numbers
Add Twilio credentials, fetch your inventory, and tag the lines Grepiv should use.
02
Write the agent
Script, greeting, voice, extraction fields, tools, and transfer rules. Per inbound number or outbound config.
03
Turn on texting
Attach an AI SMS config, and WhatsApp if you want it. Optional auto-reply on the same numbers.
04
Catch every lead
Pipelines and forms decide where a person lands. Webhooks and the dashboard both create leads.
05
Book and hand off
Appointments land on the calendar. Webhooks push the outcome to your CRM.