# One for Sales & Marketing · One by Lughlabs > AI bots for small-business enquiries and campaigns. Explore call records, researched follow-up drafts and campaign assets from one approved brief. URL: https://onedev.jobrella.ai/use-cases/sales-and-marketing/ One for Sales & Marketing ## Give every enquiry a next step. For the owner who is also the sales and marketing team. One gives you AI bots to answer from your brief, record enquiries and prepare follow-up for your review. The same crew drafts your next campaign. [Talk to us about your business](https://onedev.jobrella.ai/talk?plan=business) [See pricing](https://onedev.jobrella.ai/pricing) **Sage** Calls & conversations [Explore the enquiry demo](https://onedev.jobrella.ai/use-cases/sales-and-marketing/#enquiry-demo) Fictional company · Scripted illustration When sales and marketing are also your job - The enquiry that sat overnight 63.5% of 1,000 B2B software companies never replied to a demo request. [RevenueHero · 2024 vendor study ↗](https://www.revenuehero.io/blog/b2b-lead-response-times) - Follow-up that depends on who is free Only 31% of 16.7 million missed calls to Quo customers got a callback within 48 hours. [Quo · 2026 customer analysis ↗](https://www.quo.com/blog/small-business-callback-statistics/) - The brief re-explained in every tool The offer, the audience and the deadline have to travel with every draft. - Copy that sounds like a different company Your email, website and first conversation should make the same promise. ### From a missed moment to a prepared next step. Give the crew the answers you approve, the questions to ask and the decisions to leave with you. **Today You piece together what the caller wanted.:** With One A call record holds the details and the caller’s words behind them. **Today Research and follow-up wait until you have time.:** With One A Qualified record wakes Alex to research the business and draft a reply. **Today You paste the campaign brief into another tool.:** With One Iris reads the brief and brand notes in your Library. **Today You check five drafts for five different promises.:** With One Email, posts and a landing preview start from the same offer. Your crew ### The call, the research, and the campaign have an owner. An example crew. The Architect proposes yours around how your business works. #### Sage Calls & conversations Builds the voice agent, asks the useful questions and leaves the enquiry in Leads. #### Alex Research & follow-up Researches promising enquiries on the public web and writes the follow-up for you to review. #### Iris Marketing & content Turns your approved brief into campaign concepts, copy, images and a landing preview. #### Architect Your workspace partner Proposes the crew, tables and handoff rules. You review and apply the changes. Follow one enquiry ### 7:12 pm. A new enquiry. You have finished for the day. Choose how it arrives. Follow it from the first question to the decision you make in the morning. Morrowfold Studio · Fictional company · Illustrative workspace · No call or message is sent. 1. It is 7:12 pm. You have finished work. Someone has just found your campaign. 2. See what was said, what is still uncertain and why this enquiry is worth following up. 3. The Qualified stage wakes Alex. Public research becomes a short brief and a draft in chat. 4. Read the draft. Send it from your own mailbox, or hold it while you check the deadline. 5. In the morning, the enquiry has a record, a next step and a clear decision waiting for you. Step 1 of 5 · Answer the enquiry **Sage** Voice Morrowfold Studio **Live conversation** ↙ Inbound · +44 •••• 0100 **Phone agent**Hi, I’m an AI assistant for Morrowfold Studio. How can I help? **Caller**I’m Robin Hale. We’re Bracken Quay Workshop. We need a new studio website. We have about four thousand pounds. **Phone agent**A studio consultation is £120 for 45 minutes, on weekdays. What would you like to work through? **Caller**Can you guarantee we’ll launch by Friday? Could someone call tomorrow after ten? **Phone agent**I can’t confirm that deadline. I’ll record your callback request for the studio to review. **The answers Sage was given** Studio consultation: £120 · 45 minutes · Weekdays. No guaranteed delivery dates. Record callback requests; do not promise a time. **Routine · Webhook** Received · 7:12 pm Website form → Your server → Webhook → Sage **Name:** Robin Hale **Business:** Bracken Quay Workshop **Enquiry:** New studio website. Budget £4,000. Can we launch by Friday? Please call tomorrow after 10 am. I’ll write the enquiry into Leads and flag the deadline for you to confirm. The webhook secret stays on your server. Web research and records can run; actions beyond the safe set ask you first. **From WhatsApp** Next release **Robin**We’re Bracken Quay Workshop. We need a new studio website, budget £4,000. Can you launch by Friday? **Sage**I’m the studio’s AI assistant. I can’t confirm a delivery date. A consultation is £120 for 45 minutes, on weekdays. **Robin**Could someone call tomorrow after ten? **Sage**I’ll note your request for the studio to review. Sage replies in the chat app, then writes a Leads record. Replies only; this does not start an outbound message sequence. **Analysis · Records · Leads** Call completed ##### Robin Hale Qualified **Name:** Robin HaleI’m Robin Hale. **Business:** Bracken Quay WorkshopWe’re Bracken Quay Workshop. **Need:** A new studio websiteWe need a new studio website. **Budget:** £4,000We have about four thousand pounds. **Callback request:** Tomorrow after 10 amCould someone call tomorrow after ten? **Phone:** +44 •••• 0100 **Where this came from** A call · 7:14 pm **Success criteria** **Pass** · Captured the need We need a new studio website. **Pass** · Captured a budget We have about four thousand pounds. **Fail** · Confirmed the launch date The caller’s Friday deadline is still unconfirmed. ##### Robin Hale Qualified **Name:** Robin Hale **Business:** Bracken Quay Workshop **Need:** A new studio website **Budget:** £4,000 **Callback request:** Tomorrow after 10 am **Phone:** +44 •••• 0100 **Where this came from** Written by the bot · 7:12 pm **History** Created by a call → Stage: Qualified The need and budget fit. The deadline still needs you. Handoffs When a record enters **Qualified**, **Alex** is woken with it. **✓ Handoff fired** **Alex** Researched the business Bracken Quay makes small-batch furniture and runs open-studio visits. Lead with the workshop’s work, then explain how people can enquire. Sources I used: [About the workshop ↗](https://onedev.jobrella.ai/use-cases/sales-and-marketing/#prospect-source) · [Studio visits ↗](https://onedev.jobrella.ai/use-cases/sales-and-marketing/#prospect-source) Friday’s launch date is not confirmed. Ask for the page list before promising a date. Links above open fictional source extracts. Alex’s run uses web research and records, then writes its reply in chat. **Contact details in Alex’s record** Phone +44 •••• 0100 · Email r•••@••• Masked. Alex prepares the words; you address the email. **Alex** Draft in chat Suggested subject ##### Your studio website Hi Robin, Thanks for telling us about Bracken Quay. We’d love to hear more about the website and the work you want it to show. A consultation is £120 for 45 minutes. Before we confirm a launch date, could you share the pages you need and any existing copy or photographs? You asked for a callback after 10 tomorrow. I’ll check the studio’s availability and get back to you. You review the draft, choose the recipient and send from your own mailbox. **Analysis · Records · Leads** 8:30 am New 4 Contacted 2 **Qualified 1** Booked 0 **Robin Hale · Bracken Quay Workshop** New studio website · £4,000 · Callback requested Follow-up draft ready for your review. ##### Reports · Calls **Calls:** 3 **Answered:** 2 **Median length:** 2m 14s **Success:** 1 / 2 Illustrative call report · One no answer. One answered call still needs a deadline confirmed. **Your next decisions** Confirm the callback time. Check the Friday deadline. Your choice in this illustration **View the fictional research sources** **bracken-quay.example/about** — Bracken Quay Workshop makes small-batch furniture in a shared workshop. **bracken-quay.example/visit** — Visitors can enquire about open-studio visits. These are sample extracts, not real businesses or fetched pages. Make the work that brings the enquiry ### One brief. A campaign that stays together. Choose a direction for Morrowfold Studio. Iris carries the same offer and voice into each draft. Approved brief · Fictional business #### Studio websites, thoughtfully made. **Audience:** Independent makers **Offer:** £120 consultation · 45 minutes · Weekdays **Voice:** Warm, clear, no hard sell **Do not claim:** Guaranteed launch dates or sales results A calm invitation for a business ready for its next chapter. Library · 2 sources Email draft #### Make room for your next chapter Your next website starts with a conversation about your work, your audience and what you need. [£120 · 45 minutes · Weekdays ↗](https://onedev.jobrella.ai/use-cases/sales-and-marketing/#campaign-brief) For you to review and send Social post draft #### Your studio has changed. Your website can catch up. Tell us what you’re making. We’ll help you think through what your website needs. [Start with a £120 studio consultation ↗](https://onedev.jobrella.ai/use-cases/sales-and-marketing/#campaign-brief) For you to review and post Private development preview Generated concept of a sunlit workshop table with linen samples #### A website with room for what’s next. [Studio consultation · £120 · 45 minutes ↗](https://onedev.jobrella.ai/use-cases/sales-and-marketing/#campaign-brief) Image draft · Made with your own image model in One. This illustration uses generated artwork, not a client project. Review copy, images and claims before publishing. **Sources Iris used** [Campaign brief](https://onedev.jobrella.ai/use-cases/sales-and-marketing/#campaign-brief): audience, consultation price, length and availability. **Brand notes**: warm, clear language; no hard sell; no claims about guaranteed dates or sales. These are the two fictional Library sources used in this example. Inside the workspace ### More of the work around the lead. #### Build the call you want Choose Call type, Use case and Activity description. Watch the bot draft the flow; edit it or ask for a change. Call type · Inbound Use case · Website enquiries Activity description · Answer from the studio brief #### Try the awkward questions Test Agent by browser voice, chat or a Simulated caller. Inspect the result, Validate, then Publish when you are ready. Test Agent → Test Chat → Simulated Caller asks for a guaranteed deadline Result: callback request #### Keep the enquiry in view Leads has stages, a record history and handoffs. Call Outputs add quoted evidence and Pass/Fail criteria. Leads · New → Contacted → Qualified → Booked Where this came from · A call History · Handoff fired #### Prepare the next conversation Ask for a prospect brief, questions for a discovery call or a follow-up draft with the research links written in. Alex · Draft in chat Prospect brief + sources + suggested reply You review and send #### Make the campaign assets Draft email and social copy, images and short video with your own model key, and a private landing-page preview. Iris · Library · 2 sources Email · Social · Image draft Open preview #### Read what happened Reports shows calls, answered, median length, success and outcomes. Schedule a bot to review the week in its chat. Reports · Calls · Answered Median length · Success · Outcomes Routines · Every Monday at 8:00 AM Work with the tools you know ### Your CRM. Your channels. Your choice of connection. Connect the account you want your bots to use. Each tool below names the setup it needs. #### One-click · CRM - HubSpot One-click connect Reads contacts and updates deals - Salesforce One-click connect Reads and updates CRM records - Attio One-click connect Works with contacts and sales activity - Bigin by Zoho CRM One-click connect Works with contacts and sales activity #### One-click · Email & newsletters - Gmail One-click connect Finds messages and drafts replies - One-click connect Reads mail and drafts replies - Mailchimp One-click connect Works with campaigns and audiences - Kit One-click connect Works with campaigns and audience data #### One-click · Ads, analytics & social - Google Ads One-click connect Reads campaigns and performance - Google Analytics One-click connect Reads website performance reports - Google Search Console One-click connect Reads search performance - One-click connect Reads your profile and publishes posts Profile and posting only; no sourcing or messaging. - Facebook One-click connect Works with campaigns and audience data - Instagram One-click connect Works with campaigns and audience data - YouTube One-click connect Works with campaigns and audience data - Pinterest One-click connect Works with campaigns and audience data - Reddit One-click connect Works with campaigns and audience data #### One-click · Scheduling, meetings & forms Calendar tools are for text work outside a phone call. - Google Calendar One-click connect Reads availability and creates events - Calendly One-click connect Reads bookings and availability - Cal.com One-click connect Reads schedules and meeting details - Zoom One-click connect Works with meetings and recordings - Google Meet One-click connect Reads schedules and meeting details - Typeform One-click connect Works with forms and signed documents - Intercom One-click connect Reads and updates support records - Gong One-click connect Works with contacts and sales activity #### One-click · Briefs & creative work - Google Drive One-click connect Finds and reads shared files - Google Sheets One-click connect Reads and updates spreadsheet rows - Airtable One-click connect Finds and works with workspace records - Notion One-click connect Finds pages and updates databases - Canva One-click connect Works with designs and exports - Figma One-click connect Reads design files and comments - Contentful One-click connect Works with content and publishing tools #### Connect with your key · Sales & marketing tools - Apollo Connect with your key Works with contacts and sales activity - ActiveCampaign Connect with your key Works with campaigns and audience data - Connect with your key Works with campaigns and audience data - Close Connect with your key Works with contacts and sales activity - Hunter Connect with your key Works with contacts and sales activity - Lemlist Connect with your key Works with contacts and sales activity - Instantly Connect with your key Works with contacts and sales activity - Smartlead Connect with your key Works with contacts and sales activity - Semrush Connect with your key Works with campaigns and audience data - Jotform Connect with your key Works with forms and signed documents #### One-time setup · Ask your workspace operator These apps need an operator-configured connection before they work on the hosted service. - Pipedrive Needs a one-time setup Works with contacts and sales activity - Klaviyo Needs a one-time setup Works with campaigns and audience data - Brevo Needs a one-time setup Works with campaigns and audience data - Needs a one-time setup Works with campaigns and audience data - Meta Ads Needs a one-time setup Works with campaigns and audience data - X Needs a one-time setup Works with campaigns and audience data - TikTok Needs a one-time setup Works with campaigns and audience data - Shopify Needs a one-time setup Works with campaigns and audience data - Bitly Needs a one-time setup Works with campaigns and audience data - Buffer Needs a one-time setup Works with content and publishing tools - Webflow Needs a one-time setup Works with content and publishing tools - WordPress.com Needs a one-time setup Works with content and publishing tools #### Bring your own MCP · Vendor accounts required - Outreach Bring your own MCP / OpenAPI Works with sales tasks and account activity Requires a licensed seat and the Amplify add-on. - Hootsuite Bring your own MCP / OpenAPI Drafts and schedules social posts Perch publishing tools; other Hootsuite products have separate endpoints. #### Built in · Carriers & voices Bring your carrier account, numbers and voice provider key. Calling availability is explained in the FAQ. - Built into One Provides phone numbers and SMS chat Your carrier account and existing numbers. See calling availability below. - Plivo Built into One Connects voice agents to your carrier account Your carrier account and existing numbers. See calling availability below. - Telnyx Built into One Connects voice agents to your carrier account Your carrier account and existing numbers. See calling availability below. - Vonage Built into One Connects voice agents to your carrier account Your carrier account and existing numbers. See calling availability below. - Vobiz Built into One Connects voice agents to your carrier account Your carrier account and existing numbers. See calling availability below. - Exotel Built into One Connects voice agents to your carrier account Your carrier account and existing numbers. See calling availability below. - ElevenLabs Built into One Generates speech with a connected voice provider Also: Connect with your key. - OpenAI Built into One Provides models, speech and image generation - Cartesia Built into One Provides a connected speech service #### Built in · Chat apps — next release - WhatsApp Built into One Connect a bot to reply to incoming messages. Choose who can message it. Next release · Replies only. - Messenger Built into One Connect a bot to reply to incoming messages. Choose who can message it. Next release · Replies only. - Built into One Built into One. Next release · Via Twilio. Replies only. - Built into One Connect a bot to reply to incoming messages. Choose who can message it. Next release · Via Sendblue. Replies only. - Telegram Built into One Connect a bot to reply to incoming messages. Choose who can message it. Next release · Replies only. - Slack Built into One Connect a bot to reply to incoming messages. Choose who can message it. Next release · Replies only. - Discord Built into One Connect a bot to reply to incoming messages. Choose who can message it. Next release · Replies only. #### Built in · Your image & video model Use your own model connection and key. Provider charges apply. - Google Gemini Built into One Provides models, images and video - OpenAI Built into One Provides models, speech and image generation - Black Forest Labs Built into One Generates images with your provider - xAI Built into One Provides models, images and video - fal Built into One Generates images and video with your provider - OpenRouter Built into One Provides connected models and media generation [And more About 1,500 apps in the catalogue; some need a one-time setup.](https://onedev.jobrella.ai/docs/connectors) App connections run through your workspace’s integration catalogue (Composio on the hosted service). Self-hosted availability may follow Pipedream instead. LinkedIn offers profile and posting tools only. Do not use bots to automate LinkedIn browsing, sourcing or messaging. A connection is not automatic CRM sync. Product names and logos are trademarks of their respective owners. Their use does not imply endorsement. Set the boundaries ### Let the crew prepare. Keep the promises yours. Give the agent approved answers. Tell it what it cannot promise. Test the questions that need a person. In this workflow, you send the follow-up and launch the campaign. Example voice-agent settings **Start with a disclosure:** On **Record calls:** Off by default **Do not call:** Maintained by you **Calling hours:** 09:00–17:00 · Your configured zone **Handoff daily cap:** 25 **Cooldown:** 24 hours Illustrative outbound rule. Calls outside your hours are skipped. **What asks for your approval?** Calls the bot places itself ask each time by default. A calling handoff is a rule you confirm once; its calls then run within your cap, cooldown, hours and Do not call list. Turn on **Ask before sending external email** to make Gmail and Outlook sends wait on a card. It does not cover Mailchimp or Kit campaign sends. Call-triggered and record-handoff runs ask before actions beyond the safe set, which includes records and web research. So do routine runs a webhook starts, unless you turn off that routine’s Ask before acting. Chat-app runs follow normal action rules. **Ask before sending external email · On** Review before sending email → recipient you supplied Allow once · Always allow this tool · Deny Disclosure, consent, recording and do-not-call obligations remain with your business, including all-party recording consent where required. The [FCC’s 2024 ruling](https://www.govinfo.gov/content/pkg/GOVPUB-CC-PURL-gpo222468/pdf/GOVPUB-CC-PURL-gpo222468.pdf) applies consent requirements to many outbound AI-voice calls. One gives you controls; people must honour requests to stop calling. Start here ### Start with the enquiry you wish you had handled better. 1. 01 Bring one real enquiry Show the Architect what arrived, what a useful lead looks like and what only you can decide. 2. 02 Give it your answers Add the brief and brand notes to the Library. Set the voice agent’s knowledge, disclosure and callback limits. 3. 03 Test the whole next step Try an uncertain caller. Read the record and follow-up draft. Adjust the flow before you choose to publish it. Before you start ### What it can do. What still needs you. **Can it answer real phone calls, and where?** Live calls are not enabled on the hosted service. They require a deployment with the calling add-on enabled, a supported carrier account and numbers you own. Build, edit and test voice agents wherever the calling engine runs. Calls are English only, with a default maximum length of five minutes. The engine has been tested with a test carrier; real-carrier operation has not yet been verified. **What stops it inventing an answer?** You give the voice agent approved knowledge, a call flow and instructions for uncertainty. Test those limits with difficult questions. These are controls, not a guarantee: inspect transcripts and records, and have it request a callback when it cannot answer. **Does it tell callers it is an AI?** Turn on Start with a disclosure and write the introduction. The example here opens with “I’m an AI assistant.” Record calls is off by default. **Can a person take over the call?** No. There is no live transfer or listening-in. The agent can record a callback request and end the call; a person returns it later. The live view shows the transcript as text. **Can it book appointments?** Not during a call. It can record a preferred callback time, not reserve a calendar slot. Connected calendar tools are available to bots doing text work outside the call. **Does it work with our CRM?** Bots can use tools from connected HubSpot, Salesforce, Attio and other catalogue apps. Pipedrive needs a one-time setup by your workspace operator. Connecting provides tools; it does not import your data or create automatic CRM sync. App connections are shared by your bots in the Space. **Can it call a list of leads?** You can import a CSV into a table with a confirmed call-on-create handoff. Each call is checked against the daily cap, cooldown, calling hours and Do not call list. A call outside hours is skipped, not queued for later. There is no campaign dialer, retry sequence or pacing. People maintain Do not call; a spoken refusal does not add someone automatically. **Can it answer WhatsApp or website forms?** A form reaches a routine’s Webhook through your server or an automation tool; keep the webhook secret out of browser code. The bot can write a record and draft a reply. Webhook runs ask before actions beyond a small safe set, including records and web research, unless you turn off that routine’s Ask before acting. WhatsApp and the other chat apps arrive in the next release: replies only, with no proactive messages, images or files. Who can message controls access. Chat-app runs follow normal action rules. WhatsApp Business limits general-purpose assistants outside the EU, and Meta bills replies per message. **Will the copy sound like us?** Give Iris brand notes and examples in the Library, then ask it to use them. Replies using those sources show Library · N sources. Your feedback shapes the next draft; you still check the tone and factual claims. **Does it publish our landing page or send our campaigns?** A landing page stops at a private development preview, with operator setup required. One does not publish or host it or manage its domain. In this workflow, you review generated copy and images and send campaigns yourself. Ask before sending external email covers Gmail and Outlook sends; it does not cover Mailchimp or Kit campaign sends, and there is no per-app approval switch. Keep looking [Content Creation Turn your notes into researched newsletter, post and script drafts.](https://onedev.jobrella.ai/use-cases/content-creation) [Daily Operations Your Monday numbers, recurring checks, and decisions in one place.](https://onedev.jobrella.ai/use-cases/operations) ### Give your next enquiry a better next step. Tell us how your business wins work. We’ll talk through a setup that fits. [Talk to us about your business ↗](https://onedev.jobrella.ai/talk?plan=business)