Playbook
Mortgage Broker
Step
Add first step
Live coaching and supervisor whisper are here Active 4:12RAvailableIn call
The AI-native contact center infrastructure built for unificationrevenue
Voice, SMS, email, chat and social on one platform, where AI agents and human agents work the same queues, records and rules.
Omnichannel
Campaign
SaaS outbound
100%
Open
Hi Jordan, this is Riley with Northline. Do you have a minute?
Why now
You mentioned scaling outbound without hiring more SDRs.
Northline runs AI and human agents on the same queue, so the first call can book the demo.
Book
If Thursday at 2 works, I can hold 15 minutes with you and your AE.
Who else owns the sales stack besides you?
Jordan Hale
(415) 555-0142 · Fieldnote
4:12
MuteHoldKeypadTransferParticipantsHang up
Jordan Hale
Fieldnote · VP Sales
(415) 555-0142
jordan.hale@fieldnote.example
Notes
Avery · 11:02 PM
Asked for a Thursday demo. Jordan is the decision maker.
Every channel your customers use, in one inbox and one set of rules.
VoiceAI or human agentsSMS and MMSA2P 10DLC readyEmailWarm-up and deliverabilityWeb chatWidget with voiceWhatsAppBusiness messagingTelegramBots and DMsMessengerFacebook PagesInstagramProfessional accountsSocialPublish and run ads
VoicemailDrop and inbox
Connects to the carriers, AI voice engines and CRMs you already run. 60+ ready-to-go integrations.
Platform
The whole revenue conversation, on one platform. One unified context across all channels and agents.
See the full platformBuild once, run on any voice engine. Write the prompt, choose Retell, Vapi, ElevenLabs, Bland, Synthflow, OpenAI Realtime or xAI, and set which channels each agent may use.
Agent
Avery
AI agent provider
Select an account
Retell
VapiElevenLabs
BlandHow should this agent sound?
Generate personalityFriendly and calm. Speaks simply. Never rude or pushy.
Allowed Channels
VoiceSMSEmail
Every campaign in one place. Voice, SMS, email, chat and social campaigns sit together, with shared agents, contacts and context, plus per-channel queues and workflows.
AllStatusNew
CampaignChannelsStatusDirectionAgentsContacts
Harbor and Pine
Maya Chen
Fieldnote outbound
Jordan Hale
Cedar Lane follow-up
Priya Shah
Website chat
Sam Ortiz
Every conversation in one inbox. Unibox brings calls, SMS, email, chat and social DMs together, with the full contact context and AI to draft the reply or steer the conversation.
Unibox
Search name, phone, or email
InboxAll
Maya ChenSMS
Can we push the visit to 2:30 if the crew is free?
2 min ago
Jordan HaleEmail
Quote attached for the cedar lane roof
4 min ago
Priya ShahCall
Inbound call · Appointment set
6 min ago
ThreadRiley Nguyen
Email10:59 PM
Roof replacement quote
Respond withSMSGenerate with AI
Reply
Send
Maya Chen
Harbor and Pine
(512) 555-0148
maya.chen@harborpine.example
482 Cedar Lane, Austin, TX
Wants a quote
WrapAveryLinkOpen
History
Inbound call · 4m 12s · Appointment set
Email · Roof replacement quote
SMS · Can we push the visit to 2:30 if the crew is free?
Reusable outreach paths. Build a playbook across voice, SMS, email and chat once, then assign it to one campaign or many.
Harbor follow-up
Harbor and PineSaveAnswer every call the way you would with unlimited staff. Build call flows step by step: check hours, route by caller, offer a menu, then hand off to a person, an AI agent or a campaign.
Add step
Destinations
Destinations
User agent
Route to a human agent
AI agent
Route to an AI voice agent
Queue
Hold until a seat is free
Voicemail
Take a message, create a task
Harbor inbound
Whisper and coach, mid-conversation. Send live instructions and whisper coaching to human and AI agents while the conversation is still happening.
Jordan Hale
(415) 555-0142 · Riley · SaaS outbound · 4:1x
Listen / whisperin progress
Live transcript
Connecting…
Tip for the agent
Ask a question or send a tip the agent sees on the dialer
Send tipAnd more
Built for the whole call, not only the dial. Dialing, hand-offs, coaching, compliance and QA work from the same records.
Dial at scale
Preview, progressive and predictive dialing with AI-aware pacing, an abandon-rate cap, synchronous answering-machine detection and local caller ID.
Hand off live
A lead clears your transfer gate and a specialist joins the same call from a browser softphone, with the AI summary on screen.
Coach in the moment
Supervisors listen in, whisper to the agent and see AI coaching tips while the call is live.
Stay compliant
Calling hours, DNC and TCPA scrubbing, consent proof, A2P registration, STIR/SHAKEN and number health in one Trust Center.
Score every call
Transcripts, sentiment, topics and quality tiers arrive on their own, so nobody has to listen to a call to know how it went.
Open by design
A hosted MCP server and API let your own agents and tools operate campaigns, contacts, knowledge and tasks.
Open by design
Any carrier. Any voice platform. Any agent.
Your stack stays yours. VoiceUni routes across it and lets agents, including your own, operate the platform directly.
Works with your stack
60+ integrations and counting.
Hosted MCP server
# tools your agents can call
campaigns contacts audience
agents knowledge numbers
tasks businesses
Carriers
TwilioTelnyxSignalWirePlivoSinchBandwidth
AI voice engines
RetellVapiElevenLabsBlandSynthflowOpenAI RealtimexAI
CRM and data
HighLevelHubSpotSalesforcePipedriveApolloLushaAudience Lab
Assistant that builds
Describe the campaign in plain language and the in-app assistant drafts the setup for your review.
Agents that work tasks
Ops agents pick up tasks on a schedule, like follow-ups, list cleanup and reports.
Your keys, your models
Bring your own LLM and voice provider keys. Credentials are stored encrypted and scoped to your workspace.
Customers
Built for teams that live on the phone. Agencies, home services, brokers, real estate teams, creators and SaaS sales orgs run whole revenue motions here.
12×
Return on spend after a client switched a 20-agent call center to VoiceUni.
150+
Appointments booked in a single week by an HVAC client, at $5 each.
Marketing agencies
Run every client's ad-to-call funnel in one place, with white-label branding and your own margins.
See howHome services
Qualify inbound calls and ad leads at volume, and book the job on the same call.
See howFinancial and insurance brokers
Work applications and ad-driven inbound with consent proof, calling-hour rules and clean audit trails.
See howReal estate brokers and agents
Turn cold lists and email leads into booked showings, with AI dialing and follow-up built in.
See howCoaches and influencers
Convert ad and inbound traffic into booked calls, without hiring a sales team.
See howSaaS and outbound sales
Replace your dialer and inbox tools with one platform for outreach, email and live conversations.
See howPlans are priced per agent. Add a concurrency subscription and a usage wallet for call and message volume.
Free
$0
For trying it out
- Voice, SMS
- 1 agent, 3 users
- 1,000 contacts
- Preview dialer
- 20 texts a day
Plus For small teams
$44 /agent/mo
$35 per agent billed annually
- Voice, SMS, Email, Web chat
- Up to 10 agents, 5 users
- 100,000 contacts
- Preview and progressive dialer
Pro
$99 /agent/mo
$79 per agent billed annually
- Voice, SMS, Email, Chats and Social
- Unlimited agents and users
- 500,000 contacts, 3 workspaces
- Predictive dialer
Enterprise
Custom
For large and multi-workspace teams
- Unlimited everything
- Audit logs and enforced settings
- Multi-workspace administration
Prices in USD. Telephony, AI agent and integration usage is billed directly by the providers.
Give every conversation an agent, and every agent a co-pilot.
Spin up a campaign, connect your numbers and hear your first AI agent qualify a lead today.