Three settings, not a leap of faith
Autonomy is a dial you set, and the safe positions are real positions.
Offreads only
Copilotdrafts, waits
Autopilotsends inside your caps
The AI sales rep inside your CRM
No lead goesunattended.
Your team does the closing. Visell does the chasing, drafting and remembering across email, WhatsApp and calls, and asks you before anything important goes out.
How it works
Four steps from a spreadsheet of leads to a rep that works them.
01
Bring your leads in
Import a CSV with your own column mapping, post them to the API, or let inbound email, WhatsApp and calls create them.
- CSV import
- Lead intake API
- Inbound creates leads
02
Connect your channels
Your own mailbox over SMTP and IMAP, WhatsApp through Vibot, and voice through Vio. Email alone is enough to start.
- SMTP + IMAP
- WhatsApp via Vibot
- Voice via Vio
03
Start in Copilot
The engine drafts every follow-up and waits for a person to approve it, so you see exactly what it would have sent.
- Drafts, not sends
- Approval queue
- Full trail
04
Hand over what earns trust
Move a tenant to Autopilot when you are ready, inside the sending windows and caps you set. You can stop automation on any lead.
- Windows & caps
- Per-lead stop
- Owner alerts
The pipeline
Every lead on one board, with its temperature on it.
New, contacted, qualified, ready to close, won. Temperature is worked out from what actually happened — a meeting booked, a price quoted, a callback asked for, or a lead gone quiet — and rechecked every ten minutes. A temperature you set by hand is never overwritten.
HotWarmCold
Copilot
It drafts. You approve. Then it sends.
Start with the AI writing every follow-up and a person pressing send. Move to Autopilot only when you've seen enough.
- Every draft shows exactly what will be sent — the message, the email, or what the call is for.
- Approve after hours and it waits: the button says when it will go, not “now” at 11pm.
- A draft nobody acts on expires after three days instead of going out stale.
- Pricing is never sent automatically. A person quotes it.
What it does
A CRM that does the following up.
Off, Copilot or Autopilot
Per tenant: read-only, draft-everything-for-approval, or send inside the windows and caps you set.
Your own mailbox
Per-tenant SMTP and IMAP, templates, signatures, confirmed unsubscribe and sending caps.
Calls through Vio
Dial a lead from the record, then keep the recording and transcript on the timeline.
One thread per lead
Email, WhatsApp and calls land on the same lead, with the full activity trail beside it.
Lead temperature
Hot, warm or cold, derived from what actually happened rather than a field someone forgot to update.
Drafts wait for approval
Nothing reaches a customer that nobody read, and pricing is never auto-sent — not even on Autopilot.
Reminders and meetings
Callback ladders, nudges, and meeting invites customers can answer yes, maybe or no from the email.
Desk and tickets
Convert a won lead to a customer, then run support on a four-column board with groups and claim-routing.
API and webhooks
Scoped keys, cursor-paginated reads, and nine outbound events signed to your endpoint.
In detail
What it does with a lead you give it.
Off (reads only), Copilot (drafts, waits), Autopilot (sends inside your caps). Shown set to Copilot.
One thread per lead
Every channel lands on the same record.
Email
WhatsApp
Calls
One lead timeline
It keeps going after the sale
A won lead becomes a customer, and support runs in the same place.
Lead won
Customer
Ticketsclaimed by one owner
Follow-up
The third follow-up nobody on your team sends.
Visell follows up on a schedule, whether or not anyone opens the CRM that day — and when it runs out of tries, the lead comes back to a person with everything that was already tried. Any reply stops it.
Schedules and gaps are defaults — change them per business. If a colleague has just spoken to the lead, the AI stays quiet for three days.
Guardrails
Persistent, not pushy.
Automation that never sleeps still has to respect your customer's evening. These are on from day one.
Contact hours
Outreach only between 09:00 and 20:00 IST on your working days, by default.
A daily cap
Fifty automated sends a day unless you change it.
Your team first
If a colleague just spoke to the lead, the AI waits three days.
No automatic prices
Buying signals and price questions go to a person.
Opt-outs, per channel
Recorded with the message that said so, and reversible.
An AI spend cap
A monthly limit per business, so costs can't run away.
A shared view of the customerBetter together.
Better together.
Useful on its own.
Start with email. Bring WhatsApp and voice into the same activity timeline as your business grows.
Email
Vibot
Vio
VisellOne customer story
Why it's worth it
Why teams put their pipeline on it.
Works on email alone
Add WhatsApp and voice later, onto the same timeline.
Emailenough to start
Vibotwhen you want it
Viowhen you want it
We set it up with you
No self-serve signup. Book a demo and we'll run it on leads like yours.
FAQ
Questions, answered.
No. Visell works on email alone — connect your own mailbox over SMTP and IMAP and you have a complete CRM. Vio adds calling with recordings and transcripts, and Vibot adds WhatsApp, both through their public APIs. You can add either later.
Start in Copilot. Watch it work.
We set Visell up with you. It drafts every follow-up and waits for your approval until you decide otherwise.