Define goal, locations, and guardrails
Managed outreach service
RevDesk runs the outreach for you.
An organization-wide managed outreach service with approved audiences, guardrails, capacity planning, reporting, and human escalation.
Available to select customersRevDesk plans and runs the program; your team receives the conversations that need a person.
Operating planLease maturity audience
On planApproved audience12,000100% validated
Worked this week2,84094% of plan
Human escalations186Within capacity
Weekly capacityProgram delivery
MonWedFriSun
Today’s handoff queue
12
Ready nowCall requested
38
QualifiedOwner assigned
9
Needs reviewRevDesk operator
Weekly operating reviewPerformance, capacity, and recommended changes in one view.
Weeklyoperating review and reporting
Plannedcapacity matched to your team
Humanescalation for qualified conversations
How it works
One connected operating loop.
Your team approves the audience and rules. RevDesk plans capacity, runs the outreach, reports weekly, and escalates the conversations that need a person.
Match volume to channels and coverage
RevDesk operates the approved program
Tune performance and escalation capacity
Built for the real work
Clear inputs. Visible work. Useful outcomes.
Each layer stays connected, so your team can see what happened and what needs to happen next.
01
Choose the audience and goal
Define the approved organization-level audience, desired next step, and location ownership.
- Approved lists
- Audience rules
- Success definition
02
Plan outreach capacity
Choose a capacity tier based on the audience, channels, timing, and human follow-up available.
- Capacity planning
- Working calendar
- Escalation coverage
03
Review performance every week
RevDesk reports activity, responses, outcomes, and the operational changes recommended for the next cycle.
- Weekly reporting
- Human escalation
- Capacity review
Customer evidence
Real work, measured by a real outcome.
Bluegrass Lending Group · Commercial lending
An outbound AI coworker handled the first conversation, qualified the borrower, and booked the next step for a person.
Read the story$44per qualified leadSix-week campaign · 12,000 conversations
Designed with boundaries
Managed Pipeline is a service
It is not a Coworker, a self-service software plan, or an unlimited outreach promise. Audience approval and capacity define the engagement.
Clear responsibility
One workflow. The right view for each team.
Run one outreach program across approved locations.
Receive qualified escalations and weekly performance.
Own execution within the approved guardrails.
Keep exploring