- Learns your business through knowledge files you provide
- Manages your CRM — contacts, deals, tasks, pipeline
- Calls and texts with you — a built-in power dialer with live AI coaching, plus automated SMS and email follow-up
- Works on a schedule — automated tasks, follow-ups, reports
- Connects to your tools — Gmail, Outlook, Google Calendar, phone, webhooks
- Gets smarter over time — learns from interactions and improves
How It Works
1
Create a Workspace
Your workspace is your business’s home on Spark. It holds your contacts, data, and agent configuration.
2
Set Up Your Agent
Give your agent a name, role, and personality. Tell it about your business through knowledge files and instructions.
3
Start Chatting
Talk to your agent like you’d talk to a team member. Ask it to do things, give it tasks, teach it your processes.
4
Automate
Set up scheduled tasks, connect lead capture forms, and let your agent handle the repetitive work.
Who Is Spark For?
Spark works for any business that needs an AI-powered assistant:- Sales teams — lead follow-up, CRM management, pipeline tracking, power dialing
- Service businesses — appointment booking, quote generation, customer communication
- Agencies — client management, reporting, workflow automation
- Small businesses — inbox management, scheduling, administrative work
Industry Editions
Some industries get a purpose-built edition on top of the core platform. The Insurance Edition is built for life insurance agents and agencies — commission grids and automatic comp calculations, policy records, a live underwriting assistant on every call, lead-type drip routing, and agency rollup dashboards.Next Steps
Quickstart
Get your first agent running in 5 minutes
Key Concepts
Understand workspaces, agents, and knowledge
Insurance Edition
The complete sales system for life insurance agencies
Phone & Dialer
Browser-based calling with live AI coaching