Self-serve. Built around you.
Build the business system you actually need. Bring your contacts, conversations, AI agents, and follow-up together in a workspace you can make your own.
Monthly platform access · Agent templates · Video tutorials
Contacts, pipelines, and conversations.
Voice, messaging, and appointment agents.
Lead capture, booking, and follow-up.
You’re in the driver’s seat
You know how your business works. Your tools should reflect that. The VANGAI Platform gives hands-on founders and teams a place to build their own CRM processes, configure AI agents, and connect the repetitive work that happens between a first inquiry and a lasting customer relationship.
Start with one useful workflow, not an entire transformation. An AI receptionist. A lead qualification process. A follow-up sequence. Then expand as you learn what works.
This is our self-serve path: you own the configuration and day-to-day operation. Want our team to handle the build instead? Explore done-for-you implementation.
Inside the platform
Build with a connected set of CRM, AI, and business tools. Confirm your required features and configuration with VANGAI before choosing your subscription.
Organize contacts, track activity, create custom sales pipelines, and manage tasks. Keep a lead’s progress connected to the conversations and follow-up that move it forward.
Build conversational agents for customer questions, lead qualification, and appointment setting. Define what an agent should accomplish and connect its conversations to your business workflows.
Configure an AI answering experience for incoming calls and set up outbound calling workflows where appropriate. Use the built-in phone tools to keep calls connected to the customer journey.
Bring SMS, email, and live chat into a centralized communication hub. Follow a conversation alongside the contact record instead of searching through disconnected tools.
Build automations around events such as a new lead or a form submission. Connect messages, calls, CRM updates, and follow-up steps into a repeatable process your team can refine.
Create the pages that bring people into your system. Generate websites, lead forms, and funnel steps from a description, then review and adjust the result before publishing.
Use appointment scheduling and calendar synchronization to connect qualified conversations to a next step. Let booking become part of the workflow rather than another disconnected link.
Create email campaigns, plan social posts, and use AI content tools to support your marketing. Connect campaign activity with the contacts and follow-up already in your CRM.
Bring project and task management, support tickets, and dashboards into your business workspace. Track work alongside the relationships and processes that created it.
Use contract signing, reputation management, and courses or memberships to support the next stage of a customer relationship. Build an experience that continues after the first appointment.
Extend workflows into supported external services. Connections can update CRM contacts, create tasks, or send invoices when the necessary accounts and permissions are configured.
Start with agent templates and follow video tutorials as you customize the system. Learn the platform as you build, with documentation to support your next step.
AI with a job to do
An agent is most useful when the conversation leads somewhere. Configure it to answer questions, collect relevant details, qualify an inquiry, book an appointment, or hand the conversation to a person.
Define the role and instructions, connect the appropriate tools, and test the experience. Keep clear boundaries for what the agent can do and when your team should take over.
Describe. Refine. Connect.
Use AI-assisted building to describe the outcome you want: a website with a lead form, an AI receptionist, or a follow-up process. Review the generated pieces, make your changes, and connect them to the way your business operates.
Visual automation tools let you refine the path from a new inquiry to the next action. Start simple, test each step, and publish only after the content, routing, and customer experience meet your standards.
“Create a lead form for my service business, qualify new inquiries, and offer an appointment to prospects who are a good fit.”An example starting prompt, not a guaranteed finished configuration.
What could you build?
These are example configurations to adapt and test, not promises of specific results.
Home services · Local businesses
Consultants · Sales teams
Growing teams · Online businesses
Agencies · Hands-on founders
Start with something useful
Pick a repeatable problem: answering inquiries, qualifying leads, booking appointments, or organizing follow-up.
Configure your CRM stages, choose an agent starting point, and tailor the instructions and connected actions.
Run real scenarios. Check generated content, consent requirements, calendar actions, and escalation to your team.
Review conversations and activity. Adjust the process and expand to the next workflow when you are ready.
Before you build
Your next move
Tell us what you want to build. We’ll help you confirm platform fit, available features, pricing, and the next step for access.
Feature availability, account limits, third-party connections, and usage charges depend on your configuration. Confirm details with VANGAI. Automated calling, messaging, and recording must follow applicable consent and disclosure requirements.