Wagtail is an automated phone agent built specifically for Australian brokers. It replaces grainy voicemail greetings with a premium conversational experience. From there, your missed calls are triaged, with summaries and next steps sent directly to your workflow: SMS, email, calendar or CRM. Remove the mental tax of managing your callback queue.
Works with your existing tools
Stop your leads calling the next broker. When a new enquiry hits your voicemail, Wagtail stops the search.
Ditch the generic greetings. If it has to be a missed call, make it a Wagtail experience: a high-fidelity interaction that values the caller's time and protects your brand.
When a referral partner sends you a lead, their reputation is on the line (and so is yours). Impress every time with a seamless, high-quality conversation, not a forgotten voicemail or a clunky recording.
Spending your afternoon listening to rambling voicemails is a waste of your expertise. Get the summaries delivered to your CRM and return calls when you have the facts.
Wagtail fits into your existing setup without changing your phone number.
When you're unavailable, your phone diverts to Wagtail. Callers hear a professional, personalised greeting, not a beep.
Wagtail has a brief, natural conversation to identify why they're calling. It captures the details of the enquiry so you don't have to listen to a rambling voicemail.
A concise brief lands in your CRM or inbox. You’ll know if it’s a new lead, a BDM, or an existing client update before you call them back. No more "cold" callbacks.
Not a generic AI bot. Wagtail understands the mortgage and finance industry out of the box.
Wagtail captures the caller's intent in the first few seconds of the conversation. You’ll know exactly why they’re calling and what they need before you dial.
Define your own rules. Let new leads book directly into your calendar while they're hot, while keeping BDMs and admin calls in your "messages" queue.
Wagtail creates contact records and logs detailed call summaries directly in Salestrekker, MyCRM, or HubSpot, with follow-up tasks attached.
Wagtail can place "Return Call" tasks directly into your Google or Outlook calendar in your next available slot, so nothing slips through the cracks.
Your agent name, greeting, caller categories, and notification rules, all tailored to your business and the way you want to work.
Caller data processed and stored in Australia. Designed with AFCA obligations and Australian privacy law in mind. Your data is never sold or shared.
Wagtail is in private beta for a small group of Australian brokers. Join the waitlist for early access and founding-member pricing.