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Vel listens while you talk and feeds you the next line — then fills out the fact-finder for you. Add the dialer when you're ready to work a list instead of one call at a time.
Dialer
For people working a list who want every call coached and dispositioned.
- Everything in Copilot, included.
- A real power dialer — queue, auto-dial, dispositions, notes, and callbacks handled for you.
- 2x and 3x dialing on the same contact, with line health watching your pickup rate.
- Bring your own leads in 15 seconds — paste a list or drop your vendor's CSV. Dialable the moment they land.
- Vel rides along. A briefing before you dial, the next best step on screen, and the orb a tap away mid-call.
- Turn a live call into a face-to-face video meeting without hanging up.
- Live support and 3-way calling — pull someone onto the call when you need them. Voicemail drop — leave your message without waiting through the beep — is a $99/mo add-on, in your voice or Maya’s.
Copilot
For people who already have conversations booked and want to run them better.
- Live coaching on calls you're already making — in person, on Zoom, or on the phone.
- The worksheet fills itself as you talk and saves to that person's record.
- Two local numbers, plus Maya — she answers the calls you miss, qualifies them, and hands you the details.
- Booking page and advisor card, live the minute you sign up. Works in Spanish.
- Vel briefs you before a session and stays on screen while you talk.
The difference, plainly
Vel Meetings
Turn a live call into a face-to-face meeting, or start one from any lead. Vel texts them the join link and opens your camera.
Add to either plan · free 60-second testLocal presence numbers
Add a number with a local area code in another state you work, so your calls show up local.
Add a number any timeNot sure which one? Talk to Vel.
Vel is our AI co-host. Start a short video conversation and Vel will walk you through both products, answer what you ask, and set you up if you want to move forward. Vel tells you it's an AI at the start of every meeting, and hands off to a person whenever you'd rather have one.
Start a meeting with Vel Takes a few minutes · nothing to installAlready have an account — or were given one?
Sign in with your producer number and access code. Gifted accounts use the same sign-in; your code was texted to you when you claimed it.