The TrillUP platform
Configure your agents and organize customer operations in a workspace your whole team can understand.
Choose from six templates: receptionist, lead qualification, appointment scheduling, sales follow-up, customer support, or a custom agent. Each gives you editable instructions rather than a one-size-fits-all personality.
Purpose-built starting points · Fully editable configuration
Set welcome messages, business hours, and timezone. Write clear instructions and attach selected knowledge documents so your agent setup reflects your business, not generic answers.
Instructions · Hours · Knowledge base
Review conversation history alongside contact and agent details. Keep open, resolved, and handed-off conversations organized so your team can see what needs attention.
Conversation history · Clear statuses · Human handoffs
Manage contact records, lead scores, and lifecycle stages. Track appointment times, assigned agents, locations, and outcomes without losing customer context.
Contact records · Lead stages · Appointment management
Capture automation triggers and intended actions as drafts. Keep workflow plans visible before connecting execution services. Draft automations do not send messages or run actions.
Draft workflows · Trigger definitions · Action summaries
Explore AI, CRM, calendar, messaging, and workflow providers. Request a connection and see its real status. A request is not a live connection; verified setup is required before external services can run.
Provider catalog · Connection requests · Verified status
Review workspace totals, conversation statuses, and recent activity to understand your operational picture. Demonstration records are explicitly labeled, not presented as live business results.
Workspace metrics · Activity history · Labeled demo data
Each business has its own workspace. Database rules check which organization a person belongs to before allowing access to its records. Owner, admin, and member roles control sensitive management actions.
Organization isolation · Role-based access · Database-enforced row-level security
Platform availability: agent configuration and workspace management are available. Live AI execution, external messages, calls, and workflow execution require connected, verified services; previews do not perform these actions.
Make room for what matters
Explore a workspace built for your agents, your people, and your customers.
14-day trial · No card required · Payment collection is not active