Channel handoff
A chat that starts in text can pick up in email or DM. The lead doesn't repeat themselves.
One memory across every channel.
01 · The brain
The part that decides what to say next.
Most AI tools run one set of instructions on a loop. MagicBlocks adapts the playbook to where the conversation is — different stages, same engine — and you can turn on a separate AI that checks each reply before it sends.
Different stages, same engine
The engine adapts the playbook to where the conversation is — qualifying, handling objections, booking, escalating.
98% task completion vs 59% on single-loop AI (internal benchmark).
See the multi-prompt engine →Tracks where it is
Tracks where the conversation is at every step. Doesn't lose the plot.
Same answer, every time, at scale.
See the state machine →A second AI watches the first
A separate model can review each reply before it sends — turn it on per playbook. Catches anything off.
Reduces the risk of a bad reply going out.
See Guardian →Guardrails the engine is tuned to respect
Set policy on claims, disclosures, opt-outs, and escalations. The engine is tuned to work inside your rules.
Policy controls the engine follows by default.
See guardrails →Spots what's working — and what isn't
Surfaces the conversation patterns winning and losing. Your team decides what to change.
Not "self-optimising" — always your call.
See the improvement loop →Your playbook, your way
Edit the instructions and roll them out. Set up in minutes by your team — no developers needed.
Playbooks running across mortgage, solar, auto, insurance, agencies, and more.
See the playbook system →02 · Every channel
Wherever your leads talk to you. Same conversation.
Text, chat, email, DM — one AI, one memory. A lead who chats at 11pm and texts again at 9am is the same person.
SMS
Real two-way texting. Inbound and outbound.
TCPA-aligned by default.
SMS Agent →Real conversations, not blast sequences.
Handles replies the way a person would.
Email Agent →Web chat
On-site widget that picks up where the form left off.
Knows what page they were on.
Chat Widget →DMs and social (private beta)
Instagram, Facebook, WhatsApp — limited release, talk to us.
Same memory as every other channel.
Direct Messages →03 · How it talks
The way it talks. And the way it listens.
Real sales conversations aren't lines on a script. Twenty years of what works in mortgage, insurance, auto, and home services — wired in. You stay in control.
A real conversation arc
The engine ships with our HAPPA framework as a starting point — replace it with your own playbook anytime.
The method behind Beeline's 737% ROI.
See HAPPA →Industry playbooks
Pre-built playbooks across mortgage, insurance, auto, home services, solar, fintech, tourism, and more. Ask us about yours.
Running in production across multiple verticals.
See customers →Sounds like your team
We tune tone, vocabulary, and personality to your brand. Same AI, different brands.
The AI shouldn't sound like an AI.
Qualifies without interrogating
Soft-funnel into rep-ready leads. No box-ticking, no quiz.
"Score, sort, surface."
See prequalification →Pre-sells before handoff
Holds a real product conversation before the rep gets on.
Higher-show-rate appointments.
Follow-up that doesn't annoy
Multi-touch nudges that know when to stop.
Persistent — not pushy.
See follow-up →Built with compliance guardrails
The platform supports your TCPA-aligned workflows — consent capture, opt-out routing, channel disclosure. You own the instructions and the rules; we give you the tooling.
Built in, not bolted on.
Hands off to the rep cleanly
Passes the rep a one-pager — what the lead said, what they want, what to call about.
Not just a phone number.
See the handoff →04 · What it remembers
A lead is one person. Across messages, channels, and time.
Most AI tools forget you the moment the chat closes. MagicBlocks remembers what the lead already told you, what they bought, and what your rep already promised.
One memory per lead
Their profile is the memory — not a chat window that resets.
Holds across channels, weeks, months.
Remembers across time
Picks up a conversation from three weeks — or three months — ago.
The mechanic behind Beeline's reactivation lift.
See reactivation →Writes back to your CRM
MagicBlocks writes activity, contacts, and tasks back to your CRM in real time. We surface what we've done inside MagicBlocks; deeper live-pull integration is on the roadmap.
HubSpot, GoHighLevel, Relcu native.
See integrations →Knows what they bought
What they ordered, what they didn't, what's in the cart.
Context-aware — won't re-pitch what they own.
Knows where they came from
Knows which page triggered the form.
Writes the reply for that page.
Knows what the rep said
Whatever the rep promised on the last call is in the AI's memory.
No "I just spoke to your colleague" friction.
05 · Why it's safe
Built for businesses that can't afford AI that breaks.
The discipline is in how it's built. Not in how we talk about it. Real certifications, real customers, real audit trails.
Built to SOC 2 Type 2 standards
The platform is built to SOC 2 Type 2 standards across the infrastructure.
Trust documentation available — contact us.
See certifications →ISO 27001
Certified information security.
Continuous compliance, not a one-time check.
See certifications →Supports your TCPA-aligned workflows
You set the rules — consent state, quiet hours, opt-out detection. The platform gives you the tooling to enforce them.
You control content and cadence; we give you the controls.
Supports GDPR / CCPA-aligned workflows
Data rights, processor terms, regional handling — tooling to support your obligations.
Trust documentation available — contact us.
PII handled properly
Encrypted, rotated, kept separate from training data.
Audit logs available.
Audit trail
Messages, checks, and handoffs — timestamped and searchable.
One click in the dashboard.
Running in production
Live every day in production — anchored by NASDAQ-listed Beeline.
Not a pilot. Real revenue.
See customers →06 · How you run it
What you actually use on Monday morning.
The dashboards, the integrations, the playbook library. The day-to-day stuff that decides whether a tool sticks or doesn't.
Works around the clock
A lead at 2am gets a real reply at 2am.
The speed-to-lead leak, closed.
See engagement →Native integrations
Calendly, HubSpot, Twilio, GoHighLevel, and more. Thousands more via Zapier.
No rip-and-replace.
See integrations →Connects to anything
MCP and API access plus Zapier reach any system you run — pull data from any API.
If it has an API, MagicBlocks can reach it.
See integrations →Real-time dashboards
Conversations, qualification rate, handoff rate, ROI — live.
Built for the people who run lead operations.
Industry playbook library
Battle-tested playbooks from real customers across mortgage, solar, auto, insurance, agencies, and more.
Bring your industry. We probably already have a starting point.
Pricing shaped to your business
Pricing is shaped by your channels, volume, and integrations — book a call and we'll quote you a number we can both stand behind.
Run it yourself, or have us help.
See pricing →In production
Operators running this every day.
Live across mortgage, finance, auto, home services, solar, fintech, tourism, legal, and SaaS. None of them can afford AI that breaks.
Where we're different
What most AI tools do. And what we do.
Most AI tools ship one set of instructions, one channel, and a memory that resets. We don't.
| How it talks | One set of instructions on a loop | Adapts the playbook to where the conversation is — different stages, same engine |
|---|---|---|
| What it remembers | Forgets between sessions | One memory per lead, across channels |
| Where it works | One channel, others bolted on | SMS, email, chat; social DMs in private beta — one AI |
| How it stays safe | Marketing claims | Built to SOC 2 Type 2 and ISO 27001 standards, with configurable reply-check before send |
| Who built it | A vendor's best guess | People who ran the businesses we now serve |
Common questions
Common questions about the platform.
Is this a chatbot?
No. A chatbot runs one set of instructions and forgets you when the chat ends. MagicBlocks adapts the playbook to where the conversation is — different stages, same engine — remembers leads across channels and time, and can check each reply with a separate AI when you turn that on.
Side-by-side comparison → /compare/chatbots.
How long does it remember a lead?
As long as you want it to. The lead's profile is the memory — not a chat window that resets. It can pick up a conversation from three weeks, three months, or three years ago. Limited only by your data retention policy.
Do I need a CRM?
No — but it works better with one. Native integrations with HubSpot, GoHighLevel, and others let the AI see lead history in real time. Without a CRM, it still works. It just has less to remember.
Can we edit the instructions?
Yes. Edit the instructions, version them, roll them out. We surface what's working and what isn't — your team picks what to change.
What channels do you cover?
SMS, email, web chat, and social DMs — Instagram, Facebook, WhatsApp (private beta). All on the same AI, all sharing the same memory. Leads can move between channels without repeating themselves.
How do you handle compliance?
You own compliance. We give you the tools.
- You control: the instructions, what you say, when you send it, TCPA / GDPR alignment, DNC list management, recording disclosure.
- We give you the tooling: consent capture, opt-out routing, channel disclosure, audit logs, and an optional separate AI that can review each reply before it sends.
- The infrastructure is built to SOC 2 Type 2 and ISO 27001 standards.
Read the full trust brief → /built-for-production.
See it run. Then run it.
Watch a real conversation. Then we'll show you what your version looks like.