Thoughtly
Thoughtly is a no code voice agent platform that calls, texts, and emails leads across every channel until they pick up, syncing tightly with your customer relationship management system.
Thoughtly is a no code platform for building AI voice agents that work the whole funnel, with a particular focus on lead conversion. The core idea is speed and persistence: an agent can call a new lead within seconds of a form submission, then follow up by text, email and WhatsApp, all from one agent that keeps the same name, brand and voice on every channel.
Agents are built in a visual builder from nodes whose outcomes branch the conversation, tested in a text chat or by a real call, and connected to more than two hundred integrations, with CRM sync to systems such as Salesforce, HubSpot, Zoho and GoHighLevel and scheduling tools such as Calendly and Cal.com. Automations run on schedules, incoming webhooks, inbound and completed calls and CRM or form events, chaining steps such as lookups, dispositions and CRM updates around each call. A Genius knowledge base turns documents, audio, spreadsheets and web pages into answers the agent can retrieve, with optional source attribution.
Every call and message lands in one history with its recording, transcript, outcome and tags, and call review logs trace each conversation node by node. A public API lists agents, manages contacts, places calls and triggers automations. Customers can bring their own ElevenLabs or Cartesia keys for voices. Workspaces use Admin, Member and Viewer roles, with SSO and SCIM, and Thoughtly states SOC 2 Type II and HIPAA with a BAA.
Pricing starts with Flex at $500 a month, with Scale and Enterprise tailored; plans are priced on concurrency and support rather than per minute or per channel. Thoughtly fits sales, marketing and support teams that live on the phone and want every lead worked automatically.
Vendor details
Canonical URL
https://thoughtly.com
Category
Voice agent
Company status
independent
Use cases & customers
In practice
A mortgage lender has Thoughtly call every new rate request within ten seconds, qualify the borrower, book a loan officer, and push the outcome straight into the customer relationship management system.
A real estate team deploys a pre skilled Thoughtly agent that calls leads, then keeps following up by text and email until they respond, so no inquiry goes cold overnight.
A support team runs A and B tests on two Thoughtly call scripts, watches the results land auto scored in one feed, and rolls out the version that books the most appointments.
Agentic Index coverage score
10.0 / 14 capabilities · 71%
| Integrations & Tool Calling | Full |
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Agents act in outside systems through a large catalog. Every plan includes 200+ integrations and CRM sync, CRM events from HubSpot, Salesforce, Zoho, Keap and GoHighLevel start automations whose steps act in other systems, and the documentation index carries guides for Salesforce, HubSpot, Calendly, Acuity, Cal.com, Zendesk, Shopify, Google Sheets, Zapier, Make, a Code integration and an MCP server. SourceThoughtly, thoughtly.com/pricing and docs.thoughtly.com (Automation Triggers; llms.txt as the map)read 2026-09-28 |
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| Workflow Orchestration | Full |
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Branching agent flows plus automations. The agent builder composes Start, Speak, Transfer and End nodes whose outcomes branch the conversation, and automations chain actions and steps behind triggers (schedules, webhooks, inbound and completed calls, CRM events) for pre call routing, post call dispositions and CRM updates. SourceThoughtly, docs.thoughtly.com (Agent Builder Overview, Automation Triggers)read 2026-09-28 |
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| Knowledge Grounding & RAG | Full |
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Agents draw on a maintained knowledge base with retrieval and optional attribution. Genius knowledge bases take text, PDF, audio and CSV files and URLs, process them into a structured store the agent retrieves from (RAG), can attribute answers to their sources, are bound to agents, and can be updated after each call through an automation; URLs are fetched once rather than re synced. SourceThoughtly, docs.thoughtly.com (Get Started with Genius, Update the Genius Knowledge Base on Each Call)read 2026-09-28 |
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| Human Oversight & Guardrails | Partial |
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Transfers and configured bounds are available, but there is no approval step. Transfer nodes hand callers to people, quiet hours and dark windows bound when the agent may reach contacts, and Viewer roles inspect without editing. No step holds an agent action for a person's sign off before it commits. SourceThoughtly, docs.thoughtly.com (Agent Builder Overview, Workspaces and Team Collaboration; llms.txt as the map)read 2026-09-28 |
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| Security, Identity & Governance | Full |
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Both access and compliance are documented. Workspaces carry Admin, Member and Viewer roles, and the security page states SSO, SCIM and granular permissions. SOC 2 Type II is audited annually with the report under NDA, HIPAA is covered by a BAA, and GDPR alignment and TCPA controls are stated, with a trust center at trust.thoughtly.com. SourceThoughtly, thoughtly.com/company/security and docs.thoughtly.com (Workspaces and Team Collaboration)read 2026-09-28 |
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| Observability & Auditability | Full |
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Run level records include node tracking and logged actions. History gives recordings, transcripts, outcomes, tags and variables for every call and message with CSV export, call review logs track each conversation node by node, and the security page says every call, message and agent action is logged and queryable. SourceThoughtly, docs.thoughtly.com (Call and Conversation History, Test Voice Agents) and thoughtly.com/company/securityread 2026-09-28 |
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| Memory & State Persistence | Partial |
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State within a conversation; contact records are the data model. Variables carry state through a call and history keeps each contact's interactions, and a promptbook shows writing call details into a Genius knowledge base after each call, which a customer can assemble but which is not a documented memory layer with a stated scope and lifetime. SourceThoughtly, docs.thoughtly.com (Test Voice Agents, Call and Conversation History, Get Started with Genius)read 2026-09-28 |
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| Deployment & Data Residency | Partial |
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Thoughtly names dedicated infrastructure on Enterprise but offers no region choice or customer environment. The Enterprise plan lists dedicated infrastructure and the security page describes isolated tenants on AWS across four regions with multi region failover, which is Thoughtly's own hosting; no region the buyer selects, VPC or self hosted option is documented, and the dedicated infrastructure line carries no detail. SourceThoughtly, thoughtly.com/pricing and thoughtly.com/company/securityread 2026-09-28 |
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| Prebuilt Agents, Templates & Packs | Partial |
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Thoughtly offers build guides the customer assembles, not adoptable agents. The agent builder starts from scratch with no templates documented, and the promptbooks walk through building agents (a transfer triage agent, scheduling, multilingual calls, call me later handling) step by step; no catalog of prebuilt agents a buyer adopts has been found. SourceThoughtly, docs.thoughtly.com (Agent Builder Overview; promptbooks in the llms.txt map)read 2026-09-28 |
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| Triggers & Channel Coverage | Full |
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Automations start on recurring schedules, incoming webhooks (form submissions, cart abandonment), inbound calls, completed calls and CRM or form events such as a new HubSpot or Salesforce contact or a Typeform response, and agents call new leads within seconds of a form and follow up by SMS, email and WhatsApp. SourceThoughtly, docs.thoughtly.com (Automation Triggers) and thoughtly.comread 2026-09-28 |
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| Model Flexibility & Routing | Partial |
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Customers choose third party voices on their own keys, but not the LLM. They connect their own ElevenLabs, Cartesia or other voice provider API keys, and Enterprise lists custom LLMs, but the agent builder documents no model selection. The custom LLM offer is a single Enterprise line rather than a documented choice. SourceThoughtly, docs.thoughtly.com (BYOK for Voices, Agent Builder Overview) and thoughtly.com/pricingread 2026-09-28 |
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| APIs, SDKs & MCP Extensibility | Full |
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Thoughtly documents an API for its own platform. The API at api.thoughtly.com, authenticated by an API token and team ID, lists agents, searches calls, creates, updates and deletes contacts, places a call from a chosen agent to a contact, triggers automations by webhook and manages webhook subscriptions, with a published rate limit; an MCP server integration is listed beside it. No SDK is documented. SourceThoughtly, docs.thoughtly.com (Developer Documentation, API reference)read 2026-09-28 |
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| Testing, Debugging & Optimization | Partial |
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Thoughtly supports manual testing and after the fact review but no evaluation harness. Agents are checked in a text chat test and with real test calls using sample metadata, and call review logs trace each conversation node by node; auto QA is listed on the Scale plan and a promptbook scores calls inside automations. No test cases, pass or fail criteria or scored comparison of changes is documented. SourceThoughtly, docs.thoughtly.com (Test Voice Agents Before Launch) and thoughtly.com/pricingread 2026-09-28 |
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| Browser & Computer Use | Not documented |
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No browser, desktop or computer control is documented. A promptbook describes looking up a caller's company website mid call and summarizing it, but the page does not document the mechanism; agents otherwise work over calls, SMS, email and WhatsApp and act through integrations. SourceThoughtly, docs.thoughtly.com (Look Up a Prospect's Website Mid-Call)read 2026-09-28 |
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The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
Pricing
Flex from $500/mo; Scale and Enterprise tailored
plan by concurrency and support level, usage across channels unmetered
Free / trial
No free plan or trial published
Lowest paid plan
Flex, from $500 a month
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Alternatives to Thoughtly
The closest documented capability profiles to Thoughtly among voice agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.
- Smallest AI11.0 / 14Fuller documented coverage on Deployment & Data Residency and Model Flexibility & Routing
- Gnani.ai11.5 / 14Fuller documented coverage on Deployment & Data Residency and Prebuilt Agents, Templates & Packs
- Phonely11.5 / 14Fuller documented coverage on Deployment & Data Residency and Prebuilt Agents, Templates & PacksThoughtly vs Phonely →
- Regal10.5 / 14Fuller documented coverage on Model Flexibility & Routing and Testing, Debugging & Optimization
- Vapi11.5 / 14Fuller documented coverage on Deployment & Data Residency and Model Flexibility & Routing
- Callers8.0 / 14A lighter documented profile than Thoughtly
Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded