How it works

Three parts, working as one system.

Brio3 isn't a voice bot with data bolted on. Voice, ICP and data are engineered to feed each other — here's how they combine, and what happens once you're on board.

01 — The loop

One loop, not three tools.

The ICP decides who. Data finds them. The agent makes the call. What happened on the call sharpens the ICP for the next one.

  1. 01

    Define who is worth reaching

    Segments, titles, firmographics and signals that describe a real buyer for you.

  2. 02

    Find and verify them

    Matching contacts across providers, reconciled and verified into a clean list.

  3. 03

    Make the qualified call

    The agent works the list — outbound and inbound — and books what qualifies.

  4. 04

    Feed it all back

    Outcomes flow into the ICP and the sourcing, tightening who gets called next.

02 — The three layers

Three layers. One system.

Voice does the calling. The ICP decides who. Data makes sure they're real. Each is built to feed the others — this is what each one looks like inside the product.

A phone-native agent that works the list.

Outbound campaigns and inbound calls, held as live conversations rather than a scripted IVR tree — at a volume and consistency a human team can't sustain. Every call comes back recorded, transcribed and summarized.

  • Outbound campaigns with calling hours, time zones and retry rules
  • Inbound numbers answered by the assigned agent
  • Live monitoring with transcript, and a test call before anything goes live
  • Speaks English, Spanish, French, German and Arabic
Agents / Logistics SDRActive
Voice
Thalia · American, feminine
Language
English +5 available
Direction
Outbound campaigns · inbound on assigned numbers
Greeting
“Hi, this is the assistant calling for the team at Meridian — do you have a quick moment?”
Speaks first
Yes · qualifies on two questions, then books
Guard rails
Calling hours 9–6 localRetry ×2Voicemail → retryDNC honoured
Knowledge base · Workflow v2 publishedTest call

03 — The onboarding journey

What happens after you sign up.

From first call with us to the agent working live — the path is designed so the hard thinking happens before a single number is dialed.

  1. 01

    Discovery & goals

    Discovery

    We start by understanding your product, your market, and what a good lead actually looks like for you. This is where we capture the raw material for your ICP.

  2. 02

    ICP build & validation

    ICP layer

    Our team drafts, tests, and refines your ideal customer profile — the segments and signals worth calling into. You review and sign off before anything goes live.

  3. 03

    Data sourcing & list build

    Data layer

    We aggregate matching contacts across providers, reconcile and verify them, and assemble a clean call list mapped to the approved ICP.

  4. 04

    Agent setup & script

    Voice layer

    We configure the voice agent for your offer — how it opens, qualifies, and handles objections — and align on what counts as a qualified outcome. You hear it on a test call before it goes live.

  5. 05

    Go live

    Live

    The agent starts working calls — outbound, inbound, or both. Qualified leads and call outcomes land in your team's pipeline with the recording and transcript attached.

  6. 06

    Refine & scale

    Ongoing loop

    Real call outcomes feed back into the ICP and data sourcing, tightening who gets called next. As it proves out, you scale volume or add segments.

A black desk telephone on a dark table in an office

Next

See the whole system run.

Book a demo and we'll walk it end to end — ICP, data, and the voice agent live on your market.