What Is Mav.next? One AI Agent Across SMS and Voice

Mav.next is the next-generation Mav platform — a single AI agent that engages, qualifies, and converts insurance leads across both SMS and live phone calls in one continuous conversation.

Mav.next is the next generation of the Mav platform. Instead of separate tools for texting and calling, a single AI agent works each lead across SMS and voice in one continuous conversation — reaching out, qualifying, answering questions, and connecting the lead to a rep when they’re ready. This page explains what Mav.next does, how a lead moves through it, and where to go next.

Mav.next is the new Mav experience, rolling out alongside the classic platform. If you’re looking for docs on classic Playbooks and the standalone Party Line, see the Documentation section.

What Mav.next does

Insurance leads go cold in minutes. Mav.next responds the instant a lead arrives and keeps working it until there’s an outcome — with no manual dialing and no handoff gaps between channels.

The difference from classic Mav is that one agent owns the whole relationship with a contact. It can text a new lead, qualify them over SMS, place a call when the moment is right, transfer them live to a rep, and pick the text conversation back up afterward — all as a single thread of history the agent remembers. Your team spends its time on high-intent, already-qualified conversations.

How Mav.next works

1. A lead arrives and an agent picks it up

   Leads enter Mav.next from a marketing source, a CSV import, or your own integration. Each lead becomes a contact, and the agent you’ve assigned begins an engagement — sending the first text within your compliance hours.

2. The agent qualifies over SMS

   The agent holds a natural, two-way conversation: gathering qualifying details, answering questions, and re-engaging the contact if they go quiet. Everything it learns is saved to the contact and surfaced in your reporting.

3. It moves to a live call when the lead is ready

   When a contact wants to talk — or simply texts “call me” — the agent can place a phone call and transfer the lead live to an available rep, then bridge the two together. The same agent runs the call, so nothing is repeated or lost.

4. The conversation continues and converts

   After a call, the agent seamlessly returns to SMS to follow up, and records the outcome — qualified, quoted, sold, or not interested — so your CRM and reporting stay in sync.

Key concepts

Agents

The AI that works your leads. Choose a prebuilt vertical like Auto Insurance, then tune its persona, instructions, and re-engagement cadence.

Contacts

Every person Mav.next is working. Filter by conversation status, call outcome, and more, and review the full SMS + voice history in one feed.

Conversations & Channels

How a single engagement spans SMS and live phone calls, including inbound and outbound calls and live rep transfers.

Compliance

Built-in TCPA safeguards: consent, STOP and HELP keyword handling, scrub services, and state-specific rules.

Marketing Sources

Connect lead vendors and web forms so new leads flow straight to the right agent, tagged by source.

Importing & Routing

Bulk-import contacts via CSV and route incoming leads to the agents that should work them.

TCPA compliance

You are responsible for ensuring every lead you send to Mav.next has given consent to be contacted via automated SMS and voice calls, as required by the Telephone Consumer Protection Act (TCPA). Mav.next honors STOP and HELP keywords automatically and can scrub incoming leads against suppression lists before an agent ever reaches out.

What’s next?

This is an early look at the Mav.next documentation. More pages — agents, contacts, voice, compliance, and marketing sources — are on the way. Questions? Reach the Mav team at [e-mail].