Referral Partners

Recommend Tola when the workflow is a genuine fit.

For advisors and communities that work with growing customer-facing teams.

Program terms will be published before referrals are formally accepted.

What changes

Less channel juggling. More resolved work.

01

Clear fit

Focus on teams consolidating WhatsApp, email, tickets and calls.

02

Transparent process

Know how introductions are qualified and followed up.

03

Responsible claims

Use current product facts instead of unverified outcomes.

How it works

A workflow your team can explain.

STEP 01

Start with context

Tell us how your team works today and where conversations get stuck.

STEP 02

Design the workflow

Choose the channels, ownership rules and automation boundaries together.

STEP 03

Measure the result

Review real conversations and expand only when the workflow is working.

Capabilities

The operational details matter.

Partner briefing

Understand capabilities, availability and limitations.

Tracked introductions

Maintain a clear record of qualified referrals.

Customer-first terms

Avoid pressure and preserve customer choice.

FAQ

Questions before you connect a channel.

Can we try Referral Partners before paying?+

Yes. Early-access teams can test Tola with real workflows before choosing a paid plan. We onboard teams directly so channel setup and AI rules are reviewed together.

Does AI send messages without human review?+

You choose the level of autonomy. Tola can draft for approval, automatically resolve approved routine requests, or hand a conversation to a person when confidence or policy requires it.

Which channels does Tola support?+

Tola is designed around WhatsApp, email, web conversations, tickets and phone calls. Availability can depend on your provider, number and rollout stage.

Bring the next real conversation.

We’ll map the workflow, connect the right channel and show exactly where AI helps—and where a person stays in control.

Request a demo