Talkify / Integrations / WorkflowMax
For practices on WorkflowMax by BlueRock in New Zealand and Australia

Every new enquiry, a lead in WorkflowMax.

In a practice where everyone's time is billable, the phone is nobody's job, so it rings out. Talkify is the WorkflowMax AI receptionist that answers in a natural Kiwi voice, takes the brief like your best office manager would, and leaves a lead in WorkflowMax for a new client or a note on the job for an existing one.

The WorkflowMax by BlueRock logo. Talkify raises new enquiries as WorkflowMax leads and notes client calls on their jobs. WorkflowMax by BlueRock
Claim a free setup → See how it works

Put your name down and we will connect your WorkflowMax and walk you through it. No setup fee, no lock-in, and your phone number stays exactly where it is.

New leads and job notes in WorkflowMax, while every architect was on billable work.

What the agent does in your WorkflowMax.

Everything goes through the WorkflowMax by BlueRock API, into the clients, leads and jobs your practice already runs on.

Finds the client

It asks who is calling and from which company, then finds that client in WorkflowMax by name, the way your office manager would.

Adds new clients properly

A first-time caller is created as a client with a contact, their phone and email, so the lead has somewhere to live and nothing is retyped later.

Raises the lead

A WorkflowMax lead dated today, with the brief in its details, filed under the lead category and owner you choose, so it turns up in your pipeline review.

Notes calls on the job

When an existing client rings about a project, the call goes onto that job as a note for the person running it, with what they asked and what they need back.

Knows where a job is at

The agent can read a client's jobs and their status, so a straightforward "is it underway?" gets a straight answer rather than a promise to find out.

Tells the right person

A text and an email the moment the call ends, to the lead owner or the job manager, so a new client is rung back the same day.

From a new client's call to a lead in WorkflowMax.

One enquiry, followed from the ring to the director's pipeline review.

01

The practice line is answered

Everyone is in a design review, so the call forwards to Talkify. Your practice name, your greeting, and a voice that sounds like it belongs in your office.

02

It finds out who is calling

Rewi Tane, a new client, referred by a builder you work with. No match in WorkflowMax, so the agent knows this is a first conversation.

03

It takes the brief

A beach house extension, the site address, the rough budget band, when they want to start and whether they have a builder. Your questions, in your order.

04

Client, contact, lead

Rewi is created as a client with his contact details, then a lead is raised on him with the brief, today's date, the Residential category and Kate as owner.

05

Kate hears straight away

A text and an email with the summary before the review ends, so the call back happens the same afternoon while Rewi is still comparing firms.

06

It is in the pipeline

At the next pipeline review, the lead is in WorkflowMax with the whole brief, and when it is won it becomes a job the way every other lead does.

Stop paying a principal to answer the phone. Every enquiry answered, briefed and raised as a WorkflowMax lead, while your people stay on billable work.

Claim a free setup → Talk to us

Connected in one short call.

We set it up with you, and nothing about the way your practice uses WorkflowMax changes.

Approve the connection

Press Connect, sign in to WorkflowMax by BlueRock and approve Talkify. No password shared with us, and access can be withdrawn at any time.

Pick owners and categories

Who owns new leads, which lead category each kind of work goes under, and who hears about calls on a job. Change them as the practice changes.

Forward the office line

On no answer, when busy, after hours or always. Your number, your phone company and your listings stay exactly as they are.

Who runs WorkflowMax, and who answers their phone.

WorkflowMax started in New Zealand and is used by project-based firms on both sides of the Tasman. Most of them have no full-time receptionist.

Architects and engineers.

Design practices where every hour is billed to a project and a new client's first call deserves a proper brief. AI reception for professional services.

Briefs · consents · site visits

Accountants and advisers.

Practices running engagements as WorkflowMax jobs, with the phone busiest exactly when the team is. AI reception for accountants.

New clients · job questions

Builders and project trades.

Builders and fit-out firms quoting projects out of WorkflowMax while the team is on site. AI reception for builders.

Quote requests · client updates

The cheapest lead you will ever get is the one that rang you.

Referrals and repeat clients ring. If nobody answers, they ring the next firm they were given.

A missed call is a lost project, not a lost call.

One new client can mean months of fees. A caller who reaches voicemail on a referral often tries the other name they were given, and your WorkflowMax pipeline never knows the enquiry existed.

Your people stay on billable work.

No principal stepping out of a meeting to take a message, and nobody retyping one into WorkflowMax afterwards. Put a figure on what the phone is costing on the missed call calculator.

The Talkify difference

Built here.
Not badged here.

Most AI answering services sold in New Zealand are overseas platforms with a local logo. Talkify runs on our own local SIP network, keeps data in New Zealand and Australian data centres, and answers in voices your callers actually recognise. That changes how every call sounds, and where every recording lives.

Ask a person Talk to us

Tell us which system you run and how your calls come in. A real person at Talkify replies, and we set the connection up with you.

Talk to us →

Flat NZD pricing, published on the site. No setup fee. No lock-in. Built in Ōtautahi Christchurch and operated by Talkify Limited.

  1. 01

    Calls never leave the neighbourhood.

    We run our own local SIP carrier network, so your calls connect close to home. Less lag, no talking over each other, and the clear, close sound of a local call.

    Local SIP · pickup from 0.4s
  2. 02

    Voices from here, for callers from here.

    A full range of Kiwi and Aussie voices, not an American accent doing its best. Callers relax when the voice sounds like them, and relaxed callers book.

    EN-NZ · EN-AU · 32 voices
  3. 03

    A local number in every region.

    Regional phone numbers across New Zealand and Australia, so a Christchurch caller rings 03 and an Auckland caller rings 09. Local numbers get answered; unknown ones get screened.

    NZ & AU regional DDIs
  4. 04

    Your data stays on this side of the world.

    For data sovereignty, everything is stored in New Zealand and Australian data centres: recordings, transcripts and customer details held close to home under local privacy law.

    NZ + AU data centres · AES-256
  5. 05

    Agents that make the call, too.

    Full outbound service, not just answering. Your agents confirm bookings, chase missing details and run marketing call campaigns, with every conversation transcribed.

    Confirmations · Campaigns
  6. 06

    Campaigns that actually get answered.

    Load a contact list and the agent rings through it, asks your questions, and hands back transcripts with the answers extracted and analysed. Offers, follow-ups or a straight survey, at a scale no clipboard reaches.

    AI phone campaigns
  7. 07

    Call centre scale without the call centre.

    One agent or a whole fleet answering unlimited simultaneous calls. Overflow, after-hours or the entire front line, with warm transfer to a human whenever it matters.

    ∞ concurrent lines
  8. 08

    Plugged into the tools you already run.

    Calendars, CRMs like HubSpot and GoHighLevel, gym platforms, WhatsApp and SMS, plus Zapier and a full REST API when you want to wire up something custom.

    CRM · Calendar · Zapier · API
  9. 09

    We set it up. Personally.

    No DIY prompt wrangling. We build your agent around your business, brief it on your services and pricing, tune it with you, and keep tuning after you're live.

    Done-for-you setup
  10. 10

    Every call in your pocket.

    Native apps for iPhone and Android push you each call summary the moment it ends: who rang, what they wanted, what the agent did about it.

    iOS · Android
  11. 11

    Reporting that reads the room.

    Full transcripts, sentiment, outcomes and intent on every call, rolled into dashboards that show what your callers actually want, not just how many rang.

    Transcripts · Sentiment · Intent

Frequently asked.

The questions we hear most. If yours isn't here, talk to us and a person will answer it.

What is an AI receptionist for WorkflowMax?
A phone agent that answers your practice line in a natural voice and records what it hears in WorkflowMax by BlueRock. A new enquiry becomes a lead on the right client, with the brief in the caller's own words and the owner you choose. An existing client ringing about a project gets a note on that job. Talkify is built in Christchurch for practices and project businesses in New Zealand and Australia.
How does Talkify connect to WorkflowMax by BlueRock?
Through WorkflowMax's own sign-in. You press Connect in Talkify, log in to WorkflowMax and approve the connection. We never see your password, there is nothing to install, and you can withdraw access at any time. It uses the current WorkflowMax by BlueRock API, not the retired Xero-era one.
What happens when a new client rings?
The agent takes the brief properly: who they are, what the project is, where it is, the timeframe and how they heard about you. Because WorkflowMax attaches every lead to a client, it creates the client and contact first, then a lead with that brief in its details, dated today and assigned to the owner and lead category you pick. Your team sees it in WorkflowMax's leads the next time they look, and gets a text straight away.
Can it tell a client where their job is at?
Yes, for the question it can answer honestly. Once the agent has found the client by name, it can see their jobs in WorkflowMax and their current status, so "has the consent drawing gone in?" can be answered with what WorkflowMax shows. Anything that needs judgement goes to the job as a note for the person running it, rather than a guess on the phone.
Does it recognise callers from their phone number?
Not from the number alone, and we would rather say so. WorkflowMax's API lets a client be found by name but not searched by phone number, so the agent asks who is calling and which company they are with, then finds them in WorkflowMax. It is the same question a good receptionist asks, and it means the right client gets the note.
What goes on the job when a client calls about it?
A note on that job with who rang, when, what they asked or told you, and anything they need back, with the full transcript available in Talkify. The project lead reads it in WorkflowMax alongside everything else on the job, instead of hunting for a phone message.
Do I have to change our phone number?
No. Talkify works by call forwarding from the number your clients already use, so nothing is ported and nothing is installed. You choose when it answers: every call, only when reception is busy, only when nobody picks up within a few rings, or only after hours. It takes a few minutes with your phone provider and just as long to switch off.

Have a look around.

Professional services →

How firms that sell their time use an AI receptionist to protect it.

Xero →

For practices that also want callers recognised from their Xero contacts.

Jobber →

For home service businesses: every enquiry raised as a Jobber request.

Fergus →

For trades running Fergus: the job written in and the visit booked.

AI reception for trades →

What an answered phone looks like for a trade business on the tools.

Every integration →

Everything Talkify connects to, and what the agent can do once it is connected.

TALKIFY FOR WORKFLOWMAX · NEW ZEALAND AND AUSTRALIA · 2026

Keep your people on billable work.
Let WorkflowMax get the lead.

We connect it to your system with you Talk to us Sign up, sales & support · we'll set you up 0800 002 967
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Talkify is currently available to businesses in New Zealand & Australia only.

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Founding rate On a monthly plan your price is locked in at the founding rate for your first 3 months, then the standard rate applies. Pay as you go has no founding step: the rate is just the rate. Plans include 50 to 200 minutes a month, then 10c a minute. The first 20 texts each month are free, then 9c each.

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