agent · sales

MagicBlocks

MagicBlocks is a lead-engagement agent for sales teams, working across web chat, SMS, email and direct messages. Per the vendor's own homepage it enriches an inbound lead, opens the conversation, qualifies it against criteria the customer defines, follows up, hands off to a human when the buyer is ready, and updates the CRM at each step; when it is not confident, the vendor states it is tuned to say so and escalate to a human rather than guess. Named integrations are HighLevel, HubSpot, Twilio, Calendly, Zapier, Make and webhooks, plus MCP and API access. On assurance, the page states every action is stamped, signed and queryable, with operator, manager and viewer roles, and claims SOC 2 Type II and ISO 27001 - self-declared, with no certificate, auditor or report date published on the page checked. It describes TCPA-aligned outbound SMS, GDPR-aligned data tooling and automatic honouring of STOP/unsubscribe. Pricing is described only as shaped by channels, volume and integrations. One named customer, Beeline Mortgage, appears with vendor-reported figures. No insurance, indemnity, coverage limit or outcome-linked payment term is published on the page checked.

magicblocks.aievidence retrieved Aug 1, 2026view as JSON all sales entries 40 alternatives

Reviewed12 or more fields evidenced, and scored by a human against the published rubric

21 fields evidenced · 34 with no public information. Every value below links to the document it came from and the date we checked it.

20 of those are quoted but not yet interpreted: we hold the source sentence and the date we read it, but nobody has written the answer to the question yet. Those rows show the quote and say so rather than repeating it back as an answer. Why these exist

1 of those is flagged for review: our own check found language in the cited source that may address the field. An editor has not adjudicated it yet.

Also appears in

AI agents and vendors that state SOC 2 AI agents that support the Model Context Protocol AI agents and vendors that state GDPR compliance AI agents and vendors that state ISO 27001 AI agents and vendors that state SOC 2 Type II AI agents that state scoped or role-based permissions AI agents and vendors that state a tamper-evident audit trail

Trust gap

How this is scored

Runtime governance

1/3

Are scope, spend, and authority enforced while the agent runs?

Partial. The page describes role-based access control ("Operator, manager, viewer roles") and confidence-based escalation ("When MagicBlocks isn't confident, it's tuned to say so and escalate to a human instead of guessing"). Those are authorisation granularity and a self-described escalation behaviour, not enforced limits on scope, spend or authority at run time. The runtime_governance field previously filed here rested on "You define the rules - budget, authority, need, timeline", which is BANT lead-qualification criteria applied to the buyer, not limits applied to the agent; it was rejected in this audit.

How this gap gets closed →

Audit trail

2/3

Is there a tamper-evident record of what it actually did?

"Audit logs & RBAC Every action stamped, signed, and queryable" evidences a per-action, reviewable and signed record, which is more than a bare log. It falls short of 3 because the page checked does not claim hash-chaining, immutability, or a customer-reviewable export.

Compliance

2/3

Are compliance obligations attached per engagement?

"SOC 2 Type II Annual independent audit of security, availability, and confidentiality controls. ISO 27001 International standard for information-security management - certified." Certifications are held and named, and TCPA/GDPR alignment is described. Falls short of 3: these are organisation-wide security certifications, not per-engagement compliance schedules, and no AI-specific framework (EU AI Act, NIST AI RMF, ISO 42001) is claimed.

Outcome settlement

0/3

Does payment depend on a verified result?

No public evidence found. Pricing is described only as "shaped by your channels, volume, and integrations" - a usage/configuration model. Nothing on the page checked conditions payment on a verified result.

How this gap gets closed →

Insurance & indemnity

0/3

Can the deployment be insured, and is the customer indemnified?

No public evidence found. No carrier, cover, policy limit or customer indemnity appears anywhere on the page checked.

How this gap gets closed →

Assurance

Insurance available: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Insurance carriers: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Coverage limits: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Indemnification: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Liability cap: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Audit trail: not yet interpreted
“Audit logs & RBAC Every action stamped, signed, and queryable.”
magicblocks.ai · checked Aug 1, 2026
Tamper-evident log: Log entries described as "stamped, signed, and queryable"; no hash-chaining, immutability or customer-reviewable tamper-evidence claim is made on the page checked
“Audit logs & RBAC Every action stamped, signed, and queryable.”
magicblocks.ai · checked Aug 1, 2026
Explainability: not yet interpreted
“When a lead hits multiple triggers, it hands off with the full conversation, the signals that matched, and a suggested next step.”
magicblocks.ai · checked Aug 1, 2026
Runtime governance: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Permission scopes: not yet interpreted
“Audit logs & RBAC Every action stamped, signed, and queryable. Operator, manager, viewer roles.”
magicblocks.ai · checked Aug 1, 2026
Compliance certifications: not yet interpreted
“SOC 2 Type II Annual independent audit of security, availability, and confidentiality controls. ISO 27001 International standard for information-security management — certified.”
magicblocks.ai · checked Aug 1, 2026
Regulatory alignment: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Outcome-based pricing: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Settlement mechanism: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Dispute process: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
SLA terms: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Evaluation coverage: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this

Agency

Autonomy level: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Human oversight: not yet interpreted
“When MagicBlocks isn't confident, it's tuned to say so and escalate to a human instead of guessing.”
magicblocks.ai · checked Aug 1, 2026
Goal complexity: not yet interpreted
“An AI that engages, qualifies, follows up, and reactivates every lead — across web chat, SMS, email, and direct messages.”
magicblocks.ai · checked Aug 1, 2026
Action space: not yet interpreted
“MagicBlocks enriches it, picks the right channel, opens the conversation, qualifies against your rules, follows up without losing the plot, hands off when the buyer is ready, and updates your CRM every step.”
magicblocks.ai · checked Aug 1, 2026
Operating environment: not yet interpreted
“across web chat, SMS, email, and direct messages.”
magicblocks.ai · checked Aug 1, 2026
Initiative: not yet interpreted
“MagicBlocks keeps the conversation going until the lead says yes, no, or enough.”
magicblocks.ai · checked Aug 1, 2026

Safety

Safety evaluations: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Red teaming: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Safety policy: not yet interpreted
“TCPA-aligned Outbound SMS aligned to the U.S. Telephone Consumer Protection Act. GDPR-aligned Tooling to run your own GDPR-aligned process — right-to-access and right-to-delete across every record we hold. Opt-outs honoured STOP / unsubscribe honoured automatically across SMS, email, and DMs.”
magicblocks.ai · checked Aug 1, 2026
Usage restrictions: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Model or system card: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Incident reporting: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Third-party evaluations: not yet interpreted
“SOC 2 Type II Annual independent audit of security, availability, and confidentiality controls. ISO 27001 International standard for information-security management — certified.”
magicblocks.ai · checked Aug 1, 2026
Data handling: not yet interpreted
“GDPR-aligned Tooling to run your own GDPR-aligned process — right-to-access and right-to-delete across every record we hold. Opt-outs honoured STOP / unsubscribe honoured automatically across SMS, email, and DMs.”
magicblocks.ai · checked Aug 1, 2026

Practicality

Pricing model: not yet interpreted
“Pricing is shaped by your channels, volume, and integrations — see the Pricing page for the full breakdown”
magicblocks.ai · checked Aug 1, 2026
Price point: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Availability: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Deployment options: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Integrations: not yet interpreted
“HighLevel. HubSpot. Twilio. Calendly. Zapier. Make. Webhooks. Plus MCP and API access to reach any system.”
magicblocks.ai · checked Aug 1, 2026
Supported regions: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Support model: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this

Foundation models

Base models: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Model provider: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Model swappable: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Open weights: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Fine-tuning: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Context window: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this

Ecosystem

Protocols supported: not yet interpreted
“Plus MCP and API access to reach any system.”
magicblocks.ai · checked Aug 1, 2026
Tool use: not yet interpreted
“MagicBlocks enriches it, picks the right channel, opens the conversation, qualifies against your rules, follows up without losing the plot, hands off when the buyer is ready, and updates your CRM every step.”
magicblocks.ai · checked Aug 1, 2026
Multi-agent: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
API access: not yet interpreted
“Plus MCP and API access to reach any system.”
magicblocks.ai · checked Aug 1, 2026
Open source: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
Marketplace presence: no public information
Flagged for review — the source below contains language that may address this field. Not yet checked by an editor. How we check absences
magicblocks.ai · checked Aug 1, 2026

Impact

User base: not yet interpreted
“Beeline Mortgage · NASDAQ-listed We stopped losing leads to the clock. +737% ROI +484% Contact rate +300% Conversions”
magicblocks.ai · checked Aug 1, 2026
Deployment scale: not yet interpreted
“Production results from mortgage deployments.”
magicblocks.ai · checked Aug 1, 2026
Target sectors: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this
High-risk domains: not yet interpreted
“Insurance Auto, home, life, commercial — TCPA-aligned across chat, SMS, email, and DMs.”
magicblocks.ai · checked Aug 1, 2026
Documented incidents: no public information
magicblocks.ai · checked Aug 1, 2026 · source did not state this

Compared with

Side-by-side on the fields where MagicBlocks and the other entry are both on record and actually differ.