Platform
One platform for conversations, CRM and automation
Shared team inbox, AI agents, visual automation, CRM and deals, campaigns, WhatsApp templates and flows — explored module by module.
Unified Inbox
Every customer conversation in one shared workspace
Your team works from a single, shared inbox instead of personal phones and scattered threads — with the full customer record beside every message.
- Assign conversations to agents with roles and permissions
- Full message history, notes, tags and follow-up reminders
- In-conversation search with jump-to-match navigation
- AI summaries and suggested replies to speed up responses
- Convert a chat into a lead or deal without leaving the thread
Context
Priya Sharma
Owner: Rohit · Lead
AI Agents
AI that answers with your business knowledge — not guesses
Create agents grounded in your own documents and FAQs. They answer accurately, take actions inside workflows and hand off to a human whenever you decide.
- Knowledge Base grounding from your own uploaded content
- Conversation context, variables and structured responses
- Agents can trigger workflow actions, not just reply
- Configurable human handoff rules
- Available from the Growth plan onwards
Knowledge Base
- pricing-2026.pdf
- project-brochure.pdf
- faq.md
Handoff
Escalate to a human agent on request
Automation Studio
Design workflows visually — no code required
A node-based canvas for the work your team repeats every day: qualification, routing, reminders, escalation and integrations.
- Triggers from inbound messages, keywords, schedules and webhooks
- Conditions, branching, delays and reusable steps
- Messaging, template and CRM actions in the same flow
- AI steps for classification and drafted replies
- Versioning and run history for every automation
Trigger
New message
AI Agent
Qualify intent
Condition
Budget > ₹50L
Action
Create deal + assign
CRM & Deals
A CRM that lives where the conversation happens
Contacts, leads and deals stay in sync with messaging, so your pipeline reflects what customers actually said.
- Deduplicated contacts with normalised phone numbers
- Custom attributes, tags, owners and lifecycle status
- Drag-and-drop deal pipeline with stages and values
- Automatic activity logging from conversations and workflows
- Follow-ups and appointments tied to the customer record
New
- Priya S. · ₹62L
- Imran H. · ₹41L
Qualified
- Rahul M. · ₹78L
Site visit
- Aisha K. · ₹55L
- Neha T. · ₹90L
Won
- Tom D. · ₹48L
Campaigns
Send template campaigns and see what actually landed
Build an audience, pick an approved template, schedule the send and track delivery — with opt-out handling respected throughout.
- Guided campaign wizard from audience to review
- Segment by tags, attributes, lifecycle stage and activity
- Schedule sends or run them immediately
- Per-recipient status: sent, delivered, read, failed
- Replies land back in the shared inbox as conversations
Templates & Flows
Approved templates and structured in-chat forms
Manage the full WhatsApp message-template lifecycle and collect structured information without sending customers to a web form.
Message templates
- Guided builder for text, media and interactive templates
- Live preview with variable resolution before you send
- Submit for approval and track review status
- Media headers with image, video and document support
WhatsApp Flows
- Native in-chat forms for structured data capture
- Device-accurate preview while you design
- Submissions stored against the contact record
- Trigger workflows from a completed submission
One platform
Everything your customer engagement team needs
[ProductName] is one system of record — not a messaging add-on bolted onto a separate CRM.
Shared Inbox
Conversations, assignment, notes and follow-ups.
Contacts & CRM
Profiles, attributes, tags and lifecycle status.
Deals Pipeline
Kanban stages with values and activity history.
Campaigns
Audience, templates, scheduling and delivery.
Automation Studio
Visual, node-based workflow builder.
AI Agents
Knowledge-grounded assistance and actions.
Templates & Flows
Approved templates and in-chat forms.
Admin & Roles
Workspaces, roles, permissions and audit logs.
Use cases
Built for teams that live in customer conversations
Sales Teams
Capture, qualify and follow up with inbound leads automatically, so no enquiry waits for a free agent.
Customer Support
Give agents complete conversation history, customer context and AI-drafted replies in one place.
Marketing
Run targeted template campaigns and automated journeys, then see what actually got delivered and read.
Travel & Hospitality
Handle enquiries, share itineraries and keep booking leads warm with scheduled follow-ups.
Real Estate
Qualify property enquiries against budget and location, then assign them to the right sales agent.
E-commerce
Automate product questions, order updates and re-engagement for customers who dropped off.
How it works
Live in four steps
- 1
Create your workspace
Sign up, name your workspace and invite teammates with the right roles.
- 2
Connect WhatsApp
Link your WhatsApp Business account and verify your number securely.
- 3
Import contacts
Bring in existing customers by CSV or let conversations create them automatically.
- 4
Automate and launch
Build workflows, add an AI agent and start converting conversations.
WhatsApp compliance
Official API. Policy-aware by design.
Messaging runs through the official WhatsApp Business Platform rather than unofficial workarounds, so your number and customer relationships stay protected.
- Built on the official WhatsApp Business Platform (Cloud API)
- Approved message templates with lifecycle and status tracking
- Opt-out handling and messaging-window rules respected
- Signature-validated webhooks for inbound events
- You connect and own your WhatsApp Business account
Meta charges for WhatsApp messaging separately from your [ProductName] subscription.
Security
Enterprise-grade multi-tenant foundations
Security is enforced on the server and in the database — not in the interface.
Workspace isolation
Every record is scoped to a workspace and enforced with database row-level security.
Encrypted credentials
Channel access tokens are encrypted at rest and never returned to the browser.
Roles & permissions
Admin, manager, agent and viewer roles gate both routes and actions.
Audit logging
Administrative and subscription actions are recorded with actor and reason.
FAQ
Questions, answered
Ready to turn conversations into customers?
Start free, connect your WhatsApp Business account and let automation handle the repetitive work.