Conversations in the kernel. The rest as packs.
Inbox, people, pipelines, journeys, AI and Insights on WhatsApp, SMS, RCS and Email — the kernel every workspace shares. An industry pack installs objects, fields, pipelines, roles and templates. Capability packs overlay installs, reviews and social. Store orders land on the matching person. Same OS. Records and numbers your team already names.
Conversations in the kernel. The rest as packs.
The OS is the same for every tenant: inbox, people, pipelines, journeys, AI, campaigns, Insights and cases across WhatsApp, SMS, RCS and Email. An industry pack sits on top of that kernel. It does not fork the product — it installs the objects, fields, pipelines, roles and templates a school, dealership, clinic or agency already runs. Capability packs overlay numbers you already trust elsewhere — installs, reviews, social, orders — without becoming that other product.
- OS — shared inbox, assignment, automation and AI, isolated per workspace.
- Pack — e.g. Course and Batch on a student, or Vehicle and Test drive on a buyer.
- Still one thread — the conversation never leaves the inbox, whatever records hang off it.
Overview
Pipelines
Objects a pack addsListen and overlay. Do not become the other tab.
Sales, cases, store downloads, reviews, social pulse, paid media, owned-channel conversions, website pulse and orders sit on the same OS. Each pack answers one question. We never mix store census, ads spend, GA4 key events, CAPI sends and a WhatsApp journey into a single number.
- Pack
Sales workspace
Where is the deal?
Opportunity and Quote records beside the inbox, with a deal pipeline and a sales-rep role — without forcing that chrome on every vertical.
- Pack
Cases & SLA
Who is waiting, and by when?
A thread becomes a tracked case with priority, an owner, and first-response / resolution clocks on your business-hours calendar. The clock pauses while you wait on the customer.
- Pack
App installs
How many downloaded?
Store-reported Play and App Store downloads, with an optional Adjust or AppsFlyer overlay for paid first opens. Census and attribution stay two series — never one blended number.
- Pack
Store reviews
What are people writing?
Pull Play and App Store reviews into Insights and reply when the store APIs allow it. A reputation inbox — not download census, and never attached to a lead.
- Pack
Social insights
Did the Page post get seen?
Read-only Facebook Page, Instagram Business and X pulse — posts and viewers. Not a messaging channel, not Ads Manager, and not a social inbox.
- Pack
Paid media pulse
What did we spend?
Meta Ads spend, clicks and platform-reported conversions, with optional Google Ads on the same pack. Overlay only — not Ads Manager, and never added to store downloads or WhatsApp conversion.
- Pack
Owned-channel conversions
Tell Meta/Google this thread converted
Write-back via Meta CAPI and optional Google Enhanced Conversions when a WhatsApp lead is won or an order is confirmed. Not Paid Media Pulse, and not Adjust. Lead Ads / CTWA form fills are a separate listen into ingest.
- Pack
Website pulse
What happened on the site after the message?
GA4 sessions, engaged sessions and key events in Insights. Overlay only — not tag manager, and never added to ads spend or WhatsApp conversion.
- Pack
Google Business Profile reviews
What are people writing on Maps?
Pull Google Maps reviews into Insights and reply from the tile. A local reputation inbox — not Play or App Store reviews, and never attached to a lead.
- Connection
Store orders
Did they buy?
Odoo, Shopify and WooCommerce orders land on the matching person when phone or email already exists. We listen — we are not your store admin.
- Connection
WhatsApp payment links
Did money land on this thread?
Razorpay payment links beside the inbox. Distinct from platform billing. Helps close on WhatsApp without becoming a PSP admin.
What every workspace gets
Packs change the records. Inbox, journeys, AI, campaigns, Insights and cases stay the same.
Realtime Multi-Channel Inbox
WhatsApp, SMS, RCS and Email in one live inbox — every thread from every channel on a single screen. Assign, tag, snooze, and hand off between the AI agent and a human without switching apps, so no message waits and no customer repeats themselves.
Custom Pipelines & Lead Management
Build the pipeline your business actually runs on — name your own stages, set win and loss rules, and drag leads across a live kanban. Capture and route every enquiry automatically by product, by source, or by counsellor availability, then add custom fields so no detail about a lead ever lives in someone’s head.
Studio Flows & Automation
Design multi-step journeys across WhatsApp, SMS, RCS and Email on a visual canvas — no code, no developer. Trigger a flow by product or source, then send templates, wait, branch on a reply, tag, and follow up automatically. The moment a customer needs a person, the journey hands off cleanly to your team instead of talking over them.
AI Agent
A 24/7 teammate that never sleeps and never goes off-script. Grounded in your own catalog and data, it answers pricing and product questions in seconds, qualifies every lead while they’re still warm, and speaks your customer’s language. When a conversation needs a human, it escalates with the full context — so your team picks up exactly where the bot left off.
Campaigns & Templates
Turn WhatsApp, SMS, RCS and Email into a real sales motion. Broadcast pre-approved templates for greetings, pricing, reminders and offers to a targeted audience — segmented by stage, product or tag — and let scheduled follow-ups do the chasing. Every send respects opt-out and your plan quota, so you scale reach without ever risking a customer’s trust.
Email & Content Builder
Compose beautiful, on-brand emails and rich WhatsApp content with a drag-and-drop block editor — headings, buttons, media, all previewed live. Drop in tokens like the customer’s name or product to personalise every send, and your logo, brand colour and unsubscribe footer are applied automatically. Write once, reuse everywhere, across every channel.
Insights: Overview & Analytics
Overview is the daily dashboard — who still needs a reply, where the pipeline sits, what went out this month. Analytics is the engagement funnel: delivery, open and click rates against Sent, conversion after contact, and attributed revenue in one currency. Install a measurement, reviews or social pack and those overlays appear as their own series. Store downloads, ad attribution and a WhatsApp journey are three different questions — we will not add them up, invent a dollar ROI, or treat queued as sent.
Delivery
77%
Open
49%
Click
6%
Conversion after contact is association, not last-click. Attributed revenue only when every order shares one currency — never a made-up ROI.
Cases & SLA Tracking
Every inbound WhatsApp, SMS, RCS or email thread can become a tracked support case — priority, status, and an owner, not just an open chat. Cases run against your business-hours calendar, so first-response and resolution deadlines are measured in real working time, with the clock pausing automatically while a case waits on the customer. A background sweep flags breaches the moment a deadline is missed, internal notes stay strictly internal, and closing a case fires the event that drives your CSAT follow-up.
- E
Emma Walsh
On trackQuote window closing
First response in 18m
- L
Luca Bianchi
WaitingInvoice — order #4821
Waiting on customer
- F
Fatima Al-Hassan
BreachedCallback confirmation
Breached 12m ago
Enterprise-Grade Security & Roles
Your company, your team, your data — fully isolated from everyone else’s, by design. Give owners, admins and agents exactly the access they need with role-based permissions, and keep each agent scoped to their own leads and conversations. Security that protects your customers’ trust as seriously as you do.
Bring Your Own Keys
Stay in full control of your stack. Connect your own WhatsApp provider and AI key per workspace — your credentials, your billing, your data — with no shared accounts and no lock-in. Encrypted at rest and never exposed, so switching on your own terms is always an option.
