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Every conversation has a next step.
Handle incoming requests, start customer follow-ups and keep your team's communication connected in UCaaS.
Find the conversation that needs you.
Search, filter and see who is responsible before deciding what comes next.
Search conversations
Conversation
Channel
Owner
Status
Quotation enquiry
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Sales team
Open
Delivery update
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You
Open
Service enquiry
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Live chat
Unassigned
Open
Search by contact
Quickly find the conversation using customer details.
Filter by channel or label
Narrow the view to the conversations that matter.
Assign the right person or team
Assign conversations to a user or team, then follow your own work and the requests still awaiting an owner.
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New conversation
To
Purchasing contact
Channel
WhatsApp Business
Message
Business call · Outgoing
Receive the request. Start the follow-up.
When customers reach you
Respond through the connected channel and keep the exchange in context.
When your team reaches out
Choose the contact and channel to start a message or business call, according to your activated services and permissions.
Availability depends on channel activation and messaging rules.
The reply is only part of the work.
View customer details and recent related tickets beside the conversation, and coordinate the next action with your team.
Coordinate the action with your team before replying to the customer.
Internal note
Confirm the address change with operations before dispatch.
Visible to your team
Small actions. A more organized workday.
Labels
Group conversations by the way your business works.
Quick replies
Reuse frequent answers and adapt the details.
Approved templates
Start eligible WhatsApp conversations with an approved message.
Attachments
Keep relevant files within the exchange.
Conversation status
Distinguish active work from completed exchanges.
Interaction history
Return to previous exchanges when following up.
AI that supports the next reply.
Connect the AI Agent to your business knowledge and give your team useful assistance during the conversation.
01
Your knowledge
Product information, policies and FAQs give assistance a relevant foundation.
02
Contextual assistance
Use contextual suggestions to help the team prepare its next reply.
03
Team review
Keep the employee involved in reviewing the answer and following up with the customer.
AI Agent
Can our team arrange a product walkthrough?
Suggested answer
Of course. Share your team size and the workflow you want to explore.
Knowledge source
Product guide
Suggested reply · Review before sending
Your team stays involved
The conversation remains a shared workspace for customer follow-up.
AI assistance follows the activated services and account settings.
Before your team gets started.
Can we start a conversation?
Yes. Outgoing messages and business calls depend on the activated channel, user permissions and its rules.
Does the customer see internal notes?
Internal notes are for team coordination; customer messages stay separate.
Does every user see every conversation?
Access follows the account's permissions and channel assignments.
Bring your team's daily communication into focus.
Show us how your team receives requests and follows up. We will walk through the relevant UCaaS workspace.