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.

Conversation

Channel

Owner

Status

Quotation enquiry

WhatsApp

Sales team

Open

Delivery update

Email

You

Open

Service enquiry

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.

New conversation

To

Purchasing contact

Channel

WhatsApp Business

Message

Hello, following up on the quotation we shared.

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.

Could you update the delivery address?

Of course. Please share the updated address.

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.

Explore all features

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.

Book a walkthrough