UCaaS for business owners

Build your business with a clearer view.

Connect business calls, customer conversations and service requests. See the workload, give each team clear responsibility and keep track of the service your business delivers.

Dashboard

My business

Last 7 days

▦

◉

≡

▤

Open conversations

18

Ready for follow-up

Unassigned

3

Waiting for an owner

Call activity

7 days

16

Sun

18

Mon

21

Tue

12

Wed

25

Thu

19

Fri

13

Sat

Total calls

124

Service requests

Open

12

In progress

7

On hold

3

Completed

27

Calls · conversations · tickets

Explore reports ↗

Your decisions, grounded in the operation

Less chasing updates. More informed decisions.

A business owner needs a connected picture: demand, responsibility and the next action. UCaaS brings those operational signals closer together.

01

Know where to focus

Review call activity, conversations and service requests together, then open the detail behind the number.

02

Delegate with confidence

Give supervisors the access and team visibility they need, while keeping administrative responsibilities clear.

03

Grow an organised operation

Add users and enabled channels, connect your systems and keep subscription and usage details in view.

Follow the demand behind the number

The conversation stays connected to the next step.

Accounts, contacts and interaction history give your team the context to continue a request. Labels, assignment and internal notes help them hand work over without asking the customer to start again.

A branch enquiry can move from the inbox to a service ticket and a scheduled follow-up. You review the record, the responsible team and what is still pending.

Account continuity

Abdullah Mansour

Account · new branch enquiry

Request

Activate a business number for a new branch

01 · Conversation

The branch requirements are recorded.

02 · Assigned team

Branch services · Fatimah

03 · Next appointment

Tuesday · 10:30

Internal note

Confirm the activation requirements before the follow-up call.

Different entry points. One working context.

Be reachable wherever customers contact you.

Connect the channels your business uses, and organise how enquiries reach the right team. Explore each channel to see its setup and available capabilities.

Clear responsibility at every level

Give the team room to work. Keep the right controls.

Custom roles and team data scopes let you organise who can view, update and manage the available modules. Assign supervisors, route conversations and keep sensitive administrative actions with the right role.

Internal notes and internal calls help teams coordinate before they reply. Ownership stays visible when a conversation or ticket changes hands.

Custom role

Branch services lead

Data scope: assigned service team

Module

View

Edit

Export

Contacts

✓

✓

—

Tickets

✓

✓

—

Reports

✓

—

—

Billing settings

—

—

—

Administrative access stays with the authorised role.

A service standard you can follow

Look beyond “the team replied”.

Set response and resolution targets with SLA policies, follow ticket status and review the actual interaction. Call recordings and customer ratings add evidence to the numbers you see.

Business hours and routing rules organise where enquiries go. Service reports help you identify waiting requests and review follow-through with supervisors.

BO-214 · Branch activation enquiry

In progress

Branch service policy

First response target

30 minutes

Resolution target

8 hours

09:00

Request received

09:04

Assigned to Fatimah

09:11

First reply sent

Next action

Verify the documents required for activation.

A repeatable way to handle the routine

Build the handover into the process.

Use configured triggers, conditions and actions to assign enquiries, notify the responsible team and send approved responses. Your process becomes easier to repeat as demand grows.

Quick replies keep common answers consistent. Workflow logs let your team review how the configured rule handled the request.

New branch enquiries

Active workflow

WHEN

A new message arrives

↓

IF

Label = New branch

↓

THEN

Assign to Branch services

Send the approved receipt reply

Last run

10:12 · Assigned

Helpful answers, with a route to your team

Give repeated questions a well-prepared answer.

AI agents can use the knowledge and instructions you configure to handle supported enquiries. AI assistance helps your team prepare replies and summaries within the available experience.

Define the topics, approved information and handover rules. Requests that need specialist judgement have a clear path to a responsible person.

Knowledge-led assistance

Service information

What are your service hours?

Our service team is available from 9:00 to 18:00, Sunday to Thursday.

Source: approved service information

Needs a team member

New branch activation requirements → Branch services

Reach out with a purpose

Keep customers informed as your business grows.

Send approved WhatsApp campaigns, concise SMS updates or enabled voice campaigns. Organise the audience, content and timing, then review the available delivery and response reports.

Connect the reply to the team that will follow up, so an announcement can become a service conversation with clear ownership.

Branch service update

Scheduled

Audience

38 opted-in contacts

Send time

Tuesday · 10:00

Approved template · branch_update

Hello Abdullah, our new branch is ready to receive your service enquiries. Reply here and our team will help you with the next steps.

Template

Approved

Audience

Selected contacts

Follow-up

Assigned inbox team

Context across your systems

Keep the reference close to the conversation.

Use supported integrations, APIs and webhooks to connect relevant account, contact or ticket data. Dynamic fields let your team record the business references they need to continue the service.

The connector, mapped fields and available events depend on the systems and agreed setup. Your source system keeps its own business records, while UCaaS brings useful context into communication.

Connected account reference

Your business system

External reference

EXT-321

Branch

New branch

Mapped account fields

Reference · branch · service category

Available to the assigned team

The reference is visible with the conversation context.

An organised view of the service cost

Follow the subscription and the usage behind it.

Review your users, subscription, enabled additions, calling balance and invoices in the available billing settings. Keep recurring service costs and usage charges clear as you expand.

Choose the users and services your business needs, then review the current pricing and activation requirements with the UCaaS team.

Subscription & usage

My business

Users

8

Billing cycle

Monthly

Available calling balance

320 SAR

Usage history is available for review.

Business number

Active

Calling usage

158 minutes

Invoices

Open invoice history

Keep in touch with the operation

Follow the work when your day takes you elsewhere.

The UCaaS mobile app gives authorised users access to supported conversations, tickets and follow-up tools. Teams can update the available records and internal notes without waiting to return to a desk.

Access follows the user’s role, enabled services and the available app version.

Away from the desk

The follow-up stays with the team.

Request → responsible person → next action

Service ticket

BO-214

Branch activation enquiry

Assigned to

Fatimah · Branch services

Status

In progress

Latest internal note

Activation documents received. Ready for review.

A service update is waiting for your team.

Built around the way your business communicates

A connected operation for your business in Saudi Arabia.

Serve Arabic- and English-speaking customers, connect enabled business communication channels and organise service responsibilities in the same operation.

Full local hosting within Saudi Arabia

Business numbers

Local · 9200 · 800

Number availability and activation follow the service requirements.

Start with what your business needs

Turn the operating flow into a practical setup.

Bring one real customer journey to the discussion. The UCaaS team can help you identify the channels, users and configuration needed for it.

1

Map the working day

Identify the enquiries, teams, channels and records that matter to your business.

2

Set up the responsibilities

Configure access, routing and service rules, and confirm the requirements for selected channels.

3

Review and improve

Start with a clear operating flow, then review calls, conversations and service performance with your team.

Questions from business owners

Plan the setup around your operation.

A few useful questions before you choose the users, channels and service flow.

Can I organise several teams or branches?

You can organise teams, user roles and the supported data scopes within your business tenant. Define how branch enquiries are labelled and assigned, then give supervisors the access they need.

Can we use our current business number?

The available option depends on the number, provider and service setup. The UCaaS team reviews connection or activation requirements with you before confirming the route.

How do I follow service quality?

Review the available call, conversation and ticket reports, set response and resolution policies, and use enabled recordings and customer feedback to discuss specific interactions with supervisors.

Can UCaaS connect to our business systems?

Supported connectors, APIs and webhooks can exchange relevant data. The systems, fields, events and direction of the connection are reviewed as part of the agreed integration setup.

What should I consider when choosing the subscription?

Start with the users, channels and business numbers you need. Review subscription charges, enabled additions, usage charges and activation requirements against the current pricing.

What should we bring to the first discussion?

Bring an example of a customer enquiry, how the team handles it, the channels you use and the systems it touches. That makes it easier to demonstrate a relevant UCaaS operating flow.

Make the next step practical

Show us how your business works.

Let’s connect one customer journey to the right channels, team responsibilities and service visibility in UCaaS.