Omnichannel Playbook
A channel operations guide for connecting WhatsApp, Messenger, Instagram, email, live chat, AI agents, and team assignment into one accountable inbox.
Trusted by revenue teams at
Connect each entry point
Use channel and integration workflows for WhatsApp, Messenger, Instagram, email, live chat, Google Ads, Meta Ads, and Meta Business assets.
- Channel manager setup
- Integration catalog
- Platform-specific connection flows
Design inbox ownership
Use statuses, teams, roles, assignment methods, and AI-agent queues to keep every customer path accountable.
- New, assigned, closed, spam, and online views
- Team assignment methods
- Role-based access
Keep context portable
Preserve contact, source, message, AI, and commerce history so customers do not repeat themselves across channels.
- Unified contact history
- Searchable messages
- Customer journey timeline
Everything your revenue team needs
One workspace to capture, engage, and convert — across every channel your customers already use.
Hello John, I am doing well. How about you?
Hi! How are you doing?
Hey Mike, are you available for a meeting tomorrow?
Hi Jane, I am doing well. How about you?
Hello John, I am doing well. How about you?
Hi! How are you doing?
Omnichannel Inbox
Manage Live Chat, WhatsApp, Messenger, and Instagram conversations from one unified inbox.
Open the inbox
Full Customer Attribution
From first impression to loyal customer, every interaction connected (website visits, chats, deals, sales activity..).
See attribution systemPipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Pipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Pipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Pipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
AI Reports & Analytics
Ask AI any question about your data. Track deals, conversion rates, and team performance in real time. Connect every chat to a revenue outcome.
View analyticsOnline Visitors
Break the ice by speaking to your website visitors in real time. Full contact profiles with chat history, deal context, and custom fields — built for revenue teams.
Explore Online VisitorsFeatured next steps