Start with the right knowledge.
Connect the company sources, relevant records and role instructions. The employee works with the context it is allowed to access.
- Company knowledge
- Customer context
- Role instructions
Keep the conversation
One conversation. All its context.
Work across email, WhatsApp and other connected channels alongside customer records. Triage, prepare replies and bring exceptions to the right person.
IN THIS WORKFLOW
Unified InboxEmailWhatsApp
Illustrated workspace
01 / A clear instruction
Customer context found
Read the thread and match the customer record.
Unified inboxIllustrative example
InboxCustomer requestTeam handoverFollow-up
Can you share the next steps for our team?
Company guide attached
AI-PREPARED DRAFT
Here’s the plan, the owner and what happens next.
Review before sendingScroll to follow the work
Inside Unified inboxFrom the first instruction
From the first instruction
to something useful.
Work across email, WhatsApp and other connected channels alongside customer records. Triage, prepare replies and bring exceptions to the right person.
Unified inboxIllustrative example
InboxCustomer requestTeam handoverFollow-up
Can you share the next steps for our team?
Company guide attached
AI-PREPARED DRAFT
Here’s the plan, the owner and what happens next.
Review before sendingWORKS THROUGHUnified InboxEmailWhatsAppInstagram
A thread with an owner, a next step and the customer history beside it.
Your judgment stays in the loopGive it responsibility.
Give it responsibility.
Keep a clear view.
There is a difference between a platform feature and an employee’s permission to use it. You decide the working scope.