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Platform documentation

The operating system behind the conversation.

Explore what teams can use today. Advanced and vertical modules are enabled to match each workspace.

Reply policy

Auto-send threshold

  • AI drafts, you approveEvery reply waits for a person.
  • AI answers when it is sureConfident replies send; uncertainty waits.
  • AI answers customersBroader autonomy with human takeover available.

Operating model

One path from message to outcome.

The inbox, AI, customer record and next action stay connected, so your team can operate instead of copying data between tools.

  1. 01

    Capture

    Bring supported messages into one real-time inbox.

  2. 02

    Understand

    Use approved knowledge and customer history.

  3. 03

    Decide

    Send, draft or escalate based on your rules.

  4. 04

    Act

    Assign, update records and trigger permitted actions.

  5. 05

    Measure

    Review conversation, campaign and pipeline performance.

Work from one queue

Omnichannel inbox

Messages update in real time. Teams can assign ownership, leave private notes, manage review states, take over from AI, and keep the customer record next to the thread.

See it with your workflow →

  • Shared queues and assignments

    01

  • Internal notes and mentions

    02

  • Human takeover and return to AI

    03

  • Media and reply-window handling

    04

Configure the right level of autonomy

AI assistants

Create multiple assistants, define instructions and business knowledge, choose response languages, test before publishing, and assign assistants to connected channels.

  • Draft-only, confidence-gated or autonomous modes
  • Test workspace before publishing
  • Separate permissions for operational abilities
  • Channel-specific assistant assignment

Auto-send threshold

Human control

Every assistant starts in review mode. Move toward automation only when your team is ready.

  • Draft customer replies
  • Search approved knowledge
  • Assign to people or teams

Keep revenue context beside the conversation

CRM and pipeline

Connect contacts, deal stages, ownership and next actions to the customer thread so teams can move work forward without switching systems.

01

Contact records and conversation history

02

Deals and configurable stages

03

Ownership and lifecycle context

04

Custom records for enabled modules

Operate approved outbound messaging

Campaigns

Request and review WhatsApp templates, process campaigns through controlled queues, meter credits and inspect delivery, read and reply outcomes.

See the control layer →
  1. 01

    Template request and review workflow

  2. 02

    Queued, per-recipient processing

  3. 03

    Credit ledger and failed-send refunds

  4. 04

    Delivery, read and reply reporting

See operational performance

Analytics

Review conversation volume, AI handling, response and resolution performance, campaign outcomes, goals and pipeline value.

Conversation and AI handling trends

Response and resolution indicators

Revenue and campaign reporting

Role-scoped team performance

Configure the platform around your business

Business modules

Enable the operational modules your workspace needs, including retail, inventory, real estate, solar, delivery, forms, tasks and accounting.

Your proposal confirms the monthly minimum, included seats, modules, volume bands and annual terms before you sign.

Retail catalog, orders and inventory

Real estate and solar workflows

Delivery, forms and task operations

Proposal-defined feature entitlements

Launch for multilingual teams

Serve customers across five interface languages, including right-to-left layouts.

  • English
  • العربية
  • کوردی
  • ქართული
  • Türkçe

Controlled rollout across teams and workspaces.

Start with review-only assistants, validate your business knowledge and permissions, then expand autonomy with a written implementation plan.

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