Connected channels
Manage supported messaging channels through your connected business and CRM accounts.
MESSAGING
Every channel.
One shared memory.
Bring SMS, WhatsApp, Instagram and Facebook conversations into your connected setup. Help clients respond with context, qualify interest and arrange the next step.
SMS & WhatsAppInstagram & FacebookConnected contact workflows
01PURPOSE-BUILT FOR THE BUSINESS
Meet customers where they are. Keep the conversation together.
A customer’s question shouldn’t disappear into a disconnected channel. Configure the agent’s knowledge and messaging tools, and keep contact information close to the conversation.
Answers with context
Use the client’s approved knowledge to answer service questions and qualify enquiries.
A useful next step
Arrange a booking or follow-up with the tools and availability you connect.
Contact capture
Collect the details needed to continue the conversation and keep records useful.
Follow-up workflows
Configure text-backs and follow-up steps around your client’s operating process.
Inbox visibility
Review conversations and agent activity from your client’s workspace.
02FROM SETUP TO DELIVERY
Make it yours. Then make it work.
- 01Connect the business’s messaging accounts
- 02Configure knowledge and next-step tools
- 03Review conversations and refine delivery
Messaging availability depends on connected accounts and channel permissions. AI chat usage and carrier messaging charges are separate.
03A LITTLE MORE CLARITY
Before you get started.
BUILT FOR YOUR NEXT CLIENT
A better client experience.
Your agency behind it.
Bring messaging into your agency’s offer.
Get Started Free