Knowledge files
Upload business documents and search the information used to answer customer questions.
Capabilities, connected
Your complete toolkit for business automation.
Explore customer conversations, lead qualification, campaigns, appointments, documents and connected workflows—all with your team in control.
Book a demo01 / Conversations and knowledge
Answer with your business knowledge. Bring your team in when needed.
Configure assistants for your business, give them approved information, and manage customer conversations from a shared workspace.
Custom assistant instructions
Set the tone, greeting, response guidance and permitted actions for each assistant.
Multilingual replies
Handle customer conversations in supported languages with your configured assistant.
Human takeover
Pause automation for a conversation and reply directly from the chat workspace.
Conversation summaries
Review the enquiry and conversation context before your team follows up.
Assistant assignment
Choose which assistant handles a conversation or replies to a campaign.
Supported customer channel: your connected, eligible WhatsApp Business account.
Business knowledge → useful answers
Service guide Business knowledgeCustomer FAQ Business knowledge
Conversation context available for team takeover
02 / Leads and campaigns
Qualify leads, schedule campaigns and follow up with context.
Bring contact management, outbound communication and lead qualification into the same business process.
Lead qualification
Use configured rules or AI qualification instructions to identify relevant enquiries.
Customer detail collection
Ask the questions your business needs and save answers as structured fields.
Contact lists and imports
Organize recipients and import contact data for your campaigns.
Scheduled campaigns
Personalize approved message templates and schedule campaign sends.
Follow-up campaigns
Configure follow-up messages and trigger single or batch sends from your business tools.
Lead alerts and delivery reports
Notify staff about qualified leads and review sent, delivered, read and failed message activity.
From campaign to qualified enquiry
Example campaignConsultation follow-upApproved template · Personalized fields
- Schedule message
- Customer replies
- Collect requirements
- Notify the team
Collected information
- Interest
- Consultation
- Timing
- Next week
- Next action
- Staff follow-up
Review message delivery and customer replies in your workspace.
03 / Appointments, forms and documents
Book appointments and collect the information your team needs.
Guide customers through booking and submissions, then give staff a clear record to review and act on.
Appointment availability
Configure working hours, services, providers, time zones and booking duration.
Booking, rescheduling and cancellation
Guide customers through available slots and changes to their appointments.
Customer forms
Build forms with the required questions and review submitted customer details.
Document collection
Define required documents, request submissions and keep them available for staff review.
Document extraction and review
Configure extraction fields and validation guidance, then review submission results.
Submission tracking
Keep collected data, form submissions and document review statuses in the workspace.
Booking and submissions, coordinated
Example appointmentBusiness consultationChoose an available slot
10:00 AM11:30 AM 2:00 PM
Information collection
- Customer details recorded
- Form submission received
- Requested document ready for review
Booking and collection steps follow your configured rules.
04 / Workflows, integrations and reporting
Connect customer actions to your business workflow.
Build guided journeys, exchange information with connected tools and oversee how automation is being used.
Visual workflow builder
Connect messages, conditions, replies and forms into a guided customer journey.
Interactive forms and flows
Publish structured customer experiences with buttons, choices and forms.
Webhooks and business integrations
Send configured events and customer information to your existing tools.
Conversation and follow-up APIs
Connect supported messaging and follow-up actions to your external business systems.
Product catalogue
Manage product information and resources your configured assistant can share.
Campaign and usage reporting
Review delivery activity and automation usage alongside your plan limits.
A clear path from question to action
- Customer enquiryReceive the message
- Check a conditionApply configured business rules
- Collect the detailsAsk questions or send a form
- Send the next actionNotify staff or a connected tool
Conversation records and activity available for review
Start with your business process
Find the right combination for your team.
Capabilities and usage limits vary by plan and configuration.