Customer context
Planned CRM-linked threads across supported channels.
KEEP YOUR TEAM IN THE CONVERSATION
One place for the conversations that matter.
Our planned shared inbox will bring channel conversations, customer context and team handoffs into your business workspace.
Website Private importBusiness facts Manual entry availableDocuments Private upload
Your business knowledge
Reviewed facts + instructions
APPROVAL FIRSTBuilt-in workspaceSupported connectionsFuture automations
Concept illustration · See each product page for current availability.
Planned module
Private website conversation logs exist today. Unified threads, inbound email sync, assignment and live human takeover are planned.
SHARED INBOX · THE APPROACH
A foundation you can build on.
Team ownership
Planned assignment, internal notes and conversation status.
A useful handoff
Planned human takeover that pauses AI and makes responsibility clear.
A PRACTICAL PATH
Make the next step clear.
Start with a focused workflow.
Check availability and setup before activation.
Choose channels
Start with website chat; add supported channels as they launch.
Route the conversation
Define team permissions and when AI should hand off.
Follow through
Use the customer record and task history to continue the relationship.
GOOD TO KNOW
Your questions,
a little clearer.
Can I keep my existing tools?
Yes. Use supported connections where available. Built-in tools and connected tools can be used together; each workflow needs an explicit setup and permissions.
Will all my business information become public?
No. Business records and knowledge stay in your private workspace. Customer-facing AI uses separately selected approved information.
KEEP EXPLORING
Connected to your next step.
01
Website Chat
Keep your website and add a chat widget backed by the business facts you approve for visitors. Capture inquiries when a person needs to help.
Provider setup required
02CRM
A practical CRM foundation for small businesses: contacts, lead stages, notes and follow-ups without needing another CRM to get started.
Workspace feature
03Voice AI
We are building toward voice agents that understand your services, capture inquiries and use permitted business tools.
Planned module
START WITH YOUR BUSINESS
Get your business
AI-ready.
Create a private workspace. Start with the features available today
and grow with the platform.