Modules
Everything you need to turn chats into customers
Here’s what ships in Day-1 and what’s coming in Phases 2 & 3.
Channels & Inbox
- Website chat via WordPress plugin
- Email (Gmail/Outlook/SMTP), tracking & unification
- Facebook Pages & Instagram DMs
- Assignments, tags, SLAs, notes, read receipts
Collaboration Suite
- Internal chat (DMs + channels)
- Huddles (light audio)
- Shared notes & documents per contact/deal/thread
CRM Core
- Contacts, companies, deals, pipelines
- Activities, tasks, reminders
Email Campaigns
- Drag-drop builder, HTML import
- Lists, segments, scheduling, throttling
- A/B testing, analytics, unsub/bounce handling
Playbooks
- Versioned SOPs with macros & snippets
- One-click “Run Playbook” in any thread
- Global and per-brand libraries
AI (on by default)
- Private knowledge base per brand
- Suggest Reply, Summaries, Intent, Sentiment
- Lead scoring & missed-opportunity detector
Integrations
Connect your tools
WordPress, Facebook, Instagram, Gmail/Outlook, Google Calendar, SES/Postmark, S3-compatible storage.
Developer OAuth & webhooks (Phase 2), Marketplace (Phase 3).
Roadmap
What’s next
Phase 2 — Intelligence & Ecosystem
- Predictive AI (conversion/churn/upsell), next best action
- Journeys (multi-step, chat+email+SMS), WhatsApp connector
- Data sync (Sheets/Notion/Airtable), Shopify/Woo
- Help center & auto-FAQ
- App marketplace, funnel/cohort/attribution analytics
Phase 3 — Platform & Enterprise
- Agency/white-label mode; sub-tenants
- Template marketplace (widgets, playbooks, prompts)
- AI Ops, BI/Warehouse sync, SQL dashboards
- Team collab upgrades, SSO, data residency