The panel

The chat, the contact, and the deal stay together.

These are the parts that exist today. Each business gets its own facts. We do not ship one generic script.

Shared inbox

The conversation stays attached to the contact. A person can take over at any time.

Contacts and deals

Contacts, companies, and a board from new to won or lost, with a value on the deal.

Activities

Calls, notes, and the next thing someone has to do.

Campaigns and segments

A message to a list you define, not a blast to everyone who ever wrote.

Follow-up

People who did not reply can be queued again, on a rule you set.

Forms and calendar

A form in the chat, and a date on the calendar when a visit or a call is agreed.

Knowledge

The assistant is allowed to say what you enter. It is not allowed to invent a price.

Approval and audit

You can review a send before it goes. Admin actions are written to a log.