AI automation · Customer engagement
AI omnichannel inbox
WhatsApp, email, web chat, and SMS in a single connected queue.
- 4+Channels in one queue
- One threadPer customer
- DraftsGrounded replies ready to edit
How it runs
From incoming event to a verified update in your system
- Multi-channel message WhatsApp Business API, Email, SMS, or Portal
- Entity & identity stitching Connecting phone numbers and emails to 1 customer profile
- Timeline consolidation Aggregating open quotes, active tickets, and orders
- 1-Click rep review Agent approves pre-drafted message with live attachment
- Channel dispatch Delivered over customer's preferred current channel
Guardrails
The model reads. Rules decide. A person approves.
- Human approval gatesAnything below your confidence threshold goes to a person with the context filled in.
- Deterministic numbersPrices, tax, ledger amounts and stock are computed by code, never by the model.
- Your data stays yoursNot retained or used to train third-party models.
[Email 09:14 AM] Please send revised quote for 500 units.
[WhatsApp 11:30 AM] Hey, did you get my email quote request? Need it for board meeting.
AI matched WhatsApp sender (+1-555-0192) to Acme email contact. Consolidated in 1 thread.
Draft prepared in CRM: Quote #QT-1094 attached with standard volume discount applied. Ready for rep sign-off.
Grounded in live databaseWhat we build
Capabilities
Cross-Channel Identity Resolution
Eliminates duplicate contacts. When a customer emails in the morning and sends a WhatsApp message in the afternoon, both appear on the exact same customer timeline.
Context-Aware Reply Drafting
Before your support rep even opens the message, the AI drafts the exact response based on current inventory, past orders, and company policy.
Automated Triage & Prioritization
Inquiries from key accounts or buyers with open quotes are automatically tagged and prioritized at the top of the queue.
Role-Based Team Collaboration
Assign conversations to sales engineers, finance clerks, or customer reps with private internal notes and full audit trails.
Before and after
What changes, step by step
Customer identity
Scattered across separate tools; reps have no idea what was said
Unified timeline linking WhatsApp, email, and portal chats
Drafting replies
Agents re-type identical answers from scratch dozens of times
Accurate, pre-grounded drafts ready for one-click approval
Channel switching
Customer changes from email to WhatsApp and is treated as a stranger
Full conversation history follows the customer
Management visibility
Private WhatsApp chats on personal employee smartphones
Enterprise-grade centralized communication management
Can we connect our official WhatsApp Business API?
Yes. We connect directly to Meta's official Cloud API or business solution providers, allowing multiple team members to share one verified business number.
Does it replace our email client?
It unifies your shared team inboxes (e.g. sales@, info@, support@) while letting personal correspondence remain in individual email accounts.
Can reps edit the AI draft before sending?
Always. The AI acts as an assistant that prepares the draft and ERP links. The human rep can edit, customize, or approve with a single keystroke.
Next step
Ready to automate omnichannel inbox in your business?
A 30-minute call. We look at your workflow and sample inputs and show how the automation would connect.
First call: 30 minutes · A senior consultant, not a sales rep