Unified Inbox
Use channel, ownership and unread filters to focus on the right queue. Search for a customer before starting a new reply.
Explore this featureTurn Instagram interest into a customer relationship.
Carry the context of an inquiry from discovery into qualification and a personal follow-up.
A customer moment worth connecting.
Someone discovers your business and sends a direct message about a product. A quick reply helps, but the next conversation is better when your team remembers what caught their attention and what they asked. The sample workflow connects that inquiry to a customer record and an owner.
Sarah Miller
- 1Capture the customer’s product question
- 2Add relevant context and qualify the opportunity
- 3Plan a personal next conversation
Sample data · Illustrative customer journey
How the relationship moves forward.
Customer 360° & SCRM
Bring contact details, language, source, tags and lifecycle stage into a profile your team can use. Keep notes specific enough to guide the next interaction.
Explore this featureAutomation
Use a new message as the beginning of a workflow. Define what should happen and which customer context should be checked first.
Explore this featureBefore you connect
Direct messages, comments and other Instagram surfaces do not have identical connection requirements. The preview illustrates direct-message context; it does not promise every Instagram interaction type.
FAQ
A little more context
Is this a live integration or a confirmed product capability?
This page describes a product scenario. Live features, connection methods and commercial terms must be confirmed before use. The interactive website uses sample data only.
How can the team keep the next step visible?
Associate the inquiry with the customer record, name the responsible teammate and record a clear follow-up. The profile and timeline keep that context available when the conversation changes hands.
What should we clarify before rollout?
Direct messages, comments and other Instagram surfaces do not have identical connection requirements. The preview illustrates direct-message context; it does not promise every Instagram interaction type.
CONVERSATIONS ARE JUST THE BEGINNING
Let your next conversation open the door to growth.
Bring your channels and customer relationships together, from the first inquiry to a loyal customer.
Every Conversation Drives Growth.