Conversation assignment
Assign requests to the right employee or team.
03 / ORGANIZE — Teams and customers
Coordinate team responsibilities, route customer conversations and keep follow-up visible without duplicate replies or missed opportunities.
When ownership is clear, conversations move forward and customers are less likely to be left waiting.
Assign requests to the right employee or team.
Set access according to roles and operational needs.
Use reminders and stages to keep opportunities moving.
Add notes and context for a smoother handoff.
Keep the right people working from the same context.
Give each conversation a clear owner.
Share internal context and update its status.
Keep the next action visible to the team.
We can walk through your team structure and discuss the right setup.
Talk with our team →Your trial starts after the team prepares your account and confirms its enabled services. Sending a request does not create an account or charge your card.
| Service | Current readiness |
|---|---|
| WhatsApp Business Platform | Requires account setup, an enabled official channel and approved Meta credentials and templates. Confirm your number before activation. |
| Instagram · Facebook · X · TikTok · Snapchat · LinkedIn · YouTube · Google Ads | Connectors in the current application are simulated. Live publishing, external account sync and advertising through these connectors are not yet available. |
| Workspace, reports and rules-based recommendations | Use available account records. Demonstration data is labelled; confirm the agreed scope for your organization. |
| AI, Salla, Zid, ERP and custom integrations | Require a scope review, provider configuration and acceptance testing. They are not activated by payment alone. |
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