Keep product questions close to the customer.
Bring sales and support conversations together so the next teammate can pick up with context.
A fictional workflow example, not a customer endorsement or measured result. Product screens contain example data.
The everyday challenge
A shopper asks about a product on Instagram, follows up on WhatsApp and later needs order help. Separate inboxes make the team rebuild the story.
A practical workflow
- Bring the incoming enquiry into the shared inbox and assign an owner.
- Save the customer’s interests and qualify the opportunity in the lead workflow.
- Continue the conversation with customer context; connect order tools only where configured.
What a connected workflow changes
The team has a clearer history and next step. Customer segments and automation are available according to the chosen plan.
Tools for this journey
Unified inbox
WhatsApp, Instagram, Messenger, TikTok, email and live chat. One place for the team to respond.
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