Start a useful consultation before the meeting.
Bring enquiry qualification, customer details and appointment coordination into one journey.
Example data
A practical workflow
A new client describes a need in a message. The specialist needs that background before offering a useful consultation.
The details that make the next step useful
Give the specialist the enquiry, relevant form answers and appointment details before the client joins.
A fictional workflow example, not a customer endorsement or measured result. Product screens contain example data.
The everyday challenge
A new client describes a need in a message. The specialist needs that background before offering a useful consultation.
Customer profile
Professional services
- Connect customer details and conversation history
- Create customer segments on eligible plans
- Keep preferences close to every outreach decision
What a connected workflow changes
The specialist begins with the client’s context, while the team has a shared record of the agreed next step.
Tools for this journey
Unified inbox
WhatsApp, Instagram, Messenger, TikTok, email and live chat. One place for the team to respond.
Explore feature