Features
Everything in one platform
A grounded tour of what's live today — inbox, phone, payments, reviews, campaigns and more.
Unified inbox ?One threaded view for SMS, MMS, web chat, phone calls and email — every message about a customer in a single place instead of scattered across personal phones and apps. Your team can claim a conversation, assign it to the right person, add private internal notes, or transfer it, and everyone sees the same history. The payoff: no lead sits unanswered and no customer ever has to repeat themselves.
Never lose track of a customer again. Every SMS and MMS thread lives in one shared workspace your whole team can read, reply to, claim, assign and transfer — so the right person picks up and nobody double-replies. Quick-reply templates with a merge-variable engine and spintax let you answer in seconds while still sounding personal to each customer. Real-time updates and full conversation history mean context is never lost, even as a thread changes hands.
- Two-way SMS & MMS (send/receive, delivery status)
- Assign, claim and transfer any conversation
- Templates + merge variables (contact, business, social, dynamic) + spintax
- Opt-out, quiet-hours and throttle guardrails on every automated send
All 15 unified inbox capabilities
- Shared team inbox for SMS, MMS, web chat, email, WhatsApp, Apple Messages and calls
- Claim, assign, transfer and re-assign any conversation
- One-tap claim toggle and conversation status
- Inbox sort order and unread filter chip
- Flag a conversation as follow-up
- Two-way SMS and MMS (send, receive, delivery status)
- Start a new conversation from a number or an address-book contact
- Quick-reply templates with a click-to-insert palette
- Merge variables (contact, business, social, dynamic) + spintax personalization
- Reusable spintax / merge-variable helper popup in the composer
- Folders-as-sidebar with inline folder management
- Archive / complete conversations (Open vs Closed) — they stay searchable and auto-reopen the moment the customer writes back
- Real-time inbox updates without refreshing
- Inbound context capture so replies keep their history
- Opt-out, quiet-hours and per-number throttle guardrails on automated sends
Omnichannel — every channel, one thread ?Customers reach you however they prefer — SMS, MMS, web chat, email, WhatsApp Business, Apple Messages for Business, Facebook and Instagram — and every one of those channels threads onto the same contact in the same inbox. Your team answers big-brand-fast on each person's channel of choice without juggling six apps or losing the thread when someone jumps from a DM to a text. One customer, one conversation, every channel.
Meet customers on whatever channel they already use — without opening eight different apps. SMS, MMS, website chat, email, WhatsApp Business, Apple Messages for Business, Facebook and Instagram all collapse into one conversation on one contact. Your team sees the full history in a single thread, so a customer who texts today and DMs next week never has to repeat themselves. That is the I/O in action: scattered messages in, one organized conversation out.
- WhatsApp Business & Apple Messages for Business — native two-way
- Facebook Messenger & Instagram DMs in the same inbox
- Website chat and email as first-class channels
- One unified contact across every channel
All 13 omnichannel — every channel, one thread capabilities
- WhatsApp Business — native two-way messaging
- Apple Messages for Business — native two-way messaging
- Website chat widget → continues by text
- Facebook & Instagram messaging
- TikTok messaging channel
- Two-way email in the same inbox
- Unified omni-inbox across every channel on one contact
- RelayCore relay engine (SMS + email relay)
- Hosted lead forms feeding the inbox
- X (Twitter) Direct Messages — genuinely two-way, threaded onto the same contact (connect a paid X API account)
- LinkedIn Lead Gen — lead-form submissions arrive as new, contactable inbox leads (inbound capture)
- TikTok — lead-form leads flow into the inbox, plus two-way messaging for eligible business accounts
- Yelp Leads — 'Message the Business' becomes a two-way inbox conversation (for Yelp advertising partners)
Website chat widget ?A single line of script embeds a branded chat bubble on your website, and the moment a visitor sends a message it becomes a real conversation in your shared inbox. Capture their number and the chat continues by text after they leave your site, so a browsing visitor turns into an ongoing conversation you actually own. It points at your own tenant, so every lead and transcript stays yours.
Turn anonymous website traffic into real conversations before visitors bounce. A branded, configurable widget greets visitors, captures their number, and continues the conversation by text in the same shared inbox — so a browsing visitor becomes a lead your team can follow up with for days, not a form that goes cold. Drop it on any site with a single line of code and set an auto-engage prompt to start the conversation for you.
- One-line embed on any site (WordPress, Shopify, custom)
- Configurable title, greeting, color, position and custom CSS
- Auto-engage prompt after N seconds
- Lands in the unified inbox like any other channel
All 7 website chat widget capabilities
- One-line embeddable chat widget for any website (WordPress, Shopify, custom)
- Configurable title, greeting, color, position and custom CSS
- Auto-engage prompt after a set number of seconds
- Captures the visitor and continues the conversation by text
- Lands in the same shared inbox as every other channel
- Separate embeddable contact-form widget for lead capture
- Multiple web-chat widgets per account — each with its own look, FAQ quick-answers, business hours and isolated analytics
Business phone system (PBX) ?A complete business phone system living right next to your texts — not a bolt-on. Extensions, ring groups, a drag-and-drop phone-menu (IVR) builder, time-of-day routing with failover, named voicemail boxes and warm/blind transfer are all included. Whoever answers already sees the caller's full conversation history, so calls stop starting from zero, and every call can be recorded and turned into searchable data.
Sound like an established brand from the first ring, without buying a separate phone product. A full business phone system is built in: extensions, ring groups and ACD, time-based routing with failover, an IVR phone-menu builder, granular voicemail boxes and blind or warm call transfer. Calls land next to the same customer's texts and emails, so whoever answers already knows the history — and no caller gets bounced around or forgotten.
- Extensions, ring groups / ACD, multi-line send-from
- IVR phone-menu builder + runtime
- Advanced routing: transfer-on-N-rings, ring-to-multiple, failover chains
- Granular voicemail boxes with per-box greeting, transcription and notify rules
All 21 business phone system (pbx) capabilities
- Local, toll-free and vanity numbers (DIDs)
- Extensions and ring groups / ACD
- IVR phone-menu builder and runtime
- Time-based number routing with failover
- Advanced routing: transfer-on-N-rings, ring-to-multiple, failover chains
- Blind, warm and attended call transfer
- Call flip — move a live call between the browser softphone and a desk phone
- Hold music for callers — free instrumental tracks with zero setup, or upload your own
- Granular voicemail boxes: per-box greeting, max length, transcription, notify rules
- Multi-line send-from and per-agent phone settings
- Per-agent outbound caller-ID control
- SIP / VoIP desk-phone support
- Per-user telephony schedule (hours for ringing / voicemail / transfers)
- Click-to-call from any contact
- Incoming-call screen-pop with caller context
- Rich in-call softphone controls — make and take calls in the browser
- Call history with recordings and per-client call log
- Inbound call & SMS screening (block / allow lists)
- Internal extension-to-extension calling
- Virtual fax + fax-to-email
- Audio library — upload greetings, IVR prompts, voicemail and hold music once, name them, and reuse anywhere
AI call intelligence ?Stop losing what was said the second you hang up. Each call can be transcribed with speaker labels, summarized into a few clear lines written straight to the contact, and scored for sentiment — so a manager can spot an unhappy customer without listening to hours of audio. Voice becomes data you can search, report on and act on.
Stop losing what was said the moment you hang up. Every call can be transcribed with speaker diarization, summarized into a few clear lines, and scored for sentiment — then saved right to the contact's timeline. Managers can catch an unhappy customer without listening to hours of recordings, and the whole team keeps a searchable record of what was promised. Powered by best-in-class AI transcription.
- Transcription + diarization
- AI call summaries written to the contact
- Sentiment scoring
- Best-in-class AI transcription engine
All 5 ai call intelligence capabilities
- Automatic call transcription with speaker diarization
- AI-written call summaries saved to the contact
- Sentiment scoring on calls
- Best-in-class AI transcription engine (speaker labels, summaries, sentiment)
- Transcripts and summaries surfaced in the contact timeline
Contacts & CRM ?Every phone number, email address and web session belonging to one person collapses into a single contact with a complete cross-channel timeline — messages, calls, payments, reviews and surveys in one scroll. Custom fields capture the details your business actually cares about, from vehicle to plan to renewal date, and merge into your messages. It's the CRM that fills itself in from the conversations you're already having.
Know every customer's whole story at a glance instead of piecing it together from memory. One unified record links each customer across phone, email, web, WhatsApp and Apple, with a rich timeline of every message, payment, review, survey, call and voicemail. Merge duplicate identities with a durable audit trail, build live audience segments, tag and attribute leads by source, and move deals through pipeline stages — then import or export it all by CSV whenever you need.
- Unified client with multi-identity (phone/email/web)
- Contact merge with a durable audit trail
- Rich timeline: messages, payments, reviews, surveys, calls, voicemail
- Segments, lead-source attribution, CSV import/export
All 14 contacts & crm capabilities
- Unified client record across every channel (phone, email, web, WhatsApp, Apple)
- Contact merge with a durable audit trail
- Rich cross-channel timeline: messages, payments, reviews, surveys, calls, voicemail
- Dedicated per-client call history with inline recordings
- Audience segments with live preview and saved segments
- Client tags, auto/smart tagging, and clickable tags that filter the inbox
- Block / mark-as-spam controls
- CSV import and export of contacts
- Multi-entity bulk CSV/Excel import/export (clients, KB, rules, templates, more)
- Lead-source attribution with catalog, auto-capture and reporting
- Custom contact fields
- Assignable tasks tied to a contact or conversation (assignee, category, due date, complete/reopen)
- Sales pipeline / funnels (kanban stages)
- Smart import mapping — upload any contact CSV and its columns auto-match to the right fields, with a review step before import
Campaigns & automation ?Send a targeted text or email blast to exactly the right segment, build multi-step drip sequences that branch on whether someone replies, set if-then auto-replies, and automatically text back callers you missed. Opt-out handling, quiet-hours windows and rate limiting are applied automatically on every send, so you keep the reach of business texting without the compliance risk. Set it once and stay top-of-mind while you run the business.
Fill a slow week or launch a promotion without hiring a marketing team. Send mass-text blasts to a saved segment, run multi-step drip sequences across SMS and email, and let if-then drop rules and per-channel auto-replies keep customers warm on autopilot. Missed-call auto-text-back catches every caller you couldn't answer, so a busy afternoon stops costing you business. Every automated send respects opt-outs, quiet hours and throttles, so you stay compliant while you scale.
- Mass text blasts with spintax + segment audiences
- Multi-step drip sequences (SMS + email, branching)
- If-then drop rules and per-channel auto-replies
- Missed-call auto-text-back
All 12 campaigns & automation capabilities
- Mass-text blasts with spintax and segment audiences
- Multi-step drip sequences (SMS + email, branching)
- If-then drop rules that run automatically
- Per-channel auto-replies (preset + custom)
- Missed-call auto-text-back
- Review-request campaigns on a schedule
- Native email blasts, with Mailchimp / Constant Contact contact sync
- Email suppression, guard and one-click unsubscribe
- Conversation follow-up reminders
- Appointment reminders (24h / 1h) with confirmation
- After-call follow-up — automatically send a follow-up text once an answered call ends, with optional drip enrollment
- Quiet-hours message queue — automated texts that land during quiet hours are held and delivered when hours open, never dropped
Reviews & reputation ?The fastest path to more 5-star reviews is asking by text at the right moment — so send a tracked review invitation right after a completed job, then sync and respond to Google Business Profile reviews from the same screen. Turning happy conversations into public reputation is what wins the next customer before they ever contact you. Everything is tracked, so you can see which requests convert.
Climb the local rankings by making review requests effortless and automatic. Send a tracked review invitation by text at the perfect moment — right after a job or purchase — and turn your happiest customers into public 5-star proof. Sync Google Business Profile to read, report on and respond to reviews from the same screen, and see exactly which requests drove which reviews. More reviews, better ratings, and a reputation that wins the next customer before you even talk to them.
- Tracked review invitations (short-link)
- Google Business Profile: sync, stats and respond
- Manage multiple review destinations
- Review-request campaigns on a schedule
All 8 reviews & reputation capabilities
- Tracked review invitations by text (short-link)
- Unified multi-source reviews — Google, Yelp, Facebook and manual import in one view
- Google Business Profile: sync, stats and post replies
- Yelp & Facebook: read reviews with an AI-drafted reply and one-click deep-link to respond
- Reputation trend graph — average star rating and review volume over time, by source
- Multiple review destinations with a default
- Review-request campaigns
- Attribution of which surface drove the review
Customer satisfaction surveys ?Define NPS or CSAT surveys, send them by text right inside the conversation, and see scored responses attached to the contact — or fire one to a single customer straight from the composer. You catch the unhappy customer before they leave a bad review, and identify the promoter worth asking for one. Private feedback you act on internally, separate from your public reviews.
Find out how customers really feel before they tell everyone else. Send a quick “how did we do?” rating or a “would you recommend us?” question by text — where it actually gets read and answered — and watch the results roll up so you can spot what’s working and what needs fixing. Fire off a one-to-one survey from the composer after a key job, so feedback becomes real data you can act on instead of a gut feeling. (These are the standard CSAT and NPS surveys — you don’t need to know the acronyms to use them.)
- Satisfaction (“how did we do?”) and recommend-us surveys, plus custom questions
- Tracked text sends + easy response reports
- Send a survey to one customer from the composer
All 5 customer satisfaction surveys capabilities
- Satisfaction (“how did we do?”, CSAT), loyalty (“recommend us?”, NPS) and custom surveys
- Tracked survey sends by text
- Easy response reports
- Send a survey to one customer from the composer
- Survey outcome routing — a completed survey triggers automations by score band (review request, recovery task, assignment) and writes answers back onto the contact
Payments — get paid by text ?Turn a conversation into a paid invoice without ever leaving the thread: send a secure card checkout link or an itemized invoice by text, then handle refunds and disputes and reconcile it all against the customer record. The customer taps to pay — no app, no account — and the money reconciles back automatically. Getting paid stops being a separate tool and becomes the natural close of the same conversation that won the job.
Get paid before the customer walks out the door or forgets. Send a secure card payment link over SMS mid-conversation, or issue an itemized invoice with line items and due dates — customers pay in a tap, no card-not-present friction. Refunds, disputes and reconciliation are built in, and every payment status ties straight back to the customer record so your conversations and your books finally agree.
- Text-to-pay via secure card checkout
- Invoices: line items, due dates, ledger
- Refunds + disputes / chargebacks
- Financial summary & reconciliation
All 8 payments — get paid by text capabilities
- Text-to-pay with secure, PCI-compliant card checkout
- Itemized invoices with line items, due dates and a ledger
- Connect your own merchant account (money settles straight to you)
- Refunds, disputes and chargeback handling
- Financial summary and reconciliation
- Payment status tied back to the customer record
- Send a pay link mid-conversation or as a formal invoice
- Estimates & quotes — send an itemized quote by text or email; the customer reviews it and taps Accept or Decline on a hosted page
Email in the same inbox ?Email doesn't have to live in a different app from your texts. Two-way email threads onto the same contact in the same shared inbox, with 1:1 compose and merge fields, a dedicated webmail view, and inbound email routed straight into the conversation. A customer who emails today and texts tomorrow is still one unbroken conversation your whole team can answer from one screen.
Keep email from becoming the one channel that lives in a separate silo. Two-way email sits right alongside text: compose 1:1 with merge rendering, work from a dedicated webmail surface, and have inbound email routed into the same customer conversation. Your team sees the full cross-channel history in one place, so a customer who emails one day and texts the next is always the same, well-understood contact.
- 1:1 email compose (merge-rendered)
- Webmail: list, read, compose, reply
- Inbound email routed to the thread
- ESP blasts (native / Mailchimp / Constant Contact)
All 7 email in the same inbox capabilities
- 1:1 email compose with merge rendering
- Dedicated webmail view (list, read, compose, reply)
- Inbound email routed into the conversation thread
- Email threading and timeline
- Attach files to any email straight from your reusable media library
- Custom platform email address
- SMTP delivery + POP inbound
Analytics & reporting ?See what's actually happening with role-scoped dashboards — overview, timeseries, per-user and global — plus a team leaderboard that tracks SLA and first-response times. It's the data half of the platform: your conversations, calls, payments and reviews turned into the numbers you run the business by. Managers get visibility into service quality that stays sharp even as the team grows.
Run your business on numbers, not hunches. Role-scoped graph analytics show volume, trends and activity across the whole business, while a team leaderboard tracks SLA and first-response times so you can see who is fast, where things pile up, and how quickly customers actually get answered. This is the output side of the platform: every conversation becomes measurable data you can use to coach the team and grow.
- Overview, timeseries, per-user and global views
- Team leaderboard + SLA / first-response time
- Per-tenant activity log and summary
All 11 analytics & reporting capabilities
- Role-scoped graph analytics (overview, timeseries, per-user, global)
- Compare-to-prior-period overlays on any timeseries widget, with delta and %-change
- Reputation trend widget — star rating and review volume over time, by source
- Team leaderboard with SLA and first-response time
- Response-time SLA escalation — alert and escalate when a reply runs late
- Per-line (per-DID) analytics — volume and performance by phone number
- Configurable dashboard widgets
- Per-tenant activity log and summary
- Superadmin cross-tenant activity feed
- Installable PWA with web push notifications
- Emailed sales digest — a daily/weekly/monthly sales summary (gross, refunded, net, disputed, outstanding) with day/week/month breakdowns and CSV export
Integrations & developer platform ?Your platform shouldn't be an island. Insert Shopify product links straight into a message to turn a question into a sale, fire outbound webhooks to your own systems, trigger inbound automations via API tokens, and connect email tools like Mailchimp or Constant Contact. Data flows in and out so the inbox stays in sync with the rest of your stack instead of becoming one more silo.
Make the platform fit the tools you already run on. Drop Shopify product links straight into a text or email, connect Mailchimp or Constant Contact for email sends, and wire up outbound webhooks and inbound API triggers so the platform can talk to the rest of your stack. Your customer conversations stop being an island and start feeding the systems you already use to run the business.
- Shopify Product Link — insert product links into SMS/email
- Outbound webhooks (HMAC-signed, SSRF-guarded)
- Inbound API triggers + managed API tokens
- Mailchimp / Constant Contact ESP connectors
All 18 integrations & developer platform capabilities
- Product Link — insert store products into SMS/email (Shopify live; WooCommerce & BigCommerce)
- Mailchimp and Constant Contact contact-sync connectors
- Gmail & Outlook mailbox connectors (SMTP/POP) — two-way email + webmail in the inbox
- Google Business Profile connector
- Yelp reviews connector (read + AI-drafted reply + deep-link)
- WhatsApp Business API
- Apple Messages for Business
- Meta (Facebook / Instagram) messaging
- TikTok messaging channel
- Payments by text — pay-by-SMS links, backed by a tier-1 card processor (Visa/Mastercard/Amex)
- SMS/MMS, voice & phone numbers
- Premium Fax
- AI transcription, summaries & sentiment
- Zapier / Make / IFTTT — real-time event hooks to thousands of apps with a scoped, read-safe token, no code
- BigCommerce and Magento / Adobe Commerce native product sources (alongside Shopify)
- Add a product by URL — paste a product link and its title, image and price import automatically (no store API)
- Sitemap product import — bulk-scan a store's sitemap into your searchable catalog
- Store event webhooks — new orders, shipments, refunds and abandoned carts trigger automatic customer messages
Developer platform & API ?For teams that want to build, the platform is fully programmable: fire inbound API triggers, mint scoped API tokens with least-privilege access, and receive HMAC-signed webhooks on message, conversation, review, survey and payment events. Wire the inbox into your CRM, your billing, or any internal system so data flows both directions — the literal Input/Output of your business. A sandbox mode lets you test safely before going live.
Automate the busywork and connect the platform to anything. Inbound API triggers can kick off automations, managed API tokens with scopes keep access safe, and HMAC-signed outbound webhooks push every important event to your other systems the moment it happens. Whether it is a new message, an assigned conversation, a clicked review or a completed payment, the data flows out automatically — so your tools stay in sync without anyone copying and pasting.
- Inbound API triggers to start automations
- Managed API tokens with scopes
- Outbound webhooks (HMAC-signed, SSRF-guarded)
- Events: message.in/out/status, conversation.assigned, client.created, transaction.created, review.clicked, survey.responded
All 9 developer platform & api capabilities
- Inbound API triggers to start automations
- Managed API tokens with scopes
- Outbound webhooks (HMAC-signed, SSRF-guarded)
- Webhook events: message.in / message.out / message.status
- Webhook events: conversation.assigned, client.created, transaction.created
- Webhook events: review.clicked, survey.responded, delivery status
- Data-feed events for custom automations
- Self-serve API developer portal with docs and token management
- Pluggable provider adapters (AI, fax, commerce, channels)
Team collaboration ?Keep the whole team coordinated without leaving the platform: private internal notes on any conversation, conversation assignment, a notification center, an internal staff directory, a shared media library and follow-up flags. Handoffs stay clean because the context travels with the customer, not in someone's head. New teammates get up to speed by reading the thread instead of asking around.
Keep the whole team on the same page without adding another chat app. Message coworkers internally, get alerts in a notification center, find anyone in the staff directory, and broadcast to the team as a segment when something needs everyone's attention. Follow-up flags make sure no conversation goes stale, and a shared media library keeps the images and files everyone reuses in one place — so customer work never stalls waiting on a handoff.
- Internal (interoffice) team messaging
- Notification center
- Staff directory + message-staff-as-a-segment broadcasts
- Shared media library and follow-up flags
All 9 team collaboration capabilities
- Internal team messaging
- In-app notifications
- Staff directory
- Message staff as a segment (broadcast to the team)
- Loop-in supervision — auto-CC a manager on a specific team member's texts and emails
- Media library for shared assets
- Conversation follow-up flags and reminders
- @Mentions on internal notes — pull a teammate into any conversation with an in-app ping; the customer never sees it
- Unified search across SMS, voicemail and call transcripts — find any conversation by what was actually said, filtered by contact, agent or date
Fax-to-email ?Some industries still run on fax — so it's here too, with no machine. Send and receive faxes as ordinary email, stored and searchable like everything else in the platform. The one workflow that still needs paper stops forcing you back to a separate device in a back room.
For the industries that still run on fax, keep it simple and paperless. Send and receive faxes as email — no machine, no dedicated line, no extra hardware — and assign any incoming fax straight to the right customer's record. It is the one legacy channel you cannot drop, finally living in the same organized system as everything else.
- Inbound fax delivered to a tenant email
- Pluggable provider adapter
- No fax machine required
All 4 fax-to-email capabilities
- Receive faxes as email — no hardware
- Virtual fax send + receive
- Assign fax files to a contact
- Premium Fax delivery (carrier-grade)
Feature guides
Dive into any feature
Every feature has its own in-depth guide — what it does, why it matters, and how it helps you run and unify your business.
Unified inbox
one shared team inbox for text, chat, call & email
15 capabilities →Website chat widget
website chat widget that turns visitors into text conversations
7 capabilities →Business phone system (PBX)
cloud PBX with IVR, ring groups & routing built in
21 capabilities →Contacts & CRM
a CRM that fills itself in from every conversation
14 capabilities →Payments — get paid by text
text-to-pay & invoices on secure card checkout
8 capabilities →Reviews & reputation
get more 5-star Google reviews by text
8 capabilities →Customer satisfaction surveys
quick “how did we do?” & “recommend us?” surveys by text
5 capabilities →Email in the same inbox
two-way business email in the same shared inbox
7 capabilities →Analytics & reporting
response-time, call, payment & review reporting
11 capabilities →Team collaboration
internal notes, assignment & staff messaging
9 capabilities →Security & compliance
A2P 10DLC, TCPA opt-out & quiet-hours guardrails
9 capabilities →Campaigns & automation
SMS & email campaigns with branching drip automation
12 capabilities →Integrations & developer platform
connect commerce, reviews, scheduling & more
18 capabilities →Developer platform & API
REST API, scoped tokens & outbound webhooks
9 capabilities →Team, roles & white-label
roles, multi-location & white-label branding
14 capabilities →Billing & platform
flexible monthly billing & usage metering
6 capabilities →Omnichannel — every channel, one thread
WhatsApp, Apple Messages, Facebook & Instagram in one inbox
13 capabilities →AI call intelligence
call transcription, AI summaries & sentiment
5 capabilities →Fax-to-email
send & receive fax as email — no machine
4 capabilities →Built for busy teams
One login. Every conversation. Your whole team in sync.
195+ capabilities working together so no lead goes cold, no customer waits, and your team never switches tabs. Start free — connect your team today.
Start every conversation in one place.
Set up your account in minutes with a free trial — no sales call, no credit card required to start.