Core product
Inbox and agents
Manage live chats, customer history, lead updates, notes/tasks, and controlled human takeover.
Two-stage handoff
A flow or AI can request an agent without immediately stopping the bot. The bot continues to provide safe guidance until the assigned agent accepts takeover.
After acceptance, messages are handled by the agent. Resolve or return the customer to Main Menu to restore bot automation.
Agent accounts
Each person must have their own CRM login and register an agent profile before joining a team. Inbox displays the signed-in agent name and availability, not a shared static identity.