Shared inbox
Configured to support shared inbox within your agreed sales process.
Context for every response
Bring supported customer conversations into one workspace so teams can respond with context.
Use unified conversations as part of one connected sales process—configured around your team, responsibilities and customer journey.
- 1Message received
- 2Contact matched
- 3Conversation routed
- 4Team responds
- 5Record updated
The common problem
What gets in the way
When messages are scattered across personal inboxes and apps, customers repeat themselves and teams can miss important context.
What it does
Put unified conversations into the flow of work
A shared conversations workspace helps authorised users see supported channel history, coordinate replies and connect each conversation to the right contact and opportunity.
Example workflow
- 1Message received
- 2Contact matched
- 3Conversation routed
- 4Team responds
- 5Record updated
Practical use cases
Where this capability can help
Conversation assignment
Configured to support conversation assignment within your agreed sales process.
Response coordination
Configured to support response coordination within your agreed sales process.
Contact context
Configured to support contact context within your agreed sales process.
Implementation considerations
A useful setup starts with clear rules and ownership
Channel availability, sender registration, consent requirements and usage charges vary. We confirm the supported setup before implementation.
See the implementation processRelated capabilities
Connect the next part of the journey
CRM and Pipelines
Create one view of contacts, opportunities, owners, stages and next actions.
Explore capabilitySales Automation
Trigger timely follow-up, reminders, routing and internal tasks from lead behaviour and pipeline changes.
Explore capabilityAI Sales Agents
Assist with response, qualification, routing and booking while preserving human oversight.
Explore capabilityPractical answers
Questions about Unified Conversations
Your exact setup is confirmed during discovery, so the system reflects your team, channels and responsibilities.
Is this capability available on every plan?
Availability and setup depth depend on the selected plan and implementation scope. We confirm the right configuration during discovery.
Can it work with our existing process?
Yes. Implementation starts by mapping your current lead journey, then configuring the platform around agreed stages, responsibilities and follow-up rules.
Build the right starting point
Book a Sales System AuditSee what your sales process could look like when every lead is tracked
Book a Sales System Audit and we will map your current lead journey, identify the gaps and recommend the right starting configuration.