Service
Connect a conversation to a support workflow.
Explore Service →Connect voice and other supported channels to customer context, follow-up and human handoff.
Phone numbers, regional availability, channel terms, usage costs and recording consent depend on the offering and connection. Confirm them during setup.
Configured inbound and outbound calls can use CRM context, transcription and escalation.
Connect email, messaging, chat and call activity around the customer relationship.
Distinguish a proposed next step, a booking request and a confirmed calendar record.
Phone numbers, regional availability, channel terms, usage costs and recording consent depend on the offering and connection. Confirm them during setup.
Set the voice provider, number and appropriate account context.
Confirm region, recording consent, permitted use and escalation rules.
Use the configured AI or human path and retain relevant context.
Inspect the conversation record, escalation and any confirmed next action.
Connect a conversation to a support workflow.
Explore Service →Inspect channel dependencies.
Explore Integrations →Confirm number availability, region, inbound/outbound purpose, recording notice, human escalation and the supported CRM writeback. A transcript, a proposed follow-up and a confirmed booking are different outputs.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.