SMS or webchat for $99/mo. Trial numbers included—no porting required.
14-day free trial · Cancel anytime · Website leads first? Start 14-day webchat trial — no card required
Connect includes one Core AI Agent that answers routine questions, qualifies leads, and prepares human handoff. Specialist agents and deeper automation are upgrade paths after the first channel is working.
Included on Connect for common questions, lead capture, assistant sidebar, and handoff prep.
Start from your website so the first SMS or webchat channel answers in your language.
Tune the assistant to sound precise, balanced, conversational, or more guided.
AI steps aside with transcript, notes, sentiment, and next recommended action.
AI captures the lead when your team is offline and hands it back cleanly.
Sales, support, billing, observations, and advanced skills come after Connect proves demand.
Preview Response
“Hi there! I’d love to help you find the right coverage. What type of insurance are you looking for today? Auto, home, or something else?”
David Chen’s sentiment dropped to -0.7. AI recommends immediate human intervention.
Amanda Perez asked about pricing for 3 rental properties. AI qualified and is ready to hand off.
Michael Torres asked about office hours. AI resolved automatically.
Connect alerts the team when a lead is hot, a customer is frustrated, or the AI has reached its limit. Routine conversations stay quiet; important work gets routed with context.
Sales deals, churn risk, negative sentiment, and escalations. No routine dings.
Full history, internal notes, sentiment score, and conversation timeline travel with every handoff.
Real-time typing indicators and presence tracking keep teams from stepping on each other.
Desktop and mobile push for assignments, mentions, and high-priority conversations.
Connect starts with SMS or webchat. Workspace uses VirtualPBX as the voice provider when your team is ready for calls, messages, transcripts, AI notes, and handoffs in one customer memory.
Phone calls, SMS, webchat, transcripts, and AI summaries stay attached to the same customer timeline.
Test SMS with our number pool before porting or 10DLC, or launch webchat before choosing a higher tier.
Workspace adds WebRTC voice calling directly in the browser when your team is ready to consolidate.
Engage and Workspace add live voice collaboration after Connect proves the messaging channel.
Know who is available before assigning a hot lead or transferring a customer conversation.
Sarah Jenkins
Active call · 04:12
I'd like to renew my policy...
Do you offer rental coverage?
Claim #4821 transcript
The new policy looks great
Connect starts with SMS or webchat so the team can prove the workflow. Every conversation has one timeline, one contact profile, and one place to take over.
One channel, one shared team inbox, full history, and delivery tracking for the first use case.
Add a second channel or upgrade later when the first one is converting.
Engage and Workspace support Bandwidth, Twilio, Telnyx, Telgorithm, and more.
Upgrade when routing across multiple teams and channels becomes a real operational need.
Embeddable on any site with a single script tag. Brand colors, positioning, offline lead capture.
Connect includes real-time sentiment so the team knows when a lead is warming up or a customer is getting frustrated. Engage and Workspace add observations and coaching after volume grows.
Every message scored from -1 to +1. Contacts auto-categorized: Delighted, Happy, Content, Frustrated, Unhappy.
Messages classified into six types: purchase, support, cancel, feedback, inquiry, advocacy.
Engage and Workspace can review ended conversations and flag sales opportunities or retention risks.
Upgrade path for managers who need coaching workflows after the Connect channel is active.
7-day rolling trends show whether each contact’s sentiment is improving, declining, or stable.
Retention Risk
Customer expressed frustration about delayed claim processing. Mentioned “looking at other options” — strong churn signal.
Upsell: Business Equipment Rider
Customer mentioned $5K in home office equipment. Perfect cross-sell opportunity for the business equipment rider add-on.
7-Day Sentiment Trend
BAA-Ready Path
Connect is for trial workflows; Workspace supports BAA-ready architecture when the use case requires it.
TCPA Controls
Automatic STOP keyword handling and consent context visible in the conversation.
10DLC Managed
Full TCR campaign management and status tracking. Register, monitor, and maintain compliance from the admin panel.
PII Handling
PII redaction capabilities and audit context help teams handle sensitive messages more carefully.
Workspace Controls
Advanced inbox scoping, granular permissions, SLA targets, and deeper team controls live in Workspace.
Audit Trails
Comprehensive activity logging across all channels. SOC 2, GDPR, and CCPA certifications planned for 2026.
Connect includes the controls a business needs to test messaging safely: TCPA handling, audit trails, consent tracking, and a clear path to HIPAA-ready Workspace when required.
Use trial numbers or webchat first, then handle porting and 10DLC after the channel proves demand.
Sensitive values can be redacted before teams store or share conversation context.
SLA targets and advanced inbox management are Workspace controls for teams that need more accountability.
Script-free, in-house team. No bots, no overseas queues. Real people who know the product.
The first purchase stays focused: one channel, AI, shared inbox, and handoff for $99/mo. The rest of the suite is there when usage proves the need.
Two-Way SMS
Send & receive with delivery tracking
MMS Support
Images, PDFs, docs up to 5MB
Webchat Widget
Embeddable, customizable, offline capture
VoIP Softphone
Workspace upgrade path
Command Palette
Cmd+K for instant actions
Keyboard Shortcuts
j/k navigation, Enter to send
Stripe Payments
Workspace upgrade path
Shopify Integration
Workspace upgrade path
Contact Management
Profiles, merge, CSV import/export
Webhooks & API
20+ events, HMAC-SHA256 signing
Scheduled Messages
Send later for any conversation
Mobile Responsive
Full inbox on any device
Connect gives you one channel + AI + shared inbox at a flat monthly price. Add voice or more seats only after you see the lift.