Features

Design multi-step forms with custom fields, validation, and embed codes. Every submission creates a tracked conversation in your workspace.

• check_circleDrag-and-drop fields with conditional logic
• check_circleEmbed on any site with a single snippet
• check_circleCustom branding and thank-you flows
• check_circleSpam protection and submission metadata

Route form submissions and emails by rules you define—team, tag, priority, or custom fields—so nothing sits in a shared queue.

• check_circleRule-based assignment on submit
• check_circleRound-robin and load-balanced teams
• check_circleEscalation when SLAs slip
• check_circleAudit trail for every routing decision

Upload files, paste FAQs, and sync links so AI drafts and agents pull from sources you control—not the open web.

• check_circleFiles, URLs, and manual articles in one library
• check_circlePer-workspace and per-agent scoping
• check_circleFreshness cues for outdated sources
• check_circleUsed automatically in reply drafts

Let agents propose full replies from thread context and your knowledge. Your team reviews, edits, and sends—nothing goes out unseen.

• check_circleThread-aware suggestions in one click
• check_circleTone and policy guardrails
• check_circleHuman-in-the-loop approval
• check_circleLearns from your knowledge base

See every inbound conversation—form submits, replies, and assignments—in a single inbox with status, tags, and search.

• check_circleCombined form and email threads
• check_circleFilters by assignee, status, and tag
• check_circleInternal notes without customer visibility
• check_circleKeyboard-friendly triage

Connect support and sales aliases so inbound mail becomes first-class conversations alongside form leads.

• check_circleWorkspace-specific inbound addresses
• check_circleThreading with existing contacts
• check_circleSame routing and AI tools as forms
• check_circleDeliverability-friendly forwarding setup

Contacts unify submissions and email history so your team always sees the full relationship—not isolated tickets.

• check_circleAuto-merge by email and custom keys
• check_circleTimeline of every touchpoint
• check_circleCustom fields for CRM-style context
• check_circleExport when you need a spreadsheet

Define agent personas, allowed tools, knowledge scopes, and escalation paths so automation stays on policy.

• check_circleMultiple agents per workspace
• check_circleSystem prompts and safety boundaries
• check_circleKnowledge attachments per agent
• check_circleHandoff rules to humans

Send replies from the same thread view—email or form-backed—so customers get coherent conversations, not fragmented messages.

• check_circleSend from verified workspace identity
• check_circleTemplates with merge fields
• check_circleDelivery status on outbound mail
• check_circleLinked to contact history automatically

Roles, invites, and shared ownership so agencies and inbound teams collaborate without sharing one login.

• check_circleInvite teammates by email
• check_circleAssign conversations and watch queues
• check_circleActivity visible across the workspace
• check_circleWorks with routing and SLAs

Ask questions across your knowledge and open threads to draft faster, summarize long chains, and prep handoffs.

• check_circleChat over workspace context
• check_circleSummarize threads before you reply
• check_circleSuggest next steps and follow-ups
• check_circleGrounded in the same knowledge as agents

Separate settings, forms, inboxes, and knowledge per workspace—ideal for agencies managing multiple brands.

• check_circleIsolated data per workspace
• check_circleSwitch contexts without new accounts
• check_circlePer-workspace branding and domains
• check_circleBilling and limits at workspace level