Connect and verify
Use the company’s Meta account to connect its number. Complete any checks shown on the connection card.
Connect the channels your team uses to serve customers from one inbox.
Select a message from the list to read its history and view its details.
It is not a mass-marketing or sales-sequence platform. Validate the providers, accounts, aliases, and rules you need.
Use the company’s Meta account to connect its number. Complete any checks shown on the connection card.
Open the inbox. Beside the editor you can insert a saved reply, request an AI draft or choose an approved template.
Use AI assistance beside the editor. Check the suggested reply and its sources, edit it, then insert it into the editor to send.
Conversations will appear in the shared inbox when setup is complete. No API keys need to be copied.
Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide