Platform · Conversations

One inbox. Every channel.

Reply to SMS, WhatsApp, and email from a single workspace — create leads from threads, capture WhatsApp inbound, and keep internal notes where your team can see them.

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What's included

Reply, convert, hand off.

Conversations replaces the phone's message app, personal inbox, and sticky notes with one place your whole team can trust.

NESW

Unified inbox

Search, filter, and pin threads across channels — unread counts and previews so you reply to the hottest conversations first.

SMS & WhatsApp

Two-way texting and WhatsApp from the same composer. Inbound messages arrive via Twilio webhooks and land in the right thread.

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Email threading

Send and receive email with proper threading, attachments, and subject lines — inbound replies parsed through SendGrid.

Create leads from threads

Turn a conversation into a lead in one action — name, email, phone, and channel copied and linked automatically.

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WhatsApp capture bot

Optional intake flow asks for name and email on inbound WhatsApp, creates or reuses a lead, and tags the source.

Notes & attachments

Internal notes stay off the customer thread. Attach files, record voice memos, and react to messages without switching tools.

Channels

Live today & what's next.

Start with the channels your customers already use — expand as integrations ship.

Live

Email

Outbound via SendGrid or Resend; inbound replies through SendGrid Inbound Parse.

Connected
Live

SMS

Agency Twilio number; send and receive in Conversations with delivery status.

Connected
Live

WhatsApp

Business WhatsApp via Twilio — templates, web chat handoff, and capture bot.

Connected
Soon

Social DMs

Messenger, Instagram, LinkedIn, and X listed in the UI — Meta API integration planned.

Roadmap
How it works

Connect. Reply. Convert.

I

Connect

Wire Twilio for SMS and WhatsApp and SendGrid for email in Settings — one inbox once credentials are in.

II

Reply

Respond from desktop with attachments, quotes, and emoji. Missed-call text-back creates SMS threads automatically.

III

Convert

Create a lead from any thread or let the WhatsApp bot collect details before your team joins the chat.

IV

Hand off

Linked leads open full records — schedule appointments, move pipeline stages, and keep message history attached.

Conversations FAQ

Common questions.

I Which channels work today?

Email, SMS, WhatsApp, web chatbot (bridged to WhatsApp), and paid ads handoffs. Messenger, Instagram, LinkedIn, and X appear in the UI but require future API connections.

II Do I need Twilio?

For SMS and WhatsApp, yes — connect your agency Twilio account in Settings with from numbers and webhook URLs. Email uses SendGrid (preferred) or Resend as fallback.

III Can website chat go to Conversations?

Yes. The site chatbot can open a WhatsApp conversation and continue in the unified inbox so sales sees the full thread.

IV What's the difference between Messages and Notes?

Messages go to the customer on the active channel. Notes are internal-only — perfect for handoffs between team members.

V How does missed-call text-back fit in?

When someone calls and no one answers, automation sends an SMS and opens a conversation thread filtered as missed-call text-back.

Stop juggling five inboxes.

Log in to see Conversations on the platform, or book a call to connect Twilio, SendGrid, and your lead pipeline.