TELEPHONY & MESSAGING

Every call, on the record.

Calls and conversations attached to the customers, cases, and orders they’re about — with CTI available as an add-on.

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Conversations — today Calls today 142Missed 7Follow-ups due 19

CONTACTCHANNELABOUTOWNER

Meridian — accountsCall · 4:12Invoice #INV-4471 overduePriya S.

R. DeshmukhMessageTest drive rescheduleR. Naik

Kaveri AgenciesMissed callCase #S-231 · AC unitImran S.

NewLeaf RetailCall · 2:40Opening order termsArjun P.

01 · IN DEPTH

Context before you pick up.

CALLS IN CONTEXT

The record answers with you

Incoming calls match to the customer — open cases, orders, and balances on screen before hello.

MESSAGING

Threads live on the record

Conversations attach to the case or order they’re about — not to someone’s personal phone.

CTI ADD-ON

Dialers and recordings, wired in

Add computer-telephony integration when you’re ready — same records, same audit trail.

XMATIX SENSE · ON THIS DATA

Senseacting as Priya Sharma · audited

Who’s waiting on a callback?

9 contacts — 3 are tied to open cases that breach SLA tomorrow. Want a callback list ordered by urgency, by owner?

Draft callback list → approve Show details

BUILT ON THE PLATFORM

Add fields without code◆Change forms in the studio◆Automate approvals◆Promote changes with undo

A 30-minute demo, tailored to your industry.

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