Platforms · CRM Integration
Keep your CRM in step with every conversation.
Leads, answers and bookings captured in chat belong in your CRM. The AI Studio Craft API lets your systems sync contacts and conversations.
Talk to us about availability
Manage
Sample workspaceOpen
18
Mine
6
Bot
31
Sample data
Team roles
Admin
Agent
Marketer
Native CRM connectors aren’t listed on the current platform pages. The platform offers an API, so your developers can connect your CRM — talk to us about yours. CRM steps in the industry experiences are simulated.
What you get
What CRM Integration offers.
Platform API
Read and write contacts and conversation data.
Custom fields
Store answers captured by chatbots.
Labels & segments
Pass lead stage and interests to your CRM.
Team context
Ownership and history from the shared inbox.
How it works
Three steps to live.
- 01
Map your fields
Decide what flows between chat and CRM.
- 02
Connect via API
Your developers sync contacts and updates.
- 03
Work from one view
Sales sees chat context; chat sees CRM status.
In practice
See it inside a real customer journey.
Each industry experience is an interactive demonstration with fictional businesses and sample data.
Your turn
Your business is next.
Tell us how customers reach you today. We’ll show you the same journeys, set up for your brand and your channels.
Launch for your business?
Answer, qualify and follow up with every customer — on the channels they already use.
- Channels
- WhatsApp · Instagram · website
- Assistant
- AI replies + team handoff
- Follow-ups
- Flows, reminders & broadcasts
- Team
- Shared inbox with roles