Unified Conversation Workspace
Bring messaging, social DMs, webchat, email, carrier messaging, push, and in-product interactions into one accountable customer timeline.
One connected conversation platform
Every signal enters one orchestration layer.
Connect messages, Chatoner Meet, AI assistance, human ownership, routing, follow-up, and Sales Conversation Insights without losing customer context between systems.
Real customer contextHuman-accountable actions
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Complete platform
One operating layer from
first message to meeting,
insight, and outcome.
Each capability is useful alone. The real advantage appears when customer context, AI assistance, people, meetings, workflows, consent, and evidence stay connected.
AI Agent
Answer approved questions, identify intent, qualify opportunities, collect context, summarize threads, and escalate with visible confidence and rules.
Routing & Ownership
Assign conversations by intent, language, market, customer tier, skill, priority, schedule, or queue while keeping responsibility visible.
Campaigns & Follow-Up
Coordinate approved outbound, notifications, reminders, follow-up, suppression, approved messages, and continuity across eligible surfaces.
Meetings in Chatoner Meet
Move from message to the right meeting, prepare the host, support guest time zones and languages, review notes and actions, and continue the same customer journey.
Open MeetingsCustomer Timeline
Preserve source, campaign, consent, profile, conversation history, actions, owners, opportunities, and outcomes in one view.
Sales Conversation Insights
Find human-reviewed patterns in intent, qualification, objections, drop-offs, handoffs, service friction, and connected outcomes.
Open Sales InsightsConsent & Governance
Preserve channel permissions, opt-in, approved messages, AI involvement, approvals, user actions, and communication history.
Monitoring & Recovery
Watch connector health, delivery failures, SLA exceptions, AI confidence, unresolved threads, and recovery actions.
Connected journey
Chatoner keeps the
customer journey connected
from end to end.
Move from a customer signal to qualification, the right meeting, reviewed notes and actions, original-channel follow-up, and human-reviewed insight without creating a disconnected record at each step.
Unified customer timeline
Every conversation
carries the context
required for the
next decision.
A customer should not have to repeat the same story because they moved from webchat to WhatsApp, email, SMS, or a human representative.
- Customer identity and profile context
- Channel, campaign, page, and referral source
- Conversation and activity history
- Consent, preferences, and suppression state
- Intent, urgency, sentiment, language, and topic
- Owner, queue, SLA, task, opportunity, and outcome
Routing and ownership
The right
conversation reaches
the right person -
with a visible reason.
Routing can consider intent, customer tier, language, location, skill, priority, working hours, capacity, consent, and risk.
- Intent- and skill-based queues
- Language and regional routing
- VIP, risk, and urgency priority
- Working hours and fallback ownership
- SLA timers and unresolved backlog
- Human takeover and re-assignment history
AI + human
Automate speed. Keep
people responsible for
material outcomes.
Identify intent, language, urgency, and topicApprove sensitive, high-impact, exceptional, or legally material actions
Draft an answer from approved knowledgeReview uncertain, emotionally sensitive, or policy-exception responses
Qualify a lead and gather structured contextOwn commercial decisions, pricing exceptions, commitments, and negotiation
Trigger eligible reminders and workflow tasksControl approved messages, consent, suppression, campaigns, and outreach strategy
Summarize threads and recommend a next stepOwn final prioritization, customer relationship, and escalation
Operational administration
A complete platform needs
more than a beautiful inbox.
These controls help teams manage AI Conversations safely and consistently as the operation grows.
Roles & permissions
Control workspace, channel, queue, campaign, customer, export, and administrative access.
Consent & policy
Map opt-in, opt-out, approved messages, quiet hours, approved use, retention, and provider rules.
Monitoring
Track connector health, delivery failures, response SLA, unresolved threads, and AI confidence.
Reporting
Measure response, resolution, routing, quality, contribution, conversion, and operating efficiency.
Operating controls
Four controls carry through
every channel, team, AI action,
meeting, and follow-up.
Channel policy
Provider-aware rules
Define identity, permission, approved messages, timing, delivery, opt-out, retention, and approved use for each surface.
AI boundary
Approved knowledge and actions
Show what AI may retrieve, draft, ask, recommend, or trigger—and where a named person must take over.
Human handoff
Context follows ownership
Carry the customer, source, evidence, previous actions, reason, priority, and expected next step into the human queue.
Recovery
Failures become owned work
Detect, pause, retry, reconcile, communicate, resolve, review, and improve with inspectable incident evidence.
Add channels later
Expand the
surface mix
without
rebuilding
the customer
journey.
Authorized administrators add connections in Workspace Settings → Channels & Surfaces. Connections belong to the organization workspace or tenant—not to an individual user.
- Verify provider account, sender, page, app, domain, or number
- Define purpose, market, consent, approved messages, timing, identity, and retention
- Assign queues, skills, languages, SLAs, owners, fallback, and recovery
- Test delivery, replies, opt-out, duplicate events, identity matching, and reconciliation
- Publish only after operational and governance owners approve the connection
Changes remain governed.
Credentials stay server-side. Roles limit access. Provider requirements remain visible. Every change has an owner, version, approval, test result, and approval status.
Review Channel RequirementsLaunch architecture
Start focused, prove the
workflow, then expand.
Chatoner AI Conversations client accessYour conversation
Your conversation
workspace is one click away.
Existing customers can open messages, Meetings, Chatoner Meet, Sales Conversation Insights, the AI Agent, campaigns, routing, analytics, governance, and channel administration.