Access
Invite-only workspace
The CRM is available only to authorised users. Owner and Admin accounts require two-factor protection.
Customer Care CRM
Customer care, CRM and analytics in one workspace
A protected workspace for authorised teams to review customer conversations, coordinate manager work, maintain CRM records and monitor service activity.
Customer conversations and responsible managers
CRM records, stages and service workflows
Operational reporting and service analytics
Tenant-scoped access for authorised teams
Connected data
Available by configuration
Channel records and messages appear only when the corresponding integration is configured and active.
Automation
Controlled separately
AI is optional
AI features are used only when separately configured and authorised for a specific workflow. This page does not activate them.