01
A contact page without a website
Each site can publish one page with a short intro, services and prices, questions, a booking link, and contact details. Chat sits on the page, and the ticket source is marked “contact page”. Six templates are included, or one sentence can draft the page before you publish. The published page gives a link and a QR code.
Phone, email, WeChat, WeCom, WhatsApp, Telegram, LINE, and a URL are shared by the widget’s “more ways to reach us” and the contact page, up to eight. The page can use your own domain; the certificate and reverse proxy are configured separately.
02
People first while someone is on duty
The default is still AI first. A site can switch so that, during working hours with an agent online, the visitor goes straight to the human queue. With nobody online, or after hours, AI still answers. If the queue times out into a message, AI takes it back.
After a handoff, the agent sees a summary and a draft reply already in the box. They can use it, discard it, or regenerate it, or hand the thread back to AI without closing the ticket. A clear “I want a person” in Japanese, Korean, Spanish, and other languages goes straight to a person. The widget adds those languages, and Arabic runs right to left.
03
Email as a channel, and Telegram for agents
A site can connect its own mailbox. Unread mail is fetched each minute, and the same sender stays in one thread. AI and agent replies go back by email, so the visitor continues by replying. Bounces, auto-replies, and mail the mailbox sends to itself stay out.
A handoff can also email agents who turned notifications on, or push to Telegram. After an agent connects once from the duty desk, replying to that Telegram notice sends the reply back on the visitor’s original channel. The same thread is pushed at most once a minute.
04
SMS signs and templates can be requested
A company requests a sign and a template in customer management, uploads proof, and waits for platform review before it is submitted to the SMS provider. The review result is written back. A sign already used or under review by another company cannot be used to send. The platform default sign stays available to every site.
05
Customers and deals are easier to find and move
The customer list uses one row for whose customers, and another for follow-up state. Both can be on at once. “Mine” and “overdue” show the same count as the list you open. A follow-up written by a person clears the due date; a note written by the system or AI does not. The recycle bin can restore a customer in place.
Deal cards lead with a phone number and whether follow-up is late. A deal can move to the next stage, or to any stage, without dragging. An unassigned deal can be claimed. The longest overdue follow-up sits at the top. While you look only at open deals, won and lost columns shrink so the board fits.
06
Tasks can be finished, and setup progress is visible
My tasks can change priority, owner, due date, and the description. Checklist items, dependencies, and watchers can be removed. The list can mark a task done, and more than 50 tasks page. Reassignment notifies the new owner.
The site overview shows five cards: contact entry, knowledge, model, handoff, and channels. Each card opens the place to finish it. Every plan can bring its own model, including after a plan expires, and that usage stays on the customer’s model account. The connection can be tested before saving. The privacy policy states that knowledge and visitor conversations are not used to train models.