Doors overview
The six doors a customer can walk through — phone, website chat, WhatsApp, Instagram, Messenger, SMS — all answered by the same brain, all landing in the same CRM.
View as MarkdownA door is a channel customers come through. Each door is a service you add to a business; each has an AI agent answering on it; and everything that comes through any door lands in the same place — a contact, a conversation log, a deal on the board.
| Door | What it is | Setup effort |
|---|---|---|
| Website chat | The chat bubble on your site, answering from your knowledge | One script tag |
| AI receptionist | A real phone number the AI answers — books, quotes, transfers, takes messages | Buy a number, set the greeting |
| The same brain on the world's biggest messaging app, templates + 24-hour sessions | Connect a WhatsApp number | |
| Instagram & Messenger | DMs and story replies answered in seconds | Connect the Meta pages |
| SMS | Two-way texting on your business number | One-time A2P registration |
One brain, many doors
The doors share the business's knowledge and contacts — a customer who DMs on Instagram and later calls is the same person with the same history. What the doors do not share is conversation flows: workflows are siloed per door, because the right script for a phone call is not the right script for a DM.
The phone. Nothing else recovers revenue as fast as the missed-call redirect — see the AI receptionist deployment patterns. Website chat is second: one script tag and it's live.
What every door produces
- A conversation with the full transcript, visible per channel in the service's logs.
- A contact — created or matched (phone → email → external ID), never duplicated.
- A lead / deal when the conversation warrants it — captured by the AI's lead tool, a form, or a workflow — with first-touch attribution.
- Trigger events for workflows: lead captured, call missed, voicemail left, call ended.
- A ticket when a human needs to take over — see Help desk.