From first message to CRM record, in five steps
Usually in seconds, without anyone on your team touching it.
Step 1
A customer messages you
WhatsApp, the web widget, or Microsoft Teams — whichever they already use. You manage all three from one dashboard, so there is no new inbox for your team to watch.
- No app for the customer to install
- Same thread wherever they started
Step 2
It already knows your business
Connect is trained on your website, documents and FAQs before it answers a single message — so the first reply is accurate, in your words, and cites where it came from.
- Trained from your site, PDFs, Word docs or raw text
- Answers cite their source, so you can check them
- On JustLogin CRM? It also recognises returning customers by email or phone
Step 3
The bot answers, around the clock
Trained on your documents, URLs and FAQs. It answers at 2am on a Sunday the same way it answers at 2pm on a Tuesday, and it says so plainly when a question is outside what it knows.
- Trained from PDF, Word, URLs or raw text
- Declines rather than guesses when unsure
Step 4
Complex issues reach your team — in business hours
Escalation is timezone-aware. The bot covers 24/7; your people are only pulled in during the hours you set, so nobody is woken up by a routine question.
- Business hours set per organisation
- Escalations arrive as CRM tasks, not lost emails
Step 5
Nothing gets lost
Every conversation is captured with its transcript, the lead it produced and any task it raised — so the next person to pick it up starts where the last one left off.
- Full transcript kept against the conversation
- Leads captured and qualified automatically
- On JustLogin CRM? It syncs to the contact record too