Voice, SMS and WhatsApp on
one programmable thread.
Unify every channel under one identity, one context, one audit trail. Customers move between voice, SMS and WhatsApp without losing their place — and you keep one record of the whole conversation.
Customer thread · Maria R. · auto-fl
LiveOne thread, every channel.
Identify the customer
Customer reaches out on any channel; identity resolves to a single thread across voice, SMS, WhatsApp.
Carry context
The thread carries full context — past calls, transcripts, dispositions, tickets, deals, prior agents.
Switch channels seamlessly
Customer moves from SMS to voice to WhatsApp without losing place. Agents pick up where the last left off.
Audit one record
One record of the entire conversation, regardless of channel — same retention, same redaction, same audit.
Channels stop fighting each other.
Voice + SMS + WhatsApp
Native support for all three channels under one thread, one identity, one audit trail.
Shared context
Past calls, transcripts, dispositions, CRM context — all on the agent's screen, every channel.
CRM-grounded identity
Identity resolves through your CRM. Same customer, same thread, regardless of which channel they reach in on.
Channel-aware consent
TCPA voice consent, A2P 10DLC SMS, WhatsApp opt-in — all tracked per channel, all audit-ready.
Cross-channel reporting
See first-touch channel, primary channel, channel-switch patterns — at the cohort and customer level.
Unified retention
One retention policy across all channels. One redaction posture. One legal-hold workflow.
Customers don't think in channels.
Insurance service
Customer texts a question, gets escalated to voice, follows up on WhatsApp — one thread, one record.
Mortgage operations
Borrower switches between voice updates, SMS document requests, WhatsApp closings — context preserved.
Customer support
Tier-1 SMS with escalation to voice, WhatsApp for international support, all under one ticket.
Home services
Booking on voice, reminders on SMS, day-of coordination on WhatsApp — same customer, same thread.
What teams always ask.
Phone number is the primary key, with email and CRM ID as secondary keys. Hashed-PII match across CRM and Pulse session data.
Yes — Meta-approved BSP integration, with template-message support, media handling and delivery receipts.
Each channel has its own consent record (TCPA voice, A2P 10DLC SMS, WhatsApp opt-in). All flow into a single per-customer consent ledger.
Supported via local-presence numbering in 60+ countries. WhatsApp covers most international without separate numbering.
Yes. Unified inbox by customer, with channel switcher per thread. Or split-by-channel views if your team prefers.
Related Signal capabilities.
Your next revenue conversation
is already ringing.
Spin up tracking, telephony and AI in a single platform — the way modern US revenue teams do it.
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