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Feature

Calls, SMS & WhatsApp

Phone calls, text messages and WhatsApp conversations run through your own Twilio account and land in one inbox with your email and website chat. Buy numbers in the app, call from the softphone or power dialer, text customers and run SMS campaigns, and reply on WhatsApp with approved templates once the free-reply window closes. Every thread sits on the contact with their deals beside it, with saved replies, AI-drafted first replies, assignment and status, and a text or WhatsApp thread can become a support ticket.

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Every conversation on the customer record, whatever channel it came in on.

Priya Sharma's record with Call, Text and Email at the top, her company, owner and lifecycle, and the AI copilot's drafted follow-up
In the app

Calls, SMS & WhatsApp, as it works today.

Real screens from the product, not mock-ups.

Texting Priya Sharma from her record: the message written in the composer, sent from the business's Twilio number
Text from the record, from your own Twilio number. Replies land in the inbox.
Priya Sharma's record with its activity tabs: notes, files, emails, deals, quotes and invoices, and a note being written
Every call, text and email lands on the record, beside the deals, quotes and invoices.
What you get

Everything in Calls, SMS & WhatsApp, in one place.

No paid modules, no upgrade walls. These come standard, sharing the same records, automations, and agents as the rest of your CRM.

  • Numbers bought in the app
  • Softphone and power dialer
  • Two-way SMS and campaigns
  • WhatsApp with approved templates
  • One inbox with email and chat
  • Threads on the customer record

The AI receptionist answers the same numbers when nobody can pick up, and the shared inbox is where every thread lands. Channel setup and the inbox views are in the Communication Hub guide.

How it works

Live in a day. Working for you on day one.

  1. Step 01

    Connect in minutes

    Turn it on from your workspace, sync the tools you already use, and your data lands clean and structured — no implementation project.

  2. Step 02

    Let the agents work

    Karrie and the specialist agents pick up the busywork: drafting, scheduling and lead scoring, with your approval where it matters and a full audit trail.

  3. Step 03

    Ship outcomes faster

    Your team focuses on the work only humans should do. Everything else runs on autopilot, with humans in the loop wherever it matters.

Works with your stack

Calls, SMS & WhatsApp plugs into the tools you already run.

With 70+ native integrations (Gmail, Outlook, Stripe, Twilio, Slack, Zoom, QuickBooks, WhatsApp, Zapier and n8n), your data syncs two ways and stays in sync. No middleware, no custom code.

Browse all integrations
  • Gmail
  • Stripe
  • Slack
  • Zoom
  • Twilio
  • n8n
  • Outlook
  • QuickBooks
  • Zapier

Every action an agent takes inside Calls, SMS & WhatsApp is logged with a full audit trail, and sensitive steps wait for human approval, so you stay in control as automation scales.

FAQ

Questions about Calls, SMS & WhatsApp

Yes. Calls, SMS and WhatsApp run on a Twilio account you connect under Settings → Integrations → Communications, so Twilio bills you at its rates and AutomateNexus CRM adds no per-message or per-minute fee.

Yes, once your WhatsApp number is connected under Communications. Inside WhatsApp's free-reply window you write freely; after it closes only approved templates can be sent, and the composer switches to them.

In the Communication Hub inbox, threaded on the contact with their deals beside it, alongside email and website chat. Views for All, Needs reply, Unread and Mine, channel filters and search keep it manageable.

Yes. Assign a conversation to a teammate or leave it unassigned, set it Open, Snoozed or Closed, add internal notes on website chats, and create a support ticket from any thread.

Yes. The Calls and Dialer sections hold the call center, a softphone and a power dialer, with call history kept beside every other channel.

Yes. SMS campaigns have their own page under Marketing in the Communication Hub and send from your Twilio numbers.

Keep exploring

Pairs well with the rest of the platform.

  1. 01AI AgentsEight autonomous agents running your pipeline 24/7.Karrie, Sales, Support, Marketing, Ops, Scheduler, Research, and Analytics — each an autonomous agent that acts on your pipeline without being prompted.
  2. 02Deal RoomsOne page for every buyer: the plan, the proposal, the quote to sign and a time to talk.Give each buyer one page for the deal, built in a studio that shows the real page as you change it, or drafted by an agent that researches the buyer from your deal, your meetings and their website. Six complete looks, sections shown to the roles they matter to, a plan both sides tick off, the quote signed in the page, and a warmth score that shows which rooms are moving.
  3. 03AI Website BuilderA website built by AI, edited in a visual builder, feeding your CRM.Tell the assistant about the business and it builds a complete multi-page website, then changes it as you ask. Edit by hand in a visual drag-and-drop builder with 29 block types, 21 templates and eight looks. Every form on the site creates a contact in your CRM, booking pages and your blog drop in as blocks, and the finished site is yours: published on your own domain, or pushed as static pages to your own GitHub repository and hosted on GitHub Pages, Netlify, Vercel or Cloudflare Pages. Build makes apps too: describe one and the assistant writes it, tests it and publishes it.
Your turn

Put Calls, SMS & WhatsApp to work.

Start your 7-day free trial. No credit card. Karrie is ready on day one.

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