Feature

Live Chat

Unify website chat, WhatsApp, SMS, and email in a single inbox where Karrie drafts replies and flags what needs a human.

One inbox for every conversation.

ANMeeting Notes

Meeting Notes

AI transcription, summaries & action items

9.5 hrs saved
Discovery Call with Erin MooreVideo
Summit AI Partnership Kick-offZoom
Cascade CRM Technical ReviewTeams
Stellar Ops Renewal SigningMeet
GreenLeaf Upgrade DiscussionVideo
NovaScope Discovery CallZoom
What you get

Everything in Live Chat, in one place.

No add-ons, no upgrade walls. These come standard — sharing the same records, automations, and agents as the rest of your CRM.

Unified inbox

Website live chat

WhatsApp & SMS

AI-drafted replies

Routing & assignment

Canned responses

How it works

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

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.

02

Let the agents work

Karrie and the specialist agents pick up the busywork automatically — drafting, routing, and scoring around the clock with a full audit trail.

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

Live Chat plugs into the tools you already run.

With 80+ 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
GmailStripeSlackZoomTwilion8nOutlookQuickBooksZapier

Every action an agent takes inside Live Chat 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 Live Chat

Unify website chat, WhatsApp, SMS, and email in a single inbox where Karrie drafts replies and flags what needs a human.

Put Live Chat to work.

Start your 7-day free trial. No credit card. Karrie starts scoring leads in minutes.