AI Sales & CRM

Every conversation in one place, already sorted

Chat widget messages, emails, Instagram DMs, Facebook comments and WhatsApp threads land in a single inbox. The AI reads each one, tags it, drafts the reply and flags the handful that genuinely need you.

What is the AI Smart Inbox?

The Smart Inbox is the other half of an AI assistant: the bot answers, but somebody still has to watch what it said, pick up the conversations it could not close, and make sure nothing sits unanswered for two days. The inbox is where that happens.

Every channel you connect — the website chatbot, a support mailbox, Instagram and Facebook DMs, comments on your posts, WhatsApp — writes into one threaded list. Each conversation carries its history, the contact behind it and the channel it came from, so you are never reconstructing context from three tabs.

AI does the triage. It labels intent (sales, support, complaint, spam), scores urgency, writes a suggested reply in your tone, and escalates anything that looks like an unhappy customer or a real buying signal. You approve, edit or take over.

Capabilities

What you can do with the AI Smart Inbox

Collect website chat, email, Instagram and Facebook DMs, comments and WhatsApp in one thread list
Auto-tag conversations by intent, urgency and language
Get an AI-drafted reply for every message, in your brand voice
Let the AI answer routine questions on its own and escalate the rest
See the full contact history and linked CRM deal beside each thread
Assign conversations to teammates with internal notes
Turn a conversation into a lead, a task or a CRM deal in one click
Track response time, resolution rate and what people ask most

How it works

Using the AI Smart Inbox

  1. 01

    Connect your channels

    Link the website chatbot, your support mailbox and the social accounts you actually get messages on. Threads start flowing in immediately.

  2. 02

    Set the rules

    Decide what the AI may answer alone, what it must draft for approval, and what always goes straight to a person — refunds, complaints, anything legal.

  3. 03

    Work the queue

    Open the inbox, read the tags, approve the good drafts and rewrite the rest. Most threads close in one keystroke.

  4. 04

    Review what you learned

    The weekly view shows top intents, unanswered questions and response times — a map of what your site and product fail to explain.

Examples

What good input and output look like

AI Smart Inbox

Live demo1/2
You

You set it up

AI

AmmarAI works

Overnight triage · 31 messages0/5 steps
Website ChatCollect
EmailCollect
InstagramCollect
CommentsCollect
CRMRoute
  1. Inbox31 new: 14 website chat, 9 email, 6 Instagram DM, 2 comments07:58
  2. TagSorted by intent — 18 support, 7 sales, 4 complaint, 2 spam07:58
  3. Auto22 routine questions answered in your tone and closed07:59
  4. Draft6 replies written, waiting for a one-click approval07:59
  5. Escalate3 flagged: a refund, a bulk order, an angry review reply08:00

Sample run — an overnight backlog triaged across four channels before you open it.

Morning triage

Input

31 overnight messages across the website chat, Instagram DMs and the support mailbox.

Output

22 answered automatically, 6 drafted and waiting for approval, 3 escalated — one refund request, one bulk-order enquiry worth chasing, one angry review reply. Zero unread.

Buying signal caught

Input

An Instagram DM: 'do you do 200 units with our logo on them?'

Output

Tagged sales · high intent, contact matched to an existing CRM record, reply drafted with lead time and MOQ, deal created at Qualified stage and assigned to the sales owner.

Key features

What the tool gives you

Truly omnichannel

Website chat, email, Instagram, Facebook, WhatsApp and comments in one list, with the channel shown on every thread.

AI triage and tagging

Intent, urgency, sentiment and language are labelled on arrival, so the queue is already sorted before you look at it.

Drafted replies in your voice

Every thread comes with a suggested answer grounded in your content, ready to send, edit or discard.

Escalation you control

Set exactly which topics the AI must never handle alone. Everything else it can close on its own.

Connected to the CRM

Conversations link to contacts and deals, so sales sees the chat history and support sees the pipeline.

Team workflow

Assign, snooze, add internal notes and hand over mid-conversation without the customer noticing a seam.

Who it is for

People who get the most from this

E-commerce stores

Order, shipping and returns questions arrive on five channels at once and all need the same answer.

Small support teams

Two people covering everything can clear a night's backlog before the first coffee.

Sales-led businesses

Buying signals hiding in DMs get spotted, tagged and turned into deals instead of scrolling away.

Agencies

Run several clients' inboxes side by side with separate voices, rules and reporting.

Workflows

Practical ways teams use it

Overnight backlog, cleared by 9am

The AI answers the repeatable questions while you sleep and leaves you a short, sorted list of the ones that needed judgement.

Never miss a lead in the DMs

High-intent messages are flagged, matched to a contact and pushed into the pipeline the moment they arrive.

Find out what your site fails to say

The unanswered-questions report becomes next month's FAQ, help articles and product-page copy.

Tips that improve results

  • Start with the AI drafting rather than sending. Two weeks of approvals tells you exactly where to loosen the rules.
  • Write your escalation list before launch: refunds, complaints, anything legal or medical.
  • Keep the tone guide short and specific — three sentences beats a style manual.
  • Review the top-intent report monthly and fix the underlying page instead of answering the same thing forever.

Mistakes worth avoiding

  • Letting the AI send unsupervised on day one and finding out later what it promised.
  • Connecting every channel at once instead of the two that actually carry your volume.
  • Ignoring the escalation queue — those are the conversations with money or reputation attached.
  • Treating the inbox as support only, and missing the sales conversations inside it.

AI Smart Inbox FAQ

Which channels can I connect?

Website chat from your chatbot, email, Instagram and Facebook DMs, post comments and WhatsApp. Each thread shows which channel it came from and keeps its own history.

Does the AI reply on its own?

Only where you allow it. You can run it fully automatic, draft-and-approve, or a mix — automatic for routine questions, human for anything sensitive.

Can my team work in it together?

Yes. Assign threads, leave internal notes and take over a conversation mid-thread; the customer sees one continuous chat.

How does it connect to the CRM?

Conversations match to existing contacts and can create a deal in a click, so the chat history sits on the record your sales team already uses.

What reporting do I get?

Volume by channel, response and resolution times, top intents, sentiment and the questions the AI could not answer.

Try the AI Smart Inbox free

One AI for everything you create. Start on the free plan and upgrade only when the volume demands it.