InstaSupport
Answer and offer human help
Answer website questions from approved content and offer human chat, video or screen share. Co-browsing is not currently available. Chat, video and screen sharing are supported.
Explore InstaSupportRetail and e-commerce with considered purchases · RevOps & Sales Leader
Connect a qualified enquiry with the right conversation.
Built for revops, sales and gtm leaders in retail and e-commerce with considered purchases: Help customers understand a product through website conversation or an optional consultation.
Questions for revops & sales leaders in retail and e-commerce with considered purchases
Start with the work your team needs to own.
- Product-selection questions need explanation or visual assistance before purchase.
- Help customers understand a product through website conversation or an optional consultation.
- Add product advice and consultations alongside your commerce platform. Orders, refunds, subscriptions and payments stay in your store systems.
A workflow to evaluate
Bring the relevant products into the conversation.
InstaCall
Arrange the next conversation
Arrange appointments with event types, routing forms and team booking. External calendar conflict checking and write-back are future scope.
Explore InstaCallvs your current stack
Instaconnect vs Calendly
Compare booking, routing and live customer assistance using your own workflow.
Evaluation area
Instaconnect
Calendly
Product focus
InstaconnectWebsite chat, browser assistance, appointments and events in a shared workspace
CalendlyScheduling, team routing and optional meeting-assistance products; availability depends on package.
What to demonstrate
InstaconnectRouting forms, team booking and calendar exception behavior
CalendlyAvailability, cancellation, assignment and required CRM rules
Integration boundary
InstaconnectSpecific connectors and rollout limits; no universal CRM write-back or cross-module customer timeline
CalendlyCheck the documented connector, object, direction and plan for each requirement
Review access and data requirements.
Demonstrate the required roles, tenant and space boundaries, and integration behavior before introducing customer data. Check the current evidence in the Trust Center for current posture.
LET'S CONNECT
Show your revops & sales leader team the upgrade.
A 25-minute walkthrough scoped to retail and e-commerce with considered purchases revops & sales leader workflows.