The platform
The Instaconnect platform — chat, booking, video and events in one workspace
Chat, scheduling, video, events and meeting-level recordings can be configured in one tenant with shared workspace roles. Each product still has its own workflow, records and limits; a universal customer record is future scope. Commercial terms are scoped in a written proposal.

Four products
Four products, one workspace.
Shared workspace
What the products share
One tenant and role model
Products can share a tenant and workspace roles. Access still needs review for each selected workflow.
Connected starting points
A website conversation can lead to supported booking or browser-video steps when those paths are configured.
Separate operational records
Do not assume one universal inbox or customer record across chat, tickets, bookings, events and recordings.
Evaluation and rollout
Prove one supported workflow before expanding.
- 01Choose one starting workflow and name its human owner.
- 02Confirm the content, routing, roles, permissions and fallback the team must prepare.
- 03Check current availability, integration boundaries and trust requirements against that workflow.
- 04Rehearse the full path with your team before opening it to visitors or attendees.
- 05Record supported scope, future scope and commercial terms in the written proposal.
LET'S CONNECT
Walk through one supported workflow.
Book a demo and we'll review the modules that fit your team, with future-scope items kept separate.