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.

    Illustration of three Instaconnect modules — chat, calendar and stage — connected by light ribbons
    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.

    1. 01Choose one starting workflow and name its human owner.
    2. 02Confirm the content, routing, roles, permissions and fallback the team must prepare.
    3. 03Check current availability, integration boundaries and trust requirements against that workflow.
    4. 04Rehearse the full path with your team before opening it to visitors or attendees.
    5. 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.