Find the right scope for your team.
Review the capabilities supported today, the future-scope items not currently offered, and uses that are not supported.
Reviewed 17 September 2026. Future-scope capabilities are not included in the current offer. The features enabled for your workspace, capacity, fees, renewal, cancellation terms and any data processing agreement are established in the proposal you accept.
Supported today
Review these capabilities in your walkthrough and confirm the exact scope for your workspace.
- Conversations
Website chat widget
One embed script, your branding and entry points, with a pending → active → resolved agent queue.
- Conversations
AI answers from your own content
Answers grounded in your site, documents and PDFs, with handover to a person and a written summary for the agent.
- Conversations
Video, audio and screen share from a chat
The visitor grants a browser permission on your page, with nothing to install and no meeting link to send.
- Conversations
Tickets and post-chat feedback collection
A validated public ticket form and configurable feedback questions after a conversation.
- Conversations
QR entry to the same conversation
A printable code that opens the same chat, booking and video flow for walk-in visitors.
- Scheduling
Event types, availability and routing forms
Personal and team availability with buffers, limits, custom questions and answer-based routing.
- Scheduling
Team round-robin booking pages
Fair distribution with a fixed-host fallback on branded team pages.
- Scheduling
Public booking, cancel and reschedule
Every confirmation carries a link the booker can use to cancel or choose a new time.
- Scheduling
Booking from chat or by voice
The widget and the voice assistant book into Instaconnect availability rather than a separate booking tool.
- Scheduling
Instant meeting rooms
Start an on-demand room and share a clean link without a conferencing add-on.
- Integrations
Calendar connection
Connect Google Calendar or Microsoft 365 and select a default calendar. External busy-time conflict checking and booking write-back are future scope.
- Events
Branded event pages and programme
Public event page with agenda, speaker bios, theme and an optional welcome video.
- Events
Event registration and attendee segments
Public registration, attendee types and segments, and confirmation emails to registrants.
- Events
Live sessions and networking lounge
Sessions on Instaconnect video, plus networking lounge tables for attendee conversations.
- Events
Sponsor tiers and placements
Sponsor tiers with logos and dedicated placements across the event surface. Virtual booths are future scope.
- Recordings
Recording, transcript and summary per meeting
A supported meeting or session can be recorded, transcribed with speaker labels, and summarised with action items. Review output before you rely on it.
- Integrations
Event registration sync to CRM
Attendee and registration records to HubSpot, Salesforce or Marketo — registration scope, not full CRM synchronisation.
- Integrations
Eventbrite attendee import
Import an existing Eventbrite attendee list into an Instaconnect event. This is import-only, not two-way synchronisation.
- Integrations
Analytics tags on event pages
Add your own Google Tag Manager container or Meta Pixel to event landing pages.
- Workspace
Shared workspace with roles
Chat, scheduling, events and recordings in one tenant under one set of roles, with spaces inside the tenant.
Future scope — not currently offered
These capabilities are excluded from the current offer. Do not make an implementation plan dependent on them.
- Conversations
Co-browsing
Co-browsing is not currently available. Chat, video and screen sharing are supported.
- Conversations
Ticket creation from chat
The public ticket form is supported. Converting a chat directly into a ticket remains future scope.
- Conversations
Visitor export
Visitor status and notes are supported. Export workflows are not currently offered.
- Conversations
Per-agent CSAT analytics
Feedback after a chat is collected. Scored per-agent CSAT reporting on top of it is not available.
- Scheduling
External calendar conflict checking and write-back
Calendar connection and default-calendar selection are supported. External busy-time conflict checks and booking write-back are not currently offered.
- Scheduling
Group availability voting
There is no availability poll link for invitees to choose between proposed times before a meeting exists.
- Scheduling
Payments on tenant bookings
Pay-on-booking checkout is not part of the current offer.
- Events
In-session attendee polls
Poll settings appear in event configuration, but attendee voting and poll results are not available.
- Events
Dedicated attendee check-in
There is no on-the-day check-in tool for the door or the stream. Booking-level attendance is a different, narrower thing.
- Events
Virtual sponsor booths
Sponsor tiers and placements are supported. Virtual booths are not currently offered.
- Recordings
Workspace-wide recording library and search
Recordings are reached from the supported meeting or session they belong to. There is no unified library or cross-meeting search.
- Recordings
Complete recording administration and governance
Recording output can be reviewed per supported meeting or session. A complete retention, administration and governance console is not currently offered.
- Workspace
One unified customer record across every module
A shared workspace is not a single customer timeline spanning chat, bookings, events and recordings.
- Workspace
Self-serve subscription plans and billing
There is no online plan checkout, automatic usage billing, timed free-trial offer or self-serve cancellation. Commercial use follows the scope and terms in your accepted proposal.
- Workspace
Product-by-product onboarding switches
All modules may be accessible in a workspace; a signup flow that enables only one paid product is not currently offered.
- Integrations
Stable public API and outbound webhooks
Internal product surfaces and realtime channels exist. A stable published external API contract and outbound webhook product are future scope.
- Integrations
Third-party conferencing links
Google Meet, Microsoft Teams and Zoom join-link flows are not part of the current offer. Sessions run on Instaconnect video.
- Integrations
Slack and Zapier connections
Native Slack notifications and a Zapier app are not currently offered.
- Integrations
Universal CRM write-back
Event attendee and registration sync is narrower than a full CRM timeline or universal write-back.
Not supported
These are not current promises and should not be treated as roadmap commitments.
- Conversations
Broad email, SMS, social and messaging inbox
Instaconnect is a website conversation surface rather than an omnichannel inbox.
- Integrations
Commerce operations and autonomous account actions
No order synchronisation, refunds, subscription changes, or automated actions on a customer account.
- Workspace
Clinical and protected health workflows
No patient intake, clinical triage, protected health information handling, health-record integration or business associate agreement.
- Workspace
Security certifications
No SOC 2 report, ISO 27001 certification, PCI-DSS validation or FedRAMP authorisation is claimed. Request the current security documentation instead.
How to use this reference
A walkthrough covers your workflow on the product as it stands today, using the supported capabilities above, while keeping future-scope and unsupported items out of the launch plan.
The written proposal that follows sets out the features enabled for your workspace, the capacity you need, the fees, renewal and cancellation terms, and any data processing agreement. Commercial use follows the scope and terms in your accepted proposal.
This reference is updated as product availability changes. See also how pricing works, the platform overview and the trust centre.
Walk through your workflow.
Bring the workflow you need to run. We will review the relevant capabilities and set the scope out in writing.