The right conversation.
A clearer next step.

Answer product questions and bring a specialist into a visual troubleshooting or onboarding conversation.

For teams such as Product-led SaaS companies; Sales-assisted software vendors; Developer-tool businesses; Software implementation providers.

Often led by Founder, Head of CX or Customer Success.

Use Instaconnect for website guidance and live assistance alongside your CRM and product analytics.

Move a website enquiry into a useful consultation and a clear next action.

For teams such as Management and operations consultancies; IT services and implementation firms; Design and research studios; Recruitment and business advisory firms.

Often led by Owner, managing partner or operations director.

Start with general enquiries and consultations. Keep sensitive client records in the systems your firm already uses.

Deliver consistent client-facing conversations and events with clear operating ownership.

For teams such as Digital marketing agencies; Web and conversion agencies; Customer-experience consultancies; Boutique event production agencies.

Often led by Agency founder or operations director.

Choose an operating model for each client and review workspace access before rollout. White-label resale is outside this offering.

Help interested visitors qualify their request and reach an appropriate conversation.

For teams such as B2B software sales teams; Consultative technology suppliers; Specialist equipment and solution providers; Business-service sales organizations.

Often led by VP Sales, RevOps leader or commercial director.

Start with visitor questions and team booking. Keep account ownership and advanced CRM routing in your established sales systems.

Answer program questions, arrange advisor conversations and run information sessions.

For teams such as Professional training companies; Continuing-education teams; Bootcamps and certification-course providers; Customer academies and adult program-admissions teams.

Often led by Program director, admissions leader or training-business owner.

For adult program enquiries and information sessions. Student records, learning delivery and assessments stay in your education systems.

Run a branded event and turn registration and attendance into owned follow-up.

For teams such as B2B webinar teams; Product-launch and customer-education marketers; Virtual conference organizers; Partner enablement and recurring workshop teams.

Often led by Marketing director, demand-generation leader or event director.

Match your event format and capacity to the available plan, then confirm which attendee fields your chosen CRM connector supports.

Help customers understand a product through website conversation or an optional consultation.

For teams such as Furniture and home-design retailers; Specialist equipment merchants; Jewelry and premium-accessory brands; Styling and other consultation-led retailers.

Often led by E-commerce director, owner or Head of CX.

Add product advice and consultations alongside your commerce platform. Orders, refunds, subscriptions and payments stay in your store systems.

Answer membership questions and connect people through information sessions and events.

For teams such as Professional associations; Chambers and business networks; Industry communities; Membership organizations running education and networking.

Often led by Executive director, membership director or community leader.

Add membership enquiries and events alongside your membership system. Entitlements, dues and donations remain with your existing tools.

Answer general service questions and arrange an appropriate conversation.

For teams such as Home-design and renovation consultants; Property-service consultation teams; Fitness and non-clinical coaching businesses; Specialist local service providers.

Often led by Owner or office manager.

Use website enquiries and consultations alongside your service operations. Review calendar conflict checking and write-back availability before opening bookings.

Provide public organization information or education without processing patient or clinical information.

For teams such as Health-education organizations; Wellness information teams handling non-sensitive enquiries; Healthcare organizations evaluating public education events or general organization information.

Often led by Communications or education director with security review.

Designed for public information and education. Patient intake, clinical triage, protected health information, telemedicine, EHR integration and BAA-supported workflows are outside current scope.