Instaconnect for Sales conversations
Help interested visitors reach a useful, appropriately assigned conversation.
CUSTOMER WORKFLOWSThe right conversation.
The right conversation.
A clearer next step.
For teams answering questions, guiding decisions and bringing people together. Start with the customer moment your team wants to improve.
Instaconnect for Customer support
Answer website questions and bring in a person when the issue needs more attention.
Instaconnect for Customer onboarding
Help customers work through a specific setup question and leave with an owned next step.
Instaconnect for Events and webinars
Plan registration, live participation and follow-up as one operating workflow.
Instaconnect for Member and community conversations
Bring recurring information sessions and member enquiries into a shared workspace.
ONE WORKFLOW AT A TIME
Bring your real customer journey.
Define the question, the person responsible and what a good outcome looks like. We can walk through the relevant products and identify the systems you should keep.
For teams serving English-speaking customers across regions, evaluate time zones, staffing, contracts and data requirements for your own operation. Regional availability and support coverage need to be confirmed for the intended workflow.
Check integration availabilityLET'S CONNECT
Start with one customer moment.
A focused walkthrough for your team, your workflow and your requirements.