Replace the patchwork with one workspace.
Bring the customer-facing products you need into a shared workspace. Validate the workflow and keep specialist systems where they still do an essential job.
Find its place in the workspace.
Four questions for your evaluation.
One workspace, one login
Chat, calendar, video and recordings share one tenant and one set of roles, and visitor history follows a chat into video. A single unified customer record across every module is future scope.
Owned next steps
Move between relevant conversation and booking workflows. Define who follows up and verify the integrations your team depends on.
Access to evaluate
Review the intended tenant, Space and role boundaries with test users. Use the Trust Center to identify the evidence required for your deployment.
Answers and useful notes
Use content-grounded answers and supported transcripts or summaries. Review outputs before acting; a shared record across every module is not provided today.
One platform. One login. One set of roles.
Book a walkthrough and we'll map your current stack onto Instaconnect — module by module.