Platform capabilities

Everything the platform does.
Nothing we don't.

This page describes what is implemented and working in the current platform — not a roadmap, not a vision.

Conversations

A shared inbox built for teams.

WhatsApp messages from all your customers arrive in one shared workspace. Every team member can see active conversations, customer context, AI state and ownership — without needing access to anyone's personal phone.

  • Live shared conversation queue
  • AI active / human takeover state per conversation
  • Customer context visible inline — lead status, tags, notes
  • Staff can assign, take over or return to AI
  • Conversation history attached to contact record
Convoza shared WhatsApp inbox showing live conversation threads, AI Active status badges, and human takeover controls
Intelligence

AI that knows its boundaries.

The AI agent answers questions using your configured business knowledge. When a conversation requires judgment or human contact, it routes to your team rather than guessing. You control what it knows and how it behaves.

  • Business profile, product catalog and FAQ configuration
  • Custom AI instructions and behavior settings
  • Automatic routing to human when confidence is insufficient
  • One-click human takeover from the shared inbox
  • AI state visible per conversation
Convoza AI and business knowledge configuration panel displaying business profile, product catalog training, and AI agent status
Sales

Contacts and pipeline — attached to every conversation.

Contact records are created automatically when a customer messages. As conversations progress, you update lead status, add notes, assign pipeline stage and set follow-up actions — all from the same interface.

  • Automatic contact creation from WhatsApp messages
  • Lead status pipeline: New → Interested → Qualified → Won
  • Tags, groups and custom fields for segmentation
  • Staff notes and conversation history per contact
  • CSV import and export
Convoza contacts CRM list showing lead statuses, tags, groups, and last interaction timestamps for 1,468 contacts
Growth

Reach your audience. Automate the follow-through.

Send approved WhatsApp template messages to contact segments. Track delivery and read rates. When conversations go quiet, automated follow-up sequences keep the relationship alive without manual effort.

  • Broadcast campaigns with audience segmentation
  • WhatsApp template management and delivery tracking
  • Automated multi-step follow-up sequences
  • Chat reminders for staff-assigned follow-ups
  • Campaign performance: sent, delivered, read, replied
Convoza broadcast campaigns manager with template status, delivery rates, and audience segmentation metrics
Analytics

Operational visibility, not vanity metrics.

See message volume, AI versus human handling split, conversation outcomes, sales pipeline activity and order performance — across any time range. Understand what's working and where attention is needed.

  • Message activity: daily inbound and outbound volume
  • AI vs human handling split
  • Conversation outcomes: resolved, human-active, closed
  • Sales performance: orders created and completed
  • Configurable date ranges
Convoza analytics dashboard with daily message activity charts, AI vs human handling breakdown, and conversation outcomes

See it in your workspace.

Request early access and we'll walk through how the platform fits your operation.