Trigger
A new WhatsApp message arrives
Converra captures the conversation and customer context together.
Unified workspace
One conversation. Full customer context.
The inbox, CRM, lead record, and next action stay together, so teams can collaborate without copying context between tools.
40%faster first response
3×more qualified leads routed
Connected context
Everything in one view.
Every channel, customer signal, and next action stays connected for the whole team.
- 01Real-time multi-channel syncEmail, chat, and SMS land in one thread.
- 02Automated lead routingNew conversations go straight to the right rep.
💬
incomingNeed pricing for 4 branches
⚡
incomingCan someone help today?
📷
incomingSaw your campaign
CONVERRA INBOX
Command center
Customer identified
Assigned to Priya
Workflow triggered
CUSTOMER CONTEXT
ML
Maya Lim
Qualified retail lead
Matched to CRM record, routed to sales workflow.
Everycustomermessagecanbecomethenextactionyourbusinesstakes.
Workflow orchestration
Every signal knows where to go next.
Turn a customer message into coordinated action across your inbox, CRM, team, and follow-up tools.
Explore workflow automationLead qualification
Live workflow
Condition
Is this a qualified opportunity?
Intent, customer data, and your business rules decide the next step.
Qualified lead
Route to the right owner
Create the CRM record and assign the conversation to sales.
Needs nurturing
Keep the journey moving
Send a useful reply and schedule the next follow-up automatically.
01CRM updated
02Owner assigned
03Follow-up scheduled
04Context preserved
Lead qualification
Live workflow
Trigger
A new WhatsApp message arrives
Converra captures the conversation and customer context together.
Condition
Is this a qualified opportunity?
Intent, customer data, and your business rules decide the next step.
Qualified lead
Route to the right owner
Create the CRM record and assign the conversation to sales.
Needs nurturing
Keep the journey moving
Send a useful reply and schedule the next follow-up automatically.
01CRM updated
02Owner assigned
03Follow-up scheduled
04Context preserved
Start with a proven template, adapt the rules to your operation, and activate it without building from a blank canvas.
Template to live in minutesConnected in practice
See the operation as it happens.
Explore how customer signals, context, routing, and automation come together in one connected workflow.
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See every signal
Bring customer activity into one shared view before important context disappears between channels.
Swipe to explore · Tap a panel
Pipeline funnel
From conversations toqualified opportunities.
Every interaction is captured, enriched, and moved through your sales pipeline automatically.
Your next workflow
Turn the next conversation into action.
See how Converra can connect your customer messages, context, and workflows in one place.
Book a demo