Connected customer operations

Every conversationbecomes action.

Converra brings your customer channels, conversations, workflows, CRM, and AI intelligence into one connected workspace. Manage every interaction, automate repetitive processes, and empower your team to deliver faster, smarter customer experiences.

Platform

Everything you need to run customer conversations.

Bring conversations, automation, AI, and customer data together so your team can respond faster and keep every interaction moving.

01

Unified inbox

Manage every customer conversation in one shared workspace.

  • Centralize messages
  • Shared team access
  • Customer context
02

Automation

Automate the repetitive work between messages and actions.

  • Follow-ups
  • Lead nurturing
  • Workflow actions
03

AI assistance

Help your team understand and respond to customers faster.

  • Understand context
  • Draft responses
  • Reduce repetitive work
04

Customer data

Turn conversations into usable customer context.

  • Conversation history
  • Customer records
  • Interaction insights

Visual workflow automation

A message becomes a sequence of work.

Build with the language of operations—not code. Start with a trigger, make a decision, then carry out the right action.

01

Connect

A customer messages

Channels and business tools meet in one workspace.

02

Orchestrate

Intent is qualified

Rules turn context into the right customer journey.

03

Automate

The next step happens

AI and automation complete the routine operational work.

One sequence can connect

WhatsAppCRMTemplatesSheetsDriveCalendar

Template-first · no code

Start with the use case. Not a blank canvas.

Start from a proven flow, understand exactly what it will do, and adapt it to the way your business works.

  1. 01ChoosePick a proven flow for the job in front of you.
  2. 02PreviewSee its trigger, decisions, messages, and actions.
  3. 03ActivateConnect the channel and put the workflow to work.

Controlled intelligence

AI with a job description.

Understand the customer, assist the operator, complete the routine step, and know when to hand over.

01 · Context

Know what the customer means.

Ground every response in the live conversation, customer history, FAQs, policies, and product facts.

Relevant knowledge
Intent classification

02 · Assist

Help the team move faster.

Draft useful replies and handle defined routine work while operators stay in control of customer moments.

Routine actions
Operator support

03 · Control

Keep judgment where it belongs.

Set clear guardrails, permitted knowledge, and actions—then hand over with the complete context intact.

Defined guardrails
Human handover

Operational details

The useful questions, answered.

Practical answers about channels, templates, workflow health, and getting started.

See plans and usage
01Which messaging channels are supported?

WhatsApp is currently available through Meta's official WhatsApp Business Platform. Messenger, Instagram, and additional channels are planned.

02Do I need a developer to build workflows?

No. Choose a prebuilt workflow, preview it, and activate it. The visual builder is available when you need to tailor triggers, conditions, and actions.

03Can I use my existing WhatsApp Business number?

Yes, provided the number is registered with the WhatsApp Business Platform through your Meta Business account.

04Why might an automated message not send?

Check that the workflow is active, the messaging channel is connected, and any required template has been approved by the provider.

05How does the trial work?

Each new workspace can start one 14-day Plus trial with a card. Trial limits apply; choose Lite, Plus, or Max when it ends.

New workspaces can try Plus for 14 days with a card. Trial limits apply, once per workspace.

Your next workflow

Give every conversation a next step.

See how Converra can connect your inbox, customer context, workflows, AI, and business tools in one operating layer.

Book a demo