Datalyse

On Monday the customer calls your sales team, on Tuesday they write on WhatsApp, and on Wednesday they explain the whole story again. Each channel usually keeps its own history, apart from the customer records. Datalyse ties calls, WhatsApp, Instagram and email to the same customer record and runs its own phone system for the calls. A shared inbox shows each conversation next to that record and its open tasks.

AI agents can answer calls and chats and ask the first questions. Afterwards they update the record or book a meeting. When a caller asks something outside the script or wants to buy, the agent passes the conversation to a person with a summary and the transcript. Autopilot reads the connected notes and conversations and drafts the next step, and you decide which actions need approval.

Phone numbers are available in more than 90 countries, the site says. Call queues and a phone menu route each caller to the right person. An optional add-on for financial brokers adds a client portal and identity checks.