Contact identity & resolution
The caller, the emailer, and the DM resolve to one person with one history.
Consent & compliance
One CASL-native consent state, enforced on every channel and every send.
Unified conversation threading
Calls, texts, emails, and DMs land in one thread per person, in order.
Documents & signing
Estimates, contracts, and signatures attached to the same record as the conversation.
Media & storage
Recordings, attachments, and files stored once and referenced everywhere.
Send governance
Quiet hours, suppression lists, throttles, and an audit trail on every outbound message.
Notifications
One delivery layer for everything the platform needs to tell a human.
Templating & merge fields
One template system across SMS, email, and documents — write once, send anywhere.
Metering & billing
Every unit of usage measured per workspace and per client, ready to price.
Agent runtime
AI agents run inside the engine with real context, not bolted on beside it.
Intelligent context & retrieval
The full history, structured so software — and agents — can actually use it.
Cross-module search
One query across conversations, contacts, files, bookings, and money.