Your next scheduled or draft queue item will appear here.
Marketing Overview
All channels, campaigns & performance at a glance
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Total Campaigns
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Total Budget
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Revenue Generated
ROI: �%
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Total Impressions
Conversions: �
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Total Contacts
New leads: �
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Emails Sent
Open rate: �%
Budget by Channel
Lead Stage Funnel
Recent Campaigns
All Campaigns
| Campaign | Channel | Status | Budget | Spent | Impressions | CTR | ROI | Actions |
|---|---|---|---|---|---|---|---|---|
Contacts & Leads
| Name | Company | Stage | Source | Lead Score | Subscribed | Actions | |
|---|---|---|---|---|---|---|---|
Email Campaigns
| Subject | Status | Recipients | Open Rate | Click Rate | Sent At | Actions |
|---|---|---|---|---|---|---|
Real-Time Engagement Channels
Conversations
A unified customer engagement workspace for live conversations across WhatsApp, Instagram, Messenger, SMS, Telegram, Facebook and other real-time channels. Built for two-way engagement, not one-way blasts, so replies, handoffs, opt-in state and CRM history all stay inside one system.
WhatsApp
Instagram
Messenger
SMS
Telegram
Facebook
Live support
No live channels yet? Use Seed Demo Conversations to populate the inbox and test journey packs immediately.
Unified Customer Engagement System
One inbox, many channels, shared customer context
Live channels
0
Open threads
0
Unread messages
0
Waiting human
0
Use this section for real-time engagement: reply handling, handoffs, behavior-triggered messaging, opt-in-safe workflows and channel-aware campaign follow-up.
Unified inbox
Live conversation control centre
Replies from messaging channels should land in one operator workspace, not disappear into separate tools. The design below treats WhatsApp, Telegram, Messenger, Instagram DMs and SMS as one coordinated engagement stream with CRM context beside it.
Priority threads
Inbox lanes
Channel lanes
Conversation threads will load here once the inbox summary API responds.
Selected thread
No thread selected yet
Treat messaging as real-time engagement. AI drafts the response, but the operator can hand off, route to CRM, or trigger a journey update without leaving the thread.
CRM context
Selected contact snapshot
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No contact linked yet
When a thread is linked to a Marketing contact, stage, company, score and source will appear here.
Routing and handoff
Operator workflow
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Inbox workflow will appear here
Routing suggestions, automation handoffs and hot-lead actions load from the summary API.
Governance
Compliance and control
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Policy notes will appear here
Consent, audit and channel restrictions will update with the selected thread.
Priority channel
Use for high-intent two-way conversations, reminders, follow-up and approved message-template campaigns for opted-in contacts.
- Very strong for conversions, reminders and live handoff.
- Should never be treated like bulk email or promotional spam.
- Best placed behind premium automation and compliance controls.
Fast MVP lane
Telegram
Ideal for bots, channel broadcasts, group engagement and fast early-stage rollout without the same restrictions as WhatsApp.
- Good for campaigns, lead-capture bots and community updates.
- Easier API path for MVP and operational experiments.
- Can act as the quickest route into a unified inbox experience.
Social DM layer
Instagram and Messenger
Group social replies and direct messages into the same operator lane so campaign responses become working conversations instead of fragmented notifications.
- Route story replies, ad replies and Messenger threads into one inbox.
- Keep response context beside campaigns, contacts and automation rules.
- Strong fit for real-time handoff after social engagement.
Engagement journeys
Trigger-driven conversation flows
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New lead arrival
Marketing discovers a lead, CRM receives it, and the preferred messaging channel opens the intro conversation.
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Invoice and payment reminders
Send policy-safe reminders through SMS or WhatsApp, then escalate replies into the same operator console.
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Missed-call follow-up
Open a conversational thread immediately rather than losing the lead between phone and campaign tools.
Channel strategy
Comprehensive but channel-aware
The design should feel like one system with powerful modules, not separate disconnected tools. Conversations belongs inside Marketing, but shares contacts, tags, companies, message history and activity data with CRM.
Commercial structure
Natural premium packaging
Free can stay email-first, Pro can unlock SMS and Telegram, while Premium unlocks WhatsApp, unified inbox logic, deeper automation and channel-governed live engagement.
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Email-first free tier
Basic outbound only, no live conversation orchestration.
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Pro messaging tier
SMS and Telegram expansion for operational messaging and faster MVP value.
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Premium conversation tier
WhatsApp, live agent inbox, automation, CRM sync and compliance-aware journeys.
Design principle
Real-time engagement, not email repeated elsewhere
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Two-way by default
Every channel should assume inbound replies, not just outbound sends.
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Inbox before blast tooling
Thread management, routing, assignments and CRM context should be central to the design.
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Shared data layer
Contacts, companies, segments and communication history should flow across CRM and Marketing.
Operational edge
Where this outcompetes fragmented tools
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No siloed communication tools
Marketing feeds CRM, CRM feeds engagement, and operators see one customer timeline.
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Better lifecycle automation
Acquisition, engagement, deal movement and retention can all trigger message journeys.
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Enterprise-feeling product shape
Customers experience one platform with strong modules, not disconnected mini-products.
Launch guidance
Practical rollout path
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Phase 1
Telegram bots plus WhatsApp through a business API provider, routed into one inbox shell.
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Phase 2
Template automation, message tracking, unified inbox ownership and cleaner channel governance.
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Phase 3
AI-assisted replies, behavior-triggered messaging, community engagement and deeper automation loops.
Content Assets
| Title | Type | Status | Author | Views | Downloads | Shares | Actions |
|---|---|---|---|---|---|---|---|
Design Studio
Social media command center
Multi-Platform Campaign Studio
Instagram
Facebook
LinkedIn
X
TikTok
YouTube
Build once, adapt everywhere, and export across every social channel.
Fill in the brief, generate concepts, check the preview, then export into Social Media Integrations.
Active channel
LinkedIn
Workflow
Launch burst
Approval state
Approvals off
Completed studio renders will surface here as soon as they are available.
Studio status
No active studio brief
Configuration required
Saved briefs
0
Your saved briefs.
Stored assets
0
Generated outputs.
Queue entries
0
Export items.
Providers ready
0/3
Connected services.
Generate concepts to start live render checks.
Open latest motion
Live studio records
Waiting for records
Step 1
Generate
Channel
0 words � 1 hook � 1 CTA cluster
Focused on LinkedIn launch assets
Step 2
Preview
Google Ads export appears here when the design is ready for Marketing Automation publishing.
Preview available after generation
Provider-backed output
Studio preview
Generate channel-ready creative from a saved campaign brief.
Your generated concept appears here.
Generate to create CTAThe core brief focus appears here after generation.
What appears here
Preview the main message, CTA, image output, motion output, and Google Ads publishing export here.
Status
Awaiting generation
Output
Provider-backed
Storage
Saved to studio
Generate concepts to create an export item.
Publishing destination
Social Integrations
Use the existing publish path to move this finished studio asset into Social Integrations for connected-channel delivery.
Google Ads inside this studio
Google Ads publishing export
This studio prepares the Google Ads creative. When the design is finished, it is exported to Marketing Automation for publishing.
Ad format
Responsive display ad
Budget hint
Set after generation
Landing URL
Add CTA destination in the studio brief
Export summary
Headline, CTA, and approved creative context will appear here before export.
Image render status
queued
Generate concepts to create a live image render job.
Queued, processing, completed, and failed Bannerbear updates will appear here as the studio refreshes render status.
Motion render status
queued
Generate concepts to create a live motion render job.
Queued, processing, completed, and failed Shotstack updates will appear here as the studio refreshes render status.
Step 3
Approvals
0/0 approved
Use approvals only when the campaign needs sign-off before export. This panel sits directly below generation so it fills the open space under Step 1.
Suggested reviewer information will appear here once the studio has a reviewer map for this stage.
Marketing Budgets
0
Active rules
0
Scheduled journeys
0
Contact workflows
0
Recent successes
No design imported yet
Awaiting import
Starter templates
Multi-step journey packs
Installed Journey Packs
Loading packs�
Journey command centre
Choose an installed pack to inspect step coverage, binding readiness, and recent execution activity in one place.
Marketing Automation Rules
| Rule Name | Trigger | Action | Delay | Status | Times Fired | Last Triggered | Actions |
|---|---|---|---|---|---|---|---|
Execution Log
| Rule | Status | Result | Executed At |
|---|---|---|---|
| Select a rule to view its logs. | |||