Every customer is a full record — funnel stage, deals, invoices, meetings, tickets, conversation history. No tool-hopping.
Weighted round-robin per team member, one-click pause for time off, department-aware. The next available person gets the next task automatically.
Quarterly check-ins, renewal calls, post-onboarding surveys, pre-trial-end reminders — all auto-generated and assigned to your team.
Per-agent: response time, conversion, closed deals, ratings, sessions. CSV export for performance reviews.
An AI agent trained on your docs handles 70% of tier-1 tickets and passes the hard ones to the right specialist with full context.
Sales + Support + Onboarding + Billing in one shared inbox, SLA tickets, departments with fine-grained permissions, smooth team handoff.
Key Benefits
"We replaced 7 tools (HubSpot + Asana + Intercom + Calendly + Stripe alerts + …) with UniWhats. Saved 42% on tooling and cut context-switching"