Contacts connect the work
The workspace puts contacts alongside customer communication. Teams can use that context to understand an enquiry instead of treating each provider window as a new relationship.
A customer can email a question and follow up on WhatsApp. UnifyDesk is building a connected inbox so the team can understand the relationship across channels while responding through the appropriate provider.
In development · Public access coming soon · Tour uses sample dataTHE TEAM WORKFLOW
For businesses where customer work crosses email, WhatsApp and SMS. The goal is to bring conversations and contact context closer together without pretending that every channel has the same capabilities or delivery rules.
Prepare the provider accounts the team will use and assign authorized members to manage them. A channel becomes usable only when its own connection and readiness requirements are met.
Look at the customer's contact details and available conversation history. Check whether an email and a messaging enquiry concern the same issue before duplicating work or asking the customer to repeat it.
Choose the appropriate conversation and respect that provider's reply, template and account restrictions. Define a team process for follow-up when an enquiry needs another colleague or channel.
WHAT TO CONSIDER
The workspace puts contacts alongside customer communication. Teams can use that context to understand an enquiry instead of treating each provider window as a new relationship.
Email mailbox sync, WhatsApp replies and SMS delivery have different requirements. Provider-specific behavior stays visible rather than being hidden behind a universal promise.
Company membership and permissions govern workspace access. Review who can connect providers and work with conversations as the team grows.
Review company access and account protection and the platform and usage pricing model as you plan your setup.
PROVIDERS & READINESS
WhatsApp, Gmail, Microsoft and managed SMS are in development. The supported experience depends on each provider's readiness and permissions. The sample product tour demonstrates the intended workspace; public access is coming soon.
Explore integrationsEXAMPLE USE CASES
A customer follows up about an earlier email through WhatsApp. Review available customer context before responding so the follow-up stays coherent.
A growing business can organize provider connections and conversation work in one product direction, with a clear process for channel ownership and team access.
PRACTICAL QUESTIONS
No. Channel capabilities and rollout depend on the provider. Check the integrations page for current public availability labels and the prerequisites for each connection.
The inbox handles conversation work. Campaign preparation is a separate workflow that can use customer context, with its own audience consent, provider readiness and usage requirements.
SEE THE WORKSPACE
The product tour shows the developing experience with illustrative data. Public sign-up and final pricing are coming soon.
Take the product tour