Features
Everything you need to talk to customers, in one system
MoreSend replaces the inbox, the CRM, the bot, the workflow tool and the phone system with one system where everyone works on the same information about every customer.
Unified inbox
Every conversation, from every channel, on one screen
WhatsApp, Instagram, Messenger, email, website chat and phone calls land in the same inbox. Every rep knows what’s theirs and what’s waiting for an answer.
A tidy inbox
- Smart views: all, mine, unassigned, handled by AI and unread
- Filter by channel, tag and teammate
- Search across all conversations
Teamwork
- Assign conversations and set your availability
- Internal notes only the team sees, and @mentions
- Message templates and approved WhatsApp templates
Lead 360
- A lead panel beside every chat, with activity and lead memory
- “Next step”: a nudge when a customer is waiting, a chat has no owner or a task is overdue
- An AI summary of the conversation in one click
Channel groups
One customer, even when they switch channels
Split your channels into groups by brand or department: marketing, sales, service or support. Inside a group, a customer is recognised on every channel, and all their conversations link to the same lead.
Automatic recognition
- A customer who writes on another channel of the group is recognised and linked to their lead
- Automatic lead creation, at zero marketing cost
- A dashboard card: how many leads were found, how many were won, and by which group
One click across channels
- At the top of every chat: the customer’s conversations on other channels, with unread counts
- Jump to the conversation on another channel in one click
Privacy between groups
- Choose how much context agents see: this group only, this group plus summaries of the others, or everything
- Changing groups needs the manage-channels permission
CRM and tasks
Lead management that’s wired to the conversations
Every lead holds its conversations from every channel, its tasks, files and history. You define the statuses and stages, and the team works in the view that suits them.
Your own pipeline
- Statuses and stages you define and reorder
- List, table and drag-and-drop kanban views
- Custom fields, filters and column choice
The lead panel
- Details, conversations, tasks, files, comments and history
- Quick actions: call, WhatsApp, email and request a callback
- Lead source and owner
Tasks
- A tasks board, as a board or a list
- Due dates, owners and reminders
- Tasks linked to the lead and the conversation
Robots and AI
AI that works inside the team, not instead of it
Robots answer customers on every channel, and reps get drafts, summaries and briefings from AI. When a person is needed, the conversation moves to them with all its context.
Robots
- Instructions, tone and business information, including pulling it from your website
- Knowledge sources: documents and structured data, kept in sync
- Tools the robot runs mid-conversation
- Handoff to a rep with a briefing when the customer asks
Help for reps
- “Reply with AI”: a draft based on the conversation and your knowledge
- An AI summary of a conversation
- A 5-second briefing: who, channels, need, why now and next step
- Lead memory: facts, preferences and commitments
Transparency
- AI replies and actions are clearly marked
- The briefing says whether AI or rules wrote it
- An AI activity log
Studio
Flows you build by dragging, with no code
Studio is a visual flow editor. Start from a keyword, ask, branch, let AI answer, create a lead or a task, and hand off to a rep when needed.
Nodes
- Messaging: send a message, a template or media
- Logic: conditions, intent match, variables and waits
- AI and actions: AI reply, API request, create a lead or a task
- Handoff: hand off to a rep, human approval, internal note and close chat
Safe to publish
- Checks that show issues before you publish
- A simulator that steps through the flow
- Versions with change notes, and read-only views of older versions
On every chat channel
- The same flow can run on all channels, or only some
- Phone calls get their own IVR flows
Tools and approvals
Not just answers. Actions.
Tools are the actions robots and reps run: check an order, book a meeting, open a task. Build a tool once and use it everywhere.
Kinds of tools
- An API call to your system
- MCP tools
- A Studio process
- Ready-made tools
Who runs it
- A robot, a rep, or both
- The same tool, for a robot mid-conversation and for a rep in one click
Control
- Sensitive tools wait for a manager in the approvals inbox
- A robot can get the customer’s OK before a run
- A run log: what ran, who ran it, when and the result
Voice
A phone system and contact centre, inside the same system
Connect your business phone line and get a whole contact centre: AI voice agents, reps in the browser, routing, queues and campaigns. Every call is saved with the same customer, next to their chats.
Inbound
- Routing per number: an AI agent, a queue or an IVR flow
- Queues and a live board: who’s waiting, wait times and available agents
- Offered callbacks and a callbacks list
- Voicemail, faxes and conference rooms
Outbound
- A browser dialer for reps
- Outbound campaigns
- Do-not-call and consent lists, checked before every campaign dial
Control and quality
- Live transcript and caller sentiment
- Listen, whisper to the AI agent, barge in, take over and hand back to AI
- Recordings, transcripts and summaries
- A copilot for reps: call stages, checklists, fields to capture and objection answers
Analytics
See what’s really happening
One dashboard for conversations, the team, AI and sales, by period, channel and teammate.
Service
- Conversations, first response time and resolution rate
- SLA breaches and CSAT
- Busiest hours by weekday and hour
AI and the team
- How many conversations AI handled, and how many people did
- A team leaderboard
- A “my work” view for every rep
Sales and campaigns
- Your sales pipeline
- Campaign performance
- Leads found automatically
Security and privacy
Full control over who sees what
Your customers’ data is sensitive. MoreSend keeps it encrypted, open only to the people who need it, with every sensitive action on record.
Encryption
- Messages, emails and files encrypted at rest with AES-256-GCM
- A separate encryption key for every workspace, held in a dedicated key-management service
Access
- Roles and permissions (RBAC) with a permission matrix
- Per-channel access: a role applies only to the channels chosen for it
- Separate workspaces for organisations and brands
Records
- An audit log for admin actions
- A tool run log and an approvals inbox
- An AI activity log
Soon
What’s coming to MoreSend
These are the capabilities we’re building now. Each one is marked “Soon” until it’s available to everyone.
- Campaigns
- Leads and growth · Soon
- Smart inbox · Soon
- Voice · Soon
- Studio · Soon
- Robot knowledge · Soon
- AI control · Soon
- AI assistant · Soon
- Commerce and payments · Soon
- Bookings · Soon
- Team operations · Soon
- API and MCP · Soon
- Agencies and partners · Soon
- What’s new
Omni AI
An AI assistant that knows where you are
Ask in plain words, and Omni AI answers, opens the right screen and shows you where to click. It knows the whole product and what’s on your screen right now.
- “Where is…?”: the assistant highlights the button right on the screen
- “How do I…?”: a step-by-step walkthrough on the screens themselves
- “Open…”: go to the right screen without hunting through menus
- Drafts of a campaign or flow wait for your approval, and nothing happens without it
- An intro tour and tips for every team member, even without AI
Studio Lab
Test a flow on customers before it goes live
Describe a flow in plain words and get it built, test it against AI customers and real past conversations, and release it gradually.
- AI test customers with scenarios and checks, before every publish
- Replay: real past conversations run through the new version, so you see what changed
- Release to part of your customers first, with one-click rollback
- A/B tests between versions, with goals and their value in shekels
- On the canvas: where customers drop off and how long each step takes
Voice as a channel
A phone call is worth as much as any message
Phone calls become a full channel in the inbox, just like WhatsApp: call from any chat, take calls in the browser, and the summary lands on the customer record.
- One-click calling from any chat and any customer record
- Incoming calls with a 5-second briefing on the caller
- Live transcript and copilot hints on reps’ calls too
- Every call summary goes into the chat, the lead’s memory and the briefing
- Voice robots that know your knowledge, tools and customer, like the chat robots
We’d love to show you the system working.
A demo on your real scenarios: your channels, your team and the questions your customers actually ask.