THE CONNECTED WORKSPACE

Every conversation. More context.

Texts, calls, and AI-assisted follow-up. Connected to the CRM records your team already knows.

ze Messenger Workspace
Inbox 3
AM
Alex Morgan

Could we arrange a call next week?

now
SJ
Sarah Jenkins

Perfect. Thank you!

12m
DT
Daniel Taylor

Can you send me the details?

1h
EW
Emma Wilson

Tuesday works for me.

2h
AM
Alex MorganContact · Initial consultation
TODAY
Hi! Could we arrange a call next week?10:42
Of course, Alex. Would Tuesday morning or Wednesday afternoon work better?10:43
Tuesday morning would be great.10:44
Write a message…
Illustrative example · Fictional customer data
01

Text with context

Keep two-way messages linked to customer records, with templates and scheduling to reduce repetitive work.

02

Call when it matters

Move from a message to a human call or a configured AI bot call.

03

Connect the next action

Use appointments, tasks, notes, support tools, and webhooks to make the conversation useful beyond the reply.

YOUR NEXT CHAPTER

Put the next
conversation to work.

See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.