Workspace Dashboard
Open conversations, unanswered threads and workload across your agents at a glance.
AgentDesk
One inbox.
Every conversation.
AgentDesk sits on top of the numbers you already run through TextBot. Your team handles WhatsApp and website chat from a single inbox, with a complete CRM behind every conversation and AI agents that answer from your own documents. From $250 a year on any plan.
- Joan M.Thanks — paid it now.2m
- Ahmed K.Do you deliver to Durban?11m
- Retail Co.Quote #Q-2043 approved1h
- Website chatVisitor asking about pricing1h
Do you deliver to Durban?
AI agentYes — Durban is next-day. Want me to check stock?
Please do.
SMSipho took over · AI paused
- 33features included
- 6product areas
- 1login, shared with TextBot
- $250from, per year
Features
Everything included
All 33 features are listed below. There is no higher tier and nothing is held back for enterprise.
01
Conversations
Every channel in a single queue.
Shared Inbox
WhatsApp and website chat in one queue. Assign to an agent, add private notes, take over from the AI instantly, and read voice notes as text.
02
CRM
Complete customer records behind every conversation.
CRM Dashboard
Pipeline value, recent stage movement and team activity in one view.
Contacts
Every customer with custom fields and their complete message history.
Companies
Roll contacts, deals and cases up to the organisation they belong to.
Leads
Qualify enquiries before they clutter your database, then convert to contact, company and deal in one action.
Lead Finder
Find prospects and queue your first outreach without leaving the workspace.
Deals
Value, owner and stage across pipelines you define yourself.
CRM Tasks
Follow-ups with owners and due dates, attached to the record they belong to.
CRM Cases
Support cases with status and priority, tracked separately from sales.
Products
A priced catalogue that quotes and deals draw from.
Quotes
Build from your catalogue, send, and track through to acceptance.
Calls and Files
Log calls and meetings and attach documents to the customer record.
Custom Objects
Define your own record types and fields when the standard ones fall short.
CRM Reports
Reporting across pipelines, owners and stages, with duplicate detection and merging.
03
AI & Automation
Answers drafted from your own material, and processes that run themselves.
AI Agents
Build an agent, version it, and test it before a customer ever sees it. Works with Ollama or a hosted provider.
Knowledge Bases
Upload documents and scope them to specific agents, so sales and support answer from different material.
Workflows
Chain steps, trigger them from a conversation or record, and audit every run.
Snippets
A library of saved replies your agents can insert into any thread.
04
Channels & Growth
Where conversations start, and how you scale them.
Channels
Connect your TextBot keys and numbers, with the webhook configured automatically.
Website Widgets
Register a site, configure a widget, and route visitors into the same inbox.
Message Templates
Reusable templates that pass through approval before they can be broadcast.
Broadcasts
Send to a segment after approval, with per-recipient status as it goes out.
05
Operations
Know what is working and where things stall.
System Health
Channel status, queue depth and delivery failures in real time.
Analytics
Conversation and quote funnels that show exactly where deals stall.
Lifecycle
Define the stages customers move through and the fields you track against them.
Teams
Group agents into teams and route conversations to the right one.
Approval Queue
A single queue for campaigns, templates and workflow steps awaiting sign-off.
Reports
Saved views and CSV exports across conversations, deals and agent activity.
06
Workspace
Access, configuration and a complete audit trail.
Users and Roles
Invite your team and scope what each role can see and change.
Business Settings
Business profile, working hours and the defaults new agents inherit.
Integrations
Developer API keys and outbound webhooks for your own systems.
Audit Logs
Who changed what, and when, across every record in the workspace.
Architecture
How it works together
TextBot
Your number stays linked and online, handling every send and receive.
Webhook
Inbound messages are posted straight to AgentDesk as JSON.
AgentDesk
The thread lands in the inbox, the AI drafts or an agent replies, and the CRM records it.
Single sign-on from your TextBot portal. No second account, no second password.
Add AgentDesk
to any plan
$250 a year with one API key, $450 with five, $1,500 with twenty.