Live Chat & Unified Inbox
Every customer conversation in one place. Reply instantly, collaborate with your team, and never lose context with automatic CRM linking.
Unified Inbox
All conversations from every channel land in one place — no more switching between tabs and tools.
Contact Linking
Messages are automatically linked to CRM contacts so you always have the full context.
Quick Replies
Save common responses as templates and send them with one click to respond faster.
Internal Notes
Add private notes to conversations that only your team can see for seamless collaboration.
Conversation History
Every message is stored and searchable. Pull up any past conversation by contact, date, or keyword.
Assign & Escalate
Route conversations to the right team member or escalate priority cases automatically.
Conversations, Unified
See how messages from every channel come together in one powerful inbox.
Sarah Johnson
via Email
Hi! I saw your CRM plugin and I'm interested in the Business plan. Can you tell me more about the WooCommerce integration?
10:23 AM
Hi Sarah! The WooCommerce integration automatically syncs all orders, creates customer profiles, and tracks lifetime value. It works out of the box — just activate and connect.
10:25 AM
That sounds great! When can we schedule a quick demo?
10:28 AM
Built With Care, Down to the Details
Auto-Link to CRM Contacts
Incoming messages are matched to existing contacts by email or name. If no match is found, a new contact is created automatically so nothing slips through.
Template Library
Build a library of quick-reply templates for common questions. Insert them with one click and personalize before sending.
Team Collaboration
Leave internal notes, @mention teammates, and transfer conversations — all without the customer seeing any of it.
Conversation Analytics
Track response times, resolution rates, and volume trends so you can continuously improve your support quality.
Conversations FAQ
Common questions about conversations in Auto Form CRM.
A unified inbox where you can view and respond to all customer conversations from the chat widget, linked to their CRM contact profile.
Yes. When a visitor identifies themselves, their chat history is linked to their CRM contact. New visitors can become contacts.
Yes. Team members can view and respond to chats. Assign conversations to specific users for follow-up.
Ready to Try It?
Install Auto Form CRM and start using this feature in minutes.
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Contact Management