Chat in one click from the button added to Contacts, Leads and Deals records. Auto-create records when an unknown number writes in, keep ownership in sync, and add a trainable AI agent whenever you like.
No WhatsApp Business API required, you connect your own number by QR.
Chat from the record card, auto records and owner sync in one flow
FlexInbox authorizes your Zoho CRM account in one click and adds a "Message on WhatsApp" field to Contacts, Leads and Deals record cards. Your rep chats with the customer without leaving the record; the whole conversation is linked to that record, so customer history stays in one place.
WhatsApp and Telegram land in the same place in the FlexInbox unified inbox. Each rep connects their own WhatsApp number by QR (just like WhatsApp Web) and their own Telegram account; no need to migrate to the Business API. Messages are tagged by channel, while management, assignment and AI all run from one panel.
When the first message arrives from an unknown number, FlexInbox automatically creates a Lead, Contact or Contact + Deal in Zoho according to the rule you choose, so no opportunity goes unrecorded. When you change the owner in the panel, the owner of the Zoho record updates too, so everyone knows who handles which customer.
Everything works additively; it never touches your existing Zoho configuration, automations or data.
Use the button on Contacts, Leads and Deals cards to start a WhatsApp or Telegram chat instantly; the conversation links to that record.
On the first message Zoho automatically gets a Lead, Contact or Contact + Deal; you set the rule and can switch it off anytime.
Update the owner in FlexInbox and the Zoho record owner updates too; responsibility stays consistent across both systems.
Messages you send from the card and replies from the customer appear in the unified inbox, with media, voice notes, quoted replies and read ticks.
Each rep connects their own WhatsApp or Telegram line; incoming messages land with the right rep, with assignment and labels from one panel.
Assign an AI agent that speaks only from your knowledge (RAG) to your Zoho lines; let it reply in suggest, semi-auto or full-auto mode and hand off to a human when confidence drops.
No code; authorize in minutes, connect a number and start chatting.
Authorize your account in one click; your users arrive in FlexInbox as agents automatically.
Each rep connects WhatsApp by QR and their Telegram account; two-step verification is supported.
Chat from Contacts, Leads and Deals cards; pick your auto-record rule and switch on an AI agent for any line.
The agent you assign to your Zoho lines speaks only from your knowledge and hands off to a human when needed.
It answers from a knowledge base of plain text, website crawling, FAQs and files (PDF/DOCX/CSV); it does not make things up.
Suggest (operator approves), semi-auto (by confidence threshold) or full-auto; tuned to how your flow needs to run.
It hands off on a confidence threshold, a keyword or an "I want a human" request; when an operator replies, the AI goes quiet in that chat.
Assign a separate agent and separate knowledge base to each Zoho line; it also understands images and voice notes.
It works on the record cards of the Contacts, Leads and Deals modules; you can start a WhatsApp or Telegram conversation directly from each.
No. FlexInbox only adds; it never touches your existing Zoho configuration, automations or data.
No. Each rep connects their own WhatsApp number by QR (just like WhatsApp Web). The Telegram account also connects by QR, with two-step verification supported.
Yes. For unknown numbers you choose "create nothing", "Lead", "Contact" or "Contact + Deal".
When you change the responsible rep for a conversation in the panel, the owner of the related Zoho record updates too, so responsibility stays consistent across both systems.
Yes. You can assign each WhatsApp or Telegram line to a separate AI agent with a separate knowledge base, running in suggest, semi-auto or full-auto mode.
Chat from the card, auto records, owner sync and an AI agent; start free today, no credit card required.
