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Please do not include passwords, account numbers or sensitive customer data.

Communication

Every conversation lands on the customer it belongs to.

WhatsApp, Instagram, Facebook and email come into Phoros and attach to the contact who sent them, so anyone who opens the record sees the whole relationship. On WhatsApp, virtual staff read the newest messages before they draft a reply, and the draft is checked before it is sent.

Illustrative screen · Communication

How a message travels

Arrives, attaches, answered.

Three steps, and the first two happen without anyone sorting mail.

  1. 1

    Arrives

    Messages come in on your linked WhatsApp number, your Instagram account and Facebook Page, and the email inboxes on your own domain.

    • WhatsApp linked by QR code
    • Instagram and Facebook through Meta
    • Email on your own domain
  2. 2

    Attaches

    Each message finds its contact by number or address, and the record keeps email, WhatsApp, invoices and documents together.

    • One record per customer
    • Unread counts for WhatsApp and email
    • Pipelines and groups on the same record
  3. 3

    Answered

    Your team replies from the record. On WhatsApp, virtual staff read the newest messages first and draft a reply that is checked before it is sent.

    • Replies from the record
    • WhatsApp drafts checked first
    • Follow-ups on the calendar

Email

Inboxes on your own domain, each seen by the right people.

Create orders, weddings or hello inboxes on your domain, choose which colleagues see each one, and reply from the address the customer wrote to.

  • Your domain set up from Email Settings
  • Each colleague sees the inboxes assigned to them
  • Drafts assigned for review
Illustrative screen · Communication
  • Your own domain

    Email Settings lists the records your domain needs, including DKIM, a return path and DMARC, and checks them before your inboxes send.

  • Who sees what

    Each colleague sees only the inboxes assigned to them, and sends only from those addresses.

  • One message, once

    Mail addressed to several of your inboxes shows once, with the inboxes it reached.

  • Drafts for review

    A draft can be assigned to a colleague for review, and the left rail counts what waits for them.

  • Attachments

    Attach files from the first line of a new message or a reply; a failed upload waits for a retry before anything sends.

  • Your mail app too

    Each inbox can have its own password, so it can also be read in a mail app that signs in by IMAP.

Microsoft 365 connects so virtual staff can read and send from the connected account's inbox; that mail stays in Microsoft 365 and does not appear in your Phoros inboxes.

Your web presence, with every channel answered

A site, a brand and every channel, launched together.

Three finished sites where conversation comes first: a clinic intake, a briefing assistant and a service finder. Start from one, and the cards, flyers and social content follow to match.

18 finished sites 8 categories Browse the gallery

Every site is a complete page, and the same desk makes the business cards, flyers and social content to match. See brand development and management

Contacts and pipelines

Every customer on one record, every deal on a board.

A contact keeps their messages, invoices, documents, pricing and store credit together, and a pipeline shows where each enquiry stands.

  • Drag a card when the work moves
  • Steps that send their own email
  • Groups by tag for broadcasts
Illustrative screen · Communication
  • One record per customer

    Email, WhatsApp, invoices, documents, pricing and store credit sit on the contact, so the next person to answer sees what came before.

  • Pipelines

    Name your stages, give each deal a card, and drag the card when the work moves.

  • Steps that send themselves

    A pipeline step can email the card's contact on its schedule, so the second note goes out on its day.

  • Groups

    Group contacts by tag, by listed address or by other groups, and send a broadcast to the group.

  • Follow-ups

    Put a follow-up on the calendar with a reminder and assign it to a colleague, or to virtual staff, who carry it out at its time.

  • Suppliers too

    A supplier's bank details live on their record with every change kept, and only a colleague with the permission sees the full account number.

Pipelines record each deal's stage and its steps; forecasts and win-rate reports are not built.

Channels

One record, every channel.

WhatsApp, Instagram, Facebook and email reach the same contact, and broadcasts go out by email, SMS and push notification to the same groups.

  • WhatsApp linked by QR code
  • Replies inside Meta's 24-hour window
  • Every broadcast in one log
Illustrative diagram · Communication
  • WhatsApp

    Link your business number by scanning a QR code; customer messages arrive on their contact, and your team replies from the record.

  • Instagram and Facebook

    Messages and comments on your Page and professional account are read and answered through Meta, inside its 24-hour reply window.

  • Email

    Inboxes on your own domain, each with its colleagues, its signature and its forwarding.

  • SMS

    Broadcasts and notifications go out by text from Phoros's sending number.

  • Push

    A broadcast can also go out as a push notification.

  • One log

    Every broadcast and every organization email lands in the Contact Log with its delivery, opens and bounces.

SMS goes one way: a reply to a text does not come back into Phoros.

Communication

Answer every customer from one place.

WhatsApp, Instagram, Facebook and email on one record per customer, with your team and virtual staff replying from it.

See plans and pricing

Questions

Questions about communication.

Something else on your mind? Our team will talk it through with you.

Which channels come into Phoros?

WhatsApp through your linked business number, Instagram and Facebook messages and comments through Meta, and email to the inboxes on your own domain. Broadcasts also go out by SMS and push notification.

How is our WhatsApp number connected?

Scan a QR code from Connections and the number is linked to Phoros as a device. Customer messages arrive on their contact record, and group chats are kept apart from customer conversations.

Can virtual staff reply for us?

Yes. On WhatsApp they read the newest messages in the thread first and draft the reply, and the draft is checked before it is sent. Your team can always answer from the record themselves.

Do customers' text replies come back?

No. SMS goes out one way from Phoros's sending number, so ask customers to reply on WhatsApp or by email.

Who sees which inbox?

Each colleague sees only the inboxes assigned to them in Email Settings, and can send only from those addresses.

Can we use our own domain?

Yes. Email Settings lists the records your domain needs and checks them before your inboxes send. You can also use an address on phoroscloud.com.

Can I talk to my virtual staff instead of typing?

Yes. From the conversation page you can call your virtual staff member and talk it through; the call is transcribed and the transcript stays with the conversation.