Conversation channels
Phone, website chat, and messaging. Confirm the provider, country, number, and permissions.
Saleringo integrations
Connect the conversation to the work.
Keep your existing tools. Agree what Saleringo can read, prepare, or update before any connection goes live.
An appointment request, end to end
Illustrative workflow. No customer system is connected.
Customer request
Friday, 2 pm. Can I book a consultation?
- Intent
- Consultation request
- Keep with the record
- Original conversation and preferred time
Approved system action
FridayRequested time13:0014:0015:00Request prepared, not bookedRead availability; prepare an appointment request.
Your team receives
- Owner
- Booking team
- Preferred time
- Friday, 2 pm
- Work status
- Awaiting staff confirmation
- Booking status
- Not confirmed
Appointment request with the conversation, preferred time, and owner.
Customer message
Your request is ready for the booking team. They will confirm availability.
What would you like to connect?
Customer records
CRM and contact data. Agree identity matching, field ownership, and write permissions.
Appointments and operations
Calendars, bookings, cases, and quotes. Confirm supported actions and approval rules.
Before activation
- Authentication and minimum permissions
- Approved data fields and source of truth
- Duplicate prevention and retry limits
- A named person for failures and approvals