Twelve capabilities. One complete system.
Every feature below solves a specific problem in how you run customer operations. Click any of them from the nav, or scroll through the whole thing.
Unified inbox
Every enquiry, from every channel, lands in one inbox. Your team stops jumping between a personal WhatsApp, a Facebook inbox, and a notebook by the till.
Each conversation carries its full history automatically: past enquiries, previous purchases, and every message ever exchanged, so nobody starts from zero.
Multi-channel messaging
Customers reach out however is convenient for them. Apta answers on WhatsApp today, with the same AI and the same customer memory extending to your website chat and social channels as you grow.
You configure the tone and personality once, and every channel speaks with that same consistent voice.
Human handoff
The AI knows its limits. When a customer wants to negotiate, complains, or simply asks for a person, Apta hands off immediately with full context attached, not a cold transfer.
Your team replies directly from the dashboard and the customer never has to repeat themselves or notice the switch.
Lead scoring
Not every enquiry deserves the same urgency. Apta scores leads on how customers actually behave: budget mentioned, timeline shared, viewing requested, how fast they reply, rather than a static form.
Score changes are tracked over time, so a lead going cold or heating up shows up as a trend your team can act on, not just a number.
Pipeline and records
Every conversation becomes a CRM record automatically. No copying details from WhatsApp into a spreadsheet after the fact.
You see your entire pipeline at a glance, from first enquiry to closed deal, with lifecycle stage, assigned rep, and full activity history on every customer.
Team routing
Hot leads reach the right person automatically. Apta routes by score, availability, and rules you set, instead of leads sitting unclaimed in a shared inbox.
Team members can also invite colleagues directly, so your whole team is working the same pipeline from day one.
Apta Intelligence
A daily briefing built for your role: what changed overnight, which leads need attention, and what patterns are emerging across your business.
Ask it anything about your business in plain language and get a straight answer, backed by your actual conversation and CRM data, not a generic summary.
Knowledge base
Upload your PDFs, brochures, and policies once. The AI cites them directly when answering customers, so answers are grounded in your real documents instead of invented.
The knowledge base also grows on its own: it learns from resolved conversations, flags gaps where customers asked something it could not answer, and scores its own health.
Proactive suggestions
Apta does not wait to be asked. It surfaces what needs attention before you go looking: leads going quiet, unusual drops in response time, or a spike in a particular enquiry.
Every suggestion comes with a recommended next action, not just a flag.
Workflow sequences
Set a follow-up sequence once and it runs forever: reminders, re-engagement messages, and nurture sequences that pause automatically the moment a customer replies.
Sequences branch based on how the customer responds, yes or no, interested or not, so nobody gets a generic message that ignores what they just said.
Analytics
See what is actually happening in your business: conversation volume, qualification rate, response time, and where deals are being lost.
Every chart comes with a recommended action, so analytics tells you what to do next, not just what happened.
Admin and security
Bring your whole team on board with proper access control: invite teammates, assign roles, and require two-factor authentication for every login.
Every action across the platform is logged, so you always know who did what and when.
See it running on your business
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