Apta
Features

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.

Conversations
CONVERSATIONS

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.

Single inbox across channels
Full customer history on every thread
Read receipts and typing indicators
Search across every past conversation
Unread and hot-lead badges
Assign conversations to teammates
Wanjiru Kamau · WhatsApp
Hi, do you have 2-bedroom units in Kilimani under 70k?
Yes! I have 3 available. Would you like me to send details and book a viewing?
Yes please
Replied in 3 seconds · Lead auto-created
CONVERSATIONS

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.

WhatsApp Business API, live today
Website chat widget
Consistent AI personality across channels
Per-organization greeting and tone
Instagram and Facebook DMs on the roadmap
One customer record regardless of channel
Wanjiru Kamau · WhatsApp
Hi, do you have 2-bedroom units in Kilimani under 70k?
Yes! I have 3 available. Would you like me to send details and book a viewing?
Yes please
Replied in 3 seconds · Lead auto-created
CONVERSATIONS

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.

Automatic escalation triggers
Full conversation summary on handoff
Reply-from-dashboard for agents
Frustration detection
Priority routing by urgency
Assigned owner on every escalation
Wanjiru Kamau · WhatsApp
Hi, do you have 2-bedroom units in Kilimani under 70k?
Yes! I have 3 available. Would you like me to send details and book a viewing?
Yes please
Replied in 3 seconds · Lead auto-created
Leads and CRM
REVENUE

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.

Behavioral scoring, not static forms
Real-time score updates mid-conversation
Score velocity tracking
Automatic hot-lead alerts
Stale lead resurrection
Win and loss capture for future tuning
Lead pipeline
24
New
16
Qualified
9
Viewing
5
Won
OPERATIONS

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.

Zero manual data entry
Full customer lifecycle tracking
Pipeline view by stage
Tags and custom fields
SLA and response-time tracking
Searchable customer history
Lead pipeline
24
New
16
Qualified
9
Viewing
5
Won
OPERATIONS

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.

Rule-based auto-assignment
Score-triggered routing to sales
Manual reassignment any time
Team invites from settings
Role-based permissions
Per-agent performance visibility
Lead pipeline
24
New
16
Qualified
9
Viewing
5
Won
Intelligence
INTELLIGENCE

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.

Daily role-specific briefings
Ask anything about your business
Pattern recognition across conversations
Anomaly detection and alerts
Proactive, not just reactive
Learns from thumbs up and down feedback
A
Apta Intelligence · Morning briefing
3 hot leads went quiet in the last 48 hours. Conversations peak on Tuesdays at 6pm, but your team responds 40% slower that day.
→ Suggested: follow up with the 3 stale leads now
KNOWLEDGE

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.

PDF and document upload
Question and answer pairs
Auto-ingest from resolved conversations
Gap detection for missing answers
Document performance tracking
Expiry alerts for outdated content
A
Apta Intelligence · Morning briefing
3 hot leads went quiet in the last 48 hours. Conversations peak on Tuesdays at 6pm, but your team responds 40% slower that day.
→ Suggested: follow up with the 3 stale leads now
INTELLIGENCE

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.

Stale lead alerts
Anomaly detection on volume and response time
Revenue attribution insights
Suggested next actions, not just alerts
Hourly activity heatmaps
Agent coaching suggestions
A
Apta Intelligence · Morning briefing
3 hot leads went quiet in the last 48 hours. Conversations peak on Tuesdays at 6pm, but your team responds 40% slower that day.
→ Suggested: follow up with the 3 stale leads now
Automation and admin
AUTOMATION

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.

Set-once, runs-forever sequences
Auto-pause on customer reply
Yes and no branching paths
Personalization with real customer data
Reply detection and intent matching
Appointment scheduling on the roadmap
Follow-up sequence
1
Message received
2
No reply in 24h
3
Send reminder
4
Still no reply
5
Assign to agent
INSIGHTS

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.

Lead and conversation volume
Conversion funnel by stage
Lost-lead analysis
Revenue attribution
Hourly and daily heatmaps
Agent performance breakdown
Monthly overview
347
Conversations
89
Leads qualified
23
Deals closed
SECURITY

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.

Team invites and role management
2FA with backup codes
Audit logs on every action
Tenant data isolation
Encrypted secrets and data at rest
ODPC-compliant data handling
Team members
Alvin Okute
Admin
2FA on
Faith Njoroge
Agent
2FA on
Brian Otieno
Agent
Invited

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