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CRM and Kanban following the real conversation
Customer service does not end in a message inbox. Contacts and opportunities can move through visual stages with ownership, priorities, and the information required for sales, support, onboarding, or customer success.
In the current version, the flow Kanban node can also manage custom fields, tasks, items, attachments, scheduled messages, and sequence enrollment.
- Custom pipelines for each business process.
- Cards linked to contacts and conversations.
- Custom fields, tasks, items, and attachments.
- Labels, priority, owner, and team.
- Scheduled messages and follow-up sequences.
- Opportunity sorting by Kanban stage.
Visual flows tested before they go live
The visual builder creates journeys with messages, buttons, lists, conditions, wait states, CRM actions, HTTP requests, and human handoff.
The 4.17 Playground runs a test conversation inside the editor. Visited nodes light up on the canvas, the current step remains visible, and media appears in preview without sending real customer messages.
- Menus, lists, buttons, media, and structured data collection.
- Conditions, branches, response waits, and timeouts.
- SLA application and Kanban movement.
- HTTP requests with structured integration fields.
- Scheduling, availability lookup, and cancellation.
- Isolated testing with path visualization.
AI agents with context, tools, and human handoff
Agents can use recent memory, knowledge bases, and RAG to understand free-form messages, retrieve information, and guide customers through the right flow.
When the issue requires a person, automation records the context and transfers the conversation. Keywords can also end the agent's control and return it to the team.
- Memory based on the latest conversation messages.
- Knowledge bases linked directly to flows.
- Free-text interpretation beyond menu choices.
- Calendar, Kanban, and HTTP tools.
- Contextual handoff to human support.
- Instructions and boundaries tailored to each operation.
Voice service, calls, and telephony integration
Will Chat can also operate calls with voice agents. AI answers in real time, identifies intent, checks availability, schedules, updates the ticket, and transfers to a person when needed.
After a call, the operation can retain transcription, analysis, identified objective, resolution status, and exportable files. AstraCalls 0.0.9 also supports SIP/PBX trunks and extensions with bidirectional audio.
- Automatic call answering with real-time conversation.
- Availability lookup and scheduling during calls.
- Labels, Kanban, and ticket updates.
- Human transfer while keeping the call active.
- Transcription, analysis, and TXT or CSV export.
- SIP/PBX, full-duplex audio, and account isolation.
Campaigns and conversion visibility
The same foundation that handles inbound support can power outbound communication. WhatsApp and email campaigns use segments, approved templates, and indicators to track delivery and outcomes.
Click-to-WhatsApp leads can carry campaign attribution into the conversation, connecting media, support, and sales.
- WhatsApp and email campaigns.
- Official WhatsApp template management.
- Delivery and recipient outcome metrics.
- Click-to-WhatsApp source registered in the ticket.
- Segmentation by labels, attributes, and context.
- Time-based follow-up automation.
Teams, permissions, and operational governance
Each person accesses only what their role requires. Teams, inboxes, and modules can be separated while managers track distribution, history, and service quality.
The multi-account architecture isolates customers and settings. Searchable audit logs and access controls support investigation and operational continuity.
- Agents, teams, ownership, and conversation assignment.
- Permissions by module and access profile.
- Internal operator chat.
- History, private notes, mentions, and canned responses.
- Searchable and filterable audit logs.
- Progressive web app and mobile support.