Cross-channel timeline
WhatsApp, SMS and Instagram messages for one person, in order, with the channel clearly marked.
In developmentPart of inChat early access
Customer historyThe whole relationship, on one timeline.
Every message, note, deal change and booked appointment, across every channel, in date order. When a customer comes back after a year, anyone on the team can see exactly where things were left.
The job it does
History that belongs to the business.
When a salesperson leaves, their phone leaves with them, and with it years of customer conversations. Even when nobody leaves, history is split across apps that don’t talk to each other.
Without it
- Conversation history lives on whichever phone was used
- A returning customer has to explain everything again
- Notes from the last project are in someone’s head
- You can’t see the full relationship before you reply
With inChat
- Messages from every channel in one timeline
- Notes, tasks and deal changes alongside them
- History stays with the company when staff change
- Filter the timeline by channel, type or deal
Capabilities
What customer history includes.
Deals in context
See which project each conversation belonged to, and how past deals ended.
Filter the story
Show just notes, just one deal or just one channel when the timeline gets long.
Owned by the business
History is stored in the company workspace, not on an individual’s device.
Continuity
When someone leaves, the relationships stay.
Reassign a departing teammate’s conversations and their replacement opens each one with the complete history: what was quoted, what was promised and how the customer likes to be contacted.
- Reassign conversations when roles change
- Full history moves with the reassignment
- Customers keep messaging the same business number
- No exporting chats from personal phones
How it works
Getting started, step by step.
Connect your business numbers
History starts building as soon as conversations flow through inChat.
Move conversations off personal phones
Follow our guide to bring customers over to shared business numbers.
Write notes for the future
A one-line note after each milestone saves the next person ten minutes.
Especially useful for
Customer history FAQ
Questions about customer history.
What it does, how it’s designed, and what’s still being decided.
Ask us something elseHistory import hasn’t been confirmed. What’s possible depends on the channel and how the messages were stored. Our guide to moving chats off personal phones covers practical options, like exports and summary notes.
The plan is that workspace members see the history of conversations they can access. Detailed roles and permissions are being designed with early-access teams.
It’s in development as part of the launch scope. inChat is in early access.
Early access
Make every conversation count.
Join the early-access list to see inChat in action, help shape what we build next, and be first to know when your team can start.
- A walkthrough built around your channels
- Early look at pricing and plans
- A direct line to the product team