Every conversation with a contact, in one thread.
Your customer doesn’t think of SMS, WhatsApp, and email as three systems, and neither should your team. Unify Loop keeps one thread per contact across every channel, attached to the record — so picking up a conversation never starts with reconstructing it from three tabs.
- Channels in one thread
- SMS, WhatsApp, email
- Consent handling
- Platform-enforced
- Quiet hours
- Recipient timezone
- Thread assignment
- Yes, with escalation
The thread lives on the record
Messages are not a separate inbox product bolted alongside the CRM. They belong to the contact, which means every reply sits next to the deal value, the last five stage changes, the open tasks, and the notes from the last call. Anyone picking up the conversation gets the context without asking in Slack who spoke to this person last.
Compliance is enforced, not documented
Consent state, opt-out keywords, quiet hours, and WhatsApp’s customer-service window are handled by the platform. An automation that tries to send outside a permitted window is held rather than delivered, and an opt-out applies across every channel and every campaign at once — not just the one it arrived on.
- Opt-in and opt-out tracked per channel, per contact
- Quiet hours respected in the recipient’s timezone, not yours
- WhatsApp template vs. free-form handled according to the 24-hour window
- Every send recorded on the timeline with who or what sent it
Assignment, so “someone will reply” has a name
Threads can be assigned, reassigned, snoozed, and closed, with unassigned conversations visible rather than quietly waiting. Because conversations are filterable like any other object, “unassigned threads older than an hour” is a saved view your team can actually work from, and an automation can escalate it.
Unified inbox, in detail.
Can the AI reply and I keep control?
Yes. You choose per workflow whether AI drafts for a human to send, or sends autonomously within limits you set. You can take over any thread mid-conversation, and every AI message is labelled as AI on the timeline.
What happens if someone replies STOP?
They’re opted out immediately across every channel and every campaign, the consent state on the record updates, and any queued sends to them are cancelled — not just paused on the channel they replied to.
Do I need my own messaging provider account?
You can bring your own numbers and provider credentials, or use ours. Either way the sending logic, consent handling, and timeline recording are identical.
Are conversations searchable?
Yes — message content is full-text searchable and filterable alongside record fields, so “contacts who mentioned pricing but have no open deal” is a view rather than a research project.
Try it on your own data.
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