Documentation
CRM
The unified customer database and the Unified Inbox built on top of it.
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Customers and the Unified Inbox
One customer profile per platform identity, and one inbox surfacing every conversation across every channel.
Every conversation groups a customer's messages into a thread regardless of channel, with assignment, internal notes and an AI Copilot that only ever suggests — never auto-sends.
A human can take over any conversation; BotForge suppresses the AI module for that thread until it's returned.