Conversation & Case Management

Your customers write from everywhere. Inflowy keeps them in one place.

Every customer's emails, WhatsApp messages and calls on a single record. Requests become cases with an owner, a priority and a deadline, all the way to resolution.

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Inbox

All channels

  1. Conti & Partners

    Quote request for 12 workstations

    Mon 8:31

3 messages from Mark Ross across 3 channels: one customer record.

The cost of scattered communication.

MR

Mark Ross

3 channels · 4 documents · 1 open case

info@Mon 8:47

Hello, the table arrived with the glass broken. How do we proceed?

Paul's WhatsAppTue 19:10

📷 3 photos · Delivery_note_4471.pdf

PaulTue 19:24

Received, I'll handle it when I'm back.

Luke's scribbleWed 11:05

Call Ross back (table?)

  1. Monday, 8:47

    A complaint arrives at info@.

    Mark Ross reports that the table he ordered arrived with the glass broken. Sara forwards the email to Paul, who handles the order and is travelling.

  2. Tuesday, 19:10

    Photos and delivery note arrive on another channel.

    The customer sends them to Paul's WhatsApp, who replies “I'll handle it when I'm back.” They sit on a personal phone, outside any record.

  3. Wednesday, 11:05

    The customer calls and reaches someone else.

    Luke from the warehouse picks up, knowing nothing of the email or the photos. He jots a note on a piece of paper that will never reach anyone.

  4. Thursday

    The information exists. It just isn't in one place.

    Meanwhile, the deadline to file the damage claim with the courier runs out. This is not a people problem: it is a system problem.

  5. With Inflowy

    One story, tied to the customer.

    Email, WhatsApp, documents and internal notes come together on Mark Ross's record, in chronological order. Anyone who opens it has the full picture.

From request to case, in five steps.

A case gathers the related conversations and governs how they are handled: owner, priority, deadline, tasks, internal discussion and documents. Try it below: it's an interactive simulation, no account needed.

  1. Select the relevant conversations.Monday's email, the photos on WhatsApp, Luke's note: different channels, one request. The question about the invoice stays out.
  2. Open the case.
  3. Bring in a colleague.
  4. Review the documents.
  5. Complete the tasks and close.
Mark Ross

1/5Select the relevant conversations.

Mark Ross

Email, WhatsApp and phone

Select the relevant conversations.

No messages selected

One case, four ways to look at it.

Workflows, automations, replies and the API aren't separate modules: they all work on the same case. Here is RET-114 as each of them sees it.

RET-114Mark Ross's table arrived damagedHigh priorityDue Fri 21 NovWarehouse

The usual steps, created on opening.

The “Returns and damage” category applies its workflow: in parallel where possible, in order where needed, each step with its owner.

1

Inspect the damage

Support

2

File the courier claim

Logistics

2

Ship the replacement

Warehouse

3

Confirm with the customer

Support

Built for SMEs.

Connected in minutes

Gmail in one click, WhatsApp with a QR code. Nothing to install.

Permissions by team, channel and role

Everyone sees the conversations that concern them, and nothing else.

On your phone, with notifications

Installed from the browser, no app store required.

Works withGmailWhatsAppClickUpGitHubMicrosoft TeamsMCP (Claude, ChatGPT)REST API

Want more? Hand the case to your AI.

Inflowy is also an MCP server. Claude, ChatGPT, Cursor and Claude Code connect with your account and work on the same cases: they read them, reply to customers, close the steps.

Your AI, connected to Inflowy

MCP · OAuth

  1. Take RET-114: what's left before we can close it?

  2. → resolve_reference RET-114→ cases_get

    The replacement has shipped. Still open: the claim with the courier, which sits with logistics, and the confirmation to Mark Ross. Shall I message him on WhatsApp?

  3. Yes, and mark the step as done.

  4. → conversations_reply WhatsApp→ cases_completeAction Confirm with the customer

    Done: message sent to Mark and step closed. It's in RET-114's history, with everything else.

One address, no keys to copy

Paste the MCP address into your AI app and sign in with your Inflowy account. It works with any app that supports remote MCP with OAuth.

With your permissions, no more

The AI sees and changes only what you can. Disconnect an app in one click and its next request is refused.

Agentic work, in the same history

Everything the AI does goes through permissions, automations and notifications as if you had done it, and stays recorded on the case. Replies to customers really go out: you decide what it may do.

Connects toClaudeChatGPTClaude CodeCursorVS Code

Every customer, one story. Every request, through to resolution.

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