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For teams consolidating tools

One inbox, one customer record. One AI that works from both.

Most support stacks are a chatbot, a help desk, a CRM, a routing tool and a QA spreadsheet — each with its own copy of the customer. Callario puts the AI agent, the inbox, customer records, routing, workflows and quality review on one data model, so a handoff, a merge or a report never has to stitch them back together.

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  • AI chats and tickets in one queue
  • Identities merged into one record — and unmerged when wrong
  • Chat, help centre, email, WhatsApp, Slack, social DMs and SMS
Live
MB
MRMaya RiveraLive chatAria is handling
Customer · 14:19

My order is going to my old address. Can you redirect it before it ships?

Aria · AI agent
Good news, Maya — it hasn’t shipped yet, so you can still change it. Open Orders → Edit address before 2 pm today and it leaves for the new address tonight.
Help centre · Address changesPolicy · Shipping cut-off
Workflow ran tag-and-route — logged to the ticket
Customer · 14:22

That’s perfect, thank you!

Reply to Maya, or take over from Aria…

01A customer who already wrote in

She asked on Monday.
Nobody makes her start again.

Maya filed a request in the help centre, then opened the chat on the website two days later. Because both land on the same customer record, the teammate who picks up sees the earlier request and folds the two together.

LLumen AnalyticsSupport · online

I raised a request on Monday about our CSV export coming out empty. Is anyone looking at it?

Let me bring in a teammate who can check your request — they’ll see this chat and your earlier message together.

Sara joined the conversation

Sara · Support

Hi Maya — I have your request #1042 here and I’ve merged it with this chat. The fix ships today; you’ll see the update under My requests in our help centre.

One record behind it

  1. Visitor verified by your siteSigned identity · maya@lumen.io
  2. Matched to Maya Rivera’s recordSame customer as help-centre request #1042
  3. Handed off with an AI briefingThe chat became a ticket in the same queue
  4. Sara merged #1042 into itOne thread, one history

02What consolidates

Six tools’ worth of support,
sharing one copy of the customer.

Inbox & TicketingAI chats and tickets side by side, with Mine, Unassigned and Mentions and a channel filter.AI · Triage reads intent, sentiment and language on whatever arrives, wherever it came from.Contacts & CRMOne lifelong record per customer: identities, companies, segments, consent and notes.AI · An AI knowledge card decides exactly which fields the agent and Copilot may read.AI AgentOn your website, a hosted chat page and messaging apps, writing to the same record your team reads.AI · Looks up a verified customer’s data through your own endpoint, and hands off with a briefing.Routing & SLAsOne set of queues, skills and SLA policies for AI handoffs and tickets alike.AI · Queues route on AI-detected intent, sentiment and language — and on account tier or segment.Workflows & RulesOne automation layer instead of rules spread across three products.AI · Describe a process and AI drafts it on the same tickets, tags and fields your team uses.Reporting & QACSAT split by AI, AI-then-a-person and human, on one screen.AI · AutoQA scores AI resolutions and a sample of human conversations against the same rubric.

03What changes

Fewer tools, fewer gaps between them.

  • The chatbot’s transcript lives in one product, the ticket in another.

    A handoff turns the AI chat into a ticket in the same queue, thread attached.

  • The same customer exists three times, under three spellings.

    Identities merge into one record automatically — and can be unmerged.

  • Routing in one tool, automations in another, QA in a spreadsheet.

    Queues, workflows and AutoQA read the same tickets, fields and tags.

  • Each tool has its own idea of what the AI may know about a customer.

    One governed view per record, filtered for consent and personal data.

04Honest about scope

Every channel, one record, today.

Live today

  • Website chat widget and a hosted chat page with a QR code
  • A customer help centre with “My requests”
  • Email — customer emails become tickets, replies go back by email
  • WhatsApp (with message templates), Slack and Telegram
  • Facebook Messenger, Instagram DMs and SMS
  • AI chats and tickets in one queue, on one customer record
  • CSV import and export of customers and companies

05Straight answers

Before you retire
the tools you have.

Which channels work today?
The website chat widget, a hosted chat page you can link from emails, your app or a QR code, your customer help centre, email, WhatsApp (including message templates), Slack, Telegram, Facebook Messenger, Instagram DMs and SMS — all on the same customer record and in the same inbox. The AI agent answers chat and the messaging apps; email comes in as tickets for your team.
How does Callario know two conversations are the same person?
By their identities. When your website signs who a visitor is, that identity counts as verified and links the chat to their record. An unsigned email is only “claimed”: it is shown, but never used to merge records, so nobody can claim to be someone else. Duplicates can be merged by hand, and any merge can be undone.
Does the AI see everything on the customer record?
No. Each record has an AI knowledge card showing exactly what the agent may know: customer-visible fields only, filtered for consent, with personal-data and internal fields excluded. You set each custom field to Team only, Team and Copilot, or also the AI agent.
Do we have to switch everything off at once?
No. Start with one channel — the website widget, email or WhatsApp — import your customers and companies from CSV, and keep other systems in step through the REST API and signed webhooks while you move the rest.
Can it sync with HubSpot or Salesforce?
Not as a two-way sync. The HubSpot connector creates contacts from a workflow, with your own token; there is no Salesforce connector yet. Customer data comes in by CSV import, goes out through the API and webhooks, and the agent can look up live data through an API you expose.
Design-partner programme · now onboarding

Put it in front of
real customers.

We’re onboarding a small group of teams ready to run their support on Callario’s AI — and to tell us where it breaks. Bring your real conversations; we’ll bring the platform and the people who build it.

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  • No training on your data
  • English and Arabic
  • Human takeover, any time

What design partners get

  • The whole platform, set up with youAI agent, copilot, workflows, inbox and knowledge — configured around your real conversations.
  • A direct line to the buildersTalk to the people who write the code, not a support queue.
  • A say in what ships nextYour feedback shapes the roadmap, week by week.