Engineered for rapid lead response and deal visibility
Every feature in Threadline is designed around a single metric: decreasing the time between a customer's inquiry and your team's qualified response.
1. Omnichannel Lead Intake
Leads come from everywhere: your website contact forms, WhatsApp clicks, social campaigns, and email inboxes. Threadline aggregates them into a centralized intake stream without data loss.
- Embeddable webforms that submit directly via JSON endpoints.
- Webhook intake for third-party landing pages and ad forms.
- Incoming WhatsApp messages automatically create new leads.
- Deduplication logic prevents duplicate entries from the same contact.
Intake In Action
When a prospective client submits a quote request on your landing page at 9:02 PM, Threadline receives the payload, strips tracking parameters, matches existing contact records, and registers a fresh deal card in the "New Inquiries" stage in under 200ms.
Gemini AI Classification
Inquiry text is evaluated with PII redaction: phone numbers and email addresses are masked prior to inference. The model returns structured attributes: Intent (Purchase / Support / Spam), Urgency Score (1-10), and a 1-sentence executive summary.
2. AI Autopilot Triage
Stop wasting sales hours manually reading trivial spam or miscategorized messages. Threadline's Autopilot triage grades incoming inquiries automatically.
- High-intent commercial inquiries are flagged for immediate priority.
- Spam, job seekers, and unsolicited pitches are marked and kept out of primary views.
- One-click label override allows managers to correct AI classifications and teach custom rules.
- Data privacy-first: models are never trained on your enterprise customer data.
3. Instant Owner Alerts (WhatsApp, Telegram, Email)
Reps shouldn't have to refresh a dashboard all day to know when a big deal comes in. Threadline pushes targeted notifications directly to the devices your team carries.
- WhatsApp Cloud API: Send instant utility alerts directly to the owner's WhatsApp number.
- Telegram Bot: Deliver formatted inquiry cards with direct CRM action links to team group chats.
- Email Notifications: Instant HTML notification digests with full lead context and contact details.
- Configurable minimum urgency thresholds to prevent alert fatigue.
Alert Delivery Speed
Alerts are dispatched through asynchronous worker queues within 2 seconds of triage completion. Even on weekends or during off-hours, your designated on-call reps are alerted with a single tap to call or chat.
Integrated Conversation Drawer
Click any lead's WhatsApp icon to slide out the quick-chat drawer. Review the entire inbound/outbound transcript, send approved template messages or free-form replies, and attach notes without leaving the CRM pipeline view.
4. WhatsApp 2-Way Quick Chat
Customers want to communicate on WhatsApp, but sharing a single physical company phone creates chaos, lost records, and security risks.
- Official Meta WhatsApp Business Cloud API integration (no unofficial web scrapers).
- Two-way real-time messaging directly within the CRM interface.
- Every conversation is archived against the lead and customer contact history.
- Multi-user team access so multiple sales reps can respond under one verified business number.
5. Automation Recipes
Automate routine repetitive follow-ups so warm leads don't go cold and deals don't stall in forgotten pipeline columns.
- 24-Hour Inquiry Follow-up: Automatically alerts reps if a new inquiry has had no activity after 24 hours.
- Stale Lead Monitor: Identifies active pipeline deals with no updates in 7+ days and produces summary alerts.
- Automated Customer Acknowledgement: Sends confirmation messages over email or WhatsApp immediately upon form receipt.
- Safe Run Schedules: Built-in guardrails ensure no lead receives duplicate reminders.
Predictable Automation
Threadline's recipe engine runs on deterministic rules and scheduled cron routines. You have complete transparency over which recipes triggered, when they ran, and what actions were performed in the "Recent Automation Runs" log.