From customer inquiry to closed deal in four simple steps
See how Threadline automates intake, speeds up triage, keeps sales reps responsive, and enables consistent follow-up.
Step 1: Lead Arrives
A customer reaches out through your website webform, sends an initial WhatsApp message to your verified business phone number, or submits through a linked digital advertising campaign.
Threadline validates the incoming payload, checks whether the contact exists, attaches the interaction to their timeline, and places a new deal card into your pipeline stage in milliseconds.
Step 2: AI Sorts & Triages
The Autopilot engine activates immediately. Sensitive identifiers (email addresses and phone numbers) are scrubbed before evaluation by Google Gemini. The AI reads the inquiry message to determine intent, estimate urgency, extract requested deliverables, and classify the lead.
A structured triage record is generated containing a priority tier (High, Medium, Low), sentiment indicators, and suggested response tags. Managers retain full control to override or refine any AI tags with one click.
Step 3: Team is Alerted
No need to sit watching your email inbox. Threadline pushes instant notifications to the channels your team actually uses on the go.
Receive WhatsApp utility template messages, structured cards on a Telegram team channel, or detailed email summaries. Alerts include the prospect's name, inquiry summary, AI priority score, and a direct link to take action.
Step 4: Follow-up & Close
Sales reps open the CRM on mobile or desktop to engage the lead. With the integrated WhatsApp drawer, reps can send replies or pre-approved templates directly. If an inquiry sits unattended, scheduled automation recipes send follow-up reminders before the lead cools off.
Generate branded PDF quotes, log calls and meeting activities, and advance deals through your pipeline stages until closed-won.
Reliable, isolated, and private by design
Threadline runs on dedicated application instances with zero shared database multi-tenancy.
Tenant Isolation
Each organization operates on its own dedicated database and container sandbox. Customer records and conversations are never co-mingled.
Cloud API Compliant
Built on official WhatsApp Business Cloud API webhooks. Compliant with Meta privacy rules, opt-in policies, and token management.
Resilient Workers
Background job queues handle AI classification and alert delivery asynchronously so web requests stay blazing fast and reliable.