Botsplash Customer Engagement

Turn Conversations Into Revenue With AI that Engages, Qualifies, and Converts

Botsplash uses AI to capture intent, automate follow-ups, and move conversations forward across SMS, chat, voice, and messaging.

Pairs with Botsplash CRM, which owns the Lead, the clock and the next step.

Illustration of the Botsplash Customer Engagement inbox with SMS, chat, voice and social conversations on one screen
The products

Eight ways to carry the conversation

Each one is a product you can license on its own. Together they are the engagement platform.

Omnichannel

ConversationHub, the shared inbox where agents and AI work one conversation record, whichever channel the customer used last.

Omnichannel →
ConvertAI

AI that answers, qualifies and hands off over chat, voice and text, inside the rules you set.

ConvertAI →
Voice AI

Takes the call, answers questions, schedules time and routes to a person when the rules say so.

Voice AI →
BookMe

Scheduling inside the conversation: set availability, let the customer pick, sync the calendar.

BookMe →
ConnectMe

Outbound calling inside the platform, with the number and the script the workflow chose.

ConnectMe →
CustomerRetention+

Follow-ups and renewals on a schedule, on the channel the customer answers.

CustomerRetention+ →
Lifecycle AI

Re-engagement across the customer lifecycle, from the first inquiry to the next one.

Lifecycle AI →
Illustration of Botsplash Voice AI answering a call and scheduling an appointment
Standout: Voice AI

The call gets answered, and a person gets the ones that matter

Voice AI picks up, answers the questions it is allowed to answer, books time through BookMe and routes the caller to a licensed person when your rules say so. The transcript and the outcome land on the record, and in Botsplash CRM they land on the Lead.

  • Inbound call handling with qualification and scheduling
  • Handoff rules you set: topic, intent, time of day, license
  • Every call on the conversation record, with consent captured
Voice AI →
Channels

Where your customers already are

One conversation record per customer, whichever channel they used last. Agents answer from the inbox or the mobile app; AI answers inside the rules you configure.

All channels →
SMS and RCSWeb chatVoice and videoWhatsAppFacebook MessengerInstagramEmailMobile app
Hand in hand

Botsplash CRM owns the Lead

Customer Engagement carries the conversation. Botsplash CRM decides who works each Lead, on what clock and what happens next, and it asks before AI acts. The same record, end to end.

Inside Salesforce

Text and chat from the Salesforce record.

Botsplash for Salesforce →
Inside HubSpot

Messaging and lead engagement inside HubSpot.

Botsplash for HubSpot →
Dashboard widget

Botsplash conversations inside the CRM you keep.

Dashboard widget →
Mobile app

iOS and Android for agents on the move.

Mobile app →
SMSWeb chatWhatsAppVoiceJordan EllisSMS · consent on fileMessageWe are ready to start theapplication. What do youneed from us?AI DRAFTGreat news. I will sendthe checklist and holdThursday at 10. OK?Approve and sendGreat news. I will sendthe checklist and holdThursday at 10. OK?Sent by a person · 10:44On the Leadthe same record the CRM routesOwnerLicensed · NCConsent · SMSClockMetSent · logged on the LeadJordan Ellisconsent on the Contact · applied to every LeadSMScaptured on the web formVoicecaptured on the first callEmailcaptured at applicationSTOPinbound on SMS · 11:02Suppressed on every channel and LeadAudit recordConsent revoked · SMS · 11:02Dialer suppression · workflow stepOne client accountshared login · roles per workspacepolicies and preferences set onceSingle sign-onRetail branchesloan officers · referral bookOwn queues, policies, pipelinesOwn tenant storage, isolatedSame audit record and controlsConsumer directcall center · bought LeadsOwn queues, policies, pipelinesOwn tenant storage, isolatedSame audit record and controlsInsuranceproducers · renewalsOwn queues, policies, pipelinesOwn tenant storage, isolatedSame audit record and controlsOne security posture · inherited policies · isolated dataSIGNALRenewal in 45 daysfrom the AMSSIGNALRate-watch triggeredfrom the pricing engineOWNED LEADJordan Ellissame Contact · new LeadCLOCK RUNNINGConsent checked · same ownerBack to Capture
The workspace switcher: three business units under one client account, each a click away for a person with roles in all of them
Switching between business units · one login
Sub-accounts

One client account, a sub-account per branch or department

Each retail branch, call center or department gets its own sub-account under one client account: its own inbox, numbers, templates, routing and reporting, with shared login and the same consent and security controls. Botsplash CRM workspaces line up with them one to one, so a branch's conversations and its Leads sit in the same place.

  • Shared login: one sign-in, a role in each sub-account, single sign-on where you use it
  • Policies and preferences inherited from the account and adjusted per sub-account
  • Isolated tenant storage per sub-account, with roll-up reporting for the account
  • The same security posture everywhere: audit records, consent and opt-out handling, access reviews
A customer service agent typing a text message at her desk
People first

A person on every conversation

AI answers first only where you allow it, and a person takes over the moment the customer asks or the rules say so. The agent sees the whole thread, the consent on file and the Lead it belongs to, on one screen.

Controls

Your compliance team sets the rules. Botsplash keeps the record.

Consent per channel

Captured with its source and timestamp, visible before anyone sends.

Opt-out across channels

A STOP is honored everywhere and recorded on the contact, even before your CRM record catches up.

Quiet hours and suppression

Hours by state and the lists you maintain; messages outside them wait.

10DLC registration

Brand and campaign registration support for registered SMS traffic.

Roles and access

Role-based permissions, single sign-on, and IP or domain restrictions where you need them.

Security program

A completed SOC 2 Type II examination, encryption in transit and at rest. Ask for the report and its scope.

Questions buyers ask

Which channels does Customer Engagement support?

SMS, web chat, voice and video, WhatsApp, Facebook Messenger, Instagram and email, in one inbox, with iOS and Android apps for agents. Channel availability depends on your license and, for messaging channels, on carrier and platform registration.

Do I need Botsplash CRM to use it?

No. Customer Engagement runs on its own and inside Salesforce or HubSpot. Botsplash CRM adds Lead ownership, routing, response clocks, pipelines and workflows on top of the same conversation record. Teams start with either and add the other.

What is the difference between ConvertAI and Voice AI?

ConvertAI qualifies and answers over chat, voice and text. Voice AI is the phone-specific product: it takes inbound calls, answers questions, schedules time and hands off to a person. Both run inside the rules you configure and hand off when those rules say so.

How does consent work?

Consent and opt-outs are captured per channel with their source and timestamp, and a STOP is honored across channels and recorded on the contact. Quiet hours and suppression lists are yours to configure. Botsplash also supports 10DLC brand and campaign registration. No software setting makes a business compliant on its own; your compliance team sets the rules.

Where do the case-study results come from?

From Botsplash Customer Engagement customers, each measured against their own baseline. They are Customer Engagement results, not CRM results, and your numbers will depend on your starting point.

Book a time with Botsplash