Customer Intake & CRM
Cross-channel conversation merging
See every SMS, email, and call with a customer on one timeline, so nobody on your team starts a conversation blind.
Overview
A customer texts, then emails, then calls, and each channel lives in its own silo, so your team never sees the full thread. Thorbis is building a unified timeline that merges SMS, email, and call history per customer. You'll see the whole conversation in order, no matter how it came in, so whoever picks it up next has the full context.
What we're building
A customer texts on Monday, emails on Tuesday, and calls on Wednesday, and because each channel lives in its own silo, whoever picks up the call has no idea about the text or the email.
Thorbis is building a unified timeline that merges SMS, email, and call history for each customer into one chronological thread. Anyone on your team can open a customer and see the whole conversation in order, no matter how it came in. No more starting blind, asking the customer to repeat themselves, or contradicting what a teammate already said.
What you'll be able to do
- Merge SMS, email, and call history per customer
- View the full conversation on one timeline
- Pick up any thread with full context
- See channels in chronological order
- End siloed, channel-by-channel history
- Stop asking customers to repeat themselves
Rollout plan
- 01
Merge channels
In progressCombine SMS, email, and call history into one customer timeline.
- 02
Chronological view
In progressOrder every channel together so the full thread reads in sequence.
- 03
Seamless hand-off
In progressLet anyone pick up a thread with full prior context.
Milestones
- Not started:
Channel ingestion
Bring SMS, email, and call history together per customer.
- Not started:
Unified timeline
Build the merged chronological view.
- Not started:
Context hand-off
Surface full history when a teammate picks up.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.