Conversations
Every message. Every channel. One thread.
SoFi AI Conversations unifies text, email, web chat, social DMs, and voicemail into a single timeline per customer — so your team (human or AI) always has full context.
Key capabilities
Omnichannel Threading
SMS, email, web chat, Facebook Messenger, Instagram DMs, and Google Messages — stitched into one continuous conversation.
AI-Drafted Replies
Your AI reads the thread, drafts a response, and either sends automatically or tees it up for one-tap approval.
Smart Routing
Assign conversations by service type, location, urgency, or AI confidence. The right person sees the right message.
Customer Profiles
Full contact history, booking records, review status, and custom notes — visible in every conversation.
Internal Notes & Tags
Leave notes for teammates, tag conversations by topic, and build searchable records without leaving the app.
Mobile App
Full conversation access from your phone. Reply, assign, and monitor from anywhere.
Real-world use cases
Plumber gets a text lead, AI qualifies it, books the appointment, and sends a confirmation — all before the owner finishes the current job.
Dental office receives a Facebook message asking about whitening. AI answers pricing, links to the booking page, and tags the lead for follow-up.
Multi-location franchise routes conversations to the nearest branch automatically based on the customer's zip code.
Works with your existing tools
See Conversations in action
Book a 15-minute demo and watch Conversations work for your business — live.
Book Your Free Demo