One inbox, every channel
WhatsApp + Instagram in a single threaded view. Switching channels mid-conversation just works.
All features
Unified inbox & CRM
Manage every lead from one clean inbox.
WhatsApp, Instagram, the lead profile, tasks, bookings, files, and pipeline stages — all in one workspace. Agents never lose context, leads never slip through the cracks.
14-day free trialSet up in a dayOfficial Meta partner
app.botsync.in/inbox
Inbox
5Search…
- P
Priya Sharma
Site visit Wed 4 PM?
- R2
Rohan Mehta
Send fee structure
- A1
Anjali Verma
DM from Instagram ad
- K
Karan Singh
Demo on Friday?
- S
Sneha Iyer
Pricing for 3BHK?
P
Priya Sharma
+91 98765 43210 · WhatsApp
Hi, are 2 BHK flats still available in Sector 21?
Hi Priya! Yes — we have 3 units left in Sector 21, starting at ₹68L.
12:34
AI suggested reply
Would Wednesday 4 PM work for a site visit? I can confirm parking + the builder will be on-site for technical questions.
Type a reply…
Lead details
Stage
InterestedIntent score
76
Source
Instagram · Diwali ad
Looking for
2 BHK · Sector 21
Budget ~₹70L
Next task
Site visit · Wed 4 PM
Reminder set · 1 day before
Used by SMB teams across India to manage 50,000+ WhatsApp leads a month
Why teams switch
Built so agents never lose context
Most CRMs treat chat and lead data as separate worlds. BotSync brings them together — the lead profile, history, and next action stay attached to every conversation.
Lead profile next to chat
Name, source, stage, intent score, custom fields — all on the right of every conversation.
Move stages without leaving the chat
Drag a lead through the pipeline from the same screen you're replying from.
Threaded inbox
WhatsApp + Instagram in one thread
Stop juggling Meta Business Suite, Wati, AiSensy, and a separate CRM. One thread per lead, regardless of channel.
- Unified inbox combining WhatsApp Business API and Instagram DMs
- Channel indicator on every conversation
- Reply from WhatsApp even if the lead started on Instagram
- Search across both channels with one query
All channels12
WhatsApp8
Instagram4
P
Priya Sharma
WhatsAppSite visit Wed 4 PM?
A
Anjali Verma
InstagramSaw the diwali ad — interested in 3 BHK
R
Rohan Mehta
WhatsAppSend the fee structure please
K
Karan Singh
InstagramDemo on Friday?
Lead 360
The lead profile lives next to the chat
Stage, source, intent score, custom CRM fields, files, tasks, and full activity history — visible without leaving the conversation.
- Workspace CRM fields (course interest, budget, preferred city — anything you define)
- Quick stage changer in the side panel
- Lead intelligence: intent score + sentiment
- Full activity timeline (messages, stage changes, agent assignments, calls)
PS
Priya Sharma
+91 98765 43210
Interested
Intent score
76
Source
IG · Diwali ad
Custom fields
- Budget
- ₹70L
- Looking for
- 2 BHK
- Location
- Sector 21
- Timeline
- 2 months
Next task
Site visit · Wed 4 PM
Reminder set · 1 day before
Pipeline that lives where chats live
Kanban + table views, both real-time
Drag leads across stages, filter by stage / source / sentiment / assigned agent, and jump back into the chat with one click.
- Kanban view with drag-to-move stages
- Table view with bulk select + bulk stage change
- Filter by stage, channel, source, sentiment, custom fields
- Click any card → opens the conversation in a slide-in panel
Pipeline
New
8Lead N1
New
Lead N2
New
Contacted
5Lead C1
Warm
Lead C2
Warm
Interested
3Lead I1
Hot · 76
Lead I2
Hot · 76
Priya Sharma
Site visit · Wed 4 PM
Team workflow
Take over, hand off, and assign — without losing history
Agents can take over from AI mid-thread, hand off between teammates, and assign conversations to the right person based on stage.
- Pause AI per-conversation with a single tap
- Assign to an agent or rotate via round-robin
- Activity timeline shows who said what, when, and why
- Agents see a 'next best action' suggestion when they open a chat
Activity timeline
AI replied with site visit options
Aurora AI · 12:35 PM
Anand took over the conversation
Anand R. · 12:42 PM
Stage changed to Interested
Anand R. · 12:43 PM
Task added: Site visit Wed 4 PM
Anand R. · 12:45 PM
How it flows
From first message to closed deal — one workspace
Lead messages
From WhatsApp, Instagram, a form, or an imported list. All land in the same inbox.
Profile auto-created
BotSync creates or matches a CRM record by phone. No duplicates.
AI or agent replies
Aurora drafts a reply; agent approves or takes over. Lead profile updates as the chat flows.
Stage moves automatically
Booking confirmed → 'Booking'. Form submitted → 'Form Submitted'. All tracked in the timeline.
How we're different
BotSync vs the rest
Most WhatsApp tools are either a blaster (Wati, AiSensy) or a CRM bolted to chat (Interakt). BotSync is built inbox-first, with the CRM lined up with the chat.
| Feature | BotSync | Other WhatsApp tools |
|---|---|---|
| WhatsApp + Instagram unified inbox | Limited or paid add-on | |
| CRM next to the chat (not a separate tab) | Usually separate | |
| AI-suggested replies with approval | Either auto-send or none | |
| Custom CRM fields | Often paid tier only | |
| Kanban + table view of pipeline | Usually table only | |
| WhatsApp + Instagram in 1 plan | Often separate quotas |
FAQ
Common questions
Can agents manually reply from the same inbox?+
Yes. Agents can take over a conversation with one tap, reply manually, update stages, add tasks, and hand the conversation back to AI when ready. Everything stays in the same thread with a clear timeline of who said what.
Does BotSync create a separate CRM outside the chat?+
No. The lead profile is conversation-backed. The CRM and chat history live together — no syncing, no separate tab, no duplicate records.
Can I have WhatsApp and Instagram on the same plan?+
Yes. Both channels are included in every plan with no separate quotas or add-ons. Your team works out of one inbox regardless of where the lead came from.
How does BotSync handle duplicate leads?+
Every inbound message is matched against existing records by phone number. If a match exists, the message is appended to the same lead's timeline — no duplicates. You can also match by email for form submissions.
Can I assign conversations to specific agents?+
Yes. Conversations can be assigned manually or via round-robin. Stage-based assignment is also supported (e.g., 'Interested' leads → senior counsellors).
Does it work on mobile?+
Yes. Mobile apps for Android and iOS (iOS in beta) — agents can reply, update stages, and add tasks on the go. Push notifications for new inbound + AI drafts awaiting approval.
Try BotSync free for 14 days
One inbox for WhatsApp and Instagram. A CRM that lives where chats live. Set up in a day.