metabiz.ai
Discuss your needs
SDP omnichannel customer conversations customer work and data flow — Connect omnichannel conversations

SDP omnichannel customer conversations

Keep customer conversations in one place.

SDP omnichannel customer conversations turns scattered customer work into an operating flow teams can execute, trace, and improve.

Discuss your use caseView all products

SDP omnichannel customer conversations · Available product

What to confirm before you start

Who it is for

  • Membership and customer operations teams
  • Marketing, service, and store leaders

Scope to confirm first

This is an mCRM extension. Available features, applicable plans, and whether it can be adopted separately depend on your use case and need confirmation.

  • On-site messaging
  • LINE
  • SMS
  • Unified inbox, assignment, and identity

What will we look at together first?

Bring the piece of work you most want to improve, the teams involved, and the systems you use today.

  • Which conversations should be handled together and which remain in source systems
  • How to identify members and let the team continue the service
  • Messaging permissions, response rules, and the first verifiable work scope

Scope and delivery

  • It does not guarantee campaign, retention, or revenue outcomes.
  • Data use, outbound messages, and automation require authorization and governance.

POS, CRM, ERP, commerce, booking, payment, logistics, or other system connections are confirmed separately based on interfaces, data conditions, and ownership. Product capability descriptions do not mean every integration, customization, or maintenance service is included.

The first needs discussion is free. If deeper diagnosis or planning is useful, we confirm the scope and fee first. Training, data import, and ongoing maintenance are also confirmed separately before work begins.

Start with your work and current situation

What can improve

Improvement to pursue

  1. 01

    Continue customer conversations across channels

    Keep website, LINE, SMS, and human handoff in one conversation context.

  2. 02

    Route responses by intent

    Send messages to the right flow or person based on the customer question and ownership.

  3. 03

    Retain consent and handoff records

    Keep messages, consent, human handoff, and later outcomes checkable.

SDP omnichannel customer conversations customer work and data flow — Connect omnichannel conversations

Connect omnichannel conversations

Show how website, LINE, SMS, and human handoff retain conversation context.

Start from the channel the customer chooses and keep the conversation moving.
SDP omnichannel customer conversations customer work and data flow — Route response by intent

Route response by intent

Place question, intent, response, and human handoff in one flow.

Understand what the customer needs before deciding who responds.
SDP omnichannel customer conversations customer work and data flow — Retain consent and handoff

Retain consent and handoff

Show how consent, message, handoff, and outcome become records.

Hand uncertain or high-impact conversations to people and retain why.

Customer use cases

Start with the work the team must complete, not a feature checklist.

  • Membership and customer operations teams
  • Marketing, service, and store leaders
01

Daily operations

Handle recurring work from shared customer context.

02

Cross-team coordination

Give marketing, service, and frontline teams consistent information.

How work improves

Keep effective existing systems and connect the work in practical stages.

  1. 01

    Collect

    Acquire the required customer signal and context.

  2. 02

    Decide

    Use rules and context to determine the next step.

  3. 03

    Act

    Execute, track, and preserve the outcome.

How it works with other systems

Show only the product relationships needed to complete this work, without replacing every system at once.

Start with your work

Start with the customer work and channels you have today.

Discuss your use case