--- title: "Platform Overview: Unified Inbox & CRM | Teloring" description: "One workspace for every customer conversation: unified inbox, customer profiles, custom objects, automation Studio, analytics and real-time monitoring." url: https://teloring.com/solutions markdown_url: https://teloring.com/solutions.md language: en section: "Product" breadcrumbs: "Home > Platform" last_updated: 2026-10-15 translations: he: https://teloring.com/he/solutions.md --- > This is the Markdown version of https://teloring.com/solutions, published for AI assistants and agents. Cite https://teloring.com/solutions as the source. Every page on teloring.com has a Markdown version at its address plus .md. Index of every page: https://teloring.com/llms.txt. The whole site in one file: https://teloring.com/llms-full.txt Platform overview # One workspace for every customer conversation Conversations, a real CRM, automation, forms, e-signatures, analytics and AI, all reading the same customer record, behind one login. [Start free](https://console.teloring.com/join) [Request a demo](https://teloring.com/contact) Inside the platform ## Twelve modules, one login Every part of Teloring reads the same customer record. Nothing is a bolt-on, and nothing needs a second subscription. 1. [Conversations](https://docs.teloring.com/docs/getting-started/conversations/): The rep workspace: queues for mine, waiting, Studio bot, AI Agent, all open and resolved. Reply, assign, label, prioritise, flag, pin, snooze and resolve, plus right-click quick actions and bulk edits. 2. [Customers (CRM)](https://docs.teloring.com/docs/product/objects/#the-built-in-objects): A customer record with lifecycle stages, linked contacts, journey history, conversations, calls, documents and custom objects. Design the fields yourself with a drag-and-drop editor. 3. [Objects](https://docs.teloring.com/docs/product/objects/): The tables your business keeps: Customers, Contacts, Calls and Documents built in, plus your own, such as Orders, Products or Projects. Linked records, live lookups, saved views, CSV and XLSX import, XLSX export. 4. [My Ring](https://docs.teloring.com/docs/product/ring/overview/): The channel page. Each channel type is an arc on a ring; click it to add an inbox. Several inboxes per type, each with its own name, status and settings. 5. [AI World](https://docs.teloring.com/docs/product/ai-world/): One page of switches for every AI capability. Off by default, admin-controlled, account-wide, and saved the moment you flip them. 6. [AI Agents](https://docs.teloring.com/docs/product/agents/): Autonomous conversation profiles you configure across eight tabs: identity, writing voice, knowledge grounding, rules, the data it must collect, what to do on success or failure, and working hours. 7. [Knowledge Base](https://docs.teloring.com/docs/product/knowledge-base/): Upload PDFs, Word, Excel, CSV, text and images, or point Teloring at a web page and crawl it. Ask a question in plain language and get an answer built only from your content, with a reference. 8. [Studio](https://docs.teloring.com/docs/product/studio/): Visual automation. Triggers on incoming messages, conversation and CRM changes, rep presence, intervals, schedules and inbound webhooks, then replies, notes, assignments, CRM writes, HTTP calls and sandboxed code. 9. [Forms](https://docs.teloring.com/docs/product/forms/): Build a public form, publish the link, and collect structured answers. Versioned, snapshot submissions, hidden fields, and a Studio trigger on every completion. 10. [Documents Signature](https://docs.teloring.com/docs/product/objects/#the-built-in-objects): Upload a PDF, drop signature, initial, text, date, number, phone and checkbox fields on it, send a signing link, and get back a stamped document with a SHA-256 hash and signer audit trail. 11. [Analytics](https://docs.teloring.com/docs/product/analytics/): Dashboards with tabs and a free-form canvas. Each card is a recipe over live data (number, chart, gauge or table) with its own filters, design and raw-row export. 12. [Files Warehouse](https://docs.teloring.com/docs/product/files-warehouse/): The account-wide inventory of every stored file: customer attachments, sent media, call recordings, signed documents, Studio voice prompts and form images, with totals, filters and conversation links. Conversations ## Every message. One queue. WhatsApp, email, SMS, phone calls, website chat, Instagram, Messenger, Telegram, LINE, TikTok, all in one workspace with three panels: the queue, the conversation, and everything you know about the customer. - Queues for mine, waiting in line, Studio bot, AI Agent, all open and resolved - Filter by channel type, inbox name, labels, priority, flag and time period - Rich media, threaded email view, private notes, quick replies and bulk actions - Right-click any conversation for assign, priority, labels, flag, pin and resolve ![Conversations workspace screenshot: Three-panel layout: queue, conversation, customer](https://teloring.com/static/img/en/conversations.webp) Customers & CRM ## A CRM that lives next to the chat A customer is the record for the relationship: a business, a household, a person. Around it sit the contacts who write to you, their conversations, their calls, their signed documents, and any object your business actually needs. - Lifecycle stages, journey history and an assigned account owner - Custom objects (deals, tasks, service calls, assets, subscriptions) designed by you - Drag-and-drop field editor for contacts and customers - Link, relink or create the customer straight from the conversation sidebar ![Customer profile screenshot: Profile with journey, custom objects and documents](https://teloring.com/static/img/en/customer-profile.png) Objects ## Your business, as tables you design Customers, Contacts, Calls and Documents come built in. Add objects for whatever your business runs on (Orders, Products, Projects, Service calls), link their records to each other and to your customers, and work with all of them from the same table, filters and saved views. - Linked records with live or frozen lookups: an order can show its customer's current industry, or keep the price at the time of sale - Filters with AND / OR two levels deep, field-to-field comparisons, and personal or shared views pinned to the sidebar - Import CSV or XLSX files of up to 50,000 rows with a dry run first, and export any view to Excel - Permissions per object and a full change log on every record, including changes made by imports, Studio and the AI Agent [Read the guide](https://docs.teloring.com/docs/product/objects/) ![Object builder screenshot: Fields, sections and settings of an object](https://teloring.com/static/img/en/views-builder.png) Studio & Forms ## Automate the part nobody wants to do Studio is a visual flow builder: blocks on a canvas, connected. It answers first messages, routes by business hours, chases follow-ups, writes to the CRM, and calls your other systems. - Triggers: incoming message, conversation change, customer or record change, rep presence, interval, schedule, inbound webhook - Actions: reply, private note, conversation update, contact and CRM writes, HTTP request, sandboxed code, date maths, variables - Wait-for-reply steps turn a flow into a bot, and end-session hands back to a human - Forms collect structured answers on a public link and fire a Studio trigger on every submission [Read the guide](https://docs.teloring.com/docs/product/studio/) ![Studio flow builder screenshot: Trigger, condition and action blocks on the canvas](https://teloring.com/static/img/en/studio-flow.webp) Documents Signature ## Send it, sign it, keep the proof Upload a PDF, drop the fields where they belong, and send a signing link over any channel you already use. The customer signs in the browser. No account, no app. - Signature, initials, text, date, number, phone, email and checkbox fields - Auto-fill fields from the customer, contact or a custom object record - Signed PDF stamped with your own logo, a SHA-256 hash and the signer's audit trail - Send finished documents to customers through your own WhatsApp templates Analytics ## Reports you build, on live data Every report is a recipe: pick a source, choose what to measure, group it, filter it, and choose how to show it. Teloring runs it against live data. A report is never a stale snapshot. - Sources across conversations, messages, contacts, reps, customers, custom objects, forms and e-signatures - Numbers, charts, gauges and tables on a free-form canvas, arranged in tabs - View the raw rows behind any card and export them to Excel or PDF - Describe the report in plain language and let AI fill in the builder [Read the guide](https://docs.teloring.com/docs/product/analytics/) ![Analytics dashboard screenshot: Cards on the canvas with tabs](https://teloring.com/static/img/en/analytics.png) Enterprise ready ## Built for security. Designed to scale. From a two-person team to a contact centre. Roles, 2FA, audit logs, API keys and complete account isolation. ### Roles & access Admin, Agent and Supervisor roles. Admins configure the account; reps do the work. Invitations expire in an hour and password resets in seven days. ### Two-factor authentication Per-rep or enforced account-wide. Codes are emailed, expire in five minutes, are stored only as a hash, and are rate-limited against brute force. ### Complete audit trail Every action logged with a timestamp and an actor. Searchable, filterable and exportable when compliance asks. ### Developer API REST API with JWT sessions and per-rep personal API keys. Webhooks for real-time events, an API channel for custom messaging, and inbound webhooks that start Studio flows. ### Account isolation One account can never read another's data: conversations, files, knowledge bases or reports. Sessions are encrypted, credentials are encrypted at rest, and every request carries security headers. ### 99.9% uptime Auto-scaling services on Google Cloud Run with Redis caching and connection pooling, built for millions of messages. Real time ## Your team, in sync Native WebSockets, not polling. See who's online, who's typing, and where every message got to. Talk to each other in an internal chat that never touches the customer. - Live rep presence and typing indicators across every channel - Internal rep-to-rep chat with file attachments and search - Delivery status on every message: sent, delivered, read - Achievements reward the team milestones along the way, in free credits ![Real-time collaboration screenshot: Presence, typing indicators and internal chat](https://teloring.com/static/img/en/realtime.png) ## See Teloring on your own data Start free, connect a channel, and judge it with real conversations. [Start free](https://console.teloring.com/join) [Request a demo](https://teloring.com/contact) --- ## More pages on teloring.com - [Home](https://teloring.com/index.md) - [AI Features](https://teloring.com/solutions/ai.md) - [Channels](https://teloring.com/solutions/channels.md) - [Pricing](https://teloring.com/pricing.md) - [Support](https://teloring.com/support.md) - [Omni Channel](https://teloring.com/support/omnichannel.md) - [Multichannel Communication](https://teloring.com/support/multichannel-communication.md) - [WhatsApp API](https://teloring.com/support/whatsapp-api.md) - [WhatsApp Chatbot](https://teloring.com/support/whatsapp-chatbot.md) - [Customer Service Software](https://teloring.com/support/customer-service-software.md) - [Contact](https://teloring.com/contact.md) - [About](https://teloring.com/about.md) - [For AI](https://teloring.com/for-ai.md) - [Privacy Policy](https://teloring.com/privacy.md) - [Terms of Service](https://teloring.com/terms.md)