Customer interaction management. Your customers talk to your teams every day. Who can see those conversations?
Customers message and call your people on WhatsApp and personal numbers. The conversations, promises and answers stay on phones your organisation can’t see.
A
Customer A
Last 7 days · 3 conversations
Chat with Rahul
Rahul’s personal WhatsApp
Not on record
Call from the branch
Branch landline
Not on record
Chat with the service desk
Desk mobile
Not on record
Visible to your organisation
0 of 3
Find your gaps. Which of these happen with your customer conversations?
Pick every one that sounds familiar. You can change them later.
Nothing selected yet. You can also go straight to a demo.
You selected {list}.
For example: a customer has chatted with the same employee for months. None of it is in any company system.
Customers mostly reach you through
1
personal: chats on personal phones
For example: a customer writes on a Saturday. On Monday, three people assume someone else replied.
When the usual person is away
2
owner: messages without an owner
For example: the branch quotes one document list, the service desk another. The customer asks which is right.
Your teams reply using
3
answers: different answers
For example: a customer says “Call me next week.” Next week comes, and nobody calls.
Follow-ups are tracked in
4
followup: requests that slip
For example: a customer says they were promised a waiver on a call. There’s no recording and no chat to look at.
When you need to check a conversation
5
record: nothing to check
A short check. Four questions about how your teams talk to customers today.
Pick the closest answer. "Not sure" is fine.
Skip the checkQuestion 1 of 4
Where do customer conversations happen today?
manage: shared | mixed | calls | unsure
How many of your people talk to customers?
size: small | mid | large | unsure
When do you find out a customer has waited too long?
find: early | sameday | late | unsure
When do you want to improve this?
timing: now | quarter | later | exploring
Thanks. Here is what you told us.
Where conversations happen
Skipped
People talking to customers
Skipped
When you find out
Skipped
When you want to improve
Skipped
Where it breaks. What your answers bring into focus.
Message arrives
Your gap
WhatsApp and calls on your business number, in one place
conversations on your business identity
Owner
Your gap
Sent to the right owner, with reminders if a reply is late
an owner for every message
Conversation
Your gap
Full history and approved templates for every reply
one consistent answer
Follow-up
Your gap
The request becomes a follow-up with an owner
turning requests into follow-ups
Review and record
Your gap
Calls recorded, chats kept, managers can review
a record you can check
Illustrative workflow, based on your answers. Not an audit of your team.
gap: personal
Message arrives · your gap
Conversations live on personal phones. When the employee moves on, the history goes with them.
gap: owner
Owner · your gap
Messages without an owner wait. The customer chases several people, and the manager hears late.
gap: answers
Conversation · your gap
Different teams give different answers. The customer has to work out which one is right.
gap: followup
Follow-up · your gap
Requests stay inside the chat. Nothing reminds anyone, so the next step depends on memory.
gap: record
Review and record · your gap
Without a record, disputes come down to one person’s word against another’s.
empty
No gaps picked yet
Pick your challenges in “Find your gaps” to see where they sit. Until then, this is the path every customer message takes.
Find your gapshealthy
From your answers
Your conversations already run through one system and you catch delays early. The demo can focus on keeping that true as your teams grow.
with
With URVA Connect
Every message reaches the right owner on your business identity, every reply draws on the full history, and requests become follow-ups. Managers can review any conversation.
said
You said: {answer}.
Tap another marked stage to switch.
late
From your answer: after the customer complains
You find out after the customer complains. By then, the conversation has already gone wrong.
tools
From your answer: where conversations happen
Your conversations are spread across business and personal numbers. No one place shows the full picture.
scale
From your answer: people talking to customers
People talking to customers: {size}. Gaps that are small for one team add up across the organisation.
Your next step
In your demo, we’ll follow one customer conversation from first message to review.
In your demo, we'll focus on {focus}.
exploring
Just exploring is fine. The demo is a short look at your process, not a commitment.
Customer conversations with URVA Connect. Every message, owner and promise on record.
URVA Connect is a customer interaction management platform that keeps conversations with your organisation, not with one employee’s phone. It brings WhatsApp and calls onto your business identity, routes each message to the right owner, keeps the full history, lets managers guide privately or step in, and turns requests into follow-ups.
See how URVA Connect works →Clear ownership of every conversation
Less repetition for customers
A record you can check
Customer A
One customer’s week with URVA Connect. Tap a day, or play the week.
On track
Mon
Message received
Business WhatsApp · 9:10 am
Sent to their RM
Mapped owner
The customer writes to your business WhatsApp. It goes to the RM mapped to them.
New conversation, owner set.
Tue
Brochure shared
Approved document
Follow-up set
“Call me next week”
The RM shares an approved brochure. The customer says “Call me next week”, and a follow-up is set.
Follow-up due next week.
Wed
RM on leave
Reminder sent
Moved to a colleague
History attached
The RM is on leave. The reminder fires and the chat moves to a colleague, with the whole history.
Conversation reassigned, nothing lost.
Thu
Manager note
Private guidance
Call made
Business number · recorded
The manager adds a private note. The colleague calls from the business number, and the call is recorded.
Call on record.
Fri
Weekly review
Full conversation there
The weekly review opens with response times and the full conversation.
No screenshots needed.
Tue · With the customer
The RM shares an approved brochure. The customer says “Call me next week”, and a follow-up is set.
Manager sees, same day
Follow-up due next week.
Conceptual interface. Compare the top of the page: here every conversation stays on record, with its owner.
Add when you need it
URVA Sales
When a conversation leads to a meeting, plan the visit and record what happened.
See URVA SalesURVA Comply
When a customer asks for a visit, send someone to collect documents or a payment, or verify an address.
See URVA ComplyURVAshe
AI that answers customer queries and helps you reach new customers, using knowledge your organisation approves.
See URVAsheUsed by customer-facing teams at
Book a demo focused on your customer conversations.
We'll focus on the challenges you selected.
Your demo focus
A general demo of customer interaction management. Add a focus if you like.
People talking to customers
Not given
Timing
Not given