Product

Conversations in the kernel. The rest as packs.

Inbox, people, pipelines, journeys, AI, Insights, cases, Call (click-to-call and specialist AI calling) and BYO keys — the kernel every workspace shares, from a shop of three to an enterprise desk. An industry pack installs objects, fields, pipelines, roles and templates. Capability packs overlay installs, reviews and social. Store orders land on the matching person.

Conversation OS + packs

The inbox stays. The records match your industry.

Schools, dealerships, clinics, agencies — same conversation OS. A pack installs the objects, pipelines and templates you already run. It does not fork the product. Capability packs overlay numbers you already trust elsewhere — installs, reviews, social, orders — without becoming that other tab.

  • OS — shared inbox, assignment, automation and AI, isolated per workspace.
  • Pack — e.g. Course and Batch on a student, or Vehicle and Test drive on a buyer.
  • Still one thread — the conversation never leaves the inbox, whatever records hang off it.
See industry packs
The daily desk
VartaDesk Insights Overview — the daily workspace pulse
Capability packs

Numbers from the other tab. Not a second product.

Store downloads, reviews, ads, orders — each pack answers one question. We never mash census, spend and a WhatsApp journey into a vanity number.

  • Pack

    Sales workspace

    Where is the deal?

    Opportunity and Quote records beside the inbox, with a deal pipeline and a sales-rep role — without forcing that chrome on every vertical.

  • Pack

    Cases & SLA

    Who is waiting, and by when?

    A thread becomes a tracked case with priority, an owner, and first-response / resolution clocks on your business-hours calendar. The clock pauses while you wait on the customer.

  • Pack

    App installs

    How many downloaded?

    Store-reported Play and App Store downloads, with an optional Adjust or AppsFlyer overlay for paid first opens. Census and attribution stay two series — never one blended number.

  • Pack

    Store reviews

    What are people writing?

    Pull Play and App Store reviews into Insights and reply when the store APIs allow it. A reputation inbox — not download census, and never attached to a lead.

  • Pack

    Social insights

    Did the Page post get seen?

    Read-only Facebook Page, Instagram Business and X pulse — posts and viewers. Not a messaging channel, not Ads Manager, and not a social inbox.

  • Pack

    Paid media pulse

    What did we spend?

    Meta Ads spend, clicks and platform-reported conversions, with optional Google Ads on the same pack. Overlay only — not Ads Manager, and never added to store downloads or WhatsApp conversion.

  • Pack

    Owned-channel conversions

    Tell Meta/Google this thread converted

    Write-back via Meta CAPI and optional Google Enhanced Conversions when a WhatsApp lead is won or an order is confirmed. Not Paid Media Pulse, and not Adjust. Lead Ads / CTWA form fills are a separate listen into ingest.

  • Pack

    Website pulse

    What happened on the site after the message?

    GA4 sessions, engagement and key events in Insights, with Open in GA4 to inspect. Overlay only — not tag manager, and never added to ads spend or WhatsApp conversion.

  • Pack

    Search Console

    Did Search show us, and did they click?

    Google Search clicks, impressions, CTR and average position in Insights. Overlay only — not a SEO tool, and never added to GA4 sessions or ads spend.

  • Pack

    Bookings

    How many appointments landed / no-showed?

    Calendly invitees land on the matching person and a morning count tile. Listen + overlay — not a calendar product, and never added to ads spend or GA4.

  • Pack

    Call pulse

    How many connected / missed calls?

    Counts on kernel Call we already log, with optional Exotel CDR. Overlay only — not a dialer, and never a VoIP pack.

  • Pack

    Shipments

    Where is the parcel?

    Shiprocket in-transit, delivered and RTO on the matching SalesOrder. Overlay only — not a WMS.

  • Pack

    Marketplace leads

    Did IndiaMART send an enquiry?

    IndiaMART enquiries land on the matching person like LinkedIn Lead Gen. Listen + count tile — not a second inbox.

  • Pack

    Payments pulse

    Did Razorpay settle?

    Merchant settlements overlay. Distinct from kernel WhatsApp payment links. Not a PSP admin.

  • Pack

    Helpdesk pulse

    How many Zendesk tickets opened/solved?

    Opened and solved counts in Insights. Cases stay the desk — not a second helpdesk.

  • Pack

    Audience sync

    Push this VartaDesk segment to Meta/Google

    Hashed phone/email onto an existing Custom Audience or Customer Match list. Opt-out excluded. Not Ads Manager create/bid.

  • Pack

    Google Business Profile reviews

    What are people writing on Maps?

    Pull Google Maps reviews into Insights and reply from the tile. A local reputation inbox — not Play or App Store reviews, and never attached to a lead.

  • Connection

    Store orders

    Did they buy?

    Odoo, Shopify and WooCommerce orders land on the matching person when phone or email already exists. We listen — we are not your store admin.

  • Connection

    WhatsApp payment links

    Did money land on this thread?

    Razorpay payment links beside the inbox. Distinct from platform billing. Helps close on WhatsApp without becoming a PSP admin.

The OS

What every workspace gets

Packs change the records. Inbox, journeys, AI, campaigns, Insights, cases and Call stay the same.

Inbox

Realtime Multi-Channel Inbox

WhatsApp, SMS, RCS and Email in one live inbox — every thread from every channel on a single screen. Assign, tag, snooze, and hand off between the AI agent and a human without switching apps, so no message waits and no customer repeats themselves.

One inbox. Four channels.
VartaDesk inbox with WhatsApp, SMS, RCS and Email threads in one list
Pipeline

Custom Pipelines & Lead Management

Build the pipeline your business actually runs on — name your own stages, set win and loss rules, and drag leads across a live kanban. Capture and route every enquiry automatically by product, by source, or by counsellor availability, then add custom fields so no detail about a lead ever lives in someone’s head.

Every inbound is a person
People workspace with stages, tags and a list or kanban toggle
Journeys

Studio Flows & Automation

Design multi-step journeys across WhatsApp, SMS, RCS and Email on a visual canvas — no code, no developer. Trigger a flow by product or source, then send templates, wait, branch on a reply, tag, and follow up automatically. The moment a customer needs a person, the journey hands off cleanly to your team instead of talking over them.

Studio — no code
Studio Flow builder with a multi-step journey on the canvas
AI

AI Agent

A 24/7 teammate that never sleeps and never goes off-script. Grounded in your own catalog and data, it answers pricing and product questions in seconds, qualifies every lead while they’re still warm, and speaks your customer’s language. When a conversation needs a human, it escalates with the full context — so your team picks up exactly where the bot left off.

AI on the person, not a script
AI agent with the lead context on the conversation
Broadcasts

Campaigns & Templates

Turn WhatsApp, SMS, RCS and Email into a real sales motion. Broadcast pre-approved templates for greetings, pricing, reminders and offers to a targeted audience — segmented by stage, product or tag — and let scheduled follow-ups do the chasing. Every send respects opt-out and your plan quota, so you scale reach without ever risking a customer’s trust.

Campaigns that respect opt-out
Broadcasts list with status, audience and send counts
Email

Email & Content Builder

Compose beautiful, on-brand emails and rich WhatsApp content with a drag-and-drop block editor — headings, buttons, media, all previewed live. Drop in tokens like the customer’s name or product to personalise every send, and your logo, brand colour and unsubscribe footer are applied automatically. Write once, reuse everywhere, across every channel.

Block editor. Live preview.
Email builder with heading, text and button blocks beside a live preview
Insights

Insights: Overview & Analytics

Overview is the daily dashboard — who still needs a reply, where the pipeline sits, what went out this month. Analytics is the engagement funnel: delivery, open and click rates against Sent, conversion after contact, and attributed revenue in one currency. Install a measurement, reviews or social pack and those overlays appear as their own series. Store downloads, ad attribution and a WhatsApp journey are three different questions — we will not add them up, invent a dollar ROI, or treat queued as sent.

Who still needs you today
Insights Overview — needs reply, pipeline, and what went out
Cases

Cases & SLA Tracking

Every inbound WhatsApp, SMS, RCS or email thread can become a tracked support case — priority, status, and an owner, not just an open chat. Cases run against your business-hours calendar, so first-response and resolution deadlines are measured in real working time, with the clock pausing automatically while a case waits on the customer. A background sweep flags breaches the moment a deadline is missed, internal notes stay strictly internal, and closing a case fires the event that drives your CSAT follow-up.

A thread can become a case
Case on the conversation with knowledge and status beside the thread
Security

Enterprise-Grade Security & Roles

Your company, your team, your data — fully isolated from everyone else’s, by design. Give owners, admins and agents exactly the access they need with role-based permissions, and keep each agent scoped to their own leads and conversations. Security that protects your customers’ trust as seriously as you do.

Your WhatsApp. Your SMS. Your keys.
Messaging settings — connect your own provider keys per workspace
Keys

Bring Your Own Keys

Stay in full control of your stack. Connect your own WhatsApp provider and AI key per workspace — your credentials, your billing, your data — with no shared accounts and no lock-in. Encrypted at rest and never exposed, so switching on your own terms is always an option.

Your WhatsApp. Your SMS. Your keys.
Messaging settings — connect your own provider keys per workspace
Voice

Call, brief, next action

Voice sits on the person — RingOut from the desk, specialist AI calling via Bolna, Ringg, Vapi or Retell, a written brief over the thread, and kept-audio only when you opt in. AI lists stay in the vendor; completed calls attach to people you already have. Quotes, macros and the next action stay on that same lead. Call is not a fifth chat channel, not a pack, and not a bulk dialer.

Call, brief, next action
Person rail with click-to-call, AI calling, brief and next action on the same lead
Packs

Industry packs on the same OS

Schools, dealerships, clinics, agencies — same inbox. A pack installs the objects, pipelines, roles and templates your industry already names. It does not fork the product, and it does not become a second tab.

Packs on the same OS
Industry packs catalog on the conversation OS

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