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Communications·overview·Version 7

Communications and CPaaS

Connect customer channels, campaigns and replies to the team and the next business action.

Channels connected to customer work

Boni brings email, WhatsApp, business calls and customer conversations into a connected operating model. CPaaS handles channels and campaign delivery; Bow Chat handles conversations and replies; CRM and Tasks carry the relationship and next commitment.

Find the right service

Your jobGuide
Company correspondence and shared emailCompany email
Sender domains, templates and email deliveryEmail CPaaS
Business messaging and templatesWhatsApp
Choose a campaign channelChannel availability
Business numbers and callsVoice
Shared inboxes, groups and Customer RoomsBow Chat documentation

Open the company CPaaS workspace

Select the organization in Boni Panel. An owner or administrator can request Messaging CPaaS through Add modules. Module access opens the workspace; launching a campaign requires the company's Run campaigns permission.

The CPaaS navigation groups Campaigns, Replies, Channels, Calls and Reports. Mailbox administration and the enterprise calling setup have their own company workflows.

Build and review a campaign

The current campaign wizard uses four steps:

  1. Who: choose the audience offered by the workspace and review the contacts.
  2. What: choose email or WhatsApp, the ready sender and the message or approved template.
  3. When: review the available timing and contact-window controls.
  4. Review: check the audience, exclusions, sender, message, reply owner and stop rules, then launch with the required permission.

Use the options actually offered by the current wizard. The launch review applies contact preferences, opt-outs, prior-contact rules, quiet hours and campaign caps. If the review changes, review it again before launching.

Handle the response

Replies → Inbox brings campaign response work together. Continue the customer conversation in Bow Chat and assign the follow-up to the responsible team. Read campaign and channel reporting to distinguish sender acceptance, delivery and a customer response.

Keep the company identity clear

Use the verified domain, mailbox or connected number for the selected organization. Connecting a domain preserves existing services unless the company separately chooses a migration. A mailbox, an email campaign sender and a WhatsApp number each have their own activation.

An authorized Assistant can prepare work with company context. Outbound actions follow the workspace's action policy and channel requirements.