Growth & messaging

Keep every client engaged without adding headcount.

Native WhatsApp and Telegram, a workflow builder that automates the repetitive work, and retention journeys built on real activity signals — all inside the same platform your team already uses.

Native messaging

Reach clients where they are.

WhatsApp and Telegram are fully native — click and deploy, no third-party integration required. Every message is governed by RBAC and saved automatically to the customer file, so nothing lives in someone's phone.

Native WhatsApp and Telegram — no separate tool
Every message saved to the customer file
RBAC controls who can send and to whom
Full message history in the activity timeline

Channel	Client	Last message
WhatsApp	A. Santos	Your deposit has been confirmed.
Telegram	T. Okafor	Your account is now verified.
WhatsApp	C. Moreau	Welcome — here is how to get started.
Telegram	M. Johansson	We noticed you haven't traded in 7 days.

Workflow automation

Automate the busywork.

A visual workflow builder connects triggers, conditions, and actions into retention journeys. Schedule delays between steps and branch on expression conditions, so the right message reaches the right client at the right moment — automatically.

Around 28 trigger types — deposits, trades, inactivity, and more
Around 20 action types — message, task, group change, credit
Expression-based conditions for precise branching
Scheduled delays between steps

Example actions

Send WhatsAppSend TelegramSend emailSend SMSCreate taskAssign agentChange groupAdd creditFire webhookDelay

Templates & journeys

Templates that scale.

Build email and SMS templates once and reuse them across journeys. Retention journeys trigger on real signals — first deposit, inactivity window, re-engagement — so clients hear from you at the right moment, not on a calendar schedule.

Email and SMS template library
Journeys triggered by real activity signals
SendGrid and Twilio supported for email and SMS
No-code journey builder for the marketing team

Journey	Trigger	Status
First-deposit welcome	First deposit confirmed	Active
7-day re-engagement	No activity for 7 days	Active
Verification nudge	KYC docs pending 48 h	Active
Win-back — 30 days	No login for 30 days	Draft

Attribution & signals

Know what is working.

First-deposit attribution ties every new deposit back to the channel, campaign, or agent that drove it. Retention signals surface clients who are slowing down before they go quiet — so your team can act while there is still something to save.