CONECTA ONE · BY CONECTA CLOUD
Conversations stay on the phone of whoever received them. If that person is out, the customer waits.
WhatsApp, Messenger, Instagram, texts and the desk phone, each one on its own.
Nobody knows who called, or whether anyone called them back.
It's hard to know how long the team takes to reply or which conversations are still waiting.
Every conversation from every channel in one place. Assign conversations, see unread counts and get alerts when a conversation needs you. Add notes and tags, and merge duplicate contacts.
Answer and make calls from the dashboard. Before answering, see who is calling and their recent messages. Click to call from any contact, put callers on hold with music, transfer directly or after talking first, and use call waiting with desktop alerts. It rings together with your desk phones and the mobile app.
After a recorded call ends, the AI writes a short summary and transcript and saves them to the customer's timeline.
Suggests replies your agent reviews before sending. If you choose, turn on automatic replies after hours or all the time: the assistant says it is a virtual assistant, hands the conversation to a person when needed and only uses the information your business provides.
If you couldn't answer, Conecta One texts the caller automatically, or with one click, so the conversation isn't lost.
Restart WhatsApp conversations after 24 hours with templates. Send mass messages (Blast) by tag. Save frequent answers, with attachments, as Quick Replies.
Track first-response time, waiting conversations, missed calls without follow-up and AI activity.
Set user roles and decide which numbers each person can see and use. Sign in with a code sent to your email, no passwords.
Use your business's logo and colors. The dashboard is available in English or Spanish.
| Before | With Conecta One |
|---|---|
| Messages on each employee's phone | One shared inbox for the whole team |
| One app per channel | SMS, WhatsApp, Messenger, Instagram and calls in one place |
| The customer repeats their story | One timeline per customer across all channels |
| Missed calls nobody returns | Automatic or one-click text to callers you missed |
| Answering only from the desk phone | Answer and call from the browser, seeing who is calling |
| Call notes by hand, or none at all | AI summary and transcript of recorded calls |
| Typing the same answer over and over | Quick Replies and AI suggestions you review |
| No data on response time | Analytics for first response, waiting conversations and calls without follow-up |
| Everyone sees everything, or no one sees anything | Roles and per-number access for each user |
| Patient information on personal phones | HIPAA-compliant platform, with a BAA |
Most businesses are up and running in 1 to 2 weeks, depending on how many numbers and channels you want to connect. If any of your numbers need to be transferred (ported), it may take a bit longer; we’ll tell you up front during the assessment. Our team handles the setup.
Yes. Conecta One works with your business’s numbers. In the assessment we review your current numbers and explain the process to connect them.
The dashboard runs in the browser at one.conectacloud.net. From there you can answer and make calls, which also ring on your desk phones and the mobile app.
Each user can use the dashboard in English or Spanish.
Yes. Suggested replies are always reviewed by a person before sending. Automatic replies are only on if you choose (after hours or always); they identify as a virtual assistant and hand the conversation to your team when needed. The AI only uses the information your business provides. Your team answers the calls; the AI prepares summaries and transcripts of recorded calls.
You decide. You can assign user roles and give each person access only to the numbers they work with.
Yes. Conecta One has the security safeguards HIPAA requires, and we sign a Business Associate Agreement (BAA) with medical offices and other covered entities. Access is also controlled: each user signs in with a code sent to their email (no passwords to share or forget), and you decide what each person can see by role and by number. As a best practice, we recommend not sending detailed clinical information over WhatsApp, Messenger or Instagram, since those platforms have their own privacy policies.
Conecta One is offered as monthly plans based on the number of users and phone numbers. After the demo, we’ll prepare a no-obligation proposal for your business.
