AI sales CRM for messaging channels
Threezero combines an AI assistant with a shared sales inbox and CRM layer for WhatsApp, Instagram, and Facebook Messenger. AI handles first replies and routine qualification; humans take over when a conversation needs judgment.
What is an AI sales CRM?
A traditional CRM stores contacts and deal stages. A simple chatbot sends scripted replies. An AI sales CRM for messaging does both in the conversation: it stores leads and stages while AI can draft replies from your rules and context, and humans stay able to take over. Threezero is built for that model on Meta messaging channels.
How Threezero’s AI works
AI generates replies from bot configuration: industry-style prompts, do/don’t rules, and catalog awareness where products exist. Usage is metered separately from the platform subscription. You control when AI is active; it is not positioned as a fully autonomous closer for every deal type.
AI lead qualification and pipeline
Conversations arrive on Meta channels and become leads with stages, notes, tags, and assignment. AI can handle early questions; the pipeline board shows where each conversation sits. Duplicate protection and searchable history help when multiple agents share the inbox.
When AI should stop
Human takeover is a first-class action: staff open the chat in the shared inbox and pause AI for that conversation. Handoff alerts can notify the team. This keeps automation for routine volume without forcing every complex sale through the model.
Flows, templates and sandbox
The flow builder and inbound flow handling guide structured paths before or alongside AI. Meta message templates support outbound messaging where your WABA allows. Sandbox testing lets you try prompts without writing to live leads.
Products, orders and appointments
Catalog is available from Starter. Orders, shipping, payments, and appointments are on plans that include those modules (Growth and above). Shopify product sync is on Scale and imports products into the Threezero catalog — not Shopify order or checkout sync.
WhatsApp, Instagram and Messenger
Supported channels are WhatsApp Business (Cloud API), Instagram messaging, and Facebook Messenger in one multi-tenant bot model. Agency workspaces can manage multiple client bots.
Frequently asked questions
What is an AI sales CRM?
Software that combines lead and pipeline CRM with AI-assisted replies on sales channels, so routine chat can be automated while humans own complex deals.
How does Threezero’s AI handle sales conversations?
AI replies from your bot configuration (tone rules, do/don’t guidance, catalog context when available). Usage is metered. It is designed for first replies and routine questions, not unsupervised closing of every sale.
Can a human take over from AI?
Yes. Takeover from the shared inbox pauses AI for that conversation so a teammate continues the thread.
Which messaging channels does Threezero support?
WhatsApp Cloud API, Instagram messaging, and Facebook Messenger in one workspace.
Are AI usage costs separate from the platform subscription?
Yes. The monthly platform fee covers workspace features. AI usage and Meta conversation charges are separate, usage-based lines.