Click through how JayOh pulls email, chat, WhatsApp and forms into one HubSpot help desk, writes the processes the Customer Agent follows on new conversations, then clears the backlog of customers you already missed with Reply recommendations.
Click the numbered orange boxes in the guide to jump to each part of the screen. Illustrative mockup with fictional data.
Inbox Consolidation + Backlog Sweep connects every customer channel to one HubSpot help desk with routing, defines the processes the Customer Agent must follow, deploys it on new conversations and clears the unanswered backlog with Reply recommendations.
Messages arrive on too many channels, some aren't connected to the CRM, and some never get answered.
Channel consolidation, routing rules, process definitions, Customer Agent deployment, a post-handoff deal workflow and a backlog sprint with Reply recommendations.
Channels connected to the HubSpot help desk: email, chat, forms, Facebook Messenger, WhatsApp, calling (beta) and custom channels (beta). Instagram and LinkedIn aren't supported. Unconnected inboxes are invisible to it.
A one-time push where reps work through conversations that never got a reply, using Reply recommendations to draft each answer, routing sales requests and checking in on the oldest. The Customer Agent handles new conversations.
The agent follows written processes. Without them, quote and billing requests get inconsistent answers.
A short apology plus a real answer recovers more customers than silence. Very old conversations get a simple check-in instead.
We connect your channels, write the processes, deploy the agent and sweep the backlog in a 30-day pilot.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
