KONNEXA features: AI agent, unified inbox, CRM and automation

One platform to answer, qualify and sell on WhatsApp, Instagram and Facebook — instead of stitching five tools together.

KONNEXA brings together, in a single product, what most small businesses run today across three or four separate subscriptions: a chatbot, a shared inbox, a CRM and a social scheduling tool. Because everything lives in one place, information flows: the Instagram conversation creates the CRM lead, the lead enters a follow-up automation, and the outcome shows up in the sales report. This page walks through each module, what it does and who it fits. All data is hosted in Europe and handled under GDPR.

  • Configurable AI agent — Set the tone, business context and rules — the AI replies in DMs, comments and WhatsApp.
  • Unified inbox — WhatsApp, Instagram, Messenger and comments on one screen, with history and labels.
  • Built-in sales CRM — Leads created automatically from conversations, with no duplicate contacts.
  • AI agent with personality, tone of voice and its own knowledge base
  • Unified inbox with instant cache and real-time sync
  • Kanban CRM with stages, tasks, notes and full history
  • Automatic lead qualification from any conversation
  • Visual automation builder with 19 ready-made templates
  • Planning and scheduling for posts, carousels, stories and reels
  • Automatic comment replies with private message follow-up
  • Reports on service levels, conversion and channel performance
  • Payment and invoicing integrations for Portugal and Brazil
  • Team management with per-user permissions

Service: unified inbox and AI agent

Every message reaches the same place: WhatsApp Business, Instagram Direct, Facebook Messenger and public comments. The team sees one queue ordered by urgency, knows who is handling what, and works with saved quick replies.

The AI agent can reply on its own after hours, suggest a reply to the agent, or simply classify the conversation. It is configurable channel by channel.

  • Filters by channel, status and owner
  • Send images, files and audio
  • Conversation memory — the AI never re-asks what it already knows

Sales: CRM, qualification and automation

Whenever a conversation shows buying intent, the AI extracts name, contact and interest and creates a CRM lead linked to the conversation history. Contact-level deduplication prevents repeated records for the same customer.

From there, automations handle follow-up: recovery messages, reminders, proposals, or pipeline stage changes based on the customer's reply.

  • Configurable Kanban pipeline
  • Tasks and reminders per lead
  • Ready-to-use automation templates

Content and analytics

The planning module schedules publications across multiple accounts at once, with preview and a monthly calendar. Reports show conversation volume, response time, leads created and conversions per channel.

FAQ

Can I use only part of the platform?

Yes. Many customers start with the unified inbox and enable the CRM and automations later. The modules are integrated, but you don't have to use everything on day one.

Do I need technical skills?

No. Accounts connect through each network's official login and automations ship with ready-made templates. Initial setup is done live with a human.

How many social accounts can I connect?

It depends on the plan: from 1 account on Micro up to unlimited accounts on Scale.

Where is my data stored?

In Europe, encrypted in transit and at rest, with full isolation between customer accounts.