Contact center · Team · CRM · Data · Marketing

Your customer shouldn't have to tell the story twice.

One Customer Platform.

From prospect to lifetime customer. Everything recorded, linked, and tracked.

Every call, text, email, meeting, and click lands on the customer record as it happens, with the transcript and the AI Summary. The deal, the ticket, and the campaign stay on that record.

100+ countries · Cloud, hybrid, or onsite · 1 to 1,000 seats

One customer, start to finish

Watch one customer move across the whole platform.

An order shows up crushed, and the customer texts at 8:40 PM. A bot fixes it that night, the agent who picks up the next morning already knows, and the manager reviews the bot like anyone else on the team.

  1. A support task with the customer's web chat and the photo of the crushed box
    The photo of the crushed box sits right on the task, routed straight from the support queue.

    A text comes in.

    The order arrives crushed. The customer snaps a photo, sends it through the store's web chat or by text, and it lands as a task for the support team.

  2. A workflow where the Order Support Bot looks up the order and offers a replacement or refund
    The Order Support Bot works the chat and offers a replacement or a refund, whichever step you set.

    A bot takes care of it.

    The bot picks it up, finds the order in your store system, and offers a replacement or a refund. The customer picks the replacement, gets a tracking number by text, and the Bot writes what it did to the customer record.

  3. Maya Torres's activity: the morning call, and last night's text, bot note, and web chat
    The morning call logs itself, right beside the bot's note from last night on the same person.

    The next agent already knows.

    Next morning the customer calls about the original order. The agent who answers already has the photo, the replacement, and the tracking number in front of them. Nobody asks the customer to explain it again.

  4. The Damaged delivery playbook with goals checked off and the Confirm the replacement script step
    The damaged-delivery goals check themselves off as the conversation runs, and a manager can change the script step underneath it.

    The manager reviews the bot.

    Later that day the support manager scores the bot's chat the same way they score an agent's call, leaves a note right in the conversation, and tightens the bot's playbook.

The customer record

From the first ad click to year ten.

An AI Workflow sends Tuesday's billing call to a Bot. The Bot looks up the invoice, resolves it, and writes what it did to the customer record. On Thursday the customer asks for more seats. The agent who picks up sees Tuesday's call, the open ticket, and the renewal date. The account manager sees the same customer record on the deal.

A renewal call, an open ticket, and a rollout meeting sit on the customer record, so the next person doesn't ask the customer to start over.

Most tools sync to your CRM. Unbound is the CRM.

PHONECONTACT CENTERCRMDATAMARKETINGCustomer record
Three ways in

Start where you are.

  • See the platform.

    Every category, from the big picture down to each feature.

  • Find your industry.

    Home services, healthcare, BPO, SaaS, financial services, real estate, e-commerce, and answering services. See how teams like yours run it.

  • Partner with us.

    Sell it, white-label it, or build on it.

Every channel

Start on a call. Add a text. Jump to video. Still one conversation.

Mid-call, the agent texts the customer for a photo, switches to video to see the problem, and follows up by email, all in one task. The customer explains it once.

VoiceVideoChatSMSEmailFaxLive transcriptionReal-time translation
One task timeline with a text thread, a live call, and an email
The SMS thread and the live call with its transcription sit together. So does the email that opened the task.
Bots on the team

A bot is a teammate. You manage it like one.

A Bot answers, looks up the order, resolves it, and writes what it did to the customer record. An AI Workflow decides where the conversation goes next: a Bot, the right agent, or the account owner. Your managers see both on the wallboard, review the work, and decide exactly what a Bot is allowed to do.

  • Reviewed.

    Managers score a bot's conversations with the QA scorecards they use for people.

  • Coached.

    Leave feedback in the conversation, then publish a better playbook.

  • Scoped.

    A bot only touches the tools, records, and refunds you give it.

Contact center dashboard with a task the Order Support Bot finished and the bot on the team list
A task the bot finished, and the bot itself on the team list, right beside the people.
How bots work
Depth

Phone, contact center, CRM, and marketing.

One price for the whole company. Open an account and place a call. The CRM and marketing are already there when you want them. Buy it through the advisor you already work with.

A wallboard queue tile breaching its service level
A queue breaching its service level, with struggling agents ranked for the hour.
Contact center

One queue for every channel.

Skills, priority, capacity by channel, callbacks, and a hand-raise for help. Bots and people share the queues and the wallboard.

Contact center
A person record with company, owner, lead source, and lead score
The owner sits on the record, next to the lead score and how it moved.
CRM

A cloud database, built in.

Custom objects work out of the box, or grow into a highly available, event-driven database. Layouts give your team the screens to manage the data, and triggers send notifications, call any platform's API, or update other records.

CRM
Marketing programs with type and status
Missed-call text-back, active right now.
Marketing

Marketing on connected data.

Forms that already know the person and tracking that links devices. See what it cost and what converted, then move people in and out of campaigns automatically.

Marketing
A team chat channel with a queue alert card
A queue alert posted in the team channel, with a button to go on queue right from the message.
Team

Your whole team, connected like nowhere else.

Calls, chat, and meetings on the same login as the contact center. The transcript and the summary land on the customer record.

Team
Run it anywhere

Our cloud, your data center, or both. The same product in each.

Where it runs is the only thing that changes. If you can't live in someone else's cloud, you get the full platform on the Unbound appliance in your building, with the same screens, admin console, and releases.

Cloud

We run it. You sign in. Multi-region, HD voice, geo routing in 100+ countries.

Hybrid

Hybrid runs in your building and in our cloud together, active/active or active/passive, your choice.

Onsite

Calls, messages, records, files, and recordings stay in your building. Same product, same releases.

Deployment and infrastructure
On any device

The full platform on Mac, Windows, iPad, iPhone, and Android.

Real apps, not a thin companion. Take the queue from a phone. Sign the proposal on an iPad. Run the wallboard on the wall.

Mac · Windows
iPad
9:41
iPhone · Android
1 to 1,000seats
100+countries with HD voice and geo routing
4native apps: Mac, Windows, iOS, Android
A day on the customer record

What changes for the people who use it.

  • The rep.

    Before the call, the rep sees which emails the prospect opened and the ad they clicked. After the call, the AI Summary is on the deal.

    Opportunities
  • The agent.

    The customer calls about an invoice. The agent sees last week's chat, the open ticket, and the account owner before saying hello.

    Contact center
  • The marketer.

    A campaign reply, a booked meeting, and the closed deal sit on the customer record, so the campaign gets credit for the revenue.

    Marketing
  • The owner.

    Open a company and see every call, ticket, and deal this month, including the accounts that have gone quiet.

    Companies
Security

For teams that read the security questionnaire before the demo.

SOC 2 and HIPAA. Access policies in a designer or raw JSON, OAuth 2.0 for users and APIs, and encryption in transit and at rest. Our own SIP, media, and video engines, not someone else's rented stack.

Security and infrastructure
  • Who can see what.

    Set per role and per kind of record.

  • Logged.

    What people and bots do is logged and auditable.

  • Encrypted.

    In transit and at rest.

  • Yours.

    Your data stays yours, wherever it runs.

Questions

What buyers ask about bots and people.

Do AI agents work the same queues as human agents?

Yes. A bot is a worker with skills, capacity, and priority, like any agent. It takes voice, chat, SMS, and email from the queues your team works, under the same routing rules.

Can a manager monitor and review a bot the way they review an employee?

Yes. Bots show up on the wallboard and in team view next to your team. Managers listen live, leave feedback in the conversation, score the bot with the QA scorecards they already use, and step in whenever they want.

What happens when a bot is unable to resolve the task?

It passes the task to a person along with everything so far: what the customer said, what was promised, and what's still open. The customer doesn't repeat anything.

Is Unbound one product or several?

One product. Contact center, team phone and chat, CRM, and marketing run on the customer record, one login, and one contract. Cloud, hybrid, or onsite, with the same product in each.

Built by operators who've spent 20 years inside contact centers and customer platforms.

Thirty days. Real conversations.

Open an account with sample data already loaded: calls, records, and workflows. Put a bot on a queue, dial a record, send a proposal. Then decide.

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