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Messaging apps

Common messaging apps run in the same queue as phone, chat and email. Customers write where they already write, and your team replies from one workspace.

  • DSGVO
  • BFSG

Building blocks

Messaging apps in detail.

The building blocks at a glance – all in the same workspace and under the same administration.

  • One queue

    Messages from messaging apps are distributed like any other contact, by skill and priority.

  • One history

    Whatever was discussed by messenger, phone or email sits in the same history.

  • Rich messages

    Images, documents, quick-reply buttons and locations, as far as each app supports them.

  • AI agents

    The same AI agents as in web chat answer routine questions in the messenger too.

#Where your customers already write

For many people the messenger is the tool they organise their day with. They write to family, friends and colleagues there, and would happily reach their energy supplier, insurer or retailer the same way.

Univerx connects common messaging apps to the same queue as every other channel. For your team little changes: one more message in the familiar workspace. For your customers a lot changes: service without switching apps.

#One channel among many, not beside many

The most common mistake when starting with messaging is a separate team with a separate tool. After a few months the phone team does not know what was discussed in the messenger, and vice versa.

At Univerx the messenger is one channel among many. Call distribution queues messages by the same rules, and the agent desktop shows them in the same history. Whoever writes on Tuesday and calls on Wednesday is recognised.

A man looks at his smartphone in the evening
A message in the evening, the reply in the morning: messaging follows the customer's daily rhythm.

#What works well in the messenger

RequestWhy the messenger fits
ReschedulingShort question, quick confirmation
Photo of damageImage straight from the camera
Delivery statusAn answer without logging in to a portal
Question about a letterPhoto of the letter, answer in the thread

Here too, an AI agent can answer routine questions immediately and hands over with context when a person is needed. The same logic as in web messaging, just in another window.

Inbound messages are straightforward: the customer got in touch. Outbound messages are not. In Germany, advertising usually requires express consent under § 7 of the Act against Unfair Competition (UWG), and the messaging apps have their own rules for business messages.

The messages themselves are stored in your Univerx tenant in the chosen EU region. On the app's side its own terms apply as well. Both belong in your privacy notice.

Univerx Contact Center

Every contact in the right queue.

Phone, video, chat, secure messaging, messaging apps, SMS, email and social media in one queue and one workspace. With history, context and scripts, so nobody has to explain a request twice.

  • Web messaging & chat

    Asynchronous chat on your website and in your apps. Customers can pause and pick up later, the history is kept, and AI agents handle what they can resolve.

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    • BFSG
    • EU
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  • SMS

    Two-way SMS for service, reminders and notices. Customers simply reply to the message, and the reply lands in the same queue as every other contact.

    • DSGVO
    • BFSG
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  • Call distribution (ACD)

    Rules or AI send every call, chat and email to the right queue and to the person with the right skill. You maintain priorities, hours and exceptions yourself.

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    • BFSG
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  • IVR & self-service

    Voice menus and speech dialogues resolve simple requests around the clock. Those who need a person arrive with context, and instead of hold music there is a callback on request.

    • DSGVO
    • BFSG
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  • Inbound

    Incoming contacts end to end: answering, queueing, callbacks, handover with context and wrap-up. So every request reaches, first time, the place where it gets resolved.

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    • BFSG
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  • Email

    Emails are recognised, categorised, prioritised and distributed like calls. With templates, suggested replies and reports, so no inbox overflows and no deadline slips.

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    • BFSG
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  • Social media

    Find social posts and messages that need an answer, distribute them like any other contact and answer them straight from the desktop, in public or in private.

    • DSGVO
    • BFSG
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  • Co-browse & screen share

    The agent sees the customer's page and guides her through it, with no download and with sensitive fields masked. For forms, applications and everything that is hard to explain on the phone.

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    • BFSG
    • eIDAS
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  • Video engagement & video advice

    Video in the browser without a download, started from chat, messaging or a running call. One-way and two-way video, screen share, waiting room and appointments; recording only with consent.

    • DSGVO
    • BFSG
    • EU
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  • Channel switching in one session

    From chat to call to video to co-browsing without starting over: one session, one context, the same person. No new queue, no second identity check, nothing to repeat.

    • DSGVO
    • BFSG
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  • In-app service & mobile SDK

    Chat, calls, video, co-browsing and push notifications inside your own app. Customers are signed in through the app, conversations resume after an interruption, and events flow into Univerx Journeys.

    • DSGVO
    • BFSG
    • EU
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  • Secure messaging

    Authenticated, asynchronous conversations inside the logged-in customer portal or your app. With scanned file exchange, a history per customer, notifications without content, and retention and deletion rules.

    • DSGVO
    • EU
    • DORA
    • BFSG
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  • Secure payments in the conversation

    Customers pay by phone keypad, in a secure payment field in chat or via a payment link, without card or bank details reaching agents, the recording or the transcript. Designed for PCI DSS.

    • DSGVO
    • EU
    • BFSG
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  • Appointment booking

    Book, move and remind appointments online: on website, app, chatbot or voicebot, by video, phone or in person. Capacity comes from scheduling; reminders and a waiting list keep the slots filled.

    • DSGVO
    • BFSG
    • EU
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  • Agent desktop

    One workspace for every channel: conversation, customer history, case and scripts on one screen. With AI support from Univerx Assist and no switching between five programs.

    • DSGVO
    • BFSG
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  • Real-time supervision

    A live view of queues, service levels and agent states. Team leads listen in, whisper or barge in, and follow chat, video and co-browsing live. Configurable for German co-determination.

    • DSGVO
    • EU
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  • Task routing

    Back-office tasks are distributed like contacts: applications, forms, follow-up questions and wrap-up work reach the right person by skill, deadline and priority, with workbins and follow-ups.

    • DSGVO
    • BFSG
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  • Reporting & analytics

    Real-time views for running operations, historical reports for management, alerts on deviations and data export for your own analysis. Across every channel, configurable for co-determination.

    • DSGVO
    • BFSG
    • EU
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Frequently asked questions

Which messaging apps are supported?

Common messaging apps and their business interfaces. Which ones are available for your start we name in conversation; the list keeps growing.

May we message customers proactively?

For inbound conversations, yes. Outbound messages usually require consent, and the apps have rules of their own. Univerx Outbound checks consent before sending.

Where are the messages stored?

In your Univerx tenant in your EU region. On the app's side its own terms apply as well; that belongs in your privacy notice.

See Univerx on your own example.

In a demo we show the platform along your channels and requests, from AI agents to video, workforce scheduling and analytics.

Online, in German or English, with no preparation on your side.