How UnifiedBeez works: from setup to smarter conversations

UnifiedBeez brings all your customer conversations, AI assistance, and team workflows into one intelligent workspace — so you can respond faster, stay organized, and scale without complexity.

UnifiedBeez AI-powered customer conversation dashboard preview
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One platform. One inbox. One clear workflow.

Instead of juggling multiple tools for messaging, automation, CRM, and collaboration, UnifiedBeez centralizes everything — with AI working quietly in the background to support your team.

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How UnifiedBeez Works

Get live fast, with BeeZora Copilot or Manual Onboarding setup. Unifiedbeez gets your workspace, conversations and workflows ready in minutes.

STEP 01

Account Summary & Plan

Review your account details and select the plan that fits your needs. This helps UnifiedBeez tailor features, limits, and AI behavior from the start.

Account Summary & Plan
STEP 02

User Type Detection & Business Info

UnifiedBeez uses this information to personalize your workspace, AI assistant, and recommended workflows no technical setup required.

STEP 03

Team & Role Setup

Invite team members, assign roles, and control access — so everyone works from the same system without external tools.

STEP 04

AI Assistant Creation

Set up your AI assistant's name, tone, and personality. Beezora AI adapts to how your business communicates while keeping you in control.

STEP 05

Channel Integration

Link the channels your customers already use. All messages flow into one unified inbox automatically.

STEP 06

Per-Channel AI Configuration

Control how AI behaves on each channel from reply suggestions to escalation rules so every interaction feels intentional and human.

STEP 07

Web Chat Connection

Connect web chat to start engaging visitors instantly fully branded and localized to your business.

STEP 08

Smart Automations

Use UnifiedBeez's automation templates or build your own workflows to handle repetitive tasks, follow-ups, and internal actions automatically.

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Support that scales with you

From onboarding to everyday use, UnifiedBeez provides the guidance and support your team needs to stay productivity.

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Set up in minutes. No credit card required

Start using UnifiedBeez today

Bring clarity, speed, and intelligence to your customer conversations — without adding complexity to your workflow.

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