ClientWindow

* Delight private clients and business owners who prefer to chat on WhatsApp and WeChat.

* Centralize messaging data to offer team-wide visibility of conversations and meet your data retention obligations.

* Automatically route chat messages and voice notes from private clients on popular messaging apps to appropriate relationship teams who use business-level communication tools including email and Microsoft Teams.

* Enabling clients to create user accounts with specific roles—such as Owner, Admin, Creator, Reception, and User—each with defined scopes and limitations, ensuring precise control and tailored access within the app.

* Providing users with the ability to export their message history, complete with all associated files and media, ensuring comprehensive access to their data.

* Maintaining two dedicated group chats per client space, each linked to an email, to handle document receipts and notify the respective email upon uploading them.

Important for Microsoft Teams Users

If you see a “Requested” label when trying to install this app, it means your Microsoft Teams administrator needs to approve it before use.

Share this message with your IT admin:

Hi, I’d like to use the “ClientWindow” app in Microsoft Teams. It’s currently marked as “Requested,” meaning it needs admin approval in the Teams Admin Center. Once approved, I’ll be able to install it. Thank you!

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This app supports Microsoft Teams, Outlook and Microsoft 365 hubs.

In order to use this app, you need to have an active ClientWindow account.